LKQ (LKQ) reported $3.31 billion in revenue for the quarter ended December 2025, representing a year-over-year decline of 1.3%. EPS of $0.59 for the same period compares to $0.80 a year ago.
The reported revenue represents a surprise of +1.6% over the Zacks Consensus Estimate of $3.26 billion. With the consensus EPS estimate being $0.65, the EPS surprise was -8.95%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: -1.2% versus -0.9% estimated by two analysts on average.
- Organic Growth - Parts and services - Wholesale - North America: -0.7% versus the two-analyst average estimate of -0.2%.
- Organic Growth - Other: -20.8% versus 1.3% estimated by two analysts on average.
- Organic Growth - Parts and services - Specialty: 7.8% versus the two-analyst average estimate of 4.5%.
- Revenue- Other- Total: $91 million versus the three-analyst average estimate of $98.5 million. The reported number represents a year-over-year change of -40.5%.
- Revenue- Parts and Services- Europe: $1.56 billion compared to the $1.52 billion average estimate based on three analysts. The reported number represents a change of +3.3% year over year.
- Revenue- Parts and Services: $3.22 billion versus $3.19 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.
- Revenue- Parts and Services- Specialty: $377 million versus $360.12 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8% change.
- Revenue- Parts and Services- Wholesale- North America: $1.29 billion compared to the $1.3 billion average estimate based on three analysts. The reported number represents a change of -0.6% year over year.
- Revenue- Specialty: $377 million versus $364.18 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8% change.
- Revenue- Europe: $1.56 billion versus $1.53 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.4% change.
- Revenue- Wholesale- North America: $1.37 billion versus the two-analyst average estimate of $1.38 billion. The reported number represents a year-over-year change of +0.6%.
View all Key Company Metrics for LKQ here>>>
Shares of LKQ have returned -1.7% over the past month versus the Zacks S&P 500 composite's -0.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform 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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