Declared Dividend • May 07
Dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 20th May 2026 Payment date: 4th June 2026 Dividend yield will be 3.3%, which is higher than the industry average of 2.4%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (38% cash payout ratio). The dividend has increased by an average of 3.7% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • May 04
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (54% net debt to equity). Share price has been volatile over the past 3 months (6.7% average weekly change). 공시 • May 03
LKQ Corporation Revises Consolidated Earnings Guidance for the Fiscal Year 2026 LKQ Corporation revised consolidated earnings guidance for the fiscal year 2026. For the year, the company expects net income to range from $553 million to $630 million and reported diluted earnings per share to be in the range of $2.16 to $2.46 compared to the previous range per share of $2.35 to $2.65. 공시 • May 02
LKQ Corporation Declares Quarterly Cash Dividend, Payable on June 4, 2026 LKQ Corporation declared a quarterly cash dividend of $0.30 per share of common stock, payable on June 4, 2026, to stockholders of record at the close of business on May 21, 2026. During the first quarter of 2026, the company distributed $77 million in cash dividends to shareholders. Reported Earnings • May 02
First quarter 2026 earnings released: EPS: US$0.30 (vs US$0.65 in 1Q 2025) First quarter 2026 results: EPS: US$0.30 (down from US$0.65 in 1Q 2025). Revenue: US$3.47b (flat on 1Q 2025). Net income: US$77.0m (down 54% from 1Q 2025). Profit margin: 2.2% (down from 4.9% in 1Q 2025). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Retail Distributors industry in Europe. Board Change • Apr 30
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Director Sue Gove was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Board Change • Apr 08
High number of new directors There are 7 new directors who have joined the board in the last 3 years. Independent Director Sue Gove was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Apr 04
LKQ Corporation to Report Q1, 2026 Results on Apr 30, 2026 LKQ Corporation announced that they will report Q1, 2026 results Pre-Market on Apr 30, 2026 공시 • Mar 12
LKQ Corporation, Annual General Meeting, May 06, 2026 LKQ Corporation, Annual General Meeting, May 06, 2026. Board Change • Jan 22
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Sue Gove was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Jan 22
LKQ Corporation to Report Q4, 2025 Results on Feb 19, 2026 LKQ Corporation announced that they will report Q4, 2025 results on Feb 19, 2026 공시 • Nov 05
Jody G. Miller, A Member of the Board of Directors of LKQ Corporation to Step Down from the Board of Directors, Effective January 1, 2026 On November 2, 2025, Jody G. Miller, a member of the Board of Directors of LKQ Corporation notified the Company of her decision to step down from the Company’s Board of Directors as of January 1, 2026. 공시 • Sep 25
LKQ Corporation to Report Q3, 2025 Results on Oct 30, 2025 LKQ Corporation announced that they will report Q3, 2025 results on Oct 30, 2025 Board Change • Aug 29
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Sue Gove was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Aug 28
Pacific Avenue Capital Partners, LLC agreed to acquire Self Service Segment of LKQ Corporation (NasdaqGS:LKQ) for an enterprise value of $410 million. Pacific Avenue Capital Partners, LLC agreed to acquire Self Service Segment of LKQ Corporation (NasdaqGS:LKQ) for an enterprise value of $410 million on August 26, 2025. The net proceeds from the sale will be used to strengthen LKQ’s balance sheet through debt repayment. The transaction is expected to be completed during the fourth quarter of 2025, subject to the satisfaction of customary closing conditions, including receipt of required regulatory approval.
Jefferies LLC acted as financial advisor for LKQ Corporation. Wachtell, Lipton, Rosen & Katz LLP acted as legal advisor for LKQ Corporation. Marty DiLoreto, Karen Flanagan, Edward Brennan, Lee Morlock, and Nicole Martin of Kirkland & Ellis LLP acted as legal advisor for Pacific Avenue. 공시 • Aug 22
LKQ Corporation Announces Board Changes LKQ Corporation announced that John Mendel has been elected as Chairman of the Board of Directors (the “Board”), effective immediately. This follows Guhan Subramanian’s decision to step down as Chairman this month and to retire from the Board on January 1, 2026. Also on August 20, 2025, the Company’s Board of Directors appointed John Mendel to succeed Mr. Subramanian as Chairman of the Board, effective immediately. Mr. Subramanian will continue to serve as a Director of the Company until his retirement on January 1, 2026. Mr. Subramanian has agreed to remain on the Board for the duration of the year to support a seamless transition process and other initiatives in progress. As part of ongoing efforts to enhance its corporate governance practices, LKQ has been actively reviewing its Board composition, policies and procedures with the support of highly qualified outside advisors. This process resulted in Mr. Mendel being identified as the right individual to serve as the Company’s next Chairman. He has been a member of the Board since August 2018. He also brings extensive automotive and wholesale distribution industry experience having served as an executive with American Honda, Ford, Lincoln, Mercury and Mazda America over his more than 45-year career. About John Mendel: Mr. Mendel was the Executive Vice President, Automotive Division, of American Honda Motor Company from November 2004 until his retirement in April 2017, where he was responsible for Automotive business sales, marketing, product development, public relations, vehicle planning, logistics and distribution. Prior to Honda, he worked for Ford Motor Company from July 1976 to November 2004, including in a variety of roles related to field operations and commercial marketing across the Ford, Lincoln and Mercury brands, before serving as Chief Operating Officer of Mazda America from 2001 to 2004. Mr. Mendel received a B.A. in business and economics from Austin College and an M.B.A. from Duke University. Upcoming Dividend • Aug 07
Upcoming dividend of US$0.30 per share Eligible shareholders must have bought the stock before 13 August 2025. Payment date: 28 August 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of Italian dividend payers (5.0%). Higher than average of industry peers (3.0%). Board Change • Jul 25
High number of new directors There are 6 new directors who have joined the board in the last 3 years. Independent Director Sue Gove was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. 공시 • Jun 26
LKQ Corporation to Report Q2, 2025 Results on Jul 24, 2025 LKQ Corporation announced that they will report Q2, 2025 results on Jul 24, 2025 
