Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

LKQ CORP
Next earnings Jul 23, 2026 · consensus $0.72 EPS, $3.51B rev
Last earnings +3.0% on 2026-04-30
Cheap alt-auto-parts distributor at 11x earnings with a Board-initiated strategic review — including a potential sale — as a clear catalyst.
Sources: SEC EDGAR (CIK 0001065696, latest 10-Q filed 2026-04-30) · EODHD · analysis by claude-code · as of 6/21/2026, 8:53:48 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
The fundamentals carry the rating, but the price is rich (~26% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
LKQ is the leading global distributor of alternative (aftermarket, recycled, refurbished) vehicle replacement parts across North America, Europe and Specialty. FY2025 was soft: revenue fell 1.2% to $13.7B, operating income declined 13.3% to $993M, and net income dropped 12.3% to $608M (EPS -10.3% to $2.35), continuing a multi-year earnings slide from $1.15B (FY2022) as demand softened and margins compressed. The MD&A cites the pressures clearly — weak vehicle-owner spending, inflation, tariffs and intense competition including online marketplaces.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $13.1B | $12.8B | $13.3B | $13.8B | $13.7B |
| Gross profit | $5.32B | $5.22B | $5.35B | $5.38B | $5.26B |
| Operating income | $1.47B | $1.58B | $1.32B | $1.15B | $993M |
| Net income | $1.09B | $1.15B | $938M | $693M | $608M |
| Diluted EPS | $3.66 | $4.13 | $3.49 | $2.62 | $2.35 |
| Net margin | 8.3% | 9.0% | 7.1% | 5.0% | 4.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
1482 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-05-06 | Berard Patrick Director | Tax | 1.25K @ $28.93 | $36.2K |
| 2026-05-06 | Mendel John W Director | Award | 12.1K | |
| 2026-05-06 | CLARKE ANDREW C Director | Award | 2.74K @ $28.93 | $79.4K |
| 2026-05-06 | CLARKE ANDREW C Director | Award | 5.71K | |
| 2026-05-06 | Powell Michael Scott Director | Award | 5.71K | |
| 2026-05-06 | METCALF JAMES S Director | Award | 5.71K | |
| 2026-05-06 | GOVE SUE Director | Award | 5.71K | |
| 2026-05-06 | Divitto Meg Director | Award | 5.71K | |
| 2026-05-06 | Urbain Xavier Director | Award | 5.71K | |
| 2026-05-06 | Urbain Xavier Director | Tax | 1.25K @ $28.93 | $36.2K |