| Stage | AZO | % of rev | ORLY | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $6.6B | 100.00% | $4.9B | 100.00% | AZO ×1.35 |
| Gross profit | $3.5B | 53.34% | $2.5B | 51.45% | AZO +1.9pp |
| Operating income | $1.3B | 19.97% | $986M | 20.15% | ORLY +0.2pp |
| Pre-tax income | $1.2B | 17.71% | $924M | 18.89% | ORLY +1.2pp |
| Net income | $932M | 14.13% | $715M | 14.62% | ORLY +0.5pp |
| Stage | AZO | ORLY | Gap · A − B |
|---|---|---|---|
| Revenue | $6.6B100.00% | $4.9B100.00% | AZO ×1.35 |
| Gross profit | 53.34%$3.5B | 51.45%$2.5B | AZO +1.9pp |
| Operating income | 19.97%$1.3B | 20.15%$986M | ORLY +0.2pp |
| Pre-tax income | 17.71%$1.2B | 18.89%$924M | ORLY +1.2pp |
| Net income |
| 14.13%$932M |
| 14.62%$715M |
| ORLY +0.5pp |
None
AZO · JEF 10-KJan 28 '26
“The purchase of receivables in this fashion is called factoring, and as of the Chapter 11 filing the Point Bonita portfolio had approximately $715 million in purported receivables due from retailers, including Walmart, AutoZone, NAPA, O'Reilly Auto Parts, and Advanced Auto Parts, with First Brands, as the servicer, responsible for collecting and remitting the Obligors' payments to Point Bonita.”
ORLY · JEF 10-KJan 28 '26
“The purchase of receivables in this fashion is called factoring, and as of the Chapter 11 filing the Point Bonita portfolio had approximately $715 million in purported receivables due from retailers, including Walmart, AutoZone, NAPA, O'Reilly Auto Parts, and Advanced Auto Parts, with First Brands, as the servicer, responsible for collecting and remitting the Obligors' payments to Point Bonita.”
AZO · MPAA 10-KJun 8 '26
“We sell our hard parts products to the largest automotive chains, including Advance Auto Parts, AutoZone, Genuine Parts (NAPA), and O'Reilly Auto Parts with an aggregate of approximately 25,000 retail outlets.”
ORLY · MPAA 10-KJun 8 '26
“We sell our hard parts products to the largest automotive chains, including Advance Auto Parts, AutoZone, Genuine Parts (NAPA), and O'Reilly Auto Parts with an aggregate of approximately 25,000 retail outlets.”