LKQ Corporation (LKQ)

LKQ reported Q2 2025 earnings per share (EPS) of $0.87, missing projections, though revenue slightly exceeded expectations at $3.64 billion. In August 2025, LKQ announced an agreement to sell its Self-Service segment to Pacific Avenue Capital Partners for $410 million, which was completed by September 30, 2025. LKQ reported adjusted EPS of $0.84 for Q3 2025, surpassing analyst expectations, and raised its full-year 2025 adjusted EPS outlook to $3.00-$3.15. On December 4, 2025, LKQ announced it had begun exploring the potential sale of its Specialty segment. LKQ's stock has experienced volatility, hitting a 52-week low in July 2025 and being removed from the S&P 500 in December 2025. A quarterly dividend of $0.30 per share was declared, payable on December 4, 2025.

Demand for LKQ Corp.'s products and services can be influenced by seasonal factors, such as unseasonably warm weather resulting in fewer auto accidents and softer demand for repair parts. Elevated insurance premiums and rising repair costs have led to a reduction in repairable insurance claims, weakening demand for LKQ's spare parts. The Specialty segment has struggled due to macroeconomic headwinds impacting consumer discretionary spending. The collision market is projected to grow 1% to 2% annually for the next decade, and the North American hard parts business is expected to grow 2.5% to 3.5% per year. An aging global car fleet is seen as a positive factor for LKQ, and fluctuations in the price of scrap steel and precious metals can impact quarterly earnings.

LKQ Corp. is a prominent American provider of alternative and specialty parts for vehicle repair and accessorization, operating across a broad global footprint. The company operates primarily in the Consumer Discretionary sector, within the Auto Parts industry, and is significantly involved in Used Car Parts Wholesaling and Heavy Duty Truck Parts Dealers. LKQ's core business involves the distribution of replacement parts, components, and systems for the repair and maintenance of automobiles, trucks, and recreational and performance vehicles. Its product portfolio includes replacement parts, remanufactured components, specialty aftermarket products and accessories, materials for recycling, and maintenance products.

LKQ Corp. maintains a substantial international presence with operations in North America, Europe, and Taiwan. The company is represented at over 1,684 locations across these regions, including countries such as the United States, Canada, the United Kingdom, Belgium, the Netherlands, Luxembourg, Italy, the Czech Republic, Austria, Slovakia, Poland, and France.

LKQ is generally recognized as a strong brand in the automotive parts industry, known for quality and reliability, and actively promotes its commitment to sustainability and ethical practices. However, customer reviews from late 2024 and 2025 indicate some challenges to its reputation, including issues with product quality, poor customer service, and incorrect pricing. Comparably reports a negative Net Promoter Score of -39 for LKQ, with a majority of customers expecting better service or products, and low ratings for product quality and customer service.

LKQ Corp.'s ownership structure is primarily institutional, with approximately 88.81% of the company's stock owned by institutional investors. Jacob H. Welch is noted as the largest individual shareholder, owning 39.10 million shares, representing 15.28% of the company. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., Morgan Stanley, Nordea Investment Management Ab, Massachusetts Financial Services Co /ma/, State Street Corp, and Dimensional Fund Advisors Lp.