LKQ Corporation (LKQ)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
$18.10+5.29%
Close 2026-10-29 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-10-29
Research Workspace
Put LKQ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Consumer Discretionary is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Meet or exceed 2026 EPS guidance of $2.21: Comparison needs review.
View ThesisRevenue is growing steadily — about 0% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 50% in its worst 12-month stretch.
View RiskLKQ depends on recovery in revenue growth, though recent results show deterioration and misses. Fragile earnings quality means reported profits lack strong cash backing. Q3 2026 revenue fell 5.1% year over year, and non-GAAP earnings missed consensus by 27.5%. LKQ trades at 7.4× P/E versus the 15.2× peer median; expectations look modest versus our view. The next-quarter miss probability is 38.0%, and reported profits are not well backed by cash. The 2026 EPS guidance comparison needs review, so the primary pillar remains unverified. Peer multiples imply a price about 36% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. LKQ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 10 analysts currently covering LKQ (as of Oct 2026).
Based on 6 Wall Street analysts offering 12-month price targets for LKQ in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| LKQ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Consumer Discretionary (broad) — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put LKQ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase revenue growth
Weak Q3 results threaten growth objectives; CEO departure adds uncertainty, but does not by itself break the thesis.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $18.10
The last 12 months of price, then the range of analyst 12-month targets from today’s $18.10.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Return capital to shareholders via dividends and share repurchases
Stable outlook reflects sluggish claims volume; buybacks support capital returns but signal limited growth.
Threatens: Increase revenue growth
Lowered 2026 outlook after a miss and European setback directly weakens growth expectations.
