LKQ (NASDAQ:LKQ) Updates FY 2026 Earnings Guidance

LKQ (NASDAQ:LKQ) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.900-3.200 for the period, compared to the consensus EPS estimate of 3.210. The company issued revenue guidance of -.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on LKQ shares. Weiss Ratings restated a “sell (d+)” rating on shares of LKQ in a research report on Monday, December 29th. Wall Street Zen upgraded LKQ from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Barclays began coverage on shares of LKQ in a research report on Tuesday, November 11th. They issued an “equal weight” rating and a $33.00 target price on the stock. Roth Mkm reaffirmed a “buy” rating and set a $43.00 price target (down previously from $46.00) on shares of LKQ in a research report on Monday, November 3rd. Finally, Zacks Research downgraded shares of LKQ from a “hold” rating to a “strong sell” rating in a research note on Monday, January 26th. Five research analysts have rated the stock with a Buy rating, one has assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $44.33.

LKQ Stock Up 0.4%

Shares of NASDAQ LKQ traded up $0.14 on Thursday, hitting $33.36. The company had a trading volume of 1,410,359 shares, compared to its average volume of 2,714,023. The company has a quick ratio of 0.67, a current ratio of 1.60 and a debt-to-equity ratio of 0.55. LKQ has a 12-month low of $28.13 and a 12-month high of $44.82. The firm has a market capitalization of $8.54 billion, a P/E ratio of 12.31 and a beta of 0.91. The business has a 50 day moving average of $32.32 and a two-hundred day moving average of $31.19.

LKQ (NASDAQ:LKQ) last posted its earnings results on Thursday, February 19th. The auto parts company reported $0.59 EPS for the quarter, missing analysts’ consensus estimates of $0.65 by ($0.06). The firm had revenue of $3.31 billion for the quarter, compared to analyst estimates of $3.24 billion. LKQ had a return on equity of 13.45% and a net margin of 4.99%.The company’s revenue for the quarter was up 2.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.80 earnings per share. LKQ has set its FY 2026 guidance at 2.900-3.200 EPS. As a group, equities research analysts forecast that LKQ will post 3.57 earnings per share for the current fiscal year.

More LKQ News

Here are the key news stories impacting LKQ this week:

• Positive Sentiment: Board launches strategic-review of alternatives (could unlock value or lead to a sale/take?private transaction), which investors often view as a potential catalyst for a higher takeover or breakup premium. LKQ Corporation Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Strong cash generation and shareholder returns: operating cash flow of $1.1B, free cash flow $847M, and $116M returned to shareholders in Q4 (repurchases + dividends) — supports valuation and buyback/dividend thesis. LKQ Corporation Announces Results for Fourth Quarter and Full Year 2025
• Positive Sentiment: Insiders and some institutions are buying: recent insider purchases and large additions from firms like BlackRock and other reported buys signal confidence and provide demand support under the shares. LKQ ($LKQ) Releases Q4 2025 Earnings
• Neutral Sentiment: Revenue modestly beat estimates and grew 2.7% year-over-year, showing stability in top-line activity but limited upside from growth alone. LKQ (LKQ) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates
• Negative Sentiment: EPS missed consensus: reported $0.59 vs. ~$0.65 estimate and down from $0.80 a year ago — the earnings shortfall is the primary near-term negative driver. LKQ (LKQ) Lags Q4 Earnings Estimates
• Negative Sentiment: FY2026 EPS guidance of $2.90–$3.20 is slightly below consensus (~$3.21), creating downward pressure on forward multiples and near?term sentiment. LKQ Corporation Announces Results for Fourth Quarter and Full Year 2025
• Negative Sentiment: Some large institutional trimming (reported reductions by firms like UBS and Vanguard in recent quarters) is a headwind for the stock despite other buyers. LKQ ($LKQ) Releases Q4 2025 Earnings

Institutional Investors Weigh In On LKQ

Institutional investors and hedge funds have recently made changes to their positions in the company. State of Tennessee Department of Treasury boosted its position in LKQ by 152.3% during the 4th quarter. State of Tennessee Department of Treasury now owns 78,360 shares of the auto parts company’s stock valued at $2,574,000 after purchasing an additional 47,299 shares during the period. Captrust Financial Advisors lifted its stake in LKQ by 20.7% in the fourth quarter. Captrust Financial Advisors now owns 102,544 shares of the auto parts company’s stock valued at $3,097,000 after buying an additional 17,605 shares during the last quarter. Arkadios Wealth Advisors acquired a new position in shares of LKQ during the fourth quarter valued at $205,000. Parallel Advisors LLC grew its position in shares of LKQ by 187.3% during the fourth quarter. Parallel Advisors LLC now owns 4,396 shares of the auto parts company’s stock worth $133,000 after acquiring an additional 2,866 shares during the last quarter. Finally, Verity Asset Management Inc. acquired a new stake in shares of LKQ in the 3rd quarter worth about $413,000. 95.63% of the stock is owned by institutional investors and hedge funds.

About LKQ

LKQ Corporation is a leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The company supplies a broad range of replacement components, including recycled original equipment manufacturer (OEM) parts, aftermarket parts, refurbished and remanufactured items. Its products support collision repair, mechanical repair and performance enhancement needs across passenger cars, heavy trucks and recreational vehicles.

Through a combination of in-house operations and strategic acquisitions, LKQ has developed a comprehensive product portfolio that extends beyond core replacement parts.