TipRanks
LKQ Corp (GB:0JSJ)
LSE:0JSJ

LKQ (0JSJ) Price & Analysis

1 Followers

0JSJ Stock Chart & Stats

$25.51
-$0.30(-1.12%)
At close: 4:00 PM EDT
$25.51
-$0.30(-1.12%)

Bulls Say, Bears Say

Bulls Say
Diversified Alternative-Parts Distribution ModelLKQ’s broad mix of recycled, aftermarket and remanufactured parts serves recurring vehicle-repair demand through professional channels. Offering lower-cost alternatives to new OEM components, combined with distribution scale and inventory breadth, supports customer relevance and a durable operating position.
North American And Private-Label MomentumImproving alternative-part utilization and private-label penetration can strengthen LKQ’s value proposition while supporting purchasing economics and customer retention. The return to North American organic growth after nine quarters also suggests that execution and demand are stabilizing in a core market.
Liquidity And Capital DisciplineSubstantial liquidity and active debt repayment provide LKQ with greater flexibility to manage operating volatility and fund ongoing priorities. The ability to return capital while prepaying debt indicates disciplined allocation, which can support resilience through the European recovery period.
Bears Say
Revenue And Margin DeteriorationThe combination of declining revenue and materially lower margins shows that LKQ’s earnings power has weakened versus prior years. Persistent compression would reduce internal funding capacity and make it harder for scale, pricing and productivity initiatives to offset softer operating conditions.
European ERP DisruptionThe German ERP implementation has caused a significant operational setback, reducing sales, service levels and European profitability. Although system performance is improving, the scale of the disruption and its effect on customer activity create continuing execution risk across an important geographic segment.
Lowered Earnings And Cash-Flow OutlookLower full-year EPS and free-cash-flow guidance signals that management expects the operating challenges to affect results beyond a single quarter. Reduced cash generation can constrain shareholder returns, debt reduction and reinvestment, while the revised outlook lowers visibility into recovery timing.
Revenue And Margin DeteriorationThe combination of declining revenue and materially lower margins shows that LKQ’s earnings power has weakened versus prior years. Persistent compression would reduce internal funding capacity and make it harder for scale, pricing and productivity initiatives to offset softer operating conditions.
European ERP DisruptionThe German ERP implementation has caused a significant operational setback, reducing sales, service levels and European profitability. Although system performance is improving, the scale of the disruption and its effect on customer activity create continuing execution risk across an important geographic segment.
Lowered Earnings And Cash-Flow OutlookLower full-year EPS and free-cash-flow guidance signals that management expects the operating challenges to affect results beyond a single quarter. Reduced cash generation can constrain shareholder returns, debt reduction and reinvestment, while the revised outlook lowers visibility into recovery timing.

LKQ News

0JSJ FAQ

What was LKQ Corp’s price range in the past 12 months?
LKQ Corp lowest share price was $21.38 and its highest was $37.13 in the past 12 months.
    What is LKQ Corp’s market cap?
    LKQ Corp’s market cap is $5.89B.
      When is LKQ Corp’s upcoming earnings report date?
      LKQ Corp’s upcoming earnings report date is Oct 29, 2026 which is in 31 days.
        How were LKQ Corp’s earnings last quarter?
        LKQ Corp released its earnings results on Jul 30, 2026. The company reported $0.67 earnings per share for the quarter, missing the consensus estimate of $0.708 by -$0.038.
          Is LKQ Corp overvalued?
          According to Wall Street analysts LKQ Corp’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does LKQ Corp pay dividends?
            LKQ Corp pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 5.12%. See more information on LKQ Corp dividends here
              What is LKQ Corp’s EPS estimate?
              LKQ Corp’s EPS estimate is 0.71.
                How many shares outstanding does LKQ Corp have?
                LKQ Corp has 253,002,090 shares outstanding.
                  What happened to LKQ Corp’s price movement after its last earnings report?
                  LKQ Corp reported an EPS of $0.67 in its last earnings report, missing expectations of $0.708. Following the earnings report the stock price went down -15.357%.
                    Which hedge fund is a major shareholder of LKQ Corp?
                    Currently, no hedge funds are holding shares in GB:0JSJ
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      LKQ Corp

                      LKQ Corporation, established in 1998 and headquartered in Chicago, Illinois, specializes in distributing replacement parts and systems essential for vehicle repair and maintenance. Its operations are structured across three primary segments: North America, Europe, and Specialty. The company's extensive product catalog includes a wide array of items for collision repair, such as bumper covers, automotive body panels, lighting, and automotive glass products like windshields. It also supplies salvaged mechanical and collision components, including engines, transmissions, door assemblies, and sheet metal parts like hoods, fenders, and trunk lids, alongside scrap metal for recycling. For mechanical repairs, the company offers a comprehensive range of products, including brake components (pads, discs, sensors), clutches, steering and suspension systems, filters, various automotive fluids, and electrical items such as spark plugs and batteries. Additionally, its Specialty offerings encompass recreational vehicle appliances and air conditioners, towing hitches, truck bed covers, vehicle protection products, cargo management solutions, wheels, tires, and specialized suspension products. LKQ caters to a broad customer base, including collision and mechanical repair shops, new and used car dealerships, and individual retail consumers. Its market presence spans numerous countries, including the United States, Canada, the United Kingdom, Germany, Italy, Poland, Belgium, the Netherlands, Luxembourg, the Czech Republic, Austria, Slovakia, Taiwan, and various other European nations.

                      LKQ (0JSJ) Earnings & Revenues

                      0JSJ Company Deck

                      0JSJ Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presents a balanced picture: encouraging operational signs in North America (first organic growth in nine quarters), strong specialty revenue performance, rising alternative part and private label penetration, and meaningful cost/productivity actions in Europe. However, a material Europe setback driven by the ERP conversion in Germany (estimated ~$140M revenue and ~$50M EBITDA impact), continued softness in the U.K. and Benelux, reduced full-year guidance for EPS and free cash flow, and a negative H1 free cash flow result temper near-term outlook. Management has recovery plans, improved system stability, and remains focused on long-term strategic benefits from the ERP, but the scale of European disruption and guidance cuts offset many of the positive developments.View all GB:0JSJ earnings summaries

                      0JSJ Revenue Breakdown

                      40.15%40.15%44.63%11.54%3.71%-0.03%
                      40.15% Wholesale - North America
                      44.63% Europe
                      11.54% Specialty
                      3.71% Self Service
                      -0.03% Eliminations
                      tipranks

                      0JSJ Stock 12 Month Forecast

                      Average Price Target

                      $32.36
                      ▲(26.84% Upside)
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