LKQ Q3 revenue misses estimates

LKQ

30/10/2025 11:09

Overview

LKQ Q3 revenue rose 1.3% yr/yr but missed analyst expectations

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Company divested Self Service segment, returning $118 mln to shareholders

Outlook

LKQ raises full-year 2025 adjusted EPS guidance to $3.00-$3.15

Company narrows full-year 2025 organic revenue decline to 3.0%-2.0%

LKQ updates 2025 operating cash flow guidance to $0.825-$1.025 bln

Result Drivers

FOREIGN EXCHANGE IMPACT - Revenue growth benefited from a 2.6% increase due to favorable foreign exchange rates

SELF SERVICE DIVESTITURE - Sale of Self Service segment simplified operations and returned $118 mln to shareholders

SPECIALTY BUSINESS GROWTH - Specialty business achieved more than 9% organic growth, contributing to overall performance

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$3.49 bln
$3.53 bln (5 Analysts)
Q3 Adjusted EPS
Beat
$0.84
$0.75 (6 Analysts)
Q3 EPS
$0.69


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the auto, truck & motorcycle parts peer group is "buy"

Wall Street's median 12-month price target for LKQ Corp is $44.26, about 32.1% above its October 29 closing price of $30.04

The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nGNXbQ1r7L

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)