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Brent Jordan

Senior Vice President at Jefferies Financial Group Inc.

Brent Jordan is a Senior Vice President at Jefferies, specializing as an equity research analyst primarily covering the industrials and business services sectors. He provides in-depth analysis on leading companies such as Cintas, UniFirst, ABM Industries, and Rollins, with a proven track record highlighted by consistent top-tier performance metrics, including strong success rates and positive average returns noted by platforms like TipRanks. Jordan began his career in equity research in the early 2000s, previously serving as a portfolio manager at Havens Advisors before joining Jefferies, where he currently leads coverage in his focus areas. He holds FINRA Series 7, 63, and 86/87 licenses, further reinforcing his commitment to regulatory standards and professional excellence in the securities industry.

Brent Jordan's questions to O REILLY AUTOMOTIVE (ORLY) leadership

Question · Q3 2025

Brent Jordan asked if O'Reilly's 4% same-skew inflation expectation differs from peers due to supply chain or tariff exposure, and for a breakdown of the 10% inventory per store growth, distinguishing between price impact, buying ahead, and strategic unit additions for better fill rates.

Answer

President Brent Kirby explained that O'Reilly's supplier diversification, with mid-20s exposure to China and multi-sourcing from various countries, positions them well to respond to tariff changes. CEO Brad Beckham stated that O'Reilly focuses on its own operations, scale, negotiating power, and competitive pricing. CFO Jeremy Fletcher clarified that the 10% inventory growth is primarily due to executing inventory strategies and deploying incremental enhancements, with price having less impact due to LIFO reporting. Brad Beckham added that Q3 inventory growth also included stocking the new Stafford, Virginia DC.

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Question · Q3 2025

Brent Jordan asked if industry supply chains create a delta in inflation expectations between O'Reilly and peers, and for a breakdown of the 10% inventory per store growth.

Answer

Brent Kirby (President, O'Reilly Automotive) explained O'Reilly's diversified global supplier base, with China exposure in the mid-20s and other countries having similar tariff rates. Brad Beckham (CEO, O'Reilly Automotive) added that O'Reilly focuses on its own negotiation and pricing power. Jeremy Fletcher (CFO, O'Reilly Automotive) clarified that inventory growth is primarily executing on inventory strategies and deploying enhancements, with price having less impact due to LIFO reporting. Brad Beckham (CEO, O'Reilly Automotive) added that it's about optimizing the tiered distribution network and stocking new DCs like Stafford, Virginia.

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