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

1,093 Followers

LKQ Stock Chart & Stats

$25.82
$0.43(1.67%)
At close: 4:00 PM EDT
$25.82
$0.43(1.67%)

Bulls Say, Bears Say

Bulls Say
Diversified Parts Sourcing & DistributionLKQ's multi-channel model—recycled OEM, aftermarket, remanufactured parts and broad distribution—creates durable revenue diversification. Scale in salvage sourcing, logistics, and relationships with repair shops and insurers supports steady parts availability and resiliency versus single-market shocks over months.
Rising Alternative Parts & Private Label PenetrationHigher alternative part usage and growing private-label volumes increase margin control and supplier leverage. Progress toward the ~30% private-label goal and >40% alternative utilization are structural margin levers that should sustainably improve gross profitability and mix over the next several quarters.
Manageable Leverage And Active Liquidity ManagementReasonable net leverage and $1.9B liquidity, plus proactive $500M term‑loan prepayment, signal financial flexibility. This capital discipline supports investment in recovery, ERP stabilization and return-of-capital while providing a buffer against operational setbacks over the coming 2–6 months.
Bears Say
ERP Disruption In GermanyThe Germany ERP rollout caused system instability that materially cut revenue and EBITDA. Such IT execution failures can cause persistent service disruptions, customer defections and share loss; remediation and regained customer trust typically take multiple quarters, pressuring European recovery timelines.
Europe Organic Revenue Decline & CompetitionA double-digit European organic decline and intensified U.K./Benelux competition reflect structural demand weakness and market-share pressure. Regional softness reduces consolidated top-line and strains margins, requiring sustained cost adjustments or investment to stem share losses over the medium term.
Weakened Cash Generation And Falling FCFSignificant year-over-year FCF decline and lower operating cash flow reduce internal funding capacity. Persistently weaker cash generation limits ability to fund capex, buybacks or rapid European fixes without drawing on liquidity or increasing leverage, constraining financial flexibility in upcoming quarters.

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 $5.68B.
      When is LKQ Corp’s upcoming earnings report date?
      LKQ Corp’s upcoming earnings report date is Oct 29, 2026 which is in 81 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 5.35%. 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
                      ▲(25.32% Upside)
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                      Ownership Overview

                      0.60%32.70%13.74%24.35%
                      13.74% Other Institutional Investors
                      24.35% Public Companies and Individual Investors
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