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PresentationBrian SponheimerGabelli Funds, LLC All right. So moving along, we now have LKQ Corp., which keeping along with the theme we touched on yesterday, financial engineering. LKQ Corp. recently acquired Uni-Select for $2.1 billion in August of 2023, which is a Canadian-based distributor of parts and accessory across Canada and then also has the FinishMaster brand, which is a distributor of paints, coatings and related products serving the collision market. Those are all -- those businesses are within ...

CHARTING OUR FUTURE G a b e l l i ' s 4 9 t h A n n u al A u t o m o ti ve S y m p o si u m LKQ's Evolution 15% 20% 46% 12% 2% 5% 2 2003 2007 2022 Q3 2025 TTM 45% 36% 4% 15% 94% 6% Total Revenue: $328 million Total Revenue: $1.11 billion Total Revenue: $12.8 billion Total Revenue: $13.6 billion(1) LKQ has grown from a North American collision operation to a globally diversified alternative parts distributor WNA- Recycled Products WNA-Aftermarket WNA- Hard Parts Other (including Scrap & Core) Europe Parts Sp ...

Core Viewpoint - Roth Capital has lowered the price target for LKQ Corp. to $43 from $46 while maintaining a Buy rating after the company's Q3 earnings exceeded expectations, supported by a one-time tax benefit and a slight increase in FY25 guidance [1] Group 1: Earnings Performance - LKQ Corp. reported an outsized performance in Q3, which was bolstered by a one-time tax benefit [1] - The firm has modestly increased its guidance for FY25 following the strong Q3 results [1] Group 2: Market Conditions - The North American collision market is currently facing headwinds, indicating potential challenges in that segment [1] - The European market is showing signs of softness, which may impact overall performance [1] Group 3: Long-term Outlook - Despite current market challenges, Roth Capital sees no change in the long-term prospects of LKQ's recession-resistant business model [1] - The sale of Self Service is expected to further support the company's long-term outlook [1]

Core Viewpoint - Ananym Capital is urging LKQ to divest its European business, highlighting the presence of interested buyers and suggesting that the proceeds could be utilized for share buybacks [1] Group 1: Company Actions - Ananym Capital has intensified its call for LKQ to sell its European operations [1] - The potential sale is positioned as a strategic move to enhance shareholder value through share repurchases [1] Group 2: Market Interest - There are identified interested buyers for LKQ's European business, indicating a viable market for the divestiture [1]

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________ FORM 10-Q ____________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number: 001-42002 ____________________________ LKQ CORPORATION (Exact name o ...

Key Takeaways LKQ reported Q3 adjusted EPS of $0.84, topping estimates but below last year's $0.88.Quarterly revenues of $3.5B missed forecasts and declined from $3.58B a year earlier.The company expects 2025 EPS in the band of $3-$3.15 and declared a $0.30 quarterly dividend.LKQ Corporation (LKQ) delivered third-quarter 2025 adjusted earnings of 84 cents per share, which exceeded the Zacks Consensus Estimate of 74 cents but declined from 88 cents reported in the year-ago period. The aftermarket auto parts ...

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Core Insights - LKQ reported $3.5 billion in revenue for Q3 2025, a year-over-year decline of 2.4% and an EPS of $0.84, down from $0.88 a year ago, with a revenue surprise of -0.84% against the Zacks Consensus Estimate of $3.53 billion and an EPS surprise of +13.51% over the consensus estimate of $0.74 [1] Revenue Performance - Organic revenue change year-over-year was -1%, slightly better than the two-analyst average estimate of -1.1% [4] - Revenue from Parts and Services in Europe was $1.62 billion, exceeding the $1.57 billion average estimate, representing a year-over-year change of +0.4% [4] - Revenue from Parts and Services totaled $3.41 billion, compared to the $3.36 billion average estimate, reflecting a year-over-year decline of -0.4% [4] - Revenue from Specialty Parts and Services was $456 million, surpassing the three-analyst average estimate of $410.83 million, with a year-over-year increase of +9.4% [4] - Revenue from Wholesale Parts and Services in North America was $1.34 billion, slightly above the $1.33 billion average estimate, showing a year-over-year decline of -0.4% [4] Stock Performance - LKQ shares have returned -3.5% over the past month, contrasting with the Zacks S&P 500 composite's +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]