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AutoZone vs O'Reilly Automotive: AZO and ORLY compared
AutoZone is the larger company: $6.6B of revenue in its latest quarter (Q4 FY26) against $5.1B for O'Reilly Automotive (Q3 2026). O'Reilly Automotive is growing faster (+9% against +6% a year earlier). O'Reilly Automotive is more profitable, with an operating margin of 21.4% against 20.0%.
Where the money goes: AZO and ORLY
AutoZone (AZO) · Q4 FY26
AutoZone, Q4 FY26: revenue $6.6B (+6% year over year), operating margin 20.0%, net earnings $932M. The chart follows the revenue to costs, profit and cash.
O'Reilly Automotive (ORLY) · Q3 2026
O'Reilly Automotive, Q3 2026: revenue $5.1B (+9% year over year), operating margin 21.4%, net earnings $786M, operating cash flow $559M. The chart follows the revenue to costs, profit and cash.
| AutoZone (AZO) | O'Reilly Automotive (ORLY) | |
|---|---|---|
| Latest quarter | Q4 FY26 | Q3 2026 |
| Revenue | $6.6B | $5.1B |
| Revenue growth, Y/Y | +6% | +9% |
| Gross margin | 53.3% | 52.4% |
| Operating margin | 20.0% | 21.4% |
| Net earnings | $932M | $786M |
| Net margin | 14.1% | 15.3% |
| Operating cash flow | — | $559M |
| Free cash flow | — | $251M |
| Market value | $55.8B | $74.3B |
| P/E | 21.7× | 27.4× |
| Analysts’ mean target | $3665.61 | $106.46 |
Questions
Which is bigger, AutoZone or O'Reilly Automotive?
AutoZone is the larger company: $6.6B of revenue in its latest quarter (Q4 FY26) against $5.1B for O'Reilly Automotive (Q3 2026).
Is AutoZone or O'Reilly Automotive growing faster?
O'Reilly Automotive is growing faster (+9% against +6% a year earlier).
Which is more profitable, AutoZone or O'Reilly Automotive?
O'Reilly Automotive is more profitable, with an operating margin of 21.4% against 20.0%.
More: AutoZone earnings · how AutoZone makes money · O'Reilly Automotive earnings · how O'Reilly Automotive makes money
From the companies' latest 10-Q, 10-K or earnings release (10-K filed Oct 26, 2026; 10-Q filed Nov 6, 2026). Fiscal quarters can end on different dates. Not investment advice.