LKQ Corporation (LKQ) Stock Price & Analysis
LKQ Corporation (LKQ) closed at USD 22.47 on Thursday, October 22, 2026, up 5.10% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 21.38; the Oct 22, 2026 session ranged USD 21.3–22.6 on volume of 5,309,046 shares. Market capitalization is $5.68B, with a 52-week range of USD 21.17–37.13 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:28 UTC.
Also available as compact Markdown for AI agents: nexqual.com/LKQ.md
Key facts (LKQ)
- Last four reported quarters (through Jun 30, 2026): revenue $13.7B, net income $461M (3.4% margin), free cash flow $625M (SEC filings).
- Valuation: P/E 12.3x (avg 13.5x at the last 3 fiscal year-ends).
- Earnings quality: non-operating income $192M vs operating income $869M over the last four quarters; P/E excluding non-operating income ≈17.9x (estimate: non-operating income taxed at the company's 24.9% effective rate).
- 3 of 80 tracked superinvestors hold LKQ (13F, Q2 2026): 0 new, 2 added, 0 reduced, 1 unchanged.
- Analysts: Buy (mean 1.89 on a 1–5 scale) (9 analysts), mean target USD 32.13 (range 25–42.5).
- Total return with dividends: 1Y -23.4% vs S&P 500 +14.9%; 5Y -54.1% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 0.69, revenue estimate $3.41B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (LKQ)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $13.1B | $12.8B | $13.3B | $13.8B | $13.7B | $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 | $869M |
| Net income | $1.09B | $1.15B | $938M | $693M | $608M | $461M |
| EPS (diluted) | $3.66 | $4.13 | $3.49 | $2.62 | $2.35 | — |
| Free cash flow | $1.07B | $1.03B | $998M | $810M | $847M | $625M |
| Gross margin | 40.7% | 40.8% | 40.3% | 38.9% | 38.6% | — |
| Operating margin | 11.3% | 12.4% | 10.0% | 8.3% | 7.3% | 6.3% |
| Net margin | 8.3% | 9.0% | 7.1% | 5.0% | 4.5% | 3.4% |
| Revenue growth | +12.6% | -2.3% | +3.7% | +4.2% | -1.2% | — |
| Cash + short-term investments | $274M | $278M | $299M | $234M | $319M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (LKQ)
P/E 12.3x · P/E ex non-operating (est.) ≈17.9x · P/S 0.4x · P/FCF 9.1x · P/B 0.9x · FCF yield 10.99% · Earnings yield 8.11% · Dividend yield (paid, TTM) 5.42% · Buyback yield (TTM) 2.34%
P/E at fiscal year-ends: Dec 2025 12.8x, Dec 2024 14.0x, Dec 2023 13.7x.
Superinvestors (SEC 13F-HR, Q2 2026) (LKQ)
3 of 80 tracked investors hold LKQ. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 1.17% | $399M | Added +142.9% |
| Wallace Weitz | Weitz Investment Management | 0.74% | $10.7M | Unchanged |
| Tweedy Browne | 0.12% | $1.6M | Added +45.5% |
Analysts (LKQ)
Consensus Buy (mean 1.89 on a 1–5 scale), 9 analysts; mean target USD 32.13 (low 25, high 42.5).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-08 | JP Morgan | Target lowered | Overweight | $30 → $27 |
| 2026-08-03 | Barclays | Target lowered | Equal-Weight | $30 → $25 |
| 2026-07-31 | JP Morgan | Target lowered | Overweight | $37 → $30 |
| 2026-07-22 | Barclays | Target lowered | Equal-Weight | $33 → $30 |
| 2026-07-21 | Stephens & Co. | Target lowered | Overweight | $39 → $36.5 |
Total return (dividends reinvested) (LKQ)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -23.4% | -54.1% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -23.4% | -14.4% |
| Volatility (annualized) | 36.2% | 29.3% |
| Max drawdown | -36.5% (Feb 2026→Oct 2026) | -58.3% (Jun 2023→Oct 2026) |
LKQ analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.69 | $0.85 | -18.8% | $3.41B | 9 |
| Next quarter (ends Dec 2026) | $0.63 | $0.74 | -14.8% | $3.29B | 9 |
| Current fiscal year (ends Dec 2026) | $2.65 | $2.97 | -10.6% | $13.58B | 9 |
| Next fiscal year (ends Dec 2027) | $3.06 | $3.32 | -7.9% | $13.91B | 9 |
Key Statistics (as of October 23, 2026 at 09:28 UTC)
| Price | USD 22.47 |
|---|---|
| Change | ▲ 5.10% (up) |
| Previous Close | USD 21.38 |
| Open | USD 21.37 |
| Day Range | USD 21.3 – 22.6 |
| 52-Week Range | USD 21.17 – 37.13 |
| Volume | 5,309,046 shares |
| Market Cap | $5.68B |
| Exchange | NMS |
Technical Analysis (LKQ)
Nexqual's technical model rates LKQ "NEUTRAL" based on 2 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:28 UTC.
| Overall Signal | NEUTRAL |
|---|---|
| RSI (14) | 44.99 (neutral) |
| vs SMA50 | Below (USD 23.71) |
| MACD | -0.51 (negative) |
Analyst Ratings (LKQ)
Wall Street analysts rate LKQ "Buy" based on 9 analysts, with a mean price target of USD 32.13 (range USD 25–42.5), per Nexqual as of October 23, 2026 at 09:28 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 9 |
| Mean Target | USD 32.13 |
| High Target | USD 42.5 |
| Low Target | USD 25 |
| Buy / Hold / Sell | 7 / 2 / 0 |
Earnings (LKQ)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 0.69 |
| Revenue Estimate | $3.41B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.67 vs est 0.71 ▼ miss |
| 2026-03-31 | USD 0.67 vs est 0.67 ▲ beat |
| 2025-12-31 | USD 0.59 vs est 0.65 ▼ miss |
| 2025-09-30 | USD 0.84 vs est 0.76 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Financials & Fundamentals (LKQ)
| Total Revenue | $13.69B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -3.00% |
| Gross Margin | +38.34% |
| Operating Margin | +7.01% |
| Profit Margin | +3.37% |
| ROE | +7.13% |
| Debt / Equity | 0.82 |
| Current Ratio | 1.58 |
| Total Cash | $301.00M |
| Total Debt | $5.31B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $625.00M (4.6% of revenue) |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Financial Health Score (LKQ)
Nexqual rates LKQ Corporation's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:28 UTC.
| Growth | Weak — Revenue -5% YoY (annual), declining |
|---|---|
| Profitability | Solid — Gross margin 38%, operating 7% (last 12 months) |
| Balance Sheet | Mixed — $301M cash vs $5.31B debt |
| Cash Flow | Mixed — FCF $625M (last 4 quarters to Jun 2026, SEC), slim 4.6% margin |
| Efficiency | Mixed — ROE 7%, ROA 4.0% |
Ownership (LKQ)
| Insider Ownership | +0.37% |
|---|---|
| Institutional Ownership | +112.87% |
| Shares Outstanding | 253.00M |
| Float | 251.20M |
| Short % of Float | +8.46% |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Leadership (LKQ)
LKQ Corporation is led by Justin L. Jude, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:28 UTC.
| President, CEO & Director | Justin L. Jude |
|---|---|
| Senior VP & CFO | Rick Galloway |
| Senior VP and President & MD of LKQ Europe | Andy Hamilton |
| Senior VP & President of Wholesale North America | John R. Meyne |
| Senior Vice President of Policy & Administration | Michael S. Clark |
Major Backers & Investors (LKQ)
Notable institutional backers of LKQ Corporation include Pzena Investment Management LLC, Fuller & Thaler Asset Management Inc., Nordea Investment Management AB, according to Nexqual as of October 23, 2026 at 09:28 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Pzena Investment Management LLC | 5.99% |
| Fuller & Thaler Asset Management Inc. | 4.76% |
| Nordea Investment Management AB | 3.8% |
| Massachusetts Financial Services Co. | 3.71% |
| UNDISCOVERED MANAGERS Fd.S-Undiscovered Managers Behavioral Value Fd. | 3.67% |
| Morgan Stanley | 3.19% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 15.24% |
| Vanguard Group | 10.23% |
| Dimensional Fund Advisors | 4.49% |
| State Street | 3.49% |
Source: Nexqual, October 23, 2026 at 09:28 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| LEA | Lear Corporation | USD 118.61 | ▲ 0.61% |
| MBLY | Mobileye Global Inc. | USD 6.95 | ▼ 1% |
| GNTX | Gentex Corporation | USD 21.74 | ▲ 3.52% |
| MOD | Modine Manufacturing Company | USD 135.17 | ▼ 9.75% |
| GTX | Garrett Motion Inc. | USD 22 | ▼ 8.07% |
| DORM | Dorman Products, Inc. | USD 127.49 | ▲ 3.34% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:28 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt