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 earnings per share guidance of 2.600-2.900 for the period, compared to the consensus earnings per share estimate of 2.980. The company issued revenue guidance of -.

LKQ Stock Down 0.7%

LKQ stock opened at $22.45 on Friday. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.58 and a quick ratio of 0.60. The company’s 50-day moving average is $25.77 and its 200-day moving average is $29.13. The firm has a market capitalization of $5.72 billion, a PE ratio of 12.47 and a beta of 0.83. LKQ has a fifty-two week low of $21.17 and a fifty-two week high of $37.13.

LKQ (NASDAQ:LKQ) last issued its earnings results on Thursday, July 30th. The auto parts company reported $0.67 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.71 by ($0.04). LKQ had a net margin of 3.37% and a return on equity of 10.84%. The firm had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.48 billion. During the same quarter last year, the business posted $0.87 earnings per share. The company’s revenue for the quarter was down 3.0% on a year-over-year basis. LKQ has set its FY 2026 guidance at 2.600-2.900 EPS. Sell-side analysts anticipate that LKQ will post 3 earnings per share for the current year.

LKQ Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Thursday, August 20th will be issued a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 5.3%. The ex-dividend date is Thursday, August 20th. LKQ’s payout ratio is currently 66.67%.

Wall Street Analysts Forecast Growth

LKQ has been the subject of several analyst reports. Weiss Ratings upgraded shares of LKQ from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Monday, May 4th. Robert W. Baird set a $30.00 price objective on shares of LKQ in a research report on Friday. Barclays reduced their price target on shares of LKQ from $33.00 to $30.00 and set an “equal weight” rating on the stock in a research report on Tuesday, July 21st. Stephens decreased their price target on LKQ from $39.00 to $36.50 and set an “overweight” rating on the stock in a research note on Tuesday, July 21st. Finally, JPMorgan Chase & Co. lowered their target price on LKQ from $37.00 to $30.00 and set an “overweight” rating for the company in a research note on Friday. Three analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, LKQ currently has an average rating of “Moderate Buy” and an average price target of $33.25.

LKQ News Roundup

Here are the key news stories impacting LKQ this week:

• Positive Sentiment: JPMorgan lowered its price target from $37 to $30 but maintained an overweight rating. The new target implies substantial upside from recent levels, suggesting the firm views the selloff as excessive if LKQ’s European operations stabilize. Benzinga analyst update
• Positive Sentiment: LKQ declared a quarterly dividend of $0.30 per share, payable September 3 to shareholders of record August 20. At recent prices, the annualized payout represents an approximate 5.3% yield, which may support income-oriented investors.
• Neutral Sentiment: Management said North America is showing improving trends and Specialty demand remains steady, providing potential offsets if European performance recovers.
• 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 and declined 3% year over year. LKQ second-quarter earnings report
• Negative Sentiment: LKQ reduced 2026 adjusted EPS guidance to $2.60-$2.90 from $2.90-$3.20, below the roughly $2.98 analyst consensus. It also forecast organic revenue growth of negative 3% to negative 1%.
• Negative Sentiment: Europe was the primary cause of the guidance cut. A slower-than-expected recovery following Germany’s enterprise resource-planning implementation, along with softer demand in the U.K. and Benelux, reportedly reduced quarterly revenue by about $140 million and European EBITDA by roughly $50 million. Zacks LKQ earnings analysis

Institutional Trading of LKQ

A number of institutional investors have recently bought and sold shares of the company. Parallel Advisors LLC boosted its stake in 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 in the last quarter. Arkadios Wealth Advisors bought a new position in shares of LKQ in the 4th quarter worth $205,000. Horizon Investments LLC increased its stake in LKQ by 78.3% during the 3rd quarter. Horizon Investments LLC now owns 7,417 shares of the auto parts company’s stock valued at $227,000 after purchasing an additional 3,258 shares in the last quarter. Integrated Wealth Concepts LLC acquired a new position in shares of LKQ during the first quarter valued at about $278,000. Finally, BI Asset Management Fondsmaeglerselskab A S lifted its holdings in shares of LKQ by 170.0% in the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 7,886 shares of the auto parts company’s stock valued at $292,000 after purchasing an additional 4,965 shares in the last quarter. Institutional investors own 95.63% of the company’s stock.

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.