{"slug":"o-reilly-automotive","name":"오라일리 오토모티브","name_en":"O’Reilly Automotive","ticker":"ORLY","updated_at":"2026-09-11T19:22:06.072823+00:00","canonical":"https://valuechain.wiki/o-reilly-automotive","citable":"밸류체인 그래프 기준 오라일리 오토모티브의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 10곳에 닿는다. 링크의 근거 출처는 4건이며 그중 1차공시가 3건이다 (valuechain.wiki, 2026-09-11 기준).","citable_en":"Per the valuechain.wiki graph, O’Reilly Automotive is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 10 companies within two hops; the links are backed by 4 dated sources, 3 of them primary filings (as of 2026-09-11).","kicker":"북미 자동차부품 유통사","kicker_en":"North American auto-parts retailer","lead":"오라일리 오토모티브는 DIY 고객과 전문 정비업체에 자동차 애프터마켓 부품, 공구와 소모품을 판매한다. 상품 재고 조달이 핵심 비용이며 덴소와 엑슨모빌의 Mobil 1 같은 브랜드 제품을 취급하고, Vast Auto 인수로 캐나다 유통망을 확보했다.","lead_en":"O’Reilly Automotive sells automotive aftermarket parts, tools and supplies to DIY customers and professional service providers. Merchandise procurement is its core cost base, including branded products from Denso and ExxonMobil’s Mobil 1, while the Vast Auto acquisition added a Canadian distribution network.","categories":[{"key":"automotive-retail-aftermarket","ko":"자동차 판매·애프터마켓","en":"Automotive Retail & Aftermarket","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"DIY 고객","note":"FY2025 매출 87억 6,564만 7천 달러"},{"name":"전문 정비업체 고객","note":"FY2025 매출 86억 5,174만 6천 달러"},{"name":"기타 매출 및 조정","note":"FY2025 3억 6,459만 9천 달러"}],"total":"FY2025 총매출 177억 8,199만 2천 달러 (2025-12-31 종료, SEC 10-K XBRL)","track":"C"},"segments_en":{"parts":[{"name":"DIY customers","note":"US$8.766 billion in FY2025 sales"},{"name":"Professional service provider customers","note":"US$8.652 billion in FY2025 sales"},{"name":"Other sales and sales adjustments","note":"US$364.599 million in FY2025"}],"total":"US$17.782 billion in FY2025 (year ended December 31, 2025; SEC 10-K XBRL)"},"returns_yearly":{"2021":56,"2022":19.5,"2023":12.6,"2024":24.8,"2025":15.4,"2026":-3.6},"return_asof":"2026-09-04","value_chain":{"leading":[],"benefiting":[{"slug":"exxonmobil","name":"엑슨모빌","name_en":"ExxonMobil","tier":1,"returns_yearly":{"2021":57.6,"2022":87.4,"2023":-6.3,"2024":11.3,"2025":16,"2026":35.2}},{"slug":"denso","name":"덴소","name_en":"Denso","tier":1,"returns_yearly":{"2021":49,"2022":-16,"2023":37.4,"2024":-5.5,"2025":2.4,"2026":-8.9}},{"slug":"targa-resources","name":"타가 리소시스","name_en":"Targa Resources Corp.","tier":2,"returns_yearly":{"2021":100.1,"2022":43.7,"2023":21,"2024":110.1,"2025":5.7,"2026":59.5}},{"slug":"schlumberger","name":"슐럼버거","name_en":"Schlumberger","tier":2,"returns_yearly":{"2021":39.6,"2022":81.2,"2023":-0.8,"2024":-24.5,"2025":3.3,"2026":52.3}},{"slug":"texas-pacific-land","name":"텍사스 퍼시픽 랜드","name_en":"Texas Pacific Land Corporation","tier":2,"returns_yearly":{"2021":73.3,"2022":91.3,"2023":-32.4,"2024":115.3,"2025":-21.6,"2026":26.2}},{"slug":"baker-hughes","name":"베이커 휴즈","name_en":"Baker Hughes Company","tier":2,"returns_yearly":{"2021":19,"2022":26,"2023":18.6,"2024":23.1,"2025":13.4,"2026":25.9}},{"slug":"air-liquide","name":"Air Liquide","name_en":"Air Liquide","tier":2,"returns_yearly":{"2021":14.3,"2022":8.1,"2023":21.1,"2024":8.7,"2025":-4.6,"2026":20.7}},{"slug":"kinder-morgan","name":"킨더 모건","name_en":"Kinder Morgan, Inc.","tier":2,"returns_yearly":{"2021":23.8,"2022":21.2,"2023":4.1,"2024":64.4,"2025":4.8,"2026":17.5}},{"slug":"honeywell-technologies","name":"하니웰 테크놀로지스","name_en":"Honeywell Technologies","tier":2,"returns_yearly":{"2021":-0.3,"2022":4.9,"2023":0,"2024":10,"2025":-6.4,"2026":3.8}},{"slug":"yokogawa-electric","name":"요코가와전기","name_en":"Yokogawa Electric","tier":2,"returns_yearly":{"2021":-15.9,"2022":23.6,"2023":30.6,"2024":18.8,"2025":52.3,"2026":-8.2}},{"slug":"ge-vernova","name":"GE Vernova","name_en":"GE Vernova","tier":3,"returns_yearly":{"2025":99,"2026":54}},{"slug":"nvidia","name":"NVIDIA","name_en":"NVIDIA","tier":3,"returns_yearly":{"2021":125.5,"2022":-50.3,"2023":239,"2024":171.2,"2025":38.9,"2026":23.2}},{"slug":"carrier-global","name":"캐리어 글로벌","name_en":"Carrier Global Corporation","tier":3,"returns_yearly":{"2021":45.3,"2022":-22.7,"2023":41.5,"2024":20.3,"2025":-21.8,"2026":14.3}},{"slug":"amazon","name":"아마존","name_en":"Amazon","tier":3,"returns_yearly":{"2021":2.4,"2022":-49.6,"2023":80.9,"2024":44.4,"2025":5.2,"2026":12}},{"slug":"ge-aerospace","name":"GE 에어로스페이스","name_en":"GE Aerospace","tier":3,"returns_yearly":{"2021":9.7,"2022":-10.9,"2023":95.7,"2024":64.8,"2025":85.7,"2026":9.7}},{"slug":"alphabet","name":"알파벳 (구글)","name_en":"Alphabet (Google)","tier":3,"returns_yearly":{"2021":65.3,"2022":-39.1,"2023":58.3,"2024":36,"2025":66,"2026":8.3}},{"slug":"nxp","name":"NXP반도체","name_en":"NXP Semiconductors","tier":3,"returns_yearly":{"2021":44.8,"2022":-29.2,"2023":48.4,"2024":-8,"2025":6.4,"2026":5.9}},{"slug":"blackrock","name":"BlackRock","name_en":"BlackRock","tier":3,"returns_yearly":{"2021":29.4,"2022":-20.4,"2023":17.9,"2024":29.3,"2025":6.6,"2026":2.8}},{"slug":"honeywell-aerospace","name":"하니웰 에어로스페이스","name_en":"Honeywell Aerospace Inc.","tier":3,"returns_yearly":null}],"analysis":"북미 자동차부품 유통사 기업. 2026년 -3.6%다. 본주(-3.6%)와 공급단(평균 +13.2%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 엑슨모빌(+35.2%), 가장 처진 곳은 덴소(-8.9%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"O’Reilly Automotive operates across North American auto-parts retailer. It is -3.6% in 2026. The stock (-3.6%) and its supply side (avg +13.2%) are moving in step. Among connected nodes the furthest ahead is ExxonMobil (+35.2%) and the furthest behind is Denso (-8.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. Merchandise procurement is its core cost base, including branded products from Denso and ExxonMobil’s Mobil 1, while the Vast Auto acquisition added a Canadian distribution network.","analysis_asof":"2026-09-04"},"edges":[{"direction":"revenue","counterparty":"DIY 고객","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-27","basis":"DIY 고객 대상 매출","value":8765647000,"period":"FY2025","basis_en":"Sales to DIY customers","qualifier":null},"note":"개인이 매장과 온라인에서 직접 자동차 부품을 사는 핵심 수요층이다. FY2025 매출은 87억 6,564만 7천 달러였고 전체 매출의 약 절반을 차지했다.","note_en":"Consumers buying automotive parts directly in stores and online are a core demand group. FY2025 sales to DIY customers were US$8.766 billion, approximately half of total sales.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/898173/000089817326000009/orly-20251231x10k.htm","title":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","title_en":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","excerpt":"DIY 고객 대상 FY2025 매출은 87억 6,564만 7천 달러였다.","excerpt_en":"do-it-yourself customers"}]},{"direction":"revenue","counterparty":"전문 정비업체 고객","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-27","basis":"전문 정비업체 고객 대상 매출","value":8651746000,"period":"FY2025","basis_en":"Sales to professional service provider customers","qualifier":null},"note":"정비소, 차체 수리점과 차량 유지관리 사업자가 당일 배송을 받아 부품을 구매하는 상업 고객층이다. FY2025 매출은 86억 5,174만 6천 달러였으며, 2025년 3분기에도 전문 부문 성장률이 DIY보다 높았다는 한국어 분석이 같은 수요 구조를 확인한다.","note_en":"Repair shops, body shops and fleet-maintenance operators are commercial customers that buy parts with same-day delivery. FY2025 sales were US$8.652 billion, and Korean-language analysis of the third quarter also found professional-channel growth outpacing DIY growth.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/898173/000089817326000009/orly-20251231x10k.htm","title":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","title_en":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","excerpt":"전문 정비업체 고객 대상 FY2025 매출은 86억 5,174만 6천 달러였다.","excerpt_en":"professional service provider customers"},{"stance":"mentions","publisher":"Investing.com 코리아","publisher_en":"Investing.com Korea","kind":"analysis","lang":"ko","published_at":"2025-10-24","url":"https://kr.investing.com/news/transcripts/article-93CH-1682266","title":"오릴리 오토모티브, 3분기 EPS 예상치 상회...주가 하락","title_en":"O’Reilly Automotive Beats Third-Quarter EPS Estimate as Shares Fall","excerpt":"전문 비즈니스 부문은 10% 이상 성장했으며, DIY 매출은 한 자릿수 낮은 성장률을 기록했습니다.","excerpt_en":"The professional business grew by more than 10%, while DIY sales posted low-single-digit growth."}]},{"direction":"investment","counterparty":"Groupe Del Vasto (Vast Auto)","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2024-08-08","basis":"인수한 Vast Auto 발행주식 비율","value":100,"period":"acquisition_closed_2024-01-22","basis_en":"Share of Vast Auto outstanding stock acquired","qualifier":null},"note":"오라일리는 2024년 1월 캐나다 자동차부품 유통사 Vast Auto의 발행주식 전부를 현금으로 인수했다. 거래로 물류센터 2곳, 위성창고 6곳과 직영점 23곳을 포함한 캐나다 동부 유통망을 확보했다.","note_en":"O’Reilly acquired all outstanding shares of Canadian auto-parts distributor Vast Auto for cash in January 2024. The transaction added two distribution centers, six satellite warehouses and 23 company-owned stores across Eastern Canada.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2024-08-08","url":"https://www.sec.gov/Archives/edgar/data/898173/000089817324000035/orly-20240630x10q.htm","title":"O REILLY AUTOMOTIVE INC 10-Q (2024-08-08)","title_en":"O REILLY AUTOMOTIVE INC 10-Q (2024-08-08)","excerpt":"Vast Auto 발행주식 100%를 인수하고 거래 종결 때 전액을 현금으로 지급했다.","excerpt_en":"100% of all outstanding shares"}]},{"direction":"cost","counterparty":"덴소","counterparty_slug":"denso","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-27","basis":"덴소 브랜드 상품 조달액","value":null,"period":"FY2025","basis_en":"Procurement value of Denso-branded merchandise","qualifier":"confirmed_no_disclosed_value"},"note":"오라일리는 10-K의 상품 및 구매 항목에서 덴소를 취급하는 프리미엄 브랜드 제품으로 열거했다. 덴소와의 개별 계약 조건이나 조달 금액은 공개하지 않았다.","note_en":"O’Reilly lists Denso among the premium name-brand merchandise in its products and purchasing disclosure. It does not disclose contract terms or the amount procured from Denso.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/898173/000089817326000009/orly-20251231x10k.htm","title":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","title_en":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","excerpt":"프리미엄 브랜드 상품 목록에 덴소가 포함됐다.","excerpt_en":"Denso"}]},{"direction":"cost","counterparty":"엑슨모빌","counterparty_slug":"exxonmobil","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-27","basis":"엑슨모빌 Mobil 1 브랜드 상품 조달액","value":null,"period":"FY2025","basis_en":"Procurement value of ExxonMobil Mobil 1-branded merchandise","qualifier":"confirmed_no_disclosed_value"},"note":"오라일리는 10-K에서 Mobil 1을 취급하는 프리미엄 브랜드 상품으로 열거했다. 엑슨모빌 공시는 Mobil 1이 자사 합성 엔진오일 브랜드임을 확인하지만, 오라일리향 조달 금액은 공개하지 않는다.","note_en":"O’Reilly lists Mobil 1 among the premium name-brand merchandise it carries. ExxonMobil identifies Mobil 1 as its synthetic motor-oil brand, but the value of O’Reilly’s procurement is not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-27","url":"https://www.sec.gov/Archives/edgar/data/898173/000089817326000009/orly-20251231x10k.htm","title":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","title_en":"O REILLY AUTOMOTIVE INC 10-K (2026-02-27)","excerpt":"프리미엄 브랜드 상품 목록에 Mobil 1이 포함됐다.","excerpt_en":"Mobil1"},{"stance":"confirms","publisher":"엑슨모빌","publisher_en":"ExxonMobil","kind":"filing","lang":"en","published_at":"2007-03-23","url":"https://investor.exxonmobil.com/sec-filings/all-sec-filings/content/0000950134-07-006488/0000950134-07-006488.pdf","title":"Exxon Mobil Corporation 8-K (2007-03-23)","title_en":"Exxon Mobil Corporation 8-K (2007-03-23)","excerpt":"엑슨모빌은 Mobil 1을 자사의 대표 합성 엔진오일로 설명했다.","excerpt_en":"Mobil 1, the world’s leading synthetic motor oil"}]}]}