Analyse produit facultative
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LKQ Corporation's published Strong Buy conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $5.6B | |
|---|---|---|
| P/E (forward) | 7.9x |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | P5 | Trend |
|---|---|---|---|---|---|---|
| Period | 2021-12-31 | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $13.09B | $12.79B | $13.27B | $13.82B | $13.65B | +1.1% |
| Gross profit | $5.32B | $5.22B | $5.35B | $5.38B | $5.27B | -0.3% |
| Operating income | $1.47B | $1.58B | $1.32B | $1.15B | $993.0M | -9.4% |
| Net income | $1.09B | $1.15B | $938.0M | $693.0M | $608.0M | -13.6% |
| EPS (diluted) | $3.66 | $4.13 | $3.49 | $2.62 | $2.35 | -10.5% |
| EBITDA | $1.76B | $1.86B | $1.77B | $1.63B | $1.47B | -4.4% |
| R&D | — | — | — | — | — | — |
| SG&A | $3.57B | $3.54B | $3.70B | $3.76B | $3.81B | +1.7% |
Recent company headlines from major financial publishers.
Under the upside scenario, operational execution across European distribution rebounds rapidly as German hyper-care resolves all order processing backlogs and service levels are fully restored. Wholesale collision facilities and mechanical shops return order flow to LKQ, recapturing lost share. In North America, insurance carriers accelerate alternative parts usage mandates to contain claim severity inflation, driving robust organic volume growth. Operating margins expand ahead of forecast, supported by structural headcount productivity gains. Strong free cash flow accelerates balance sheet deleveraging and funds aggressive share buybacks, driving valuation toward $49.17.
The base case reflects measured operational normalization across LKQ's European footprint alongside steady execution in North America. The German ERP system stabilizes gradually under dedicated transformation oversight, eliminating the quarterly EBITDA disruption over the next twelve months. Management's structural productivity initiatives offset modest European volume softness. North American collision demand remains durable with elevated alternative parts usage penetration. Free cash flow generation reaches guided levels, allowing steady debt reduction and dividend payments. LKQ achieves its intrinsic Fair value of $34.41 through earnings normalization and moderate valuation multiple expansion.
| Ke ↓ / g → | 1.5% | 1.8% | 2.0% | 2.3% | 2.5% |
|---|---|---|---|---|---|
| 8.4% | $38.4 | $40.0 | $41.8 | $43.8 | $46.2 |
| 8.9% | $35.1 | $36.3 | $37.7 | $39.2 | $41.0 |
| 9.4% | $32.4 | $33.3 | $34.4 | $35.6 | $37.0 |
| 9.9% | $30.1 | $30.9 | $31.8 | $32.7 | $33.8 |
| 10.4% | $28.1 | $28.8 | $29.5 | $30.3 | $31.2 |
Upcoming earnings date and setup when available.
La notation portée par l'édition de recherche publiée chaque mois. Une notation compare le cours à la date d'analyse à la juste valeur ; elle n'indique pas si l'appréciation s'est révélée juste.
| Année | janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
