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USConsumer Cyclical

LKQ Corporation (LKQ)

US · Consumer Cyclical · Auto Parts

$23.83+3.61%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$3.41B
Revenue YoY
-6.4%
Net profit
$136.0M
Profit YoY
-29.2%
EPS
$0.67
EPS estimate
$0.73
Net margin
4.0%

EPS came in at 0.67 against a street estimate of 0.73 — a miss of 8.2%.

Key statistics

Market cap
$5.82B
P/E
13.0
Forward P/E
7.8
P/B
0.92
Book value
$25.44
EPS (TTM)
$1.77
Dividend yield
5.13%
52-week high
$35.92
52-week low
$20.92
50-day MA
$24.93
200-day MA
$28.59
Beta
0.84

Analyst view

Analysts rate LKQ Corporation a buy (7 buy, 2 hold, 0 sell out of 9) with an average price target of $32.50.

From the latest earnings call · 2026-07-30

MIXED North America returned to growth after nine quarters of decline, but European ERP disruption crushed earnings. Management lowered full-year guidance and remains in strategic review process. Q2 2026 Europe performance split: Germany disrupted by ERP; U.K./Benelux pressured by competition and management walking away from unprofitable business. Analysts pressed on European recovery timing, ERP rollout risks, and whether Q2 marked a margin trough. Management defended ERP as necessary scaling event, blamed system bugs rather than structural issues, and assured Q2 was lowest point with steady Q3–Q4 improvement. 2026-07-30…

Full summary in the app.

Shareholding

Insiders
0.37%
Institutions
110.29%

Largest institutional holders

FundStake
BlackRock Inc14.58%
Vanguard Portfolio Management, LLC5.69%
Vanguard Capital Management, LLC4.53%
Dimensional Fund Advisors, Inc.4.49%
Morgan Stanley - Brokerage Accounts4.12%
Fuller & Thaler Asset Management Inc3.93%
Massachusetts Financial Services Company3.82%
Nordea Investment Mgmt Bank Demark A/s3.80%

Recent filings & reports

DocumentDate
Quarterly report · Q2 2026
LKQ CORPORATION – Q2 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Revenue (six months): $6,877 million in 2026 vs. $6,840 million in 2025 —
2026-07-30
Results announced · Q3 2026
LKQ CORPORATION Q2 2026 RESULTS SUMMARY HEADLINE NUMBERS • Q2 2026 Revenue: $3.4 billion, down 3.0% year-over-year from $3.5 billion in Q2 2025 • Pa
2026-07-30
Charter / bylaws change · Q2 2026
LKQ CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Stockholder Meeting held May 6, 2026 • 241.6 million total votes cast (for/against/absten
2026-05-08
Quarterly report · Q1 2026
LKQ CORPORATION - Q1 2026 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Total Revenue: $3,469 million (Q1 2026) vs. $3,327 million (Q1 2025) — up
2026-04-30
Results announced · Q2 2026
LKQ CORPORATION Q1 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Revenue: $3,469 million, up 4.3% YoY ($3,327 million in Q1 2025) • Parts and services re
2026-04-30
Proxy statement · Q4 2025
LKQ CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1: Elect eight directors for one-year terms • Proposal 2: Ratify
2026-03-24
Board / officer change · Q1 2026
LKQ CORPORATION - FORM 8-K SUMMARY Filed: March 6, 2026 | Report Date: March 3, 2026 --- OTHER NOTABLE POINTS • Board Director Departure: Patrick B
2026-03-06
Annual report FY2025
LKQ CORPORATION – ANNUAL REPORT SUMMARY (FISCAL YEAR 2025) HEADLINE NUMBERS • Company Status: Large accelerated filer; Delaware corporation; Tax ID
2026-02-19

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.30 / share
ex-date Aug 20, 2026 · pay Sep 3, 2026
2026-08-20
Dividend$0.30 / share
ex-date May 21, 2026 · pay Jun 4, 2026
2026-05-21
Dividend$0.30 / share
ex-date Mar 12, 2026 · pay Mar 26, 2026
2026-03-12
Dividend$0.30 / share
ex-date Nov 20, 2025 · pay Dec 4, 2025
2025-11-20
Dividend$0.30 / share
ex-date Aug 14, 2025 · pay Aug 28, 2025
2025-08-14

Deals & corporate news

AnnouncementDate
First quarter 2026 results and 2026 financial outlook provided
LKQ Corporation filed an 8-K on April 30, 2026, announcing its first quarter 2026 financial results and updated 2026 financial outlook. The company issued a press release containing Q1 2026
2026-04-30
Fourth quarter and full year 2025 results with 2026 financial outlook provided
LKQ Corporation announced its fourth quarter and full year 2025 financial results on February 19, 2026, along with providing guidance for 2026. However, this 8-K filing only references the p
2026-02-19
Completed sale of Self Service segment to Pacific Avenue Capital Partners
LKQ Corporation completed the sale of its Self Service segment (Pick Your Part) to an affiliate of Pacific Avenue Capital Partners on October 1, 2025. The company received $410 million in en
2025-10-01

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Data updated 2026-09-18.