Added to YB: 2026-08-04
Pitch date: 2026-07-31
LKQ [neutral]
LKQ Corporation
+2.52%
current return
Author Info
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Company Info
LKQ Corporation engages in the distribution of replacement parts, components, and systems used in the repair and maintenance of vehicles and specialty vehicle aftermarket products and accessories.
Market Cap
$5.7B
Pitch Price
$22.77
Price Target
N/A
Dividend
5.35%
EV/EBITDA
5.77
P/E
12.48
EV/Sales
0.78
Sector
Distributors
Category
special_situation
$LKQ: the guidance came down again — and the sale language got more specific
LKQ (overview): Auto-parts distributor cut FY26 guide Thursday (adj EPS to $2.60-2.90, FCF to $625-775M, organic rev -3% to -1%) on German ERP botch; stock -14% to 52wk low ~$22.60, $5.8B cap, ~8x EPS, ~12% FCF yield. Strategic review 'active,' engaging multiple parties, Specialty folded into whole-co sale. Risks: 6mo no deal, leverage up to 2.8x, Europe weak, buyback authorization expires Oct 2026.
Read full article (3 min)