LKQ
Distributes recycled, remanufactured, and aftermarket vehicle parts to repair shops across North America and Europe.
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Profile
Sells recycled OEM, remanufactured, refurbished, and aftermarket replacement parts plus specialty vehicle equipment to body shops, mechanical repair shops, and insurers routing collision claims to lower-cost alternatives, operating across North America and Europe. Built through roughly three hundred acquisitions since 1998, the business runs as a federation of locally branded operators under one parent.
Bumper covers, body panels, lighting, engines, transmissions, and paint supplies move through the wholesale network, sourced from salvaged vehicles, remanufacturing, and aftermarket suppliers instead of original-equipment makers; a Specialty line adds towing, marine, and recreational-vehicle accessories.
Operations split between North America and Europe, where country brands such as Euro Car Parts, Rhiag, and Stahlgruber keep their acquired names under an LKQ prefix rather than one global brand.
Growth has come through roughly three hundred acquisitions since the 1998 founding, each kept under local management and branding while scale negotiates distribution and vendor terms.
Demand depends partly on insurers routing claims to lower-cost alternatives. The paint-distribution business acquired with Uni-Select in 2023 is still under margin repair, and a securities class action was filed in 2026; Self Service was sold in 2025 and Specialty is under review for a possible sale.
Company facts
Categories
Key statistics
Year to date −15.0% · Average volume (30d) 3.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 3, 2026 | Roth Capital | Target | $43 | $35 | |
| Aug 3, 2026 | Barclays | Reiterate | Equal Weight | $30 | $25 |
| Jul 31, 2026 | Raymond James | Target | $65 | $30 | |
| Jul 31, 2026 | Robert W. Baird | Target | $50 | $30 | |
| Jul 21, 2026 | Barclays | Target | $34 | $30 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $0.71 | $0.67 | −5.4% | $3.48B | $3.41B | −2.2% | −14.36% |
| Apr 30, 2026Q1 FY26 | $0.67 | $0.67 | 0.0% | $3.39B | $3.47B | +2.2% | −9.72% |
| Feb 19, 2026Q4 FY25 | $0.65 | $0.59 | −9.2% | $3.25B | $3.31B | +2.0% | +1.73% |
| Oct 30, 2025Q3 FY25 | $0.74 | $0.84 | +13.5% | $3.25B | $3.50B | +7.7% | +2.57% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.46B | $3.64B | $3.50B | $3.31B | $3.47B | $3.41B | |
| Gross profit | $1.38B | $1.41B | $1.34B | $1.16B | $1.33B | $1.32B | |
| Operating income | $287.0M | $312.0M | $274.0M | $214.0M | $217.0M | $225.0M | |
| Net income | $169.0M | $192.0M | $180.0M | $66.0M | $79.0M | $136.0M | |
| Diluted EPS | $0.65 | $0.74 | $0.70 | $0.26 | $0.31 | $0.53 | |
| Gross margin | 39.8% | 38.8% | 38.3% | 35.1% | 38.4% | 38.8% | |
| Operating margin | 8.3% | 8.6% | 7.8% | 6.5% | 6.3% | 6.6% |
Fiscal years (4-quarter sums)FY21 $13.09B · FY22 $12.79B · FY23 $13.87B · FY24 $14.36B · FY25 $13.92B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $301.0M · Total debt $5.31B · Total assets $15.03B · Shareholders' equity $6.45B
Dividends
Raised for 3 straight years — most recently to $0.30 from $0.275 in Nov 2023. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 20, 2026 | Aug 20 | Sep 3 | $0.30 | |
| May 21, 2026 | May 21 | Jun 4 | $0.30 | |
| Mar 12, 2026 | Mar 12 | Mar 26 | $0.30 | |
| Nov 20, 2025 | Nov 20 | Dec 4 | $0.30 | |
| Aug 14, 2025 | Aug 14 | Aug 28 | $0.30 | |
| May 15, 2025 | May 15 | May 29 | $0.30 | |
| Mar 13, 2025 | Mar 13 | Mar 27 | $0.30 | |
| Nov 14, 2024 | Nov 14 | Nov 27 | $0.30 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 253.00M · Float 251.23M · 99.3% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 38.55M | 15.24% | 13F | Aug 7, 2026 |
| Pzena Investment Management LLC | 15.14M | 5.99% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 14.42M | 5.70% | 13F | Aug 13, 2026 |
| Fuller & Thaler Asset Management, Inc. | 12.04M | 4.76% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 11.47M | 4.53% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 28, 2025 | Xavier Urbain | director | +15,000 | $32.12 |
Peers
- AutoZone
Commercial paint/refinish rival named in a securities class action.
- Genuine Parts
Closest structural peer — NAPA/Motion Industries in the US, AAG across Europe.
- O'Reilly Automotive
Hub-network delivery rival competing for professional repair-shop accounts.
- Avis Budget Group
Largest independent aftermarket distributor in Central & Eastern Europe.
- Advance Auto Parts
Restructuring US parts retailer, narrower overlap after the Worldpac sale.
- Copart
Dominant salvage-auction platform bidding for the same total-loss vehicles.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LKQ | $25.53 | 0.00% | $6.46B | 14.2 | 8.8 | 0.5 | −6.4% |
| AutoZone | $2,961.96 | −0.05% | $48.36B | 20.4 | 17.7 | 2.4 | +8.4% |
| Genuine Parts | $139.42 | +1.46% | $18.96B | 573.0 | 17.1 | 0.8 | +6.0% |
| O'Reilly Automotive | $89.30 | +0.88% | $73.34B | 28.2 | 25.6 | 3.9 | +8.1% |
| Avis Budget Group | $138.30 | +0.14% | $4.88B | — | 31.2 | 0.4 | −1.4% |
| Advance Auto Parts | $43.00 | +0.19% | $2.59B | 31.3 | 11.6 | 0.3 | −0.5% |
| Copart | $33.00 | 0.00% | $30.54B | 20.5 | 20.3 | 6.6 | +2.1% |
| Median | 28.2 | 19.0 | 1.6 | +4.1% |