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Side-by-side financial comparison of O’Reilly Automotive (ORLY) and Stryker Corporation (SYK). Click either name above to swap in a different company.
Stryker Corporation is the larger business by last-quarter revenue ($7.2B vs $4.4B, roughly 1.6× O’Reilly Automotive). O’Reilly Automotive runs the higher net margin — 13.7% vs 11.8%, a 1.9% gap on every dollar of revenue. On growth, Stryker Corporation posted the faster year-over-year revenue change (11.4% vs 7.8%). Stryker Corporation produced more free cash flow last quarter ($1.9B vs $364.5M). Over the past eight quarters, Stryker Corporation's revenue compounded faster (16.9% CAGR vs 5.4%).
O'Reilly Automotive, Inc., doing business as O'Reilly Auto Parts, is an American automotive part retailer that provides automotive parts, tools, supplies, equipment, and accessories to professional service providers and do-it-yourself customers. Founded in 1957 by the O’Reilly family, O'Reilly Auto Parts operates more than 6,400 stores in 48 states, Puerto Rico, Mexico, and Canada.
The Stryker is a family of eight-wheeled armored fighting vehicles derived from the Canadian LAV III, which in turn derived from the Swiss Mowag Piranha. Stryker vehicles are produced by General Dynamics Land Systems-Canada (GDLS-C) for the United States Army in a plant in London, Ontario. It has four-wheel drive (8×4) and can be switched to all-wheel drive (8×8).
ORLY vs SYK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $4.4B | $7.2B |
| Net Profit | $605.2M | $849.0M |
| Gross Margin | 51.8% | 64.5% |
| Operating Margin | 18.8% | 25.2% |
| Net Margin | 13.7% | 11.8% |
| Revenue YoY | 7.8% | 11.4% |
| Net Profit YoY | 9.8% | 55.5% |
| EPS (diluted) | $-8.01 | $2.20 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $4.4B | $7.2B | ||
| Q3 25 | $4.7B | $6.1B | ||
| Q2 25 | $4.5B | $6.0B | ||
| Q1 25 | $4.1B | $5.9B | ||
| Q4 24 | $4.1B | $6.4B | ||
| Q3 24 | $4.4B | $5.5B | ||
| Q2 24 | $4.3B | $5.4B | ||
| Q1 24 | $4.0B | $5.2B |
| Q4 25 | $605.2M | $849.0M | ||
| Q3 25 | $725.9M | $859.0M | ||
| Q2 25 | $668.6M | $884.0M | ||
| Q1 25 | $538.5M | $654.0M | ||
| Q4 24 | $551.1M | $546.0M | ||
| Q3 24 | $665.5M | $834.0M | ||
| Q2 24 | $622.8M | $825.0M | ||
| Q1 24 | $547.2M | $788.0M |
| Q4 25 | 51.8% | 64.5% | ||
| Q3 25 | 51.9% | 63.6% | ||
| Q2 25 | 51.4% | 63.8% | ||
| Q1 25 | 51.3% | 63.8% | ||
| Q4 24 | 51.3% | 64.9% | ||
| Q3 24 | 51.6% | 64.0% | ||
| Q2 24 | 50.7% | 63.0% | ||
| Q1 24 | 51.2% | 63.6% |
| Q4 25 | 18.8% | 25.2% | ||
| Q3 25 | 20.7% | 18.7% | ||
| Q2 25 | 20.2% | 18.5% | ||
| Q1 25 | 17.9% | 14.3% | ||
| Q4 24 | 18.0% | 9.0% | ||
| Q3 24 | 20.5% | 19.7% | ||
| Q2 24 | 20.2% | 19.4% | ||
| Q1 24 | 18.9% | 18.5% |
| Q4 25 | 13.7% | 11.8% | ||
| Q3 25 | 15.4% | 14.2% | ||
| Q2 25 | 14.8% | 14.7% | ||
| Q1 25 | 13.0% | 11.1% | ||
| Q4 24 | 13.5% | 8.5% | ||
| Q3 24 | 15.2% | 15.2% | ||
| Q2 24 | 14.6% | 15.2% | ||
| Q1 24 | 13.8% | 15.0% |
| Q4 25 | $-8.01 | $2.20 | ||
| Q3 25 | $0.85 | $2.22 | ||
| Q2 25 | $0.78 | $2.29 | ||
| Q1 25 | $9.35 | $1.69 | ||
| Q4 24 | $9.50 | $1.41 | ||
| Q3 24 | $11.41 | $2.16 | ||
| Q2 24 | $10.55 | $2.14 | ||
| Q1 24 | $9.20 | $2.05 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $193.8M | $4.0B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-763.4M | $22.4B |
| Total Assets | $16.5B | $47.8B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $193.8M | $4.0B | ||
| Q3 25 | $204.5M | $3.3B | ||
| Q2 25 | $198.6M | $2.4B | ||
| Q1 25 | $191.2M | $2.3B | ||
| Q4 24 | $130.2M | $3.7B | ||
| Q3 24 | $115.6M | $3.9B | ||
| Q2 24 | $145.0M | $1.9B | ||
| Q1 24 | $89.3M | $2.3B |
| Q4 25 | $-763.4M | $22.4B | ||
| Q3 25 | $-894.7M | $21.8B | ||
| Q2 25 | $-1.2B | $21.2B | ||
| Q1 25 | $-1.4B | $20.9B | ||
| Q4 24 | $-1.4B | $20.6B | ||
| Q3 24 | $-1.4B | $20.1B | ||
| Q2 24 | $-1.6B | $19.8B | ||
| Q1 24 | $-1.4B | $19.2B |
| Q4 25 | $16.5B | $47.8B | ||
| Q3 25 | $16.3B | $47.1B | ||
| Q2 25 | $15.8B | $46.3B | ||
| Q1 25 | $15.3B | $46.0B | ||
| Q4 24 | $14.9B | $43.0B | ||
| Q3 24 | $14.6B | $43.8B | ||
| Q2 24 | $14.4B | $39.1B | ||
| Q1 24 | $14.2B | $39.4B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $633.5M | $2.1B |
| Free Cash FlowOCF − Capex | $364.5M | $1.9B |
| FCF MarginFCF / Revenue | 8.3% | 26.1% |
| Capex IntensityCapex / Revenue | 6.1% | 3.7% |
| Cash ConversionOCF / Net Profit | 1.05× | 2.52× |
| TTM Free Cash FlowTrailing 4 quarters | $1.6B | $4.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $633.5M | $2.1B | ||
| Q3 25 | $616.5M | $1.5B | ||
| Q2 25 | $756.8M | $1.1B | ||
| Q1 25 | $755.1M | $250.0M | ||
| Q4 24 | $624.5M | $1.9B | ||
| Q3 24 | $772.0M | $1.5B | ||
| Q2 24 | $948.9M | $633.0M | ||
| Q1 24 | $704.2M | $204.0M |
| Q4 25 | $364.5M | $1.9B | ||
| Q3 25 | $304.4M | $1.4B | ||
| Q2 25 | $456.1M | $928.0M | ||
| Q1 25 | $468.2M | $127.0M | ||
| Q4 24 | $334.0M | $1.7B | ||
| Q3 24 | $513.7M | $1.3B | ||
| Q2 24 | $723.5M | $481.0M | ||
| Q1 24 | $455.0M | $37.0M |
| Q4 25 | 8.3% | 26.1% | ||
| Q3 25 | 6.5% | 22.3% | ||
| Q2 25 | 10.1% | 15.4% | ||
| Q1 25 | 11.3% | 2.2% | ||
| Q4 24 | 8.2% | 25.9% | ||
| Q3 24 | 11.8% | 23.7% | ||
| Q2 24 | 16.9% | 8.9% | ||
| Q1 24 | 11.4% | 0.7% |
| Q4 25 | 6.1% | 3.7% | ||
| Q3 25 | 6.6% | 3.1% | ||
| Q2 25 | 6.6% | 3.0% | ||
| Q1 25 | 6.9% | 2.1% | ||
| Q4 24 | 7.1% | 4.1% | ||
| Q3 24 | 5.9% | 3.1% | ||
| Q2 24 | 5.3% | 2.8% | ||
| Q1 24 | 6.3% | 3.2% |
| Q4 25 | 1.05× | 2.52× | ||
| Q3 25 | 0.85× | 1.79× | ||
| Q2 25 | 1.13× | 1.26× | ||
| Q1 25 | 1.40× | 0.38× | ||
| Q4 24 | 1.13× | 3.54× | ||
| Q3 24 | 1.16× | 1.77× | ||
| Q2 24 | 1.52× | 0.77× | ||
| Q1 24 | 1.29× | 0.26× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ORLY
| DIY Customer | $2.2B | 49% |
| Professional Service Provider Customer | $2.1B | 49% |
| Other Customers And Sales Adjustments | $84.4M | 2% |
SYK
| Medical | $1.3B | 18% |
| Endoscopy | $1.1B | 16% |
| Traumaand Extremities | $1.1B | 15% |
| Instruments | $925.0M | 13% |
| Knees | $749.0M | 10% |
| Neuro Cranial | $669.0M | 9% |
| Neurovascular | $539.0M | 8% |
| Hips | $499.0M | 7% |
| Other Orthopaedics | $267.0M | 4% |
| Spine | $8.0M | 0% |
