O'Reilly Automotive, Inc. (ORLY)
O'Reilly Automotive sells replacement auto parts, tools, and accessories to retail customers and professional mechanics.
ORLY vs TJX: how the two businesses compare
O'Reilly Automotive (ORLY) and TJX Companies (TJX) do not both have comparable annual revenue in the SEC XBRL snapshot, so this comparison rests on business descriptions, classifications, and filings. The SEC classifies them differently (Retail-Auto & Home Supply Stores; Retail-Family Clothing Stores); what connects them is shared exposure to the Economic trends research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Consumer Discretionary
- Different
- Separate classifications
- Different
- ORLY December 31 · TJX February 1
- Mar 31, 2026
ORLY vs TJX: quick comparison
| Company fact | ORLY | TJX |
|---|---|---|
| Company | O'Reilly Automotive, Inc. | The TJX Companies, Inc. |
| Exchange | NASDAQ | NYSE |
| Headquarters | — | Framingham, Massachusetts |
| Founded | — | 1956 |
| SEC industry | Retail-Auto & Home Supply Stores | Retail-Family Clothing Stores |
| Fiscal year-end | December 31 | February 1 |
| Latest annual filing | 10-K · 2026-02-27 | 10-K · 2026-03-31 |
Where ORLY and TJX overlap, and where they don't
Overlap
- Shared research theme: Economic trends.
Differences
- Different SEC industries: ORLY files as Retail-Auto & Home Supply Stores; TJX as Retail-Family Clothing Stores.
- Offset fiscal calendars: ORLY's year ends December 31 and TJX's February 1, about 2 months apart.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
The TJX Companies, Inc. (TJX)
TJX runs off-price retail chains such as T.J. Maxx, Marshalls, and HomeGoods, selling brand-name merchandise at a discount. Its treasure-hunt model tends to draw shoppers even during periods of tighter consumer budgets.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves ORLY
We have not yet published a company-specific driver list for ORLY. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-27.
What moves TJX
- Comparable-store sales and customer traffic across its off-price banners
- Opportunistic merchandise buying and inventory flexibility versus full-price retailers
- Store growth and international expansion, including HomeSense and European banners
- Markdown discipline and freight/wage costs as margin levers
The investment question
You now know how ORLY and TJX are classified, when their fiscal years end, and where their exposures overlap. Those are the facts. The investment question is what each share price already assumes about their exposure to economic trends, including “Comparable-store sales and customer traffic across its off-price banners” at TJX, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. ORLY's fiscal year ends December 31, while TJX's ends February 1. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 18 matched transaction rows for ORLY and 20 matched transaction rows for TJX. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
ORLY primary filings
TJX primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
ORLY vs TJX FAQs
Are ORLY and TJX direct competitors?
Not necessarily. O'Reilly Automotive files as Retail-Auto & Home Supply Stores and TJX Companies as Retail-Family Clothing Stores. The pair is compared because both map to the Economic trends research theme, not because the filings show head-to-head competition.
Which is better, ORLY or TJX?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this ORLY vs TJX comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers O'Reilly Automotive, Inc. and The TJX Companies, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
ORLY vs TJX compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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