Equities Analysts Offer Predictions for LKQ Q1 Earnings

LKQ Corporation (NASDAQ:LKQ) – Zacks Research reduced their Q1 2026 earnings estimates for LKQ in a note issued to investors on Tuesday, January 27th. Zacks Research analyst Team now anticipates that the auto parts company will post earnings of $0.72 per share for the quarter, down from their prior forecast of $0.73. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for LKQ’s current full-year earnings is $3.57 per share. Zacks Research also issued estimates for LKQ’s Q2 2026 earnings at $0.85 EPS, FY2026 earnings at $3.06 EPS, Q1 2027 earnings at $0.85 EPS, Q2 2027 earnings at $0.87 EPS, Q3 2027 earnings at $0.81 EPS, Q4 2027 earnings at $0.78 EPS and FY2027 earnings at $3.30 EPS.

LKQ (NASDAQ:LKQ) last announced its quarterly earnings results on Thursday, October 30th. The auto parts company reported $0.84 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.10. LKQ had a net margin of 4.99% and a return on equity of 13.45%. The firm had revenue of $3.50 billion during the quarter, compared to analysts’ expectations of $3.54 billion. During the same quarter last year, the company earned $0.88 earnings per share. The company’s revenue for the quarter was up 1.3% compared to the same quarter last year.

Several other research firms have also issued reports on LKQ. Wall Street Zen lowered LKQ from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. Stephens began coverage on shares of LKQ in a research report on Tuesday, December 9th. They set an “overweight” rating and a $39.00 target price for the company. Weiss Ratings reissued a “sell (d+)” rating on shares of LKQ in a report on Monday, December 29th. Roth Mkm reaffirmed a “buy” rating and set a $43.00 price objective (down from $46.00) on shares of LKQ in a research note on Monday, November 3rd. Finally, Barclays started coverage on shares of LKQ in a research note on Tuesday, November 11th. They issued an “equal weight” rating and a $33.00 target price for the company. Five investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, LKQ presently has an average rating of “Hold” and an average target price of $44.33.

LKQ Price Performance

LKQ stock opened at $32.62 on Wednesday. The business has a 50 day simple moving average of $31.08 and a 200 day simple moving average of $31.28. The company has a debt-to-equity ratio of 0.55, a current ratio of 1.60 and a quick ratio of 0.67. The company has a market capitalization of $8.35 billion, a PE ratio of 12.08 and a beta of 0.91. LKQ has a one year low of $28.13 and a one year high of $44.82.

Institutional Trading of LKQ

A number of hedge funds and other institutional investors have recently modified their holdings of LKQ. SG Americas Securities LLC lifted its position in shares of LKQ by 3,046.7% during the 4th quarter. SG Americas Securities LLC now owns 270,525 shares of the auto parts company’s stock valued at $8,170,000 after acquiring an additional 261,928 shares during the period. Kennedy Capital Management LLC increased its position in shares of LKQ by 41.2% in the third quarter. Kennedy Capital Management LLC now owns 314,467 shares of the auto parts company’s stock worth $9,604,000 after purchasing an additional 91,776 shares during the period. Thompson Investment Management Inc. raised its stake in LKQ by 25.2% in the third quarter. Thompson Investment Management Inc. now owns 328,247 shares of the auto parts company’s stock valued at $10,025,000 after purchasing an additional 66,069 shares in the last quarter. Goodman Financial Corp lifted its position in LKQ by 9.9% during the third quarter. Goodman Financial Corp now owns 355,108 shares of the auto parts company’s stock worth $10,845,000 after purchasing an additional 31,857 shares during the period. Finally, Applied Finance Capital Management LLC grew its stake in LKQ by 6.1% during the third quarter. Applied Finance Capital Management LLC now owns 536,345 shares of the auto parts company’s stock worth $16,380,000 after buying an additional 31,042 shares in the last quarter. Institutional investors and hedge funds own 95.63% of the company’s stock.

LKQ News Roundup

Here are the key news stories impacting LKQ this week:

• Neutral Sentiment: Zacks’ cuts leave the consensus full‑year estimate unchanged at $3.57 per share (Zacks individually lowered its FY2026 to $3.06 and FY2027 to $3.30, but the broader consensus cited in reports remains $3.57). This preserves a reference point for comparing future analyst revisions. Zacks Research
• Negative Sentiment: Zacks Research downgraded LKQ from “Hold” to “Strong Sell” and repeatedly lowered EPS estimates across multiple quarters (Q1–Q4 and several quarters in FY2026–FY2027), signaling weaker near‑term earnings outlook and increased downside risk for the stock. These widespread cuts are the primary catalyst for negative sentiment and could pressure the share price if other analysts follow suit. TickerReport on Zacks downgrade
• Negative Sentiment: MarketWatch flagged that LKQ underperformed its competitors on Wednesday, a sign that relative weakness may be emerging within the auto‑parts/aftermarket group. Underperformance vs peers can attract selling or lead to further analyst scrutiny. MarketWatch: LKQ underperforms

LKQ Company Profile

LKQ Corporation is a leading provider of alternative and specialty parts to repair and accessorize automobiles and other vehicles. The company supplies a broad range of replacement components, including recycled original equipment manufacturer (OEM) parts, aftermarket parts, refurbished and remanufactured items. Its products support collision repair, mechanical repair and performance enhancement needs across passenger cars, heavy trucks and recreational vehicles.

Through a combination of in-house operations and strategic acquisitions, LKQ has developed a comprehensive product portfolio that extends beyond core replacement parts.