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Cycle Long '24: Car Repair, Towing & Auction
11 tickers · $243.72B total market cap
Group: Cycle Long
The Cycle '24: Car Repair, Towing & Auction subtheme remains bullish as of Spring 2025, driven by continued high demand for used vehicles and parts amidst supply chain disruptions impacting new car availability. The sector benefits from an increased number of older vehicles on the road, necessitating more repairs and maintenance. Additionally, the growth of online auction platforms for vehicles and parts enhances market reach and efficiency.
Cycle Long '24: Car Repair, Towing & Auction tracks 11 publicly listed stocks in this theme: 4732.T, ATG.LSE, AUCT.BK, AZO, CPRT, EBAY, LQDT, MLR, OPLN, ORLY, RBA. See the constituent table for details.
Thesis update: 2025-04-01
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
O'Reilly Automotive, Inc.ORLY | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -2.60% | 8.55% | -2.69% | -7.53% | $76.18B | 9.0909 |
AutoZone, Inc.AZO | 03/03/2026 (BMO) | 05/26/2026 (BMO) | -4.26% | — | -9.95% | — | $55.15B | 9.0909 |
eBay Inc.EBAY | 04/29/2026 | 04/29/2026 | 7.17% | 3.11% | 18.24% | 10.40% | $50.72B | 9.0909 |
Copart, Inc.CPRT | 02/19/2026 (AMC) | 05/21/2026 (AMC) | -3.11% | — | -9.21% | — | $31.90B | 9.0909 |
RB Global, Inc.RBA | 05/04/2026 | 05/04/2026 | -0.37% | 1.57% | 1.27% | -3.04% | $19.24B | 9.0909 |
USS Co., Ltd.4732.T | 05/12/2026 | 05/12/2026 | 7.31% | -2.83% | -10.50% | 8.20% | $5.21B | 9.0909 |
OPENLANE, Inc.OPLN | 05/05/2026 | 05/05/2026 | -1.62% | 12.10% | 23.51% | -4.23% | $3.65B | 9.0909 |
Liquidity Services, Inc.LQDT | 05/07/2026 (BMO) | 05/07/2026 (BMO) | 3.30% | -2.77% | 14.49% | -6.13% | $1.05B | 9.0909 |
Miller Industries, Inc.MLR | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 2.18% | -4.04% | 6.33% | -2.35% | $530.7M | 9.0909 |
Union Auction Public Company LimitedAUCT.BK | 05/08/2026 | 05/08/2026 | -0.32% | -3.95% | -19.58% | -6.99% | $71.4M | 9.0909 |
Auction Technology Group plcATG.LSE | 05/14/2026 | 05/14/2026 | -1.81% | 11.72% | 35.94% | -0.60% | $6.4M | 9.0909 |
| Average | 0.53% | 2.61% | 4.35% | -1.36% | $22.16B | 9.0909 | ||
| Median | -0.37% | 1.57% | 1.27% | -3.04% | $5.21B | 9.0909 | ||
| Std Dev | 3.79% | 6.28% | 16.25% | 6.10% | $26.02B | 0.0% | ||
| Min | -4.26% | -4.04% | -19.58% | -7.53% | $6.4M | 9.0909 | ||
| Max | 7.31% | 12.10% | 35.94% | 10.40% | $76.18B | 9.0909 | ||
| % Positive Tickers | 36.36% | 55.56% | 54.55% | 22.22% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.