LKQ (LKQ) reported $3.5 billion in revenue for the quarter ended September 2025, representing a year-over-year decline of 2.4%. EPS of $0.84 for the same period compares to $0.88 a year ago.
The reported revenue represents a surprise of -0.84% over the Zacks Consensus Estimate of $3.53 billion. With the consensus EPS estimate being $0.74, the EPS surprise was +13.51%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how LKQ performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue - Organic - YoY change: -1% versus the two-analyst average estimate of -1.1%.
- Organic Growth - Parts and services - Wholesale - North America: -0.4% compared to the 0.5% average estimate based on two analysts.
- Organic Growth - Other: 8% versus 0.6% estimated by two analysts on average.
- Organic Growth - Parts and services - Specialty: 9.4% compared to the -2.1% average estimate based on two analysts.
- Revenue- Other- Total: $85 million versus the three-analyst average estimate of $152.51 million. The reported number represents a year-over-year change of -45.9%.
- Revenue- Parts and Services- Europe: $1.62 billion compared to the $1.57 billion average estimate based on three analysts. The reported number represents a change of +0.4% year over year.
- Revenue- Parts and Services: $3.41 billion compared to the $3.36 billion average estimate based on three analysts. The reported number represents a change of -0.4% year over year.
- Revenue- Parts and Services- Specialty: $456 million versus the three-analyst average estimate of $410.83 million. The reported number represents a year-over-year change of +9.4%.
- Revenue- Parts and Services- Wholesale- North America: $1.34 billion versus the three-analyst average estimate of $1.33 billion. The reported number represents a year-over-year change of -0.4%.
- Revenue- Specialty: $457 million versus $405.74 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
- Revenue- Europe: $1.62 billion compared to the $1.57 billion average estimate based on two analysts. The reported number represents a change of +0.4% year over year.
- Revenue- Wholesale- North America: $1.42 billion compared to the $1.38 billion average estimate based on two analysts. The reported number represents a change of 0% year over year.
View all Key Company Metrics for LKQ here>>>
Shares of LKQ have returned -3.5% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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LKQ Corporation (LKQ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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