TORVANTA
Consumer Discretionary · S&P 500 · data as of 2026-10-05

LKQ stock analysis: LKQ Corp

LKQ Corp (LKQ) is an S&P 500 company in Consumer Discretionary. It grades strongest on value and weakest on profitability, momentum and growth.

The model's view of LKQ · subscribers

Where LKQ ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with LKQ · updated 2026-10-05 · from prices and SEC filings

LKQ price performance

LKQ against the S&P 500, one year
-20%+0%+20%S&P 500 +18%LKQ -23%2025-09-292026-10-05
Year to date-23.4%S&P 500 +14.5% · behind by 37.9 pts
1 year-25.4%S&P 500 +17.0% · behind by 42.5 pts
3 years-49.6%S&P 500 +89.3% · behind by 138.9 pts
5 years-49.6%S&P 500 +91.3% · behind by 140.9 pts

Total returns with dividends reinvested.

LKQ factor grades

Each grade compares LKQ with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

AValueFCF yield 11.0% (industry 8.9%)
DGrowthRevenue growth -3% (industry +2%)
D+ProfitabilityOperating margin 6.3% (industry 10.0%)ROIC 10.6% (industry 10.6%)
D+Momentum12-month change -25%From 52-wk high -33%

LKQ in plain numbers

LKQ key statistics

SectorConsumer Discretionary
Industryn/a
IndexS&P 500
Market value$5.7B
Revenue growth (y/y)-3%
Free-cash-flow yield11.0%
Dividend yield5.4%
Next earnings (expected)2026-10-29
Valuation measures
Market value$5.7B
Enterprise value$5.4B
Price / sales0.4x
Price / book0.9x
EV / revenue0.4x
EV / EBITDA4.3x
Financial highlights
Revenue, last 12 months$13.7B
Net income, last 12 months$461.0M
Gross margin38.3%
Operating margin6.3%
Net margin3.4%
Return on equity7.1%
Return on invested capital10.6%
Cash$301.0M
Total debt$0
Free cash flow, last 12 months$625.0M
Interest cover4.0x
Current ratio1.58x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

LKQ earnings trends

Revenue vs earnings
$0$910.5M$1.8B$2.7B$3.6BSep 2024 Revenue: $3.6BDec 2024 Revenue: $3.4BMar 2025 Revenue: $3.5BJun 2025 Revenue: $3.6BSep 2025 Revenue: $3.5BDec 2025 Revenue: $3.3BMar 2026 Revenue: $3.5BJun 2026 Revenue: $3.4BSep 2024 Net income: $192.0MDec 2024 Net income: $157.0MMar 2025 Net income: $169.0MJun 2025 Net income: $193.0MSep 2025 Net income: $180.0MDec 2025 Net income: $66.0MMar 2026 Net income: $79.0MJun 2026 Net income: $136.0MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 5.4%Net margin: 4.7%Net margin: 4.9%Net margin: 5.3%Net margin: 5.1%Net margin: 2.0%Net margin: 2.3%Net margin: 4.0%0%3%5%■ Revenue ■ Net income ━ Net margin
Earnings per share$0.0$0.2$0.4$0.6$0.8Sep 2024 EPS (GAAP, diluted): $0.7Dec 2024 EPS (GAAP, diluted): $0.6Mar 2025 EPS (GAAP, diluted): $0.7Jun 2025 EPS (GAAP, diluted): $0.8Sep 2025 EPS (GAAP, diluted): $0.7Dec 2025 EPS (GAAP, diluted): $0.3Jun 2026 EPS (GAAP, diluted): $0.5Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Jun 2025 +7% · Sep 2025 -4% · Dec 2025 -59% · Jun 2026 -29%

From the company's 10-Q and 10-K filings with the SEC.

LKQ Corp financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$13.1B$12.8B$13.9B$14.4B$13.9B
Net income$1.1B$1.1B$938.0M$693.0M$608.0M
EPS (GAAP)$3.66$4.12$3.50$2.63$2.35
Free cash flow$1.1B$1.0B$1.0B$810.0M$847.0M

LKQ earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-07-30$0.53-29%-6%-17.3%
2026-04-30n/an/a+0%-8.3%
2026-02-19$0.25-59%-1%+2.2%
2025-10-30$0.70-4%-2%+7.2%
2025-07-24$0.75+7%-2%-17.1%
2025-04-24$0.65+10%-6%-14.0%

About LKQ Corp

HeadquartersAntioch, TN
Industry (SEC code)Wholesale-Motor Vehicles & Motor Vehicle Parts & Supplies
Fiscal year endsDecember 31
Incorporated inDE
Listed onNasdaq
FormerlyLKQ CORP

From the company's SEC registration record.

Companies similar to LKQ

CompanyMarket valueP/ERevenue growthOperating margin12-month change
LKQ LKQ Corp$5.7Bn/a-3%6.3%-25%
POOL Pool Corp$5.8B14.6x+2%10.9%-47%compare
CZR Caesars$6.0Bn/a+2%15.9%+9%compare
NCLH Norwegian Cruise$6.8B9.2x+6%15.1%-39%compare
MGM MGM Resorts$7.6B18.6x+3%5.7%-11%
KMX CarMax$7.8B34.3x-2%n/a+18%
WYNN Wynn Resorts$7.9B18.5x+6%15.7%-37%

All Consumer Discretionary stock ratings

Frequently asked questions

Is LKQ stock a buy?

Torvanta does not tell individuals what to buy. Its grades for LKQ are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

When does LKQ report earnings next?

Based on its filing history, Torvanta expects LKQ Corp to report around 2026-10-29.

Does LKQ pay a dividend?

Yes. Its dividend yield is about 5.4%.

How has LKQ performed against the S&P 500?

Over the past year LKQ returned -25.4%, against +17.0% for the S&P 500, dividends reinvested.

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Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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