earnings
confidence high
sentiment negative
materiality 0.80
LKQ Q2 2026 EPS $0.52 ($0.67 adj.) misses; revenue down 3%; guidance cut
LKQ CORP
- Revenue $3.4B (-3% YoY); parts & services organic revenue down 5.1%.
- Diluted EPS $0.52 (GAAP) vs $0.72; adjusted EPS $0.67 vs $0.84.
- North America returned to positive organic growth; Europe fell short due to ERP implementation in Germany.
- 2026 outlook lowered: organic revenue growth now (3%) to (1%); adj. EPS $2.60-$2.90 (prev. $2.90-$3.20).
- Board declared $0.30 quarterly dividend payable Sept 3; $1.5B remaining for buybacks through Oct 2026.