LKQ (NASDAQ:LKQ) Releases FY 2026 Earnings Guidance

LKQ (NASDAQ:LKQ) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 2.900-3.200 for the period, compared to the consensus earnings per share estimate of 3.210. The company issued revenue guidance of -.

LKQ Trading Up 1.7%

LKQ stock opened at $34.10 on Friday. The firm has a market cap of $8.73 billion, a PE ratio of 14.45 and a beta of 0.91. LKQ has a 12 month low of $28.13 and a 12 month high of $44.82. The stock’s 50 day simple moving average is $32.44 and its two-hundred day simple moving average is $31.24. The company has a current ratio of 1.67, a quick ratio of 0.67 and a debt-to-equity ratio of 0.55.

LKQ (NASDAQ:LKQ) last posted its earnings results on Thursday, February 19th. The auto parts company reported $0.59 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.65 by ($0.06). LKQ had a net margin of 4.36% and a return on equity of 12.29%. The firm had revenue of $3.31 billion during the quarter, compared to analyst estimates of $3.24 billion. During the same quarter in the prior year, the firm earned $0.80 earnings per share. The business’s revenue for the quarter was up 2.7% on a year-over-year basis. LKQ has set its FY 2026 guidance at 2.900-3.200 EPS. Analysts anticipate that LKQ will post 3.57 earnings per share for the current year.

LKQ Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, March 26th. Stockholders of record on Thursday, March 12th will be given a dividend of $0.30 per share. The ex-dividend date is Thursday, March 12th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 3.5%. LKQ’s dividend payout ratio (DPR) is 50.85%.

Wall Street Analyst Weigh In

LKQ has been the subject of a number of analyst reports. Wall Street Zen raised LKQ from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Roth Mkm restated a “buy” rating and issued a $43.00 price objective (down from $46.00) on shares of LKQ in a research report on Monday, November 3rd. Barclays set a $34.00 target price on LKQ in a research report on Friday. Weiss Ratings reissued a “sell (d+)” rating on shares of LKQ in a research note on Monday, December 29th. Finally, Stephens assumed coverage on shares of LKQ in a report on Tuesday, December 9th. They issued an “overweight” rating and a $39.00 price target for the company. Four investment analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $43.60.

LKQ News Roundup

Here are the key news stories impacting LKQ this week:

• Positive Sentiment: Revenue beat and top‑line stability — Q4 sales of about $3.31B topped Street estimates and were up modestly year‑over‑year, signaling resilient demand in parts of the business. LKQ Corporation Q4 2025 Earnings Call Summary
• Positive Sentiment: Strong cash flow and shareholder returns — LKQ reported ~$1.1B operating cash flow and ~$847M free cash flow for the year and returned $116M to shareholders in Q4 via $40M buys and $76M dividends; management also declared a $0.30 quarterly dividend (3.6% yield), which supports income‑oriented investors. LKQ Corporation Announces Results for Fourth Quarter and Full Year 2025
• Neutral Sentiment: Strategic review announced — the board launched a comprehensive review of strategic alternatives and portfolio streamlining; this can unlock value but creates near‑term uncertainty about structure and potential one‑time costs. LKQ Q4 deep dive: Earnings resilient despite margin pressure, strategic review launched
• Negative Sentiment: EPS missed expectations — Q4 adjusted EPS was $0.59 vs. consensus ~ $0.65, and quarterly profit declined year‑over‑year, which pressured near‑term stock sentiment. LKQ Q4 Earnings Miss Expectations, Revenues Decline Y/Y
• Negative Sentiment: Below‑consensus 2026 guidance and margin pressure — management set FY‑2026 adjusted EPS of $2.90–$3.20, below the Street consensus cited by management, and warned of margin headwinds and restructuring costs that weigh on near‑term profitability. LKQ outlines $2.90–$3.20 adjusted EPS target and strategic review amid portfolio streamlining

Institutional Investors Weigh In On LKQ

A number of hedge funds have recently modified their holdings of LKQ. Integrated Wealth Concepts LLC acquired a new position in LKQ during the first quarter worth about $278,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in shares of LKQ by 2.6% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 31,476 shares of the auto parts company’s stock worth $1,339,000 after purchasing an additional 807 shares during the last quarter. Empowered Funds LLC acquired a new position in shares of LKQ during the 1st quarter worth approximately $1,162,000. BI Asset Management Fondsmaeglerselskab A S grew its position in shares of LKQ by 170.0% in the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 7,886 shares of the auto parts company’s stock valued at $292,000 after purchasing an additional 4,965 shares in the last quarter. Finally, Kennedy Capital Management LLC increased its holdings in shares of LKQ by 41.2% in the third quarter. Kennedy Capital Management LLC now owns 314,467 shares of the auto parts company’s stock valued at $9,604,000 after purchasing an additional 91,776 shares during the last quarter. 95.63% of the stock is currently owned by institutional investors and hedge funds.

LKQ Company Profile

LKQ Corporation is a leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The company supplies a broad range of replacement components, including recycled original equipment manufacturer (OEM) parts, aftermarket parts, refurbished and remanufactured items. Its products support collision repair, mechanical repair and performance enhancement needs across passenger cars, heavy trucks and recreational vehicles.

Through a combination of in-house operations and strategic acquisitions, LKQ has developed a comprehensive product portfolio that extends beyond core replacement parts.