LKQ Corporation (LKQ)

FLO, FBIN and LKQ have been added to the Zacks Rank #5 (Strong Sell) List on February 26, 2026.

Exploring the Investment Decisions of a Seasoned Guru Bernard Horn (Trades, Portfolio) recently submitted the N-PORT filing for the fourth quarter of 2025, pro

LKQ posts Q4 earnings miss as revenues slip year over year, though sales top estimates and 2026 guidance signals mixed growth outlook.

• What's the outlook for LKQ shares?

While the top- and bottom-line numbers for LKQ (LKQ) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

LKQ Corporation (LKQ) Q4 2025 Earnings Call Transcript

LKQ (LKQ) came out with quarterly earnings of $0.59 per share, missing the Zacks Consensus Estimate of $0.65 per share. This compares to earnings of $0.8 per share a year ago.

Private equity firms are sitting on a record amount of dry powder, and leveraged buyout financing has improved as interest rates stabilize.

Annual operating cash flow 3 of $1.1 billion ; free cash flow 1,3 of $847 million Re turned $116 million of Capital to Shareholders; $40 million of Share Repurchases and $76 million in Cash Dividends in the Fourth Quarter Board of Directors Initiated a Comprehensive Review of Strategic Alternatives to Enhance Shareholder Value 2026 Outlook Provided ANTIOCH, Tenn., Feb. 19, 2026 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) today reported fourth quarter and full year 2025 financial results and 2026 financial outlook.

Ananym Capital added 361,902 shares of LKQ, with an estimated transaction value of $10.91 million based on the quarter's average price. The quarter-end position value increased by $10.68 million, reflecting both additional shares and changes in LKQ's share price.

Barron's 2025 Top 100 Sustainable Companies, ranked via Calvert's ESG metrics, highlight dividend-paying 'dogs' with strong yield and potential upside. Yield-based analysis identifies Robert Half, Regions Financial, and others as offering dividends exceeding share prices, with Regions uniquely 'safer' by free cash flow. Analyst forecasts suggest 17.46%–42.16% net gains for select ESG 'dogs' by February 2027, with average risk 12% below the market.

Our largest new purchase was Houston-headquartered Prosperity BancShares, the fifth-largest bank in Texas. Another notable purchase was Union Pacific, the largest freight railroad in the US. Besides our sale of Baxter International, we also exited LKQ, a vehicle parts distributor.

Besides Wall Street's top-and-bottom-line estimates for LKQ (LKQ), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2025.

Kiltearn Partners LLP increased its LKQ position by 264,600 shares; estimated transaction value is $7.98 million based on quarterly average price. The quarter-end value of the LKQ stake rose by $7.91 million, reflecting both the trade and stock price movement.

LKQ Corporation remains a compelling value play despite a 31.5% stock decline since October 2023 and ongoing strategic uncertainty. Management's asset sales—including Self Service and planned Specialty divestitures—plus a strategic review, present significant catalysts for shareholder value creation. LKQ trades at a discount to peers, with cost-cutting initiatives targeting $75 million in annual savings and potential for further value-unlocking transactions.

Seizert Increased LKQ position by 503,998 shares; estimated trade size of $15.20 million based on quarterly average price. Quarter-end LKQ stake value rose by $14.65 million, reflecting both trading and share price movement.