LKQ Yönetim
Yönetim kriter kontrolleri 2/4
LKQ CEO'su Justin Jude, Jul2024 tarihinde atandı, in görev süresi 1.83 yıldır. in toplam yıllık tazminatı $ 8.77M olup, şirket hissesi ve opsiyonları dahil olmak üzere 11.4% maaş ve 88.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.08% ine doğrudan sahiptir ve bu hisseler $ 5.50M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3.7 yıl ve 1.9 yıldır.
Anahtar bilgiler
Justin Jude
İcra Kurulu Başkanı
US$8.8m
Toplam tazminat
| CEO maaş yüzdesi | 11.41% |
| CEO görev süresi | 1.8yrs |
| CEO sahipliği | 0.08% |
| Yönetim ortalama görev süresi | 3.7yrs |
| Yönetim Kurulu ortalama görev süresi | 1.9yrs |
Son yönetim güncellemeleri
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 AlphaAnaliz Makalesi • 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...
Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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%.Analiz Makalesi • 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...Anlatı Güncellemesi • 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.Analiz Makalesi • 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...Analiz Makalesi • 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...Analiz Makalesi • 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
Yeni Anlatı • 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 AlphaCEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$541m |
Tazminat ve Piyasa: Justin 'ın toplam tazminatı ($USD 8.77M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 8.38M ).
Tazminat ve Kazançlar: Justin şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.
CEO
Justin Jude (50 yo)
1.8yrs
Görev süresi
US$8,767,864
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 | Veri yok | Veri yok | |
| Senior Vice President of Human Resources | 5.2yrs | Veri yok | 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 | Veri yok | Veri yok | |
| Senior Vice President of Strategy & Innovation | no data | Veri yok | Veri yok | |
| Vice President of Sustainability | 1.3yrs | Veri yok | Veri yok |
3.7yrs
Ortalama Görev Süresi
50yo
Ortalama Yaş
Deneyimli Yönetim: LKQ 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3.7 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| 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 | Veri yok | |
| Independent Chairman of the Board | 7.8yrs | US$432.70k | 0.0051% $ 350.7k | |
| Independent Director | 1.8yrs | US$332.03k | Veri yok | |
| Independent Director | 7.8yrs | US$295.02k | 0.0092% $ 637.8k | |
| Independent Director | 1.3yrs | US$280.58k | 0.00044% $ 30.4k |
1.9yrs
Ortalama Görev Süresi
63yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: LKQ 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 1.9 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/25 21:03 |
| Gün Sonu Hisse Fiyatı | 2026/05/22 00:00 |
| Kazançlar | 2026/03/31 |
| Yıllık Kazançlar | 2025/12/31 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
LKQ Corporation 26 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Craig Kennison | Baird |
| John Babcock | Barclays |
| Gary Prestopino | Barrington Research Associates, Inc. |