LKQ Corporation (NASDAQ:LKQ) Q4 2025 Earnings Call Transcript
LKQ Corporation reported its Q4 and full-year 2025 earnings, revealing a miss on EPS expectations but exceeding free cash flow targets. Despite significant headwinds in North America and Europe, including declining repairable claims and macroeconomic uncertainty, the company achieved its cash flow commitment and made progress in portfolio simplification. Management shared an optimistic outlook for 2026, citing early signs of market recovery and ongoing cost-cutting initiatives.
LKQ (LKQ) Gets a Buy from Roth MKM
Roth MKM analyst Scott Stember has maintained a Buy rating on LKQ Corp with a $43.00 price target following the company's latest financial results. While some analysts maintain a Hold rating, LKQ recently reported quarterly revenue of $3.5 billion, though earnings per share and fiscal outlook slightly trailed consensus estimates.
LKQ Q4 Deep Dive: Earnings Resilient Despite Margin Pressure, Strategic Review Launched
LKQ (NASDAQ:LKQ) reported Q4 CY2025 results, beating revenue expectations but missing on non-GAAP profit per share. The company's sales were flat year-on-year at $3.31 billion, and adjusted EBITDA also missed estimates. Despite margin pressure from weak repairable claims and softness in Europe, management highlighted strategic initiatives like portfolio simplification, share gains with MSOs, and private label expansion.
LKQ Corp. price target raised to $34 from $33 at Barclays
Barclays analyst John Babcock increased the price target for LKQ Corp. (LKQ) from $33 to $34, while maintaining an Equal Weight rating. This adjustment follows the company's Q4 earnings report. The article also mentions LKQ's Q4 adjusted EPS of 59c (consensus 65c) and FY26 adjusted EPS guidance of $2.90-$3.20 (consensus $3.28).
LKQ CORP SEC 10-K Report
LKQ Corporation has released its annual 10-K report, detailing a decrease in total revenue, operating income, and net income for the fiscal year, with diluted EPS falling to $2.35. The company is exploring the potential sale of its Specialty segment and conducting a comprehensive review of strategic alternatives to enhance shareholder value, including a potential sale of the entire company. Key challenges include geopolitical risks, intense competition, and economic conditions, which the company aims to address through strategic initiatives and disciplined capital allocation.
LKQ Corporation (NASDAQ:LKQ) Declares Quarterly Dividend of $0.30
LKQ Corporation (NASDAQ:LKQ) announced a quarterly dividend of $0.30 per share, payable on March 26th to shareholders of record on March 12th, representing a 3.6% yield and a sustainable payout ratio of 31.3%. The company reported mixed Q4 2025 results, with revenue beating estimates but EPS missing due to near-term restructuring costs. Despite a slightly conservative FY2026 guidance, LKQ has a strong cash flow and has initiated a strategic review to unlock shareholder value.
LKQ's (NASDAQ:LKQ) Q4 CY2025 Sales Top Estimates But Stock Drops
LKQ (NASDAQ:LKQ) reported Q4 CY2025 revenue that beat analyst estimates but saw its stock drop due to a miss on non-GAAP profit and operating margin. Sales were flat year-on-year at $3.31 billion, while adjusted EPS of $0.59 was below expectations. The company provided a cautious adjusted EPS guidance for 2026, reflecting current market conditions amidst a continued focus on operational excellence.
LKQ: Q4 Earnings Snapshot
LKQ Corp. (LKQ) reported lower-than-expected fourth-quarter net income of $66 million, or 26 cents per share, missing the average analyst estimate of 65 cents per share. However, the company's revenue of $3.31 billion exceeded Wall Street forecasts. LKQ also provided a full-year earnings outlook ranging from $2.90 to $3.20 per share.
LKQ: Fourth Quarter Financial Highlights
LKQ Corp. reported a net profit of $66 million for the fourth quarter, with adjusted earnings of $0.59 per share, falling short of analysts' expectations of $0.65 per share. However, the company surpassed revenue forecasts, generating $3.31 billion against an anticipated $3.26 billion. For the full fiscal year, LKQ recorded $607 million in profit and $13.65 billion in revenue, projecting future earnings between $2.90 and $3.20 per share.
LKQ Corporation Announces Results for Fourth Quarter and Full Year 2025
LKQ Corporation reported its financial results for the fourth quarter and full year 2025, showing a revenue increase for Q4 but a decrease in net income and EPS. For the full year, revenue slightly decreased, and net income and EPS also saw a decline. Despite these financial shifts, the company outlined strategic initiatives, including a review of strategic alternatives and plans for restructuring, alongside providing a financial outlook for 2026.
LKQ Corp. reports Q4 adjusted EPS 59c, consensus 65c
LKQ Corp. announced its Q4 adjusted EPS of 59c, missing the consensus estimate of 65c, while reporting Q4 revenue of $3.3 billion against a consensus of $3.24 billion. The President and CEO, Justin Jude, highlighted significant free cash flow generation despite sector headwinds, market share gains in North America, and efforts to integrate and simplify European operations for sustained margin improvement. The Specialty segment showed strong performance with 7.8% organic revenue growth.
LKQ Corporation Announces Results for Fourth Quarter and Full Year 2025
LKQ Corporation reported its financial results for the fourth quarter and full year 2025, highlighting significant free cash flow generation despite sector headwinds. The company achieved $3.3 billion in revenue for Q4 2025 and $13.7 billion for the full year. LKQ also announced a comprehensive review of strategic alternatives to enhance shareholder value and provided its 2026 financial outlook, anticipating organic revenue growth of 0.5% to 1.5% and adjusted diluted EPS between $2.90 and $3.20.
LKQ Corp Profit Drops In Q4
LKQ Corp (LKQ) reported a significant drop in profit for the fourth quarter, with earnings falling from $156 million to $66 million year-over-year. Despite the decline in profit, the company's revenue increased by 2.7% to $3.312 billion from $3.226 billion in the previous year. Adjusted earnings for the period were $150 million, or $0.59 per share.
LKQ: Q4 Earnings Snapshot
LKQ Corp. (LKQ) reported a fourth-quarter net income of $66 million, or 26 cents per share, which adjusted to 59 cents per share for non-recurring costs. These results fell short of analysts' expectations of 65 cents per share. The company's revenue of $3.31 billion, however, exceeded forecasts, and LKQ expects full-year earnings between $2.90 and $3.20 per share.
LKQ: Q4 Earnings Snapshot
LKQ Corp. (LKQ) reported a fourth-quarter net income of $66 million, or 26 cents per share, which missed Wall Street expectations of 65 cents per share. However, the company's revenue of $3.31 billion for the period exceeded Street forecasts. For the full year, LKQ reported a profit of $607 million on $13.65 billion in revenue and provided a full-year earnings outlook between $2.90 and $3.20 per share.
Stocks making big moves yesterday: Somnigroup, LKQ, Donnelley Financial Solutions, Xerox, and Norwegian Cruise Line
This article details the stock performance of five companies based on their activities on the previous trading day. Somnigroup and LKQ saw declines due to missed forecasts and competitor issues, respectively. Donnelley Financial Solutions, Xerox, and Norwegian Cruise Line experienced gains following strong earnings, a new joint venture with TPG, and activist investor interest, respectively.
LKQ (LKQ) To Report Earnings Tomorrow: Here Is What To Expect
LKQ (NASDAQ:LKQ) is set to report earnings before market open this Thursday. Analysts expect a 3.1% year-on-year revenue decline to $3.20 billion and adjusted earnings of $0.65 per share. The company missed revenue expectations last quarter but saw a solid beat on organic revenue estimates, though full-year EBITDA guidance fell short.
LKQ Corp Stock Sells Off After Earnings – Smart Dip or Value Trap?
LKQ Corp's stock has sold off following a mixed earnings report and muted guidance, leading investors to question if it's a smart dip to buy or a potential value trap. Despite market caution due to European weakness, cost inflation, and integration risks, the company maintains healthy cash flow and continues share repurchases, with analysts broadly constructive on its long-term potential. The article details how these factors impact U.S. investors, especially given LKQ's ties to the aging North American vehicle fleet and its potential for portfolio diversification.
RB Global Reports Fourth Quarter and Full Year 2025 Results
RB Global, Inc. announced its financial results for the fourth quarter and full year ended December 31, 2025, highlighting a 4% year-over-year increase in total gross transaction value (GTV) to $4.3 billion and a 5% increase in total revenue to $1.2 billion for Q4 2025. The company also provided its financial outlook for full-year 2026, projecting GTV growth between 5% and 8% and adjusted EBITDA between $1,470 million and $1,530 million. CEO Jim Kessler and CFO Eric J. Guerin expressed pride in the team's achievements, emphasizing advancements in strategic priorities, enhanced operating models, and a focus on financial discipline and long-term growth.
Why LKQ (LKQ) Shares Are Falling Today
Shares of LKQ (NASDAQ:LKQ) fell 4.5% after its competitor, Genuine Parts Company (GPC), reported disappointing fourth-quarter financial results, raising concerns across the auto parts sector. GPC's weak performance, including a GAAP net loss and missed earnings estimates, negatively impacted peers like LKQ. This market reaction, while significant, is noted as not highly volatile for LKQ, which had previously experienced a more substantial 21% drop seven months ago due to its own disappointing Q2 2025 results and lowered full-year guidance.
Motorcar Parts of America: A Strategic Pivot Toward Recovery ()
Motorcar Parts of America is undergoing a strategic operational transition following a challenging third quarter impacted by reduced orders from a major client. The company is evaluating strategic alternatives for its EV technology division, focusing on operational efficiencies in brake components, and expanding into heavy-duty parts and the Mexican market. Upcoming Q4 and full fiscal year 2026 results are expected to provide insights into the recovery of customer orders and the effectiveness of these strategic initiatives.
Will CEO-Chairman Shift and Deal-Making Strategy Change Genuine Parts' (GPC) Narrative?
Genuine Parts (GPC) is gaining renewed attention due to positive analyst views, continuous expansion through acquisitions in North America, and a planned leadership transition where CEO Will Stengel will also become Chairman in 2026. This comprehensive strategy, combining leadership continuity and market expansion, aims to achieve $200 million in cost savings by 2026. Despite potential challenges from inflation and restructuring costs, the company projects significant revenue and earnings growth by 2028.
Kiltearn Partners Acquires Additional LKQ Shares
Kiltearn Partners LLP increased its stake in LKQ by purchasing an additional 264,600 shares in Q4 2025, valued at $7.98 million, indicating confidence in the auto parts sector. This acquisition made LKQ the 12th largest holding in Kiltearn's portfolio, despite the company's recent challenges including an 8.6% year-over-year stock decline and a 39.1% drop in net income over three years. LKQ is also undergoing a strategic review, having divested its self-service segment and anticipating a $25 million increase in 2025 operating cash flow.
Earnings Preview: LKQ Corp to Report Financial Results Pre-market on February 19
LKQ Corp (LKQ.US) is scheduled to release its financial results pre-market on February 19 ET. Analysts estimate the company will report Q4 2025 revenue of USD 3.24 billion, a 3.43% year-over-year decrease, and an EPS of USD 0.55, a 9.17% year-over-year decrease. The financial figures are based on US-GAAP.
A Look At Dorman Products (DORM) Valuation After Product Expansion And SuperATV Acquisition
Dorman Products (DORM) is gaining investor attention due to recent product expansion, the SuperATV acquisition, and a new e-commerce website, all contributing to its growth in the auto aftermarket. With shares at US$131.17, the company is considered undervalued with a fair value estimate of US$170.38, driven by sustained demand for replacement parts in North America's aging vehicle fleet. However, potential risks such as tariff uncertainty and EV adoption could impact margins and earnings.
Is Genuine Parts (GPC) Still Reasonably Priced After Recent Double Digit Annual Return?
Genuine Parts (GPC) has seen significant recent returns, including 22.2% over the last year, prompting an evaluation of its current valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 30.1% at $147.61, with an intrinsic value of $211.05 per share. However, its P/E ratio of 25.40x is above the industry average, indicating it might be overvalued by this metric compared to its "Fair Ratio" of 19.27x.
GM files second patent lawsuit against LKQ, Keystone
General Motors has filed a second patent lawsuit against LKQ and Keystone Automotive Industries, along with other defendants, alleging infringement on 20 GM patents related to Chevrolet and GMC vehicle parts. This new suit comes after LKQ and Keystone previously sued GM for patent infringement. GM is seeking treble damages, a reasonable royalty, and attorney fees, and has demanded a jury trial.
LKQ (LKQ) Expected to Announce Earnings on Thursday
LKQ (NASDAQ:LKQ) is anticipated to release its Q4 2025 earnings before the market opens on Thursday, February 19th, with analysts projecting $0.65 EPS. The stock currently holds a "Hold" consensus rating from MarketBeat with a target price of $44.33, despite recent downgrades from some firms. Institutional investors hold a significant 95.63% of the company's shares.
Applied Finance Capital Management LLC Increases Holdings in LKQ Corporation $LKQ
Applied Finance Capital Management LLC has increased its stake in LKQ Corporation (NASDAQ:LKQ) by 6.1%, now holding 536,345 shares valued at $16.38 million. This move comes as institutional investors collectively own 95.63% of LKQ's stock, despite mixed analyst ratings resulting in a "Hold" consensus and an average price target of $44.33 for the auto parts company.
Big customer slowdown hits Motorcar Parts, but orders rebound
Motorcar Parts of America (MPAA) reported fiscal third-quarter 2026 results showing a decline in sales to $167.7 million due to reduced ordering from a large customer, though orders are now rebounding. Despite the short-term impact, the company maintains a positive outlook, citing new business commitments, increased brake-related sales momentum, and strategic initiatives to enhance shareholder value such as cash generation and debt reduction. Motorcar Parts also revised its fiscal 2026 sales guidance and provided details on non-GAAP financial measures.
Mohawk Industries names Paul De Cock interim president of Flooring Rest of World segment
Mohawk Industries has appointed Paul De Cock as the interim president of its Flooring Rest of World segment, effective immediately. De Cock will maintain his role as Chief Operating Officer while the company searches for a permanent successor. This appointment follows the resignation of Wim Messiaen, and it was noted that there would be no material change to De Cock's compensation package.
Mohawk Industries names Paul De Cock interim president of Flooring Rest of World segment By Investing.com
Mohawk Industries has appointed Paul De Cock as interim president of its Flooring Rest of World segment, effective immediately, following Wim Messiaen's resignation. De Cock will continue his role as chief operating officer, a position he assumed in February 2025. This move comes amidst other significant developments for Mohawk Industries, including a downgrade by Wolfe Research and its replacement by Carvana in the S&P 500 index.
Mohawk Industries names Paul De Cock interim president of Flooring Rest of World segment
Mohawk Industries has appointed Paul De Cock as the interim president of its Flooring Rest of World segment, effective immediately, following Wim Messiaen's resignation. De Cock will maintain his role as Chief Operating Officer while the company searches for a permanent successor. This appointment comes amidst other significant company news, including a downgrade by Wolfe Research and Carvana replacing Mohawk Industries in the S&P 500 index.
CCC Intelligent Solutions stock price whipsaws: premarket bounce follows 13% slide as GM lawsuit surfaces
CCC Intelligent Solutions (CCCS) stock experienced significant volatility, with a premarket bounce of 1.2% following a 12.6% slide the previous day. This fluctuation is attributed to a newly surfaced design-patent lawsuit filed by General Motors against CCC and other companies, coupled with the announcement of expanded access to CCC's estimating software to address the industry's labor squeeze. Investors are closely monitoring the situation ahead of the company's Q4 and full-year 2025 earnings release on February 24th.
Borgwarner stock hits 52-week high at $50.76
BorgWarner Inc. (BWA) stock recently reached a 52-week high of $50.76, marking a 67.82% increase over the past year and a 34.35% gain in the last six months. The company has a market capitalization of $10.86 billion, a "GOOD" financial health rating from InvestingPro, and has consistently paid dividends for 13 years. This performance reflects investor confidence, though Piper Sandler recently downgraded the stock from Overweight to Neutral due to valuation concerns.
LKQ Corporation (NASDAQ:LKQ) Receives Consensus Rating of "Hold" from Analysts
LKQ Corporation (NASDAQ:LKQ) has received a consensus "Hold" rating from eight brokerages, with an average 12-month target price of $44.33. Analyst ratings include two sell, one hold, and five buy recommendations, though recent reports show some analysts reissuing ratings with adjusted target prices or initiating coverage. The company's stock is currently trading at $34.37, with institutional investors holding a significant portion of its shares.
Primoris Services Corporation stock hits all-time high at 156.44 USD
Primoris Services Corporation (PRIM) stock reached an all-time high of $156.44, climbing further to $157.09, driven by an impressive 1-year return of 104.17%. Despite trading above its Fair Value, the company exhibits strong financial health and 18 consecutive years of dividend payments. Analyst ratings are mixed, with some raising price targets while others initiate sell or neutral ratings due to growth outlooks.
Is Genuine Parts (GPC) Still Attractive After A 25% One Year Share Price Rally
Genuine Parts (GPC) has seen its share price rally by 25.8% over the last year. A Discounted Cash Flow (DCF) analysis suggests the stock is undervalued by 30.4% with an intrinsic value of $203.04 per share, compared to its current price of around $141. However, its P/E ratio of 24.3x is above its Fair Ratio of 19.1x, indicating it might be overvalued based on this metric.
3 Reasons to Avoid LKQ and 1 Stock to Buy Instead
This article analyzes LKQ (LKQ) and provides three reasons why investors should avoid it, despite its stock performance aligning with the S&P 500. The author highlights declining organic revenue, disappointing free cash flow projections, and a decrease in return on invested capital (ROIC) as key concerns. Instead, the article suggests looking into semiconductor stocks, citing specific high-performing examples like Nvidia and Exlservice.
Dorman Products Appoints New Finance Chief Amid Market Transition
Dorman Products has named Charles W. Rayfield as its new Chief Financial Officer, succeeding David M. Hession, as part of a strategic leadership transition. This change comes as the automotive parts supplier aims to advance growth in an aftermarket increasingly focused on efficiency and technological innovation. The company reported mixed Q3 2025 results, surpassing EPS estimates but falling short on revenue, leading to investor concerns ahead of the upcoming Q4 and full-year 2025 results.
LKQ Corporation seeks inside sales coordinators for key locations
LKQ Corporation is actively recruiting Inside Sales Coordinators for key locations across Ohio, Florida, Tennessee, and Massachusetts. The company emphasizes competitive benefits and encourages interested candidates to apply through its website. This hiring initiative aligns with LKQ's strategic focus on team dedication and talent acquisition for sustained success, as highlighted in its recent 2025 achievements celebration.
Borgwarner stock hits 52-week high at 49.03 USD By Investing.com
BorgWarner Inc. reached a 52-week high of $49.03 per share, reflecting a 50.93% increase over the past year and a 38.49% gain in six months. The company has a $10.45 billion market cap, a "GOOD" Financial Health score, and has maintained dividend payments for 13 years. Despite a recent downgrade to Neutral by Piper Sandler due to valuation concerns, BorgWarner surpassed Q3 2025 EPS expectations.
Borgwarner stock hits 52-week high at 49.03 USD
BorgWarner Inc. stock reached a new 52-week high of $49.03, reflecting a 50.93% increase over the past year and a 38.49% gain in six months. The company, with a $10.45 billion market cap, maintains dividend payments for 13 years and has a "GOOD" Financial Health score. Despite this, an InvestingPro analysis suggests the stock is slightly undervalued, and Piper Sandler recently downgraded it to Neutral due to valuation concerns.
Borgwarner stock hits 52-week high at 49.03 USD By Investing.com
BorgWarner Inc. (BWA) stock hit a 52-week high of $49.03, marking a 50.93% increase over the past year and a 38.49% gain in six months. The company, with a $10.45 billion market cap, has maintained dividend payments for 13 years and boasts a "GOOD" Financial Health score. Despite this, Piper Sandler recently downgraded the stock to Neutral due to valuation concerns.
What is Zacks Research's Estimate for LKQ Q3 Earnings?
Zacks Research has lowered its Q3 2026 EPS estimate for LKQ Corporation to $0.85 from $0.89 and downgraded the stock to a "Strong Sell," also trimming future forecasts. Despite this, the overall analyst consensus remains "Hold" with a price target of $44.33, contrasting with the current market price of around $32.57. LKQ recently reported Q4 earnings of $0.84 EPS, beating estimates, with revenue of $3.50 billion.
LKQ to review options, including possible sale of company
LKQ Corporation, a leading provider of alternative and specialty auto parts, has announced that its board of directors will be reviewing strategic options for the company. These options include a potential sale of the entire company, indicating a significant strategic shift for the organization.
Barrington Maintains LKQ Corp(LKQ.US) With Buy Rating, Maintains Target Price $42.5
Barrington analyst Gary Prestopino has reaffirmed a 'Buy' rating for LKQ Corp (LKQ.US) and maintained a target price of $42.5. The analyst's track record over the past year includes a 52.5% success rate and an average return of 6.8%, as reported by TipRanks data. This information is intended for informational purposes only and does not constitute investment advice.
NTP-STAG Parent Company Initiates ‘Strategic’ Review, Potential Sale
LKQ Corporation, the parent company of NTP-STAG, has announced its board of directors initiated a comprehensive review of strategic alternatives to enhance shareholder value, including a potential sale of the company. The company is also continuing its previously announced process to explore the potential sale of its Specialty segment. There is no set deadline for this review, and no assurance it will result in a transaction.
LKQ Corporation Initiates Review of Strategic Alternatives to Enhance Shareholder Value
LKQ Corporation's Board of Directors has launched a comprehensive review of strategic alternatives to boost shareholder value, including a potential sale of the company. Chairman John Mendel stated this is to identify the best path forward to unlock value not reflected in the current valuation. The company is also continuing efforts to sell its Specialty segment; however, no timeline is set, and there's no guarantee of any specific outcome from the review.
LKQ Corp Initiates Strategic Review to Maximize Shareholder Value
LKQ Corporation announced a strategic review on January 26, 2026, to explore options for enhancing shareholder value, including a potential sale of the company. The board is evaluating various alternatives to unlock value not currently reflected in its valuation and continues to pursue the sale of its Specialty segment. BofA Securities and Wachtell, Lipton, Rosen & Katz have been engaged as advisors, though there is no guarantee of a transaction.
