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LKQ Corporation (LKQ)



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Upturn Advisory Summary
08/14/2025: LKQ (1-star) is currently NOT-A-BUY. Pass it for now.
1 Year Target Price $43.42
1 Year Target Price $43.42
2 | Strong Buy |
5 | Buy |
1 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -26.49% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 8.12B USD | Price to earnings Ratio 11.52 | 1Y Target Price 43.42 |
Price to earnings Ratio 11.52 | 1Y Target Price 43.42 | ||
Volume (30-day avg) 8 | Beta 0.92 | 52 Weeks Range 28.65 - 43.77 | Updated Date 08/15/2025 |
52 Weeks Range 28.65 - 43.77 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 3.82% | Basic EPS (TTM) 2.74 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-07-23 | When Before Market | Estimate 0.9229 | Actual 0.87 |
Profitability
Profit Margin 5.04% | Operating Margin (TTM) 8.79% |
Management Effectiveness
Return on Assets (TTM) 5.03% | Return on Equity (TTM) 11.21% |
Valuation
Trailing PE 11.52 | Forward PE 10.28 | Enterprise Value 13752173139 | Price to Sales(TTM) 0.58 |
Enterprise Value 13752173139 | Price to Sales(TTM) 0.58 | ||
Enterprise Value to Revenue 0.98 | Enterprise Value to EBITDA 8.46 | Shares Outstanding 257292992 | Shares Floating 255211690 |
Shares Outstanding 257292992 | Shares Floating 255211690 | ||
Percent Insiders 0.45 | Percent Institutions 107.82 |
Upturn AI SWOT
LKQ Corporation

Company Overview
History and Background
LKQ Corporation was founded in 1998. It grew rapidly through acquisitions, consolidating the fragmented automotive aftermarket parts industry. It initially focused on recycled parts and expanded into aftermarket, specialty, and self-service segments.
Core Business Areas
- North America: Provides recycled and aftermarket auto parts and services, including collision and mechanical products, to repair shops and insurers. Also includes wholesale operations. Largest revenue contributor.
- Europe: Similar to North America, focusing on recycled and aftermarket auto parts and services across Europe. LKQ Europe is comprised of LKQ DACH, LKQ Euro Car Parts, LKQ Benelux-France, LKQ Italia, LKQ Central & Eastern Europe and LKQ Nordic.
- Specialty: Distributes specialty automotive products, including performance parts and accessories, primarily in North America.
Leadership and Structure
Dominick Zarcone is the President and Chief Executive Officer. The company has a hierarchical organizational structure with regional presidents overseeing various operational segments. The Board of Directors provides governance and strategic oversight.
Top Products and Market Share
Key Offerings
- Recycled Auto Parts: Used auto parts salvaged from end-of-life vehicles. This segment is highly competitive, with local salvage yards and regional players as key competitors. Market share is fragmented.
- Aftermarket Auto Parts: New replacement auto parts manufactured by companies other than the original equipment manufacturer (OEM). Competitors include Advance Auto Parts, AutoZone, and O'Reilly Automotive. Market share is growing due to cost advantages.
- Specialty Auto Parts: Performance and accessory parts for customization and upgrading vehicles. Competitors include Summit Racing Equipment and Jegs High Performance. This segment is growing but smaller overall.
Market Dynamics
Industry Overview
The automotive aftermarket parts industry is large and growing, driven by the increasing age of vehicles on the road, miles driven, and complexity of vehicle repairs. The industry is becoming more consolidated as well.
Positioning
LKQ is a leading provider in the automotive aftermarket, known for its broad product range, extensive distribution network, and cost-effective solutions. Its competitive advantage lies in its ability to source parts from various channels and efficiently distribute them to customers.
Total Addressable Market (TAM)
The global automotive aftermarket is estimated to be around $400 billion. LKQ's position enables it to capture a significant share through organic growth and acquisitions.
Upturn SWOT Analysis
Strengths
- Extensive Distribution Network
- Diversified Product Portfolio
- Strong Acquisition Track Record
- Cost-Effective Solutions
- Solid Brand Reputation
Weaknesses
- Integration Challenges (Acquisitions)
- Exposure to Economic Cycles
- Complex Global Operations
- Recycled Parts Price Volatility
Opportunities
- Further Industry Consolidation
- Growth in Emerging Markets
- Expansion of E-commerce Platforms
- Increased Demand for Electric Vehicle (EV) Parts
- Growing demand for recycled/green auto parts
Threats
- Economic Downturns
- Fluctuations in Raw Material Prices
- Changing Automotive Technologies
- Increased Competition
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- AAP
- AZO
- ORLY
Competitive Landscape
LKQ has a competitive advantage due to its diversified product portfolio and extensive distribution network. However, it faces competition from other large auto parts retailers and local salvage yards.
Major Acquisitions
Uni-Select
- Year: 2023
- Acquisition Price (USD millions): 2100
- Strategic Rationale: Expand LKQ's presence in Canada and strengthen its distribution network.
Elitek Vehicle Services
- Year: 2022
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expand LKQ's service capabilities and provide additional value to its customers.
Growth Trajectory and Initiatives
Historical Growth: LKQ has experienced significant growth through acquisitions and organic expansion, becoming a leading player in the automotive aftermarket.
Future Projections: Analysts expect LKQ to continue growing its revenue and earnings in the coming years, driven by industry trends and strategic initiatives.
Recent Initiatives: Recent initiatives include expanding its e-commerce presence, optimizing its distribution network, and investing in new technologies.
Summary
LKQ is a robust player in the automotive aftermarket, leveraging its distribution network and acquisition strategy for solid growth. Its diversified portfolio helps mitigate risks, but economic cycles and integration challenges pose concerns. Continued focus on operational efficiencies and adaptation to changing technologies is key for future success. The company's investments in emerging markets should also drive growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be construed as investment advice. Investment decisions should be based on your own due diligence and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About LKQ Corporation
Exchange NASDAQ | Headquaters Antioch, TN, United States | ||
IPO Launch date 2003-10-03 | President, CEO & Director Mr. Justin L. Jude | ||
Sector Consumer Cyclical | Industry Auto Parts | Full time employees 47000 | Website https://www.lkqcorp.com |
Full time employees 47000 | Website https://www.lkqcorp.com |
LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories. The company operates through four segments: Wholesale-North America, Europe, Specialty, and Self Service. It offers bumper covers, automotive body panels, and lights, as well as paint and paint related consumables for refinishing vehicles; mechanical automotive parts and accessories; salvage products, including mechanical and collision parts comprising engines; transmissions; door assemblies; sheet metal products, such as trunk lids, fenders, and hoods; and lights and bumper assemblies. The company also provides scrap metal and other materials to metals recyclers; precious metals contained in certain of our recycled parts, such as catalytic converters; and brake pads, discs and sensors, clutches, steering and suspension products, filters, and oil and automotive fluids, as well as electrical products, including spark plugs and batteries. In addition, the company distributes recreational vehicle appliances and air conditioners, towing hitches, truck bed covers, vehicle protection products, marine electronics, cargo management products, wheels, tires, and suspension products. It serves collision and mechanical repair shops, and new and used car dealerships, as well as retail customers. The company operates in the United States, Canada, Germany, the United Kingdom, Belgium, the Netherlands, Luxembourg, Italy, the Czech Republic, Austria, Poland, Slovakia, France, and other European countries. LKQ Corporation was incorporated in 1998 and is headquartered in Antioch, Tennessee.

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