LKQ is navigating a challenging demand environment with consolidated revenue down 6.4% in 2026Q2, yet North America has returned to positive organic growth for the first time in nine quarters, suggesting a potential inflection. Gross margins have compressed to...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue contracted 6.4% year-over-year in 2026Q2 to $3.4B, with gross margin down 100bps to 38.8% and operating income falling 28% to $225M, reflecting negative operating leverage.
LKQ Corporation is the leading provider of alternative aftermarket, salvage, and recycled auto parts, with a strong presence in North America and Europe.
The company has demonstrated resilience through cyclical headwinds, maintaining performance despite challenging market conditions.
LKQ has been gaining market share, reinforcing its competitive position in the aftermarket auto parts industry.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $0.67-5.4% vs $0.71 | $3.4B-2.2% vs $3.5B |
Q2 2026 Apr 30, 2026 | $0.67+0.0% vs $0.67 | $3.5B+2.2% vs $3.4B |
Q1 2026 Feb 19, 2026 | $0.59-9.2% vs $0.65 | $3.3B+2.0% vs $3.2B |
Q4 2025 Oct 30, 2025 | $0.84+13.5% vs $0.74 | $3.5B+7.7% vs $3.2B |
With Americans holding onto their vehicles longer than ever, a quiet corner of the auto industry keeps minting dividend checks through recessions, tariff shocks, and new-car slumps.
The September GVAS portfolio highlights 10 ideal, fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. Top GVAS dogs are projected to deliver average net gains of 36.8% by September 2027, with risk/volatility 46% below the market. Analyst targets suggest the five lowest-priced, highest-yield GVAS stocks could outperform the broader top ten by 5.12% over the next year.
LKQ, AGCO and AXS have been added to the Zacks Rank #5 (Strong Sell) List on September 9, 2026.
On June 30, 2026, Richard Pzena (Trades, Portfolio)'s firm executed a significant addition to its existing position in LKQ Corp (LKQ, Financial), purchasing 9,1
Benchmark LKQ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for LKQ Corporation (LKQ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $23.43 | $5.97B | 9.97 | -3.06% | 4.36% | 9.64% | 5.17% | |
| $128.76 | $17.75B | 273.96 | 3.46% | 0.13% | 0.72% | — | |
| $41.10 | $2.48B | 56.30 | -5.42% | 0.97% | 3.79% | — | |
| $2843.34 | $46.54B | 19.63 | 2.43% | 12.4% | — | — | |
| $85.90 | $71.19B | 28.92 | 6.42% | 14.27% | — | — | |
| $10.56 | $199.93M | 17.03 | 4.28% | -0.53% | -1.57% | — |
LKQ Corporation (LKQ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
LKQ Corporation (LKQ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
May 8, 2026·SEC
Apr 30, 2026·SEC
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LKQ Corporation (LKQ) stock FAQ — growth, dividends, profitability & financials explained
LKQ Corporation (LKQ) reported $13.69B in revenue for fiscal year 2025. This represents a 5949% increase from $226.3M in 2000.
LKQ Corporation (LKQ) saw revenue decline by 3.1% over the past year.
Yes, LKQ Corporation (LKQ) is profitable, generating $461.0M in net income for fiscal year 2025 (4.4% net margin).
Yes, LKQ Corporation (LKQ) pays a dividend with a yield of 5.17%. This makes it attractive for income-focused investors.
LKQ Corporation (LKQ) has a return on equity (ROE) of 9.6%. This is below average, suggesting room for improvement.
LKQ Corporation (LKQ) generated $625.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
