LKQ (LKQ) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +13.51%. A quarter ago, it was expected that this vehicle components company would post earnings of $0.93 per share when it actually produced earnings of $0.87, delivering a surprise of -6.45%.Over the last four quarters, the c ...

LKQ (NasdaqGS:LKQ) Q3 2025 Earnings Call October 30, 2025 08:00 AM ET Speaker3Hello everyone. Thank you for attending today's LKQ Corporation third quarter 2025 earnings conference call. My name is Ken and I'll be your moderator today. All lines will be muted during the presentation portion of the call with an opportunity for questions and answers at the end. If you would like to ask a question, please press star one on your telephone keypad. I would now like to pass the conference over to our host, Joe Bou ...

OCTOBER 30, 2025 Third Quarter 2025 Earnings Call Presentation Forward Looking Statements and Non-GAAP Financial Measures Statements and information in this presentation that are not historical are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are made pursuant to the "safe harbor" provisions of such Act. Forward-looking statements include, but are not limited to, statements regarding our outlook, guidance, expectations, beliefs, hopes, intentions ...

Exhibit 99.1 LKQ CORPORATION ANNOUNCES RESULTS FOR THIRD QUARTER 2025 Simplified Portfolio with Successful Closing on Sale of Self Service Segment Returned $118 Million of Capital to Shareholders; $40 Million of Share Repurchases and $78 Million in Cash Dividends Raised Midpoint and Narrowed Range for Full Year 2025 EPS Outlook Following Sale of Self Service Antioch, TENN (October 30, 2025) -- LKQ Corporation (Nasdaq: LKQ) today reported third quarter 2025 financial results and updates outlook for 2025 foll ...

Simplified Portfolio with Successful Closing on Sale of Self Service Segment Returned $118 Million of Capital to Shareholders; $40 Million of Share Repurchases and $78 Million in Cash Dividends Raised Midpoint and Narrowed Range for Full Year 2025 EPS Outlook Following Sale of Self Service ANTIOCH, Tenn., Oct. 30, 2025 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) today reported third quarter 2025 financial results and updates outlook for 2025 following the sale of the Company's Self Service segment. Fo ...

RS Investments, an investment management company, released its “RS Large Cap Value Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy underperformed the benchmark, Russell 1000 Value Index, in the quarter, returning 4.47% net vs 5.33% for the Index. Adverse stock selection in the Consumer Discretionary and Consumer Staples sectors impacted the portfolio’s performance in the quarter. In addition, you can check the fund’s top 5 holdings to determine its bes ...

Core Insights - LKQ Corporation has partnered with Ecobility Services GmbH to implement a large-scale rooftop solar power system at its logistics centers in Germany, marking a significant step in its sustainability strategy [1][4] - The solar system will cover over 12,000 square meters, featuring more than 6,000 photovoltaic modules, and is expected to generate approximately 2.7 gigawatt hours of electricity annually, meeting up to 50% of the site's energy demand [2][3] - The initiative is projected to save up to 1,000 metric tonnes of greenhouse gas emissions per year compared to conventional grid electricity [2] Company Overview - LKQ Corporation is a leading provider of alternative and specialty parts for automobiles, with operations in North America, Europe, and Taiwan, offering a wide range of recycled and aftermarket parts [5] - Ecobility Services GmbH specializes in sustainability-focused services aimed at improving energy efficiency and reducing carbon emissions in commercial and industrial operations [6] Project Details - The project will be executed through a 20-year Power Purchase Agreement (PPA), with installation expected to begin in October and be completed by mid-2026 [1][3] - Ecobility Services GmbH will manage the planning, installation, operation, and maintenance of the solar system throughout the agreement's duration [3] - This initiative is part of LKQ's broader roadmap to reduce greenhouse gas emissions, which includes energy optimization, transitioning to electric fleets, and adopting circular economy practices [4]

Core Insights - Global equity markets experienced broad positive returns in Q3 2025, driven by resilient corporate earnings, enthusiasm for AI, and the U.S. Federal Reserve's first interest rate cut of the year [3][21] - Emerging markets, particularly China, led the gains, supported by a U.S. trade truce and strength in the tech sector [3][4] - The Polaris Global Equity Composite gained 5.04% (net of fees) for the quarter, underperforming the MSCI World Index, which returned 7.36% [5][6] Market Performance - Developed markets saw weaker currencies benefiting export-oriented indices, with Japan's TOPIX Index up 11.0% and the U.K.'s FTSE All-Share Index up 6.9% [4] - The U.S. market, represented by the S&P 500 Index, gained over 8%, primarily due to tech and communication stocks [4] - France and Germany underperformed due to geopolitical and fiscal concerns, with tepid growth projections under new U.S. trade policy [4] Sector Analysis - The healthcare sector was the best performer, with notable gains from pharmaceutical stocks, while financials, consumer discretionary, and IT also contributed positively [5][6] - Health insurers faced challenges, with UnitedHealth Group and CVS Health posting over 10% returns, while Elevance Health's shares dropped sharply due to profit guidance cuts [7] - In IT, Samsung Electronics excelled with strong performance in HBM technology and a significant deal with Tesla for AI chip manufacturing [11] Company Highlights - United Therapeutics Corp. was a top contributor to portfolio performance, driven by positive clinical trial results for its drug Tyvaso, potentially adding $4-5 billion in peak sales [6] - AbbVie, Inc. expects high single-digit revenue growth through 2029, with flagship drugs projected to exceed $31 billion in sales by 2027 [6] - The Carlyle Group Inc. outperformed in the financial sector, up over 20% due to strong fee-based credit and secondaries business [8] Investment Strategy - The current economic environment is characterized by a "two-speed" economy, with a concentrated AI-driven boom amidst subdued growth in other sectors [21][22] - Financials are seen as attractive due to stable net interest margins and loan growth, while defensives like consumer staples and healthcare are expected to perform well [22] - Opportunities in economically-sensitive sectors are being explored, with a focus on industrials benefiting from AI integration and supply chain modernization [22][23]

Core Viewpoint - LKQ Inc. is currently experiencing a slight increase in stock price, but has seen a decline over the past month and year, raising questions about its valuation despite stable performance in the current session [1]. Group 1: Stock Performance - The current stock price of LKQ Inc. is $29.83, reflecting a 0.03% increase [1]. - Over the past month, the stock has decreased by 2.71% [1]. - In the past year, the stock has declined by 23.23% [1]. Group 2: P/E Ratio Analysis - The P/E ratio is a critical metric for evaluating LKQ's market performance against its historical earnings and industry averages [5]. - LKQ has a lower P/E ratio compared to the aggregate P/E of 149.44 for the Distributors industry, suggesting potential undervaluation [6]. - A low P/E ratio may indicate undervaluation but could also reflect weak growth prospects or financial instability [8]. Group 3: Investment Considerations - Investors should use the P/E ratio cautiously, as it is just one of many metrics to consider when assessing a company's financial health [8]. - A comprehensive approach that includes other financial ratios, industry trends, and qualitative factors is essential for making informed investment decisions [8].

Company Overview - LKQ Corporation is valued at approximately $7.4 billion and is a global leader in alternative and aftermarket automotive parts, serving various sectors including repair shops, dealerships, and consumers with recycled, remanufactured, and specialty components [1] - The company is headquartered in Chicago and operates over 1,400 locations across North America, Europe, and Asia, employing around 46,000 people [1] Earnings Expectations - LKQ is set to announce its fiscal 2025 Q3 earnings results on October 30, with analysts expecting a profit of $0.74 per share, which represents a 15.9% decrease from $0.88 per share in the same quarter last year [2] - For the current fiscal year, analysts project an EPS of $3.10, down 10.9% from $3.48 in fiscal 2024, but anticipate a recovery with a projected EPS of $3.41 in FY2026, reflecting a 10% annual increase [3] Stock Performance - Over the past 52 weeks, LKQ shares have declined by 25.3%, underperforming compared to the S&P 500 Index's 14.4% increase and the Consumer Discretionary Select Sector SPDR Fund's 19% return [3] Recent Developments - On October 1, LKQ shares rose by 1.9% following the completion of the sale of its Self Service segment, Pick Your Part, to an affiliate of Pacific Avenue Capital Partners for $410 million, which aligns with the company's strategy to streamline operations and strengthen its balance sheet [4] Analyst Ratings - The consensus view among analysts on LKQ Corporation's stock is moderately bullish, with a "Moderate Buy" rating overall; five analysts recommend "Strong Buy," one suggests "Moderate Buy," one indicates "Hold," and one rates it as "Strong Sell" [5] - The mean price target for LKQ is $43, suggesting a potential upside of 47.5% from current market prices [5]