LKQ Corporation (LKQ)
LKQ Corporation: North America Improved, But Europe Is Still A Drag
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.
LKQ Q2 Earnings Miss Estimates on Europe ERP Disruption
LKQ misses Q2 earnings and revenue estimates as Europe's ERP rollout disrupts Germany, prompting lower 2026 guidance despite growth in North America.
LKQ Corporation (LKQ) Q2 2026 Earnings Call Transcript
LKQ Corporation (LKQ) Q2 2026 Earnings Call Transcript
LKQ (LKQ) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for LKQ (LKQ) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
LKQ (LKQ) Q2 Earnings and Revenues Lag Estimates
LKQ (LKQ) came out with quarterly earnings of $0.67 per share, missing the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.87 per share a year ago.
LKQ Q2 Earnings Call Highlights
LKQ NASDAQ: LKQ reported second-quarter 2026 revenue of approximately $3.4 billion, down from $3.5 billion a year earlier, as disruption from an enterprise resource planning system implementation in Germany weighed on its European operations. Adjusted diluted earnings per share declined to $0.67 from $0.84 in the prior-year quarter.
Do Options Traders Know Something About LKQ Stock We Don't?
Investors need to pay close attention to LKQ stock based on the movements in the options market lately.
LKQ Corporation Is Too Cheap To Ignore, Especially With A Potential Catalyst At Play
LKQ Corporation shares have dropped 26% despite rising revenue, creating a compelling value opportunity. Recent profit and cash flow declines stem from margin compression, inflation, tariffs, and lower vendor rebates, but cost-cutting and asset sales are underway. Management is pursuing strategic alternatives, including a possible business sale and divestiture of specialty operations, with strong buyer interest despite market headwinds.
LKQ Corporation: A Deep Value Stock With A Durable Core Business
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.
2 Auto Replacement Stocks to Watch Amid Slower New Car Sales
LKQ and SMP stand out as vehicle aging and affordability pressures support steady replacement demand in the auto parts space.
LKQ Q1 Earnings Match Estimates, Revenues Beat on Stronger Sales Mix
LKQ Q1 revenues top estimates as pricing and mix offset softer volumes, but margins face pressure from tariffs, costs and weaker claims demand.
LKQ (LKQ) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates
Although the revenue and EPS for LKQ (LKQ) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
