LKQ · Lkq Corp
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. LKQ returned North America to positive organic growth and raised alternative-parts utilization to a record, but cut its 2026 adjusted EPS outlook to $2.60-$2.90 (from $2.90-$3.20) and lowered free cash flow guidance to $625-$775M (from $700-$850M) due to a slower-than-expected Europe ERP recovery.
- + Alternative-parts utilization hit a record of over 40% in Q2, surpassing Q1's prior record
- + Specialty delivered 4.5% organic revenue growth in Q2, in line with expectations
- + Europe generated over $40M of year-over-year cost/productivity improvements outside the ERP disruption
- − Cut 2026 adjusted EPS guidance to $2.60-$2.90 from $2.90-$3.20
- − Lowered 2026 free cash flow outlook to $625-$775M from $700-$850M
- − Europe Q2 organic revenue fell 12.6% and segment EBITDA dropped $42M YoY to $109M (7.5% margin) due to ERP disruption in Germany
- − ERP implementation in Germany cut Q2 EBITDA by an estimated $50M and revenue by ~$140M, with recovery pushed to year-end
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
LKQ
this stock
Lkq Corp
|
$5.89B | -25.8% | -1.2% | — | 5.8% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -8.0% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -17.2% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -29.0% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| LKQ | -3.5% | -12.3% | -26.1% | -1.9% | -25.8% |
| SPY | +1.2% | +0.6% | +11.6% | +1.6% | +13.6% |
| vs SPY | -4.7% | -12.9% | -37.7% | -3.5% | -39.5% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.