LKQ (LKQ) Resumen de Acciones
LKQ Corporation se dedica a la distribución de piezas de recambio, componentes y sistemas utilizados en la reparación y el mantenimiento de vehículos, así como de productos y accesorios especializados para el mercado secundario de vehículos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 1/6 |
| Salud financiera | 4/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
LKQ Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$43.44
FV
43.1% infravalorado descuento intrínseco4.40%
Revenue growth p.a.
542
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Competidores de LKQ Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$24.71 |
| Máximo en las últimas 52 semanas | US$37.13 |
| Mínimo de 52 semanas | US$21.17 |
| Beta | 0.83 |
| Cambio en 1 mes | -2.75% |
| Variación en 3 meses | -5.00% |
| Cambio de 1 año | -22.08% |
| Variación en 3 años | -53.00% |
| Variación en 5 años | -51.16% |
| Variación desde la OPV | 1,217.87% |
Noticias y actualizaciones recientes
Actualización de narrativa • Aug 09
LKQ: European ERP Recovery And Cash Generation Will Drive Re Rating
Analysts have trimmed their price targets and fair value assumptions for LKQ, with the modeled fair value moving from about $47.50 to roughly $42.18. This reflects lower revenue growth and margin expectations after recent Q2 disruptions and updated Street research.
Nueva narrativa • Aug 05
ERP Rollout And Private Label Shift Will Shape A Cautious Steady Outlook
Catalysts About LKQ LKQ operates a global distribution network supplying replacement, salvage and specialty auto parts to repair shops and other automotive customers. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Aug 05
LKQ Corporation: North America Improved, But Europe Is Still A Drag
Summary LKQ Corporation remains a hold as North America shows organic growth, but European operations are hampered by ERP disruptions and lost wallet share. Q2 revenue declined 6% year-over-year to $3.4B, with consolidated EBITDA margin down 160 bps to 10.2% and adj. EPS falling to $0.67. North America achieved its first positive organic growth in nine quarters, driven by increased alternative parts adoption and stable aftermarket demand. Europe's ERP issues led to ~$140M in revenue and ~$50M in EBITDA drag; valuation at 8x NTM P/E reflects market skepticism pending tangible operational recovery. Read the full article on Seeking AlphaRecent updates
Actualización de narrativa • Aug 09
LKQ: European ERP Recovery And Cash Generation Will Drive Re Rating
Analysts have trimmed their price targets and fair value assumptions for LKQ, with the modeled fair value moving from about $47.50 to roughly $42.18. This reflects lower revenue growth and margin expectations after recent Q2 disruptions and updated Street research.Nueva narrativa • Aug 05
ERP Rollout And Private Label Shift Will Shape A Cautious Steady Outlook
Catalysts About LKQ LKQ operates a global distribution network supplying replacement, salvage and specialty auto parts to repair shops and other automotive customers. What are the underlying business or industry changes driving this perspective?Seeking Alpha • Aug 05
LKQ Corporation: North America Improved, But Europe Is Still A Drag
Summary LKQ Corporation remains a hold as North America shows organic growth, but European operations are hampered by ERP disruptions and lost wallet share. Q2 revenue declined 6% year-over-year to $3.4B, with consolidated EBITDA margin down 160 bps to 10.2% and adj. EPS falling to $0.67. North America achieved its first positive organic growth in nine quarters, driven by increased alternative parts adoption and stable aftermarket demand. Europe's ERP issues led to ~$140M in revenue and ~$50M in EBITDA drag; valuation at 8x NTM P/E reflects market skepticism pending tangible operational recovery. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 26
LKQ: Q2 Execution And Uni Select Integration Will Drive Future Upside
Analysts have trimmed their price targets for LKQ, with the updated fair value estimate moving from $40.81 to $39.50 as they factor in refreshed Q2 expectations and modestly revised earnings assumptions across the auto retail group. Analyst Commentary Recent Street research on LKQ highlights a mix of caution and guarded optimism as analysts reset expectations ahead of the company’s upcoming Q2 earnings report and update their valuation work.Nueva narrativa • Jul 21
Aftermarket Parts Adoption And Advanced Repairs Will Drive Long-Term Upside Potential
Catalysts About LKQ LKQ supplies automotive parts, salvage, and related services to repair shops and other customers across North America and Europe. What are the underlying business or industry changes driving this perspective?Artículo de análisis • Jun 19
LKQ (LKQ) Stock Could Be 40.6% Undervalued on Its Most Popular Repair Demand Narrative
LKQ (LKQ) stock is drawing investor attention after recent trading performance, with the share price at $25.80 and returns mixed over the past year, including a decline of about 27% on a total return basis. See our latest analysis for LKQ. Recent moves in LKQ’s share price have been choppy, with a 1 month share price return of 5.13% but a year to date share price return down 14.09%, while the 1 year total shareholder return has declined 27.07%. This points to fading momentum after a stronger...Actualización de narrativa • Jun 17
LKQ: Strategic Review And Segment Exit Will Unlock Stock Upside
Analysts have reduced their price target on LKQ stock by $1. This reflects modest adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple, while their core fair value estimate remains unchanged.Actualización de narrativa • Jun 02
LKQ: Margin Recovery And Segment Review Will Unlock Long Term Upside
Analysts have trimmed their price target on LKQ by $1 to reflect slightly lower assumptions for revenue growth and profit margins, even as their updated models keep fair value and longer term P/E expectations broadly in line with prior estimates. What's in the News Multiple law firms have announced a consolidated class action lawsuit alleging securities fraud tied to LKQ's US$2.1b acquisition of Uni-Select and its FinishMaster subsidiary, citing claims of misleading statements about integration risks and business performance.Artículo de análisis • May 08
We Think You Can Look Beyond LKQ's (NASDAQ:LKQ) Lackluster Earnings
LKQ Corporation's ( NASDAQ:LKQ ) earnings announcement last week didn't impress shareholders. While the headline...Actualización de narrativa • Apr 21
LKQ: Board Review And Potential Sale Are Expected To Unlock Value
Analysts have made only a minor adjustment to the LKQ price framework, with a blended target effectively stable around $40.81. Small model tweaks reflect mixed Street views that balance raised targets of $45 to $50 and $34 with a lower $37 target and slightly updated earnings assumptions.Actualización de narrativa • Apr 07
LKQ: Portfolio Review And Sale Process Will Support Future Upside Potential
Analysts have made a small adjustment to the LKQ fair value estimate to $40.81 from $40.94, reflecting a mix of higher and lower price targets across the Street as models are updated for recent guidance and macro headwinds. Analyst Commentary Street research on LKQ highlights a mix of optimism around valuation support and execution, paired with some caution tied to macro headwinds and reduced earnings expectations.Actualización de narrativa • Mar 23
LKQ: Portfolio Review And Sale Options Will Support Future Upside Potential
Analyst price targets for LKQ have shifted within a wide $34 to $50 range, reflecting mixed views, as some analysts factor in persistent macro headwinds and lower outer year EPS estimates, while others highlight sum-of-the-parts valuation support following recent guidance. Analyst Commentary Recent Street research on LKQ offers a mix of optimism and caution, with opinions clustering around execution in a tougher macro backdrop, updated earnings paths, and how current guidance supports valuation.Actualización de narrativa • Mar 08
LKQ: Portfolio Review And Potential Sale Will Support Future Upside Potential
Narrative Update: LKQ Analyst Price Target Shift LKQ's analyst fair value estimate has inched up from $40.69 to $40.94, as analysts weigh a wider mix of price targets in the $34 to $50 range and adjust their models for macro headwinds and updated EPS expectations. Analyst Commentary Recent Street research shows a split view on LKQ, with some analysts lifting price targets and others trimming them while still seeing room for upside.Actualización de narrativa • Feb 21
LKQ: Portfolio Review And Specialty Sale Will Support Future Upside Potential
The analyst price target for LKQ has been adjusted slightly higher to $34 from $33, as analysts refreshed their models after the Q4 report and updated assumptions around growth, margins and future P/E multiples. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$34 target as reflecting refreshed expectations following the Q4 report, with updated assumptions around growth, margins and the P/E used in their models.Actualización de narrativa • Feb 06
LKQ: Portfolio Review And Specialty Sale Will Support Future Repricing Potential
Narrative Update The updated analyst price target for LKQ holds steady at about $41.19 per share, with analysts pointing to mixed sector fundamentals, an Equal Weight stance, and an expectation that auto dealers and digital auction platforms can continue to provide resilient shareholder returns. Analyst Commentary Coverage on LKQ starts with an Equal Weight rating and a US$33 price target, reflecting a balanced view of both the opportunities and risks in the auto retail sector.Actualización de narrativa • Jan 23
LKQ: Portfolio Simplification And Digital Auctions Will Drive Future Repricing Potential
Narrative Update The analyst price target for LKQ has been reiterated at US$41.19. Analysts cite a neutral sector view, mixed auto retail fundamentals, and expectations for resilient dealer returns and digital auction marketplace growth as key factors behind maintaining their outlook.Actualización de narrativa • Jan 08
LKQ: Portfolio Simplification And Digital Auctions Will Support Future Repricing Potential
Analysts have maintained their fair value estimate for LKQ at about $41.19 per share, with a modestly higher assumed future P/E and a slight tweak to the discount rate, while incorporating mixed sector fundamentals and an Equal Weight view with a US$33 target from recent coverage. Analyst Commentary Recent research frames LKQ as a balanced risk reward idea, with the stock initiated at Equal Weight and a US$33 price target, in line with a neutral sector stance on auto retail.Artículo de análisis • Jan 03
Lacklustre Performance Is Driving LKQ Corporation's (NASDAQ:LKQ) Low P/E
LKQ Corporation's ( NASDAQ:LKQ ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...Actualización de narrativa • Dec 24
LKQ: Portfolio Simplification And Digital Auctions Will Drive Future Upside Potential
Analysts have modestly revised their price target for LKQ to about $41.19 per share. The slight upward adjustment reflects confidence in the company’s resilient auto retail positioning and long term growth prospects in digital auction marketplaces, despite a mixed sector backdrop.Actualización de narrativa • Dec 10
LKQ: Portfolio Streamlining And Digital Auctions Will Drive Future Upside Potential
Analysts have modestly reduced their price target on LKQ, trimming fair value from approximately $42.92 to $41.19 per share. Mixed sector fundamentals and a neutral view on auto retail balance the company’s resilient returns and digital growth potential.Actualización de narrativa • Nov 11
LKQ: European Unit Sale Will Unlock Value Amid Portfolio Streamlining
Analysts have slightly lowered their price target for LKQ, decreasing it from $43.42 to $42.92. They cite muted expectations for revenue growth and profit margins in their updated outlook.Artículo de análisis • Nov 04
LKQ (NASDAQ:LKQ) Will Pay A Dividend Of $0.30
The board of LKQ Corporation ( NASDAQ:LKQ ) has announced that it will pay a dividend of $0.30 per share on the 4th of...Actualización de narrativa • Oct 27
Divestment Of European Operations Will Drive Sustainable Value Creation
Analysts have raised their price target for LKQ from $42.10 to $43.42. This change reflects minor adjustments in expected revenue growth, discount rate, and future profitability margins.
Actualización de narrativa • Oct 15
LKQ valuation
julio has increased revenue growth from 6.0% to 7.0% and increased shares outstanding growth rate from -0.0% to -0.0%.Artículo de análisis • Oct 02
Here's What To Make Of LKQ's (NASDAQ:LKQ) Decelerating Rates Of Return
If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...Actualización de narrativa • Sep 24
Cost Cuts And Lean Operations Will Unlock Sustainable Value
Analysts have lowered their price target for LKQ to $42.10, citing weaker-than-expected Q2 results, downward EPS revisions, and persistent market headwinds, with the fair value estimate declining from $43.42 to $42.10. Analyst Commentary Weaker than expected Q2 results prompted reductions in adjusted EPS estimates for 2025 and 2026.Seeking Alpha • Mar 06
LKQ Corporation: Valuation To Stay Rangebound (Rating Downgrade)
Summary My rating for LKQ Corporation stock has shifted to hold due to weak North American performance and minimal growth in Europe, contrary to expectations. 4Q24 results showed a 4.1% revenue decline, with North America down 7.2% y/y and the specialty segment also weak. Key headwinds include demand weakness in North America, financial deleverage, and potential impact from trade policy shifts and inflation. Despite a seemingly cheap valuation, the near-term outlook is uncertain, making it difficult to justify an upside case for LKQ. Read the full article on Seeking AlphaSeeking Alpha • Feb 15
LKQ Corporation: They've Got Parts, They've Got Scale, They've Got My Attention
Summary LKQ Corporation is undervalued, boasts strong financial performance, and has promising growth prospects due to its size and scale advantage. LKQ's extensive distribution network and wide range of parts make it a preferred choice for repair shops, enhancing customer relationships. Valuation suggests significant upside potential, with a target price of $70 per share, making LKQ a compelling buy opportunity. Read the full article on Seeking AlphaSeeking Alpha • Jan 09
LKQ Corporation Presents Attractive Risk-Reward As Cycles Normalize
Summary LKQ Corporation faces cyclical headwinds from high insurance premiums and declining used car prices, but prudent capital allocation and cost control ensure strong cash flow and shareholder returns. The company's focus has shifted from acquisitions to operational efficiency and capital return, a strategy favored by investors and likely to yield substantial returns as cycles normalize. LKQ's valuation is attractive, with potential upside of 24.5%-29.7% based on DCF and precedent transaction analyses, supported by conservative assumptions. Risks include continued decline in used car prices, rising insurance premiums, and potential failure to execute deleveraging and shareholder return strategies, but these are mitigated by recent trends and management's commitment. Read the full article on Seeking AlphaRentabilidad de los accionistas
| LKQ | US Retail Distributors | Mercado US | |
|---|---|---|---|
| 7D | 2.5% | 1.9% | 0.09% |
| 1Y | -22.1% | -9.0% | 19.0% |
Rentabilidad vs. Industria: Los resultados de LKQ fueron inferiores a los de la industria US Retail Distributors, que obtuvo un rendimiento del -9% el año pasado.
Rentabilidad vs. Mercado: LKQ obtuvo unos resultados inferiores a los del mercado US, que fueron del 19% el año pasado.
Volatilidad de los precios
| LKQ volatility | |
|---|---|
| LKQ Average Weekly Movement | 6.4% |
| Retail Distributors Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Precio estable de las acciones: LKQ no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de LKQ (6%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1998 | 44,000 | Justin Jude | www.lkqcorp.com |
LKQ Corporation se dedica a la distribución de piezas de recambio, componentes y sistemas utilizados en la reparación y el mantenimiento de vehículos, así como de productos y accesorios para el mercado secundario de vehículos especiales. La empresa opera a través de cuatro segmentos: Mayorista-Norteamérica, Europa, Especialidades y Autoservicio. Ofrece cubiertas de parachoques, paneles de carrocería de automóviles y luces, así como pintura y consumibles relacionados con la pintura para el repintado de vehículos; piezas mecánicas de automóviles y accesorios; productos de salvamento, incluidas piezas mecánicas y de colisión que comprenden motores; transmisiones; conjuntos de puertas; productos de chapa metálica, como tapas de maletero, guardabarros y capós; y luces y conjuntos de parachoques.
Resumen de fundamentos de LKQ Corporation
| Estadísticas fundamentales de LKQ | |
|---|---|
| Capitalización bursátil | US$6.25b |
| Beneficios(TTM) | US$464.00m |
| Ingresos (TTM) | US$13.69b |
13.5x
Ratio precio-beneficio (PE)0.5x
Ratio precio-ventas (PS)¿Está LKQ sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de LKQ | |
|---|---|
| Ingresos | US$13.69b |
| Coste de los ingresos | US$8.44b |
| Beneficio bruto | US$5.25b |
| Otros gastos | US$4.78b |
| Beneficios | US$464.00m |
Últimos beneficios comunicados
Jun 30, 2026
Próxima fecha de beneficios
Oct 29, 2026
| Beneficios por acción (BPA) | 1.83 |
| Margen bruto | 38.34% |
| Margen de beneficio neto | 3.39% |
| Ratio deuda/patrimonio | 58.8% |
¿Cómo se ha desempeñado LKQ a largo plazo?
Ver rendimiento histórico y comparativaDividendos
4.9%
Rentabilidad actual por dividendo66%
Ratio de pagos¿Paga LKQ dividendos fiables?
Ver historial de dividendos e índices de referencia de LKQ| fechas de dividendos de LKQ | |
|---|---|
| Fecha ex dividendo | Aug 20 2026 |
| Fecha de pago de dividendos | Sep 03 2026 |
| Días hasta ex dividendo | 7 days |
| Días hasta la fecha de pago de dividendos | 21 days |
¿Paga LKQ dividendos fiables?
Ver historial de dividendos e índices de referencia de LKQAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/08/12 22:37 |
| Precio de las acciones al final del día | 2026/08/12 00:00 |
| Beneficios | 2026/06/30 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
LKQ Corporation está cubierta por 26 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Craig Kennison | Baird |
| John Babcock | Barclays |
| Gary Prestopino | Barrington Research Associates, Inc. |