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

1,087 Followers

LKQ Stock Chart & Stats

$31.12
-$0.36(-0.99%)
At close: 4:00 PM EST
$31.12
-$0.36(-0.99%)

Bulls Say, Bears Say

Bulls Say
Scale & Alternative-parts UtilizationHigh alternative-parts utilization (~40%) reflects durable access to lower-cost recycled OEM inventory and supports margin dollars in collision aftermarket. Scale in sourcing and recycling gives LKQ a structural cost and availability advantage versus smaller distributors, sustaining competitiveness over months.
Diversified Product & Channel MixGrowth in specialty verticals and rising private-label penetration diversify revenue and margin sources. Specialty segments (RV, marine) and private-label adoption reduce reliance on commodity parts, improve gross margins over time, and provide multiple growth levers resilient to single-market dips.
Manageable Leverage And Positive Cash GenerationImproved leverage and continued positive operating and free cash flow give LKQ strategic flexibility to fund tuck-ins, dividends, and cost initiatives. A substantial equity base and manageable debt profile support resilience through industry cycles and execution of long-term efficiency programs.
Bears Say
Profitability & ROE CompressionSustained margin compression and lower ROE indicate reduced earnings power versus prior years, reflecting structural headwinds like tariff pass-through, mix shifts, and pricing pressure. Persistently lower profitability can constrain reinvestment and long-term shareholder returns absent structural margin recovery.
Free Cash Flow Volatility And SeasonalityIrregular free cash flow and pronounced seasonality reduce predictability for capital allocation. Working-capital swings and receivable build in quarters compress available cash, limiting consistent reinvestment, M&A financing and dividend sustainability during cyclic soft patches.
European Volume And Margin PressureEuropean operations face structural headwinds from competitive pricing, higher input costs and lower volumes, compressing margins. Given Europe’s scale, sustained weakness there pressures consolidated profitability and may require prolonged pricing, cost or portfolio adjustments to restore margin parity.

LKQ News

LKQ FAQ

What was LKQ Corporation’s price range in the past 12 months?
LKQ Corporation lowest stock price was $23.98 and its highest was $39.77 in the past 12 months.
    What is LKQ Corporation’s market cap?
    LKQ Corporation’s market cap is $6.89B.
      When is LKQ Corporation’s upcoming earnings report date?
      LKQ Corporation’s upcoming earnings report date is Jul 23, 2026 which is in 23 days.
        How were LKQ Corporation’s earnings last quarter?
        LKQ Corporation released its earnings results on Apr 30, 2026. The company reported $0.67 earnings per share for the quarter, the consensus estimate of $0.67 by $0.
          Is LKQ Corporation overvalued?
          According to Wall Street analysts LKQ Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does LKQ Corporation pay dividends?
            LKQ Corporation pays a Quarterly dividend of $0.3 which represents an annual dividend yield of 4%. See more information on LKQ Corporation dividends here
              What is LKQ Corporation’s EPS estimate?
              LKQ Corporation’s EPS estimate is 0.71.
                How many shares outstanding does LKQ Corporation have?
                LKQ Corporation has 254,790,830 shares outstanding.
                  What happened to LKQ Corporation’s price movement after its last earnings report?
                  LKQ Corporation reported an EPS of $0.67 in its last earnings report, expectations of $0.67. Following the earnings report the stock price went up 3%.
                    Which hedge fund is a major shareholder of LKQ Corporation?
                    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 Corporation

                      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

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presented a mixed but constructive picture: solid revenue growth (+4.3% YoY), sequential improvements in North America and parts of Europe, record alternative part utilization near 40%, and reaffirmed full-year guidance and cost-savings targets. Offsetting these positives were margin pressure from tariffs and mix, a Q1 free cash flow weakness (negative $96M), a GAAP impairment related to Mekonomen that reduced reported EPS, and continued softness in some European markets. Management emphasized operational discipline, strategic review activity, and early signs of recovery, but several headwinds remain that could temper near-term upside.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

                      $38.33
                      ▲(23.18% Upside)
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