Company Analysis

LKQ Corporation (LKQ)

Nasdaq: LKQ · Wholesale-Motor Vehicles & Motor Vehicle Parts & Supplies · Antioch, TN · filing with the SEC since 2003
Grade5.8
◀ Past 6.8● Present 5.6▶ Future 5.2

The grade of LKQ Corporation

Nine metrics read from its own filings, by tense
Headline grade
5.8/10
◀ Past6.825% of the headline
● Present5.645% of the headline
▶ Future5.230% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

6.8/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
7.8/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 45% of this tense · 78th percentile among 51 sector filers · read for itself

From the record

LKQ Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
5.4/10

What has it actually done, year after year?

+4.3% a year over 9 filed years; profitable in 9 of 9.

weight 33% of this tense · 54th percentile among 50 sector filers · read for its customers

From the record

LKQ Corporation's 9 filed years say what it did: revenue went from $9.7 billion in fiscal 2017 to $14 billion in fiscal 2025, up 4.3% a year; it rose in 5 of 8 years; the deepest fall was 7% from fiscal 2019 to fiscal 2020; net income was positive in 9 of 9 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span4.3%bottom 33% of its family
  • the share of years revenue rosebottom 43% of its family
  • the share of filed years with a profittop 19% of its family
  • the deepest fall from a revenue peak7.0%top 41% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
6.8/10

How has it treated the people who own it?

Share count shrank 2.5% a year. 42% of cash flow returned. Insiders: 0 sales, 3 purchases.

weight 22% of this tense · 68th percentile among 43 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2025-12-31, LKQ Corporation's diluted share count shrank about 2.5% a year, and dividends and buybacks returned about 42% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 3 purchases of their own stock on the open market in the year to 2026-11-06, buying about $793 thousand (their Form 4 filings).

What it rests on

  • the share count over the yearstop 21% of its family
  • cash returned against operating cash flowtop 43% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

5.6/1045% of the headline grade · 3 of 3 filed

Financial health

as filed
6.1/10

Is it financially healthy right now?

ROE 9%: 9¢ of profit per shareholder dollar. Leverage 57%: owes 57¢ per asset dollar.

weight 33% of this tense · 61st percentile among 50 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2025-12-31, LKQ Corporation earned about 9 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 35 cents per dollar of everything the company owns. Leverage: it owed about 57 cents per dollar of assets, and net share issuance: its share count shrank 2.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 48% of its family
  • return on equitytop 46% of its family
  • gross profit against assetstop 37% of its family
  • the share count against the year beforetop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
6.4/10

How strong is its position in its industry?

top 36% of 51 in its family; net margin 4.5%.

weight 45% of this tense · 64th percentile among 51 sector filers · read for its customers

From the record

LKQ Corporation's standing among 51 graded names in its industry family: revenue of $14 billion in fiscal 2025 ranks in the top 19% by size; a net margin of 4.5% ranks in the top 36%; revenue growth of 2.2% a year over the last 3 filed years ranks in the bottom 48% (its annual reports).

What it rests on

  • revenue against the family$13.65Btop 19% of its family
  • net margin4.5%top 36% of its family
  • three-year revenue growth2.2%bottom 48% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
3.4/10

What are the people in charge doing?

bottom 34% of 35 in its family for leadership; chief executive since 2024.

weight 22% of this tense · 34th percentile among 35 sector filers · read for its shareholders

From the record

LKQ Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Jude, Justin L (President and CEO, as filed), filing under that title since 2024-07-29, 2.3 years (bottom 37% of its family); the 18 officers and directors filing in the last fifteen months have been on the record a median of 6.3 years (top 50%); 14 officer or director changes were reported on Form 8-K since 2023-11-13, against the 18 people in charge now (bottom 15%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge14 in three years among 18 peoplebottom 15% of its family
  • the median years the people in charge have filed6.3 yearstop 50% of its family
  • the chief executive's years on the record2.3 yearsbottom 37% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

5.2/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
8.0/10

How much room does it have to grow?

top 20% of 49 in its family for room to expand.

weight 33% of this tense · 80th percentile among 49 sector filers · read for itself

From the record

LKQ Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $319 million against no long-term debt tagged leaves 2.1% of its assets as net cash, top 25% of its family; cash from operations less capital spending is 6.2% of revenue (top 26%); a gross margin of 38.6% (top 10%) (its annual report).

What it rests on

  • cash less debt against assets2.1%top 25% of its family
  • cash from operations less capital spending against revenue6.2%top 26% of its family
  • gross margin38.6%top 10% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
4.2/10

What could actually drive growth from here?

bottom 42% of 50 in its family for growth drivers.

weight 33% of this tense · 42nd percentile among 50 sector filers · read for its customers

From the record

LKQ Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 2.2% a year over the last three filed years against 4.3% over all 9, slowing (top 49% of its family); the newest year grew -1.2% (bottom 29%); capital spending grew -0.9% a year (bottom 45%) (its annual reports). LKQ Corporation reported 3 lines of business in fiscal 2025: Europe at $6.3 billion (46%), North America at $5.7 billion (41%), Specialty at $1.7 billion (12%); 1 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-2.1 points a yeartop 49% of its family
  • the newest year's revenue growth-1.2%bottom 29% of its family
  • three-year growth of capital spending-0.9%bottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
3.4/10

Did its newest year beat what its own record pointed to?

bottom 34% of 44 in its family for expectations against reality.

weight 33% of this tense · 34th percentile among 44 sector filers · read for its shareholders

From the record

LKQ Corporation's newest year against its own record: revenue of $14 billion in fiscal 2025 came in 5% below the $14 billion its prior three years' pace pointed to (bottom 24% of its family); net income of $608 million against a prior three-year average of $927 million (bottom 40%); a net margin of 4.5% against 7% before (bottom 38%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-5.0%bottom 24% of its family
  • net income against the prior three years' average-34%bottom 40% of its family
  • net margin against its prior average-2.6 pointsbottom 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton LKQ · research, not advice