LKQ Corporation (LKQ)

LKQ’s second fiscal quarter of 2026 results missed consensus on both the top and bottom line, as reported July 30, 2026, with adjusted EPS of $0.67 trailing the $0.71 estimate (-5%) and revenue of $3.408 billion trailing the $3.484 billion estimate (-2.2%). Revenue fell 6.4% to about $3.4 billion from $3.642 billion a year ago, alongside net income of about $136 million, down 29.2% from $192.0 million, while adjusted EPS declined 23.0% from $0.87. Profitability included gross profit of about $1.3 billion and a gross margin near 39%, with operating income of roughly $225 million translating to an operating margin around 7%. The quarter generated operating cash flow of about $111 million, and LKQ returned cash to shareholders by repurchasing roughly $52 million of stock and paying about $77 million in dividends. For the next period, consensus calls for EPS of $0.70 on revenue of $3.415 billion.