LKQ (NASDAQ:LKQ) Releases 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 2.600-2.900 for the period, compared to the consensus EPS estimate of 2.980. The company issued revenue guidance of -.

LKQ Trading Down 1.1%

NASDAQ:LKQ traded down $0.24 during trading hours on Friday, reaching $22.36. 2,731,214 shares of the stock were exchanged, compared to its average volume of 2,851,078. LKQ has a twelve month low of $21.17 and a twelve month high of $37.13. The business has a 50-day moving average of $25.87 and a two-hundred day moving average of $29.18. The company has a market capitalization of $5.70 billion, a price-to-earnings ratio of 11.06 and a beta of 0.83. The company has a quick ratio of 0.60, a current ratio of 1.54 and a debt-to-equity ratio of 0.51.

LKQ (NASDAQ:LKQ) last released its earnings results on Thursday, July 30th. The auto parts company reported $0.67 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.71 by ($0.04). LKQ had a return on equity of 11.65% and a net margin of 3.71%.The business had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.48 billion. During the same quarter last year, the company earned $0.87 earnings per share. LKQ’s quarterly revenue was down 3.0% compared to the same quarter last year. LKQ has set its FY 2026 guidance at 2.600-2.900 EPS. On average, equities analysts predict that LKQ will post 3 EPS for the current year.

LKQ Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 20th will be issued a $0.30 dividend. The ex-dividend date of this dividend is Thursday, August 20th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 5.4%. LKQ’s payout ratio is presently 59.41%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the company. Stephens cut their target price on LKQ from $39.00 to $36.50 and set an “overweight” rating for the company in a research note on Tuesday, July 21st. Raymond James Financial set a $30.00 price objective on LKQ in a report on Friday. Barclays cut their price objective on LKQ from $33.00 to $30.00 and set an “equal weight” rating for the company in a research report on Tuesday, July 21st. Robert W. Baird set a $30.00 target price on shares of LKQ in a research report on Friday. Finally, Weiss Ratings raised shares of LKQ from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, May 4th. Three analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, LKQ currently has a consensus rating of “Moderate Buy” and a consensus target price of $34.42.

LKQ News Roundup

Here are the key news stories impacting LKQ this week:

• Positive Sentiment: LKQ maintained a quarterly dividend of $0.30 per share, equivalent to $1.20 annually and an indicated yield of approximately 5.3%. The dividend is payable September 3 to shareholders of record August 20. LKQ dividend announcement
• Positive Sentiment: Management highlighted improving trends in North America and steady demand in its Specialty business, providing some offset to the European weakness. LKQ Q2 earnings and Europe ERP disruption
• Neutral Sentiment: Institutional positioning was mixed in the latest reported quarter, with major investors including Capital World Investors and BlackRock adding shares while Morgan Stanley, Capital Research and others reduced exposure. Recent analyst price targets remain well above the current trading range, but they predate the latest earnings report and guidance cut.
• Negative Sentiment: Second-quarter adjusted EPS was $0.67, below estimates near $0.71–$0.73 and down from $0.87 a year earlier. Revenue of approximately $3.41 billion also missed expectations of roughly $3.48–$3.51 billion and declined 3% year over year. LKQ second-quarter earnings results
• Negative Sentiment: LKQ reduced its 2026 adjusted EPS outlook to $2.60–$2.90 from $2.90–$3.20, below the approximately $2.98 analyst consensus. It also lowered its organic revenue-growth forecast to negative 3% to negative 1%. LKQ reduced 2026 outlook
• Negative Sentiment: The German ERP implementation reportedly reduced quarterly revenue by about $140 million and European EBITDA by approximately $50 million. Softer demand in the U.K. and Benelux further delayed the expected European recovery, raising concerns that earnings weakness may persist.

Hedge Funds Weigh In On LKQ

Several large investors have recently added to or reduced their stakes in LKQ. Parallel Advisors LLC grew its holdings in LKQ by 187.3% in the 4th quarter. Parallel Advisors LLC now owns 4,396 shares of the auto parts company’s stock valued at $133,000 after buying an additional 2,866 shares during the period. Arkadios Wealth Advisors purchased a new position in shares of LKQ during the 4th quarter worth about $205,000. Horizon Investments LLC boosted its position in shares of LKQ by 78.3% in the third quarter. Horizon Investments LLC now owns 7,417 shares of the auto parts company’s stock worth $227,000 after acquiring an additional 3,258 shares during the last quarter. Integrated Wealth Concepts LLC purchased a new stake in LKQ in the first quarter valued at approximately $278,000. Finally, BI Asset Management Fondsmaeglerselskab A S increased its position in LKQ by 170.0% during the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 7,886 shares of the auto parts company’s stock worth $292,000 after purchasing an additional 4,965 shares during the last quarter. 95.63% of the stock is currently owned by hedge funds and other institutional investors.

LKQ Company Profile

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.