Margins Over Mergers: A New Era For LKQ
LKQ Corporation is transitioning from aggressive M&A-led growth to a disciplined, cash-generative model focused on operational efficiency and shareholder returns. LKQ's core strengths lie in its dominant Wholesale North America segment, scale advantages, and trusted customer relationships. Management, under activist influence, is prioritizing portfolio simplification, margin expansion, and disciplined capital allocation.
Here's Why You Should Retain LKQ Stock in Your Portfolio Now
LKQ leans on acquisitions and major cost cuts for growth, even as repairable-claim softness and European weakness pressure its outlook.
Activist fund Ananym steps up calls for LKQ to sell European business
Ananym Capital has intensified its call for auto-parts supplier LKQ to sell its European business, stressing that there are interested buyers and that the proceeds could be used to buy back shares, according to a letter to LKQ's board on Friday that was seen by Reuters.
LKQ's Q3 Earnings Outpace Estimates, Revenues Fall Short
LKQ's Q3 earnings beat estimates, with European and Specialty segments exceeding both sales and EBITDA estimates.
LKQ Corporation (LKQ) Q3 2025 Earnings Call Transcript
LKQ Corporation ( LKQ ) Q3 2025 Earnings Call October 30, 2025 8:00 AM EDT Company Participants Joseph Boutross - Vice President of Investor Relations Justin Jude - President, CEO & Director Rick Galloway - Senior VP & CFO Conference Call Participants Craig Kennison - Robert W. Baird & Co. Incorporated, Research Division Jash Patwa - JPMorgan Chase & Co, Research Division Patrick Buckley - Jefferies LLC, Research Division Presentation Operator Hello, everyone.
LKQ (LKQ) Reports Q3 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for LKQ (LKQ) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
LKQ Corporation: No Tangible Catalyst To Drive A Turnaround
I maintain my hold rating on LKQ, due to weak 2Q25 results, guidance cuts, and lack of near-term catalysts for turnaround. North America outperformed a shrinking market and Specialty segment stabilized, but these positives are outweighed by worsening trends in Europe. Europe faces structural and operational challenges, with management overhaul indicating a multi-quarter recovery and continued margin pressure.
LKQ Corporation (LKQ) Q2 2025 Earnings Call Transcript
LKQ Corporation (NASDAQ:LKQ ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Joseph P. Boutross - Vice President of Investor Relations Justin L.
LKQ Misses Q2 Earnings Estimates, Slashes FY25 Guidance
LKQ posts weak Q2 earnings, trims FY25 revenue and EPS forecasts as segment EBITDA and sales broadly disappoint.
LKQ (LKQ) Lags Q2 Earnings Estimates
LKQ (LKQ) came out with quarterly earnings of $0.87 per share, missing the Zacks Consensus Estimate of $0.93 per share. This compares to earnings of $0.98 per share a year ago.
Ahead of LKQ (LKQ) Q2 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Besides Wall Street's top-and-bottom-line estimates for LKQ (LKQ), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended June 2025.
LKQ Corporation: Quietly Crushing It Again
LKQ Corporation: Quietly Crushing It Again
