LKQ Earnings

LKQ reported its earnings on 2026-02-19, showcasing a revenue of 3.31B against an estimate of 3.26B, resulting in a 1.6% surprise. The EPS was 0.59, surpassing the expected 0.65 by -9.23%. The stock experienced a 0.9% price change on the earnings day and a 0.93% change over the next five days, reflecting market reactions to the results.

Following LKQ's earnings announcement on 2026-02-19, the stock price moved by 0.9% on the day of the release. Over the subsequent five days, it saw a 0.93% change. Historically, LKQ's stock price tends to shift by an average of 6.32% in the 10 days leading up to earnings and 1.16% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate LKQ's annual revenue to reach 3.46B, while the EPS is projected at 0.78. These estimates reflect recent revisions, with revenue estimates revised downward by -0.1% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between LKQ's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.1%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, LKQ's stock price typically moves by 6.32% in the 10 days before its earnings and 1.16% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.78 and revenue of 3.46B.

The earnings call presents mixed signals: strong specialty segment growth and positive MSO performance are offset by declining organic parts revenue and European market challenges. The Q&A indicates cautious optimism in North America and strategic moves in Europe, but economic pressures and competition persist. Despite positive elements like AI-driven pricing and EV opportunities, the lack of clear guidance and persistent challenges suggest a neutral stock price outlook over the next two weeks.