LKQ

LKQ CORP

Ticker: LKQConsumer DiscretionaryWholesale
HQ ANTIOCH, TNCIK 1065696FY end 12-31Book / share $23.17Shares 278M
Revenue (FY)
$13.65B-4.90%
TTM $13.42B
Op. margin
7.27%-1.08%
TTM 6.23%
Net income
$608.00M-12.27%
TTM $461.00M
Operating cash
$1.06B-5.17%
TTM $825.00M
Free cash flow
$847.00M+4.57%
TTM $625.00M
Return on equity
9.80%-1.72%
TTM 7.15%
Debt / equity
Shares outstanding

The business

LKQ Corporation (NASDAQ: LKQ) operates as a global distributor of vehicle products, including replacement parts, components, and systems used in the repair and maintenance of vehicles, as well as specialty aftermarket products and accessories. The company's website is www.lkqcorp.com.

LKQ serves the vehicle repair and maintenance market through three primary reportable segments: North America, Europe, and Specialty. The North America segment is a leading provider of alternative vehicle collision replacement products, paint and body repair products, and mechanical replacement and maintenance products, with sales, processing, and distribution facilities reaching most major markets in the United States and Canada. The Europe segment operates in approximately twenty countries throughout continental Europe and the United Kingdom, primarily selling aftermarket hard parts and, to a lesser extent, collision products and repair services. The Specialty segment is a leading distributor of specialty vehicle aftermarket products and accessories in the United States and Canada, including recreational vehicle products, truck and off-road equipment, towing products, speed and performance parts, wheels and tires, marine products, and miscellaneous accessories under brands such as TrailFX, Fabtech, Fab Fours, and Warn.

The company employs approximately forty-four thousand people globally, with approximately seventeen thousand based in North America, twenty-five thousand in Europe, and two thousand in Asia. LKQ operates an extensive distribution network featuring warehouses, cross-dock facilities, and branch locations that enable high service levels and industry-leading fulfillment rates across its markets.

LKQ sources products from a diverse supplier base, with aftermarket products sourced primarily from North America and Asia, salvage products acquired through regional auctions and insurance companies, and specialty products sourced mainly from the United States, Canada, and China. The company sells to wholesale customers including collision and mechanical repair shops, new and used car dealerships, and retail customers through e-commerce platforms.

The company's business model focuses on capitalizing on profitable growth opportunities, driving a lean operating model globally, and disciplined capital allocation and portfolio simplification. In September 2025, LKQ completed the sale of its Self Service segment. Additionally, the company commenced a process to explore the potential sale of its Specialty segment as part of its strategy to simplify its portfolio and concentrate on core segments.

Sector
Consumer Discretionary
Industry
Wholesale
HQ
ANTIOCH, TN
FY end
12-31
CIK
1065696
SIC
5010
Financial performance · annual
20132025
$-1.44B$2.87B$7.18B$11.48B$15.79B2013201420152016201720182019202020212022202320242025TTMTTMTTM

Ownership

Who holds LKQ CORP — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

411
funds hold it
2 of 35
superinvestors hold it
$3.41B
fund-held value
48.9%
of shares held by funds
2
bond issues held by funds

Top fund holders

Fund% of fundValue
iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.36%$404.15M
Undiscovered Managers Behavioral Value Fund
UBVLX · UNDISCOVERED MANAGERS FUNDS
2.71%$244.59M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%$212.70M
iShares Select Dividend ETF
DVY · iShares Trust
0.75%$170.98M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.08%$153.91M

Superinvestors in LKQ CORP

Wallace WeitzUNCHANGED
Weitz Investment Management
0.7%
Tweedy BrowneINCREASED +45.5%
Tweedy, Browne
0.1%

Share of each manager's reported 13F portfolio.

Bonds held by funds

Funds report holding 2 issues of LKQ CORP's debt, $370.11M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 5.97%, maturing 20282033.

IssueCouponMaturesFundsFund-held
LKQ Corp5.750%2028-06-1569$205.74M
LKQ CORP6.250%2033-06-1565$164.36M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.

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15 years of LKQ CORP's financials

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