Is LKQ Stock Underperforming the Dow?

Company Overview - LKQ Corporation, based in Antioch, Tennessee, is a leading provider of alternative and specialty parts for vehicle repair and accessorization, with a market cap of $7.9 billion [1] - The company operates through various segments including Wholesale-North America, Europe, Specialty, and Self-Service [1][2] Market Position - LKQ is categorized as a mid-cap stock, with its market cap exceeding the $2 billion to $10 billion range, indicating its substantial size and influence in the auto parts industry [2] Stock Performance - LKQ stock has experienced a significant decline, dropping 31.9% from its 52-week high of $44.82 on March 10, and has underperformed the Dow Jones Industrial Average, which increased by 5.5% over the same three-month period [3][4] - Year-to-date, LKQ stock prices have decreased by 17%, and over the past 52 weeks, they have fallen by 19.6%, while the Dow has gained 13.8% in 2025 and 10.5% over the past year [4] Recent Financial Results - Following the release of mixed Q3 results on October 30, LKQ's stock prices gained 3.7%. The company reported a 1.2% decrease in organic revenues for parts and services, with a net negative impact of 30 basis points from acquisitions and divestitures [5] - Despite these challenges, the overall topline increased by 1.3% year-over-year to $3.5 billion, although this was 84 basis points below market expectations [5] - The adjusted EPS decreased by 2.3% year-over-year to $0.84, but this figure surpassed consensus estimates by 13.5% [6] Competitive Comparison - Compared to its peer Mobileye Global Inc., which saw a 47.1% decline year-to-date and a 39.8% drop over the past 52 weeks, LKQ has significantly outperformed [6]