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Earnings transcript
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LKQ
LKQ Corporation
$25.36
0.3
(1.2%)
| Exchange: | NASDAQ |
| Market Cap: | 6.461B |
| Shares Outstanding: | 50M |
Delayed data
About The Company
| Sector: | Consumer Cyclical | |||||
| Industry: | Auto – Parts | |||||
| CEO: | Justin L. Jude | |||||
| Full Time Employees: | 47000 | |||||
| Address: |
| |||||
| Website: | https://www.lkqcorp.com |
LKQ Corporation, established in 1998 and headquartered in Chicago, Illinois, specializes in distributing replacement parts and systems essential for vehicle repair and maintenance. Its operations are structured across three primary segments: North America, Europe, and Specialty. The company’s extensive product catalog includes a wide array of items for collision repair, such as bumper covers, automotive body panels, lighting, and automotive glass products like windshields. It also supplies salvaged mechanical and collision components, including engines, transmissions, door assemblies, and sheet metal parts like hoods, fenders, and trunk lids, alongside scrap metal for recycling. For mechanical repairs, the company offers a comprehensive range of products, including brake components (pads, discs, sensors), clutches, steering and suspension systems, filters, various automotive fluids, and electrical items such as spark plugs and batteries. Additionally, its Specialty offerings encompass recreational vehicle appliances and air conditioners, towing hitches, truck bed covers, vehicle protection products, cargo management solutions, wheels, tires, and specialized suspension products. LKQ caters to a broad customer base, including collision and mechanical repair shops, new and used car dealerships, and individual retail consumers. Its market presence spans numerous countries, including the United States, Canada, the United Kingdom, Germany, Italy, Poland, Belgium, the Netherlands, Luxembourg, the Czech Republic, Austria, Slovakia, Taiwan, and various other European nations.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 13,866,000 | 14,355,000 | 13,916,000 |
| Gross Profit | 5,575,000 | 5,611,000 | 5,292,000 |
| EBITDA | 1,768,000 | 1,626,000 | 1,455,000 |
| Operating Income | 1,357,000 | 1,199,000 | 1,087,000 |
| Net Income | 936,000 | 690,000 | 607,000 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 15,079,000 | 14,955,000 | 15,137,000 |
| Total Liabilities | 8,898,000 | 8,923,000 | 8,600,000 |
| Total Stockholders Equity | 6,167,000 | 6,017,000 | 6,537,000 |
| Total Debt | 5,638,000 | 5,609,000 | 5,061,000 |
| Cash and Cash Equivalents | 299,000 | 234,000 | 319,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 1,356,000 | 1,121,000 | 1,063,000 |
| Capital Expenditure | -358,000 | -311,000 | -216,000 |
| Free Cash Flow | 998,000 | 810,000 | 847,000 |
| Net Income | 938,000 | 693,000 | 608,000 |
| Net Change in Cash | 21,000 | -60,000 | 93,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 14,697,756.850 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 15,016,831.495 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 14,839,000 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 1,836,618.101 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 1,876,489.373 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 1,854,267.714 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 965,818.883 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 993,154.563 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 977,920.003 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 4,060,246.437 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 4,148,390.614 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 4,099,264.771 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 3.820 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 3.880 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 3.770 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 1 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 1 | Full Access | Full Access | Full Access | Full Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Solid Financial Performance: LKQ demonstrates consistent revenue growth as evidenced by historical income statements, with positive trends in gross profit and operating income. Strong free cash flow generation, as reported in cash flow statements, supports operational stability and potential for reinvestment.
- Market Position and Scale: With a substantial market capitalization and a significant presence in the automotive replacement parts industry (per company profile data), LKQ benefits from economies of scale and a broad operational footprint across regions, as shown in revenue geo segments.
- Dividend Yield and Shareholder Returns: The company offers a competitive dividend yield (per key metrics), reflecting a commitment to returning value to shareholders, which can attract income-focused investors.
- Operational Efficiency: High gross profit margins and return on invested capital (ROIC) from key metrics indicate efficient operations and effective use of capital, positioning LKQ favorably within its sector.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates LKQ intrinsic value between $41.24 – $45.16 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about LKQ valuation
Is LKQ Corporation (LKQ) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for LKQ Corporation (LKQ) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is LKQ a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether LKQ trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is LKQ’s P/E ratio?
You can see LKQ’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for LKQ?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is LKQ a good long-term investment?
Whether LKQ fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
LKQ
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Daily snapshot
1.2
Trading Metrics:
| Open: | 25.24 | Previous Close: | 25.06 | |
| Day Low: | 25.16 | Day High: | 26.16 | |
| Year Low: | 23.98 | Year High: | 39.99 | |
| Price Avg 50: | 28.41 | Price Avg 200: | 30.51 | |
| Volume: | 4.645M | Average Volume: | 2.98M |
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Login — it's freeLKQ full analysis
Welcome to MARKETSNAP’s SWOT analysis for LKQ Corporation! If you’re a long-term investor looking to build wealth, you’ve come to the right place. Today, we’re diving deep into LKQ, a major player in the automotive parts and services space, to break down its strengths, weaknesses, opportunities, and threats. I’ll keep this conversational and packed with insights, so let’s get started with a quick overview of who LKQ is and what’s been happening with them lately. For those who might not…
