O'Reilly Automotive, Inc. vs United Parcel Service, Inc.: Strategic Comparison
Key Differences at a Glance
| Field | O'Reilly Automotive, Inc. | United Parcel Service, Inc. |
|---|---|---|
| Revenue | $17.8B | $88.7B |
| Founded | 1957 | 1907 |
| Employees | 92,923 | 460,000 |
| Market Cap | $68.5B | $98.9B |
| Headquarters | United States | United States |
Quick Stats Comparison
| Metric | O'Reilly Automotive, Inc. | United Parcel Service, Inc. |
|---|---|---|
| Revenue | $17.8B | $88.7B |
| Founded | 1957 | 1907 |
| Headquarters | Springfield, Missouri, United States | Atlanta, Georgia |
| Market Cap | $68.5B | $98.9B |
| Employees | 92,923 | 460,000 |
O'Reilly Automotive, Inc. Revenue vs United Parcel Service, Inc. Revenue — Year by Year
| Year | O'Reilly Automotive, Inc. | United Parcel Service, Inc. | Leader |
|---|---|---|---|
| 2025 | $17.8B | $88.7B | United Parcel Service, Inc. |
| 2024 | $16.7B | $91.1B | United Parcel Service, Inc. |
| 2023 | $15.8B | $91.0B | United Parcel Service, Inc. |
Business Model Breakdown
Overview: O'Reilly Automotive, Inc. vs United Parcel Service, Inc.
This in-depth comparison examines O'Reilly Automotive, Inc. and United Parcel Service, Inc. across revenue, market value, business model, competitive positioning, and long-term growth strategy. Whether you are researching O'Reilly Automotive, Inc. on its own, evaluating United Parcel Service, Inc., or weighing the two companies side by side, the breakdown below highlights where each company leads and where the gap between O'Reilly Automotive, Inc. and United Parcel Service, Inc. is widest.
On the headline numbers, O'Reilly Automotive, Inc. reports annual revenue of $17.8B against $88.7B for United Parcel Service, Inc., while their respective market capitalizations stand at $68.5B and $98.9B. O'Reilly Automotive, Inc. is headquartered in United States and United Parcel Service, Inc. operates from United States, and those different home markets shape how each company competes.
O'Reilly Automotive, Inc.: O'Reilly Auto Parts sits in Automotive aftermarket retail, where scale, execution quality, customer trust, and capital allocation determine who keeps pricing power. O'Reilly Auto Parts trades on the NASDAQ under the ticker ORLY. The company's latest profile uses FY2025 financial data and current leadership information reviewed on 2026-07-22.
United Parcel Service, Inc.: UPS is not simply a delivery company. It is a daily density network: the more packages moving through routes, hubs, aircraft, and delivery stops, the more efficiently each incremental package can be handled.
Business Models: How O'Reilly Automotive, Inc. and United Parcel Service, Inc. Make Money
O'Reilly Automotive, Inc. and United Parcel Service, Inc. pursue distinct approaches to generating revenue, and understanding how each company operates is the foundation of any fair comparison between O'Reilly Automotive, Inc. and United Parcel Service, Inc..
O'Reilly Automotive, Inc. business model: O'Reilly Auto Parts makes money from DIY auto-parts retail, professional installer sales, commercial delivery, private-label products, distribution hubs, and e-commerce ordering. The economics depend on store density, parts availability, professional delivery speed, private-label mix, inventory discipline. Customers choose the company because drivers and repair shops need the right replacement part quickly, with local counter expertise and same-day availability. Management is trying to widen that advantage through commercial sales growth, parts availability, hub distribution, private-label mix, service quality.
United Parcel Service, Inc. business model: UPS makes money from U.S. domestic package delivery, international package delivery, air and ground shipping, brokerage, contract logistics, healthcare cold chain, freight forwarding, returns, insurance, UPS Store services, and digital logistics offerings.
Competitive Advantage: O'Reilly Automotive, Inc. vs United Parcel Service, Inc.
The durability of a company's moat often decides long-term winners. Here is how the competitive advantages of O'Reilly Automotive, Inc. stack up against those of United Parcel Service, Inc..
O'Reilly Automotive, Inc. competitive advantage: O'Reilly Auto Parts's competitive advantage comes from dense stores, hub-and-spoke distribution, professional delivery relationships, private-label merchandising, and experienced counter staff. That advantage matters because drivers and repair shops need the right replacement part quickly, with local counter expertise and same-day availability. The moat is strongest when the company pairs product execution with customer retention and disciplined capital allocation.
United Parcel Service, Inc. competitive advantage: UPS's advantage is route density, integrated air-ground operations, trusted service quality, global customs and brokerage capability, package tracking data, enterprise customer relationships, and specialized healthcare logistics infrastructure.
Growth Strategy: Where O'Reilly Automotive, Inc. and United Parcel Service, Inc. Are Headed
Future prospects matter as much as current results. The growth strategies below explain how O'Reilly Automotive, Inc. and United Parcel Service, Inc. each plan to expand from here.
O'Reilly Automotive, Inc. growth strategy: O'Reilly Auto Parts's growth strategy is focused on commercial sales growth, parts availability, hub distribution, private-label mix, service quality. The goal is to convert customer demand into durable revenue while protecting the operational or technical advantages that made the company important in the first place.
United Parcel Service, Inc. growth strategy: UPS is emphasizing higher-yield parcels, SMB penetration, healthcare logistics, international package growth, automation, RFID-enabled package visibility, network reconfiguration, and disciplined capital spending.
Financial Picture: O'Reilly Automotive, Inc. vs United Parcel Service, Inc.
A closer look at the financial trajectory of O'Reilly Automotive, Inc. and United Parcel Service, Inc. rounds out the comparison.
O'Reilly Automotive, Inc.: O'Reilly Auto Parts reported $17.782 billion of net sales for FY2025, compared with $16.708 billion in FY2024. In the same period, net income was $2.538 billion. O'Reilly Auto Parts has 92,923 Team Members as of January 31, 2026. The source basis is O'Reilly Automotive FY2025 Form 10-K.
United Parcel Service, Inc.: UPS reported USD 88.7 billion in 2025 revenue, USD 7.9 billion in operating profit, and 8.9% operating margin. The company delivered 5.2 billion packages and continued shifting toward higher-yielding volume, healthcare logistics, SMBs, B2B, and international opportunities.
Company-Specific SWOT Notes
O'Reilly Automotive, Inc.
O'Reilly Auto Parts's competitive advantage comes from dense stores, hub-and-spoke distribution, professional delivery relationships, private-label merchandising, and experienced counter staff.
dense stores, hub-and-spoke distribution, professional delivery relationships, private-label merchandising, and experienced counter staff.
vehicle miles trends, labor costs, e-commerce competition, inventory execution, EV parts mix, and right-to-repair limits.
O'Reilly Auto Parts's growth strategy is focused on commercial sales growth, parts availability, hub distribution, private-label mix, service quality.
United Parcel Service, Inc.
UPS's advantage is route density, integrated air-ground operations, trusted service quality, global customs and brokerage capability, package tracking data, enterprise customer relationships, and specialized healthcare logistics infrastructure.
UPS wins when package density, reliable service, and integrated air-ground logistics make it cheaper and safer for customers to use UPS than to stitch together alternatives.
The biggest risk is that falling low-yield volume, labor inflation, or Amazon-related shifts reduce network density faster than UPS can reprice and reconfigure operations.
UPS is emphasizing higher-yield parcels, SMB penetration, healthcare logistics, international package growth, automation, RFID-enabled package visibility, network reconfiguration, and disciplined capital spending.
Head-to-Head Scorecard
| Category | Winner | Why |
|---|---|---|
| Revenue Scale | United Parcel Service, Inc. | United Parcel Service, Inc. reports the larger revenue base ($88.7B), which serves as a core operational scale signal. |
| Profitability Potential | Comparable | Both organizations prioritize market penetration or are at equivalent reporting tiers. |
| Company Age | United Parcel Service, Inc. | Founded in 1957 vs 1907. The earlier pioneer typically commands longer historical institutional legacy. |
| Innovation Moat | United Parcel Service, Inc. | Higher aggregate count of major acquisitions and key R&D releases indicates a more active technology absorption velocity. |
| Scale (Employees) | United Parcel Service, Inc. | A significantly larger reported workforce supports enhanced global distribution capability. |
| Market Cap | United Parcel Service, Inc. | Higher public valuation denotes greater forward-looking investor conviction in earnings potential. |
| Future Outlook | Tied | Strategic auditing assesses that both maintain defensive leadership vectors within their core market clusters. |
Who Wins Each Category?
United Parcel Service, Inc. reports the larger revenue base ($88.7B), which serves as a core operational scale signal.
Both organizations prioritize market penetration or are at equivalent reporting tiers.
Founded in 1957 vs 1907. The earlier pioneer typically commands longer historical institutional legacy.
Higher aggregate count of major acquisitions and key R&D releases indicates a more active technology absorption velocity.
A significantly larger reported workforce supports enhanced global distribution capability.
Who Wins: O'Reilly Automotive, Inc. or United Parcel Service, Inc.?
Reviewed by Swet Parvadiya, May 2026 - Author Profile
Our analysts compile business strategy profiles from public financial filings, press releases, and analyst reports. Each profile is reviewed for accuracy before publication by our editorial desk and updated on a rolling basis.
Frequently Asked Questions: O'Reilly Automotive, Inc. vs United Parcel Service, Inc.
Is O'Reilly Automotive, Inc. better than United Parcel Service, Inc.?
Verdict: Between O'Reilly Automotive, Inc. and United Parcel Service, Inc., United Parcel Service, Inc. is the stronger overall option based on higher annual revenue. The decision still depends on which factors matter most for your needs, but on the weight of the evidence above, United Parcel Service, Inc. comes out ahead in this O'Reilly Automotive, Inc. vs United Parcel Service, Inc. comparison.
Who earns more — O'Reilly Automotive, Inc. or United Parcel Service, Inc.?
United Parcel Service, Inc. earns more with $88.7B in annual revenue versus O'Reilly Automotive, Inc.'s $17.8B. United Parcel Service, Inc. leads on total revenue based on latest verified figures.
Which company has higher revenue — O'Reilly Automotive, Inc. or United Parcel Service, Inc.?
O'Reilly Automotive, Inc. reported $17.8B, while United Parcel Service, Inc. reported $88.7B. The revenue leader is United Parcel Service, Inc. based on latest verified figures.
O'Reilly Automotive, Inc. revenue vs United Parcel Service, Inc. revenue — which is higher?
O'Reilly Automotive, Inc. revenue: $17.8B. United Parcel Service, Inc. revenue: $17.8B. United Parcel Service, Inc. has the larger revenue base of the two companies.
Sources & References
- SEC EDGAR: O'Reilly Automotive, Inc. Annual Filings (10-K, 8-K)
- O'Reilly Automotive, Inc. Corporate Website
- O'Reilly Automotive, Inc. Annual Report 2025 - Revenue and Financial Data
- sec.gov
- corporate.oreillyauto.com
- oreillyauto.com
- SEC EDGAR: United Parcel Service, Inc. Annual Filings (10-K, 8-K)
- United Parcel Service, Inc. Corporate Website
- United Parcel Service, Inc. Annual Report 2025 - Revenue and Financial Data
- sec.gov
- investors.ups.com
- about.ups.com