LKQ (LKQ)
Distributes recycled, remanufactured, and aftermarket vehicle parts to repair shops across North America and Europe.
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Sells recycled OEM, remanufactured, refurbished, and aftermarket replacement parts plus specialty vehicle equipment to body shops, mechanical repair shops, and insurers routing collision claims to lower-cost alternatives, operating across North America and Europe. Built through roughly three hundred acquisitions since 1998, the business runs as a federation of locally branded operators under one parent.
Bumper covers, body panels, lighting, engines, transmissions, and paint supplies move through the wholesale network, sourced from salvaged vehicles, remanufacturing, and aftermarket suppliers instead of original-equipment makers; a Specialty line adds towing, marine, and recreational-vehicle accessories.
Operations split between North America and Europe, where country brands such as Euro Car Parts, Rhiag, and Stahlgruber keep their acquired names under an LKQ prefix rather than one global brand.
Growth has come through roughly three hundred acquisitions since the 1998 founding, each kept under local management and branding while scale negotiates distribution and vendor terms.
Demand depends partly on insurers routing claims to lower-cost alternatives. The paint-distribution business acquired with Uni-Select in 2023 is still under margin repair, and a securities class action was filed in 2026; Self Service was sold in 2025 and Specialty is under review for a possible sale.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | Roth Capital | Target | Target: $43 | Target: $35 |
| Aug 3, 2026 | Barclays | Reiterate | Rating: —Target: $30 | Target: $25 |
| Jul 31, 2026 | Raymond James | Target | Target: $65 | Target: $30 |
| Jul 31, 2026 | Robert W. Baird | Target | Target: $50 | Target: $30 |
| Jul 21, 2026 | Barclays | Target | Target: $34 | Target: $30 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $301.0M · Total debt $5.31B · Total assets $15.03B · Shareholders' equity $6.45B
- Revenue
- $3.41B
- Operating income
- $225.0M
- Net income
- $136.0M
HistoryDividendAnnual yield
| Institutions | 109.58% | 277.23M shares | |
|---|---|---|---|
| 550 holders · as of Jun 30, 2026 | |||
| Insiders | 0.65% | 1.65M shares | |
| 20 holders · as of Sep 2, 2026 | |||
| Adds to | 110.23% | ||
253.00M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 110.23%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.24% | 38.55M | as of Jun 30, 2026 |
Pzena Investment Management LLCInstitution | 5.99% | 15.14M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.70% | 14.42M | as of Jun 30, 2026 |
Fuller & Thaler Asset Management, Inc.Institution | 4.76% | 12.04M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.53% | 11.47M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- AutoZone
Commercial paint/refinish rival named in a securities class action.
- Genuine Parts
Closest structural peer — NAPA/Motion Industries in the US, AAG across Europe.
- O'Reilly Automotive
Hub-network delivery rival competing for professional repair-shop accounts.
- Avis Budget Group
Largest independent aftermarket distributor in Central & Eastern Europe.
- Advance Auto Parts
Restructuring US parts retailer, narrower overlap after the Worldpac sale.
- Copart
Dominant salvage-auction platform bidding for the same total-loss vehicles.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| LKQ | $23.50 | −0.38% | $5.97B | 13.1 | 8.1 | 0.4 | −6.4% |
| AutoZone | $2,770.07 | −4.31% | $47.26B | 19.0 | 15.9 | 2.3 | +5.6% |
| Genuine Parts | $128.23 | −1.05% | $17.87B | 540.0 | 16.0 | 0.7 | +6.0% |
| O'Reilly Automotive | $84.84 | −1.14% | $71.12B | 27.3 | 24.5 | 3.8 | +8.1% |
| Avis Budget Group | $108.02 | +0.27% | $3.81B | — | 24.4 | 0.3 | −1.4% |
| Advance Auto Parts | $41.41 | −2.93% | $2.57B | 31.1 | 11.3 | 0.3 | −0.5% |
| Copart | $28.37 | −1.48% | $26.66B | 18.6 | 17.3 | 5.7 | +2.4% |
| Median | 27.3 | 16.7 | 1.5 | +4.0% |