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

1,085 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
Diversified, Scale-based Aftermarket & Recycled-parts ModelLKQ's multi-channel model (recycled OE parts, aftermarket, specialty products, distribution and e‑commerce) leverages scale in procurement, inventory and logistics. That diversification and deep repair-shop relationships support durable, recurring demand across cycles and steady revenue ballast.
High Alternative-part Utilization And Rising Calibration DemandRecord ~40% alternative part use and structurally higher calibration needs (~75%) shift demand to higher-margin, specialized services. This trend supports aftermarket revenue and margins over time by increasing parts turnover, private‑label adoption and value-added services like calibration.
Manageable Leverage And Improving Balance-sheet MetricsLeverage has materially improved versus prior years, leaving the company with financial flexibility to fund tuck‑ins, return capital and absorb seasonality. A sizable equity base plus lower leverage supports investment in ERP, cost programs and strategic initiatives without excessive refinancing risk.
Bears Say
Compressed Profitability And Declining ReturnsMargins and returns have materially deteriorated versus recent years, reflecting tariff pass-through, adverse mix and input cost pressure. Persistently lower margins reduce cash available for reinvestment and dividends and weaken long‑term ROE unless structural cost or pricing advantages are restored.
Volatile And Recently Weak Free Cash FlowAlthough FCF is positive on a longer basis, recent volatility and a negative Q1 indicate working‑capital seasonality and execution risks. Inconsistent cash conversion limits capital allocation flexibility, slows deleveraging or buybacks, and raises sensitivity to economic or credit-market shocks.
European Volume, Margin And Cost PressuresCompetitive pricing, higher input costs and slower volumes in Europe have trimmed margins and increased SG&A. These structural regional headwinds constrain consolidated profitability and complicate recovery timelines, reducing the predictability of margin improvement across the business.

LKQ News

LKQ FAQ

What was LKQ Corp’s price range in the past 12 months?
LKQ Corp lowest stock price was $23.98 and its highest was $39.99 in the past 12 months.
    What is LKQ Corp’s market cap?
    LKQ Corp’s market cap is $6.43B.
      When is LKQ Corp’s upcoming earnings report date?
      LKQ Corp’s upcoming earnings report date is Jul 23, 2026 which is in 44 days.
        How were LKQ Corp’s earnings last quarter?
        LKQ Corp 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 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%. 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 254,790,830 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, expectations of $0.67. Following the earnings report the stock price went up 3%.
                    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

                      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

                      $40.63
                      ▲(30.54% Upside)
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                      3.91% Public Companies and Individual Investors
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