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LKQ Corp (LKQ)
NASDAQ:LKQ
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LKQ (LKQ) Price & Analysis

1,096 Followers

LKQ Stock Chart & Stats

$25.37
$0.43(1.67%)
At close: 4:00 PM EDT
$25.37
$0.43(1.67%)

Bulls Say, Bears Say

Bulls Say
Alternative Parts And Private Label AdoptionRising alternative-part and private-label adoption reinforces LKQ’s value proposition, supports customer retention, and can improve sourcing control and margins. Progress toward roughly 30% private-label penetration provides a durable product-mix opportunity.
North America Operational RecoveryNorth America’s return to organic growth, improving fill rates, and resilient salvage margins indicate that LKQ’s core market may be stabilizing. Sustained execution in this region could provide a stronger earnings base while Europe recovers.
Specialty Segment GrowthSpecialty’s positive organic growth provides diversification from weaker European parts activity and demonstrates demand in another distribution channel. Continued growth in this segment could help balance regional volatility and support broader revenue resilience.
Bears Say
German ERP DisruptionThe ERP rollout has impaired service levels, fill rates, revenue, and European profitability, while some customers shifted to competitors. Although system stability is improving, lingering execution work creates a material multi-month recovery risk.
Reduced Growth And Earnings OutlookLower revenue and EPS guidance signals that Europe’s weakness and recovery pace are affecting the consolidated earnings trajectory. Continued softness in the U.K. and Benelux could limit growth and prolong pressure on operating leverage.
Margin And Cash Generation DeteriorationLower margins and weaker operating and free cash flow indicate reduced earnings quality and financial flexibility versus prior periods. While cash generation remains positive, sustained deterioration could constrain reinvestment, debt reduction, and shareholder returns.

LKQ News

LKQ FAQ

What was LKQ Corp’s price range in the past 12 months?
LKQ Corp lowest stock price was $21.17 and its highest was $37.13 in the past 12 months.
    What is LKQ Corp’s market cap?
    LKQ Corp’s market cap is $6.39B.
      When is LKQ Corp’s upcoming earnings report date?
      LKQ Corp’s upcoming earnings report date is Oct 29, 2026 which is in 54 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 4.7%. 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 -14.362%.
                    Which hedge fund is a major shareholder of LKQ Corp?
                    Currently, no hedge funds are holding shares in LKQ
                    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 (LKQ) Earnings & Revenues

                      LKQ Company Deck

                      LKQ 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 LKQ earnings summaries

                      LKQ 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

                      LKQ Stock 12 Month Forecast

                      Average Price Target

                      $32.36
                      ▲(27.54% Upside)
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