LKQ stock reports a Q2 revenue miss and lower guidance

Published on 09/30/2026 at 15:47 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

LKQ stock reported USD 3.41 billion in Q2 revenue on July 30, 2026, below USD 3.48 billion consensus. Fiscal EPS guidance is USD 2.60-2.90.

LKQ, US5362531003, Illustration mit AI erstellt.

LKQ Corporation (ISIN US5362531003) reported Q2 2026 revenue of USD 3.41 billion versus USD 3.48 billion expected, giving investors a clear measure of the earnings setback. MarketBeat reported the figures for the quarter released on July 30, 2026.

Q2 results miss expectations

LKQ posted earnings per share of USD 0.67, below the USD 0.71 consensus estimate. Revenue declined 3.00 percent year over year, while the prior-year quarter produced USD 0.87 in earnings per share, making the earnings comparison weaker as well as the revenue comparison.

Yahoo Finance described Q2 as a softer quarter and said LKQ's full-year EPS guidance missed analyst expectations. The report also highlighted improving organic growth in North America after nine quarters, while Europe faced pressure from an enterprise resource planning implementation in Germany.

Guidance keeps the debate alive

LKQ set fiscal 2026 EPS guidance at USD 2.60-2.90, compared with analyst expectations of USD 2.67. The range leaves the midpoint at USD 2.75, a figure above consensus, but the lower bound remains below that estimate and shows why the guidance has not removed uncertainty after the Q2 miss.

Analyst views remain divided. MarketBeat reported a consensus Hold rating from six firms, with two sell, one hold and three buy recommendations. The average target was USD 31.08, while Argus lowered its target to USD 22.00 on September 2, 2026, according to Yahoo Finance.

Market value remains closely watched

LKQ had a market capitalization of USD 5.9 billion as of September 30, 2026. Its 52-week range was USD 21.17 to USD 37.13, placing the company in a valuation discussion shaped by earnings delivery, guidance credibility and the gap between the average analyst target and the more cautious Argus view.