LKQ Gestione
Criteri Gestione verificati 2/4
LKQ Il CEO è Justin Jude, nominato in Jul2024, e ha un mandato di 1.83 anni. la retribuzione annua totale è $ 8.77M, composta da 11.4% di stipendio e 88.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.08% delle azioni della società, per un valore di $ 5.50M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 3.7 anni e 1.9 anni.
Informazioni chiave
Justin Jude
Amministratore delegato
US$8.8m
Compenso totale
| Percentuale dello stipendio del CEO | 11.41% |
| Mandato del CEO | 1.8yrs |
| Proprietà del CEO | 0.08% |
| Durata media del management | 3.7yrs |
| Durata media del Consiglio di amministrazione | 1.9yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Seeking Alpha • May 21
LKQ Corporation: A Deep Value Stock With A Durable Core Business
Summary LKQ Corporation trades at historically low valuations, reflecting excessive market pessimism despite its durable salvage network and free cash flow potential. Shares are down over 40% from highs, now below 10x forward earnings and offering a double-digit free cash flow yield, with a $1.5 billion buyback authorization representing ~23% of market cap. Operational headwinds persist: margin compression, weak European performance, and negative recent free cash flow, but management guides $700–$850M FCF for the year. I assign a cautious buy rating to LKQ, citing valuation, resilient business model, and potential for shareholder returns, while acknowledging ongoing volatility and uncertainty. Read the full article on Seeking AlphaArticolo di analisi • 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...
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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%.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • Jul 27
LKQ Corporation Just Missed Earnings - But Analysts Have Updated Their Models
There's been a notable change in appetite for LKQ Corporation ( NASDAQ:LKQ ) shares in the week since its quarterly...Articolo di analisi • Jul 02
LKQ's (NASDAQ:LKQ) Returns Have Hit A Wall
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Articolo di analisi • Jun 19
What Does LKQ Corporation's (NASDAQ:LKQ) Share Price Indicate?
LKQ Corporation ( NASDAQ:LKQ ), is not the largest company out there, but it received a lot of attention from a...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 AlphaSeeking Alpha • Oct 17
LKQ Corporation: Insiders Are Buying, But I'm Holding For Now
Summary Declining repairable claims, rising costs, and macroeconomic challenges have led to a 27% decline in the share price since April this year. Declining commodity prices caused a 26.7% drop in self-service segment revenue in Q2 2024. Higher restructuring costs and debt from recent acquisitions are still hurting profits and free cash flows. Rising insurance premiums and falling used car values are key factors behind the decline in repairable claims in North America. I maintain a Hold rating as insider buying and institutional interest suggest potential for a turnaround, but profitability issues and rising costs need to be sorted out before I upgrade the stock. Read the full article on Seeking Alpha
Nuova narrazione • Aug 23
Tactical Revamps And Market Challenges Set To Sculpt Future Profitability And Growth
Strategic refinements and cost-saving measures aim to bolster profitability and operational efficiency, enhancing net margins and EBITDA.Seeking Alpha • Aug 02
LKQ Corp.: FCF Growth, M&A, And European Redesign Implied Undervaluation
Summary LKQ presented itself in its last quarterly report as a global distributor of vehicle products. Strong financial growth seen in assets, liabilities, and book value per share over the last decade indicates undervaluation. LKQ Corporation plans to redesign its business model in Europe and benefit from recent M&A transactions for accelerated growth. The discounted cash flow model suggests a fair price of $103 per share, with potential for significant upside based on conservative assumptions and ongoing growth strategies. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$515m |
| Dec 31 2025 | US$9m | US$1m | US$596m |
| Sep 30 2025 | n/a | n/a | US$696m |
| Jun 30 2025 | n/a | n/a | US$705m |
| Mar 31 2025 | n/a | n/a | US$666m |
| Dec 31 2024 | US$5m | US$902k | US$666m |
| Sep 30 2024 | n/a | n/a | US$699m |
| Jun 30 2024 | n/a | n/a | US$719m |
| Mar 31 2024 | n/a | n/a | US$830m |
| Dec 31 2023 | US$3m | US$643k | US$932m |
| Sep 30 2023 | n/a | n/a | US$951m |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$3m | US$615k | US$1b |
| Sep 30 2022 | n/a | n/a | US$1b |
| Jun 30 2022 | n/a | n/a | US$1b |
| Mar 31 2022 | n/a | n/a | US$1b |
| Dec 31 2021 | US$3m | US$587k | US$1b |
| Sep 30 2021 | n/a | n/a | US$1b |
| Jun 30 2021 | n/a | n/a | US$945m |
| Mar 31 2021 | n/a | n/a | US$758m |
| Dec 31 2020 | US$2m | US$499k | US$638m |
| Sep 30 2020 | n/a | n/a | US$599m |
| Jun 30 2020 | n/a | n/a | US$557m |
| Mar 31 2020 | n/a | n/a | US$589m |
| Dec 31 2019 | US$2m | US$473k | US$541m |
Compensazione vs Mercato: La retribuzione totale di Justin ($USD 8.77M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.38M ).
Compensazione vs guadagni: La retribuzione di Justin è aumentata di oltre il 20%, mentre gli utili aziendali sono diminuiti di oltre il 20% nell'ultimo anno.
AMMINISTRATORE DELEGATO
Justin Jude (50 yo)
1.8yrs
Mandato
US$8,767,864
Compensazione
Mr. Justin L. Jude is CEO and President at LKQ Corporation since July 01, 2024. He served as President of Wholesale North America Operations at LKQ Corporation until January 1, 2024 and served as its Execu...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.8yrs | US$8.77m | 0.080% $ 5.5m | |
| Senior VP & CFO | 3.7yrs | US$3.29m | 0.018% $ 1.2m | |
| Senior VP | 5.2yrs | US$2.72m | 0.034% $ 2.3m | |
| Senior VP and President & MD of LKQ Europe | 2.3yrs | US$2.82m | 0.016% $ 1.1m | |
| Senior VP & President of Wholesale North America | 2.3yrs | US$2.47m | 0.0065% $ 448.3k | |
| Senior Vice President of Policy & Administration | 2yrs | US$485.23k | 0.044% $ 3.0m | |
| Vice President of Investor Relations | 15.2yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Human Resources | 5.2yrs | Nessun dato | 0.019% $ 1.3m | |
| Senior Vice President of Business Development & Strategy | 20.4yrs | US$2.82m | 0.14% $ 9.5m | |
| Chief Financial Officer of LKQ Europe | 6.3yrs | Nessun dato | Nessun dato | |
| Senior Vice President of Strategy & Innovation | no data | Nessun dato | Nessun dato | |
| Vice President of Sustainability | 1.3yrs | Nessun dato | Nessun dato |
3.7yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di LKQ è considerato esperto (durata media dell'incarico 3.7 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 2yrs | US$8.77m | 0.080% $ 5.5m | |
| Independent Director | 1.3yrs | US$276.47k | 0.00044% $ 30.4k | |
| Independent Director | 6.4yrs | US$295.02k | 0.013% $ 879.9k | |
| Independent Director | 1.8yrs | US$332.03k | 0.0050% $ 342.4k | |
| Independent Director | 1.4yrs | US$286.47k | 0.00068% $ 47.0k | |
| Chair Emeritus & Board Observer | 2yrs | US$40.50k | Nessun dato | |
| Independent Chairman of the Board | 7.8yrs | US$432.70k | 0.0051% $ 350.7k | |
| Independent Director | 1.8yrs | US$332.03k | Nessun dato | |
| Independent Director | 7.8yrs | US$295.02k | 0.0092% $ 637.8k | |
| Independent Director | 1.3yrs | US$280.58k | 0.00044% $ 30.4k |
1.9yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: Il consiglio di amministrazione di LKQ non è considerato esperto (durata media del mandato 1.9 anni), il che suggerisce un nuovo consiglio.
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/25 13:01 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
LKQ Corporation è coperta da 26 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Craig Kennison | Baird |
| John Babcock | Barclays |
| Gary Prestopino | Barrington Research Associates, Inc. |