LKQ Corporation

Report azionario NasdaqGS:LKQ

Capitalizzazione di mercato: US$7.3b

LKQ Performance degli utili passati

Criteri Il passato verificati 1/6

Gli utili di LKQ sono diminuiti a un tasso medio annuo di -11.8%, mentre il settore Retail Distributors ha visto gli utili diminuire a un tasso medio annuo di 10.4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 2.4%. Il ritorno sul capitale proprio di LKQ è 8% e ha margini netti di 3.7%.

Informazioni chiave

-11.84%

Tasso di crescita degli utili

-8.67%

Tasso di crescita dell'EPS

Retail Distributors Crescita del settore20.65%
Tasso di crescita dei ricavi2.42%
Rendimento del capitale proprio7.95%
Margine netto3.73%
Prossimo aggiornamento sugli utili23 Jul 2026

Aggiornamenti sulle prestazioni recenti

Articolo 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...

Recent updates

Articolo 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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.
Seeking Alpha Feb 09

LKQ Corporation's Drop Offers Opportunity

Summary LKQ Corporation remains a compelling value play despite a 31.5% stock decline since October 2023 and ongoing strategic uncertainty. Management's asset sales—including Self Service and planned Specialty divestitures—plus a strategic review, present significant catalysts for shareholder value creation. LKQ trades at a discount to peers, with cost-cutting initiatives targeting $75 million in annual savings and potential for further value-unlocking transactions. Risks include softening automotive demand, economic headwinds, and tariff exposure, but I maintain a "Buy" rating given the stock’s absolute and relative cheapness. Read the full article on Seeking Alpha
Aggiornamento dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 dell'analisi 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nuova analisi 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 Alpha

Ripartizione dei ricavi e delle spese

Come LKQ guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGS:LKQ Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2613,7935153,8590
31 Dec 2513,6515963,8140
30 Sep 2514,0976963,9100
30 Jun 2514,0517053,8830
31 Mar 2513,4476663,7000
31 Dec 2413,8236663,7950
30 Sep 2414,0986993,8960
30 Jun 2414,2137193,9440
31 Mar 2414,2208303,9840
31 Dec 2313,2699323,6980
30 Sep 2313,3669513,7090
30 Jun 2312,9021,0053,5910
31 Mar 2312,7951,1443,5510
31 Dec 2212,7941,1433,5440
30 Sep 2212,9791,1853,5880
30 Jun 2213,1721,2083,6260
31 Mar 2213,2661,0933,6290
31 Dec 2113,0891,0903,5690
30 Sep 2112,8571,0353,4710
30 Jun 2112,6089453,4020
31 Mar 2111,7997583,2730
31 Dec 2011,6296383,2220
30 Sep 2011,6855993,3950
30 Jun 2011,7855573,4580
31 Mar 2012,4075893,5840
31 Dec 1912,5065413,5810
30 Sep 1912,4994413,5690
30 Jun 1912,4744233,5560
31 Mar 1912,2564303,4830
31 Dec 1811,8774853,3530
30 Sep 1811,3445703,1820
30 Jun 1810,6875592,9990
31 Mar 1810,1155532,8370
31 Dec 179,7375402,7130
30 Sep 179,4175102,6100
30 Jun 179,1594982,5260
31 Mar 179,0054852,4740
31 Dec 168,5844562,3590
30 Sep 168,1834552,2590
30 Jun 167,8074462,1580
31 Mar 167,3404282,0380
31 Dec 157,1934231,9870
30 Sep 157,1284091,9630
30 Jun 157,0173991,9270

Guadagni di qualità: LKQ ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di LKQ (3.7%) sono inferiori rispetto allo scorso anno (5%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di LKQ sono diminuiti del 11.8% all'anno negli ultimi 5 anni.

Accelerare la crescita: LKQ ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: LKQ ha avuto una crescita negativa degli utili ( -22.7% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Retail Distributors ( -19% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 8% ) di LKQ è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/07 22:48
Prezzo dell'azione a fine giornata2026/05/07 00:00
Utili2026/03/31
Utili annuali2025/12/31

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.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* 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.

AnalistaIstituzione
Craig KennisonBaird
John BabcockBarclays
Gary PrestopinoBarrington Research Associates, Inc.