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OneWater Marine vs O Reilly Automotive: revenue, profit, margins and growth compared

OneWater Marine brought in $1.9B of revenue in fiscal 2025, O Reilly Automotive $17.8B in fiscal 2025. Revenue changed by +5.6% at OneWater Marine and +6.4% at O Reilly Automotive on the year before, so O Reilly Automotive grew faster. OneWater Marine kept -6.1% of its revenue as net profit, O Reilly Automotive 14.3%. Free cash flow was $79.7M at OneWater Marine and $1.6B at O Reilly Automotive.

Side by side, latest fiscal year

ONEWORLY
Fiscal year endedFY2025 (September 30, 2025)FY2025 (December 31, 2025)
Revenue$1.9B$17.8B
Revenue growth+5.6%+6.4%
Net income-$114.6M$2.5B
Net margin-6.1%14.3%
Free cash flow$79.7M$1.6B
Free cash flow margin4.3%9.0%
Earnings per share (diluted)n/a$2.97
Cash$64.8M$193.8M
Debt$412.1M$6B
Price to earningsn/a29.0
Market value$165.2M$69.7B
Dividend yieldn/an/a
Rank by revenue in sector#365 of 778 · Consumer discretionary#68 of 778 · Consumer discretionary

Over the years

Revenue
ONEW FY2020: $1BONEW FY2021: $1.2BONEW FY2022: $1.7BONEW FY2023: $1.9BONEW FY2024: $1.8BONEW FY2025: $1.9BORLY FY2018: $9.5BORLY FY2019: $10.1BORLY FY2020: $11.6BORLY FY2021: $13.3BORLY FY2022: $14.4BORLY FY2023: $15.8BORLY FY2024: $16.7BORLY FY2025: $17.8BFY18FY19FY20FY21FY22FY23FY24FY25
ONEW $1.9BORLY $17.8B
Net income
ONEW FY2018: $1.9MONEW FY2020: $37.3MONEW FY2020: $17.4MONEW FY2021: $79.1MONEW FY2022: $130.9MONEW FY2023: -$38.6MONEW FY2024: -$5.7MONEW FY2025: -$114.6MORLY FY2018: $1.3BORLY FY2019: $1.4BORLY FY2020: $1.8BORLY FY2021: $2.2BORLY FY2022: $2.2BORLY FY2023: $2.3BORLY FY2024: $2.4BORLY FY2025: $2.5BFY18FY19FY20FY21FY22FY23FY24FY25
ONEW -$114.6MORLY $2.5B
Net margin
ONEW FY2020: 1.7%ONEW FY2021: 6.4%ONEW FY2022: 7.5%ONEW FY2023: -2.0%ONEW FY2024: -0.3%ONEW FY2025: -6.1%ORLY FY2018: 13.9%ORLY FY2019: 13.7%ORLY FY2020: 15.1%ORLY FY2021: 16.2%ORLY FY2022: 15.1%ORLY FY2023: 14.8%ORLY FY2024: 14.3%ORLY FY2025: 14.3%FY18FY19FY20FY21FY22FY23FY24FY25
ONEW -6.1%ORLY 14.3%
Revenue growth
ONEW FY2021: +20.1%ONEW FY2022: +42.1%ONEW FY2023: +11.0%ONEW FY2024: -8.5%ONEW FY2025: +5.6%ORLY FY2019: +6.4%ORLY FY2020: +14.3%ORLY FY2021: +14.8%ORLY FY2022: +8.1%ORLY FY2023: +9.7%ORLY FY2024: +5.7%ORLY FY2025: +6.4%FY19FY20FY21FY22FY23FY24FY25
ONEW +5.6%ORLY +6.4%
Free cash flow
ONEW FY2018: -$14.4MONEW FY2020: -$13MONEW FY2020: $206.2MONEW FY2021: $149.5MONEW FY2022: -$4MONEW FY2023: -$151MONEW FY2024: $8.9MONEW FY2025: $79.7MORLY FY2018: $1.2BORLY FY2019: $1.1BORLY FY2020: $2.4BORLY FY2021: $2.8BORLY FY2022: $2.6BORLY FY2023: $2BORLY FY2024: $2BORLY FY2025: $1.6BFY18FY19FY20FY21FY22FY23FY24FY25
ONEW $79.7MORLY $1.6B

Fiscal years as each company reports them; the two may end in different months.

Questions about OneWater Marine and O Reilly Automotive

Which is bigger by revenue, OneWater Marine or O Reilly Automotive?

O Reilly Automotive is bigger by revenue: $17.8B in fiscal 2025, against $1.9B for OneWater Marine in fiscal 2025.

Which keeps more of its revenue as profit, OneWater Marine or O Reilly Automotive?

OneWater Marine had a net margin of -6.1% in fiscal 2025; O Reilly Automotive had 14.3% in fiscal 2025.

Which grew revenue faster, OneWater Marine or O Reilly Automotive?

In their latest fiscal years revenue changed by +5.6% at OneWater Marine and +6.4% at O Reilly Automotive.

Where do these numbers come from?

From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.

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