Consumer Cyclical
LKQ Corporation(LKQ)
Live Price
Offline$25.80
+3.12% today
1Y Change
-30.16%
Window
Jun 25, 2025 β Jun 18, 2026
- Market Cap
- $7.54B
- Revenue Growth
- -3.1%
- EPS Growth
- -10.6%
- Dividend Yield
- 4.1%
Coverage: 247 bars Β· Jun 25, 2025 β Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
LKQ Corporation (LKQ) is a Consumer Cyclical stock with a market cap of $7.54B and listed on NASDAQ. The stock last traded around $25.80 and down 30.2% across the available one-year price window (Jun 25, 2025 β Jun 18, 2026). Baseline metrics include revenue growth of -3.1%, EPS growth of -10.6%, a dividend yield of 4.1%. What stands out right now is revenue -3.1%, EPS -10.6%, free cash flow +4.6% with operating margin 7.3% and ROIC 6.2%. The dividend matters to the case here, with a current yield around 4.1%. Valuation is more restrained than many high-expectation growth names at P/E 14.6 and price/sales 0.5. Overall, the current profile looks closer to a income-oriented value setup than a generic broad-market placeholder. Stock Foundry combines LKQ price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Cyclical peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
-3.1% vs +7.5% peer median
Operating Margin
Near sector median
+7.3% vs +8.4% peer median
P/E
Below sector median
14.6 vs 18.1 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 30, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at -3.1% and EPS is at -10.6%, with operating margin around 7.3%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 4.1%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -5.1% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 30, 2026 | β | -9.7% | -9.1% | -14.1% |
2026 Feb 19, 2026 | -9.2% | +1.7% | -2.7% | -14.8% |
2025 Oct 30, 2025 | +13.5% | +2.6% | -3.7% | -4.7% |
Benchmark Edge
LKQ vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
LKQ
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
LKQ Max Drawdown
-37.41%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for LKQ and SPY.
Company Overview
LKQ Corporation
NASDAQ Global Select
LKQ Corporation distributes replacement parts, components, and systems used in the repair and maintenance of vehicles. It operates through three segments: North America, Europe, and Specialty. The company distributes bumper covers, automotive body panels, and lights, as well as automotive glass products, such as windshields; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; lights and bumper assemblies; scrap metal and other materials to metals recyclers; and brake pads, discs and sensors, clutches, steering and suspension products, filters, and oil and automotive fluids, as well as electrical products, including spark plugs and batteries. In addition, the company distributes recreational vehicle appliances and air conditioners, towing hitches, truck bed covers, vehicle protection products, cargo management products, wheels, tires, and suspension products. It serves collision and mechanical repair shops, and new and used car dealerships, as well as retail customers. The company operates in the United States, Canada, the United Kingdom, Germany, Belgium, the Netherlands, Luxembourg, Italy, the Czech Republic, Austria, Poland, Slovakia, Taiwan, and other European countries. LKQ Corporation was incorporated in 1998 and is headquartered in Chicago, Illinois.
- Leadership
- Justin L. Jude
- IPO Date
- Oct 6, 2003
- Employees
- 47.0k
- Street Address
- 500 West Madison Street
- Mailing
- Chicago, IL, 60661
- Region
- Chicago, IL, US
- Reporting Currency
- USD
- Investor Line
- 312 621 1950
- Last Updated
- May 1, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 14.6
- EV/EBITDA
- 9.1
- Price/Sales
- 0.5
- Price/Book
- 1.2
Growth
- Revenue
- -3.1%
- EPS
- -10.6%
- Free Cash Flow
- +4.6%
Profitability
- Gross Margin
- 37.7%
- Operating Margin
- 7.3%
- Net Margin
- 3.7%
- ROE
- 7.9%
- ROIC
- 6.2%
Balance Sheet
- Debt/Equity
- 0.81
- Current Ratio
- 1.54
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.