What is the 13F Pro Quality Score for LKQ?

13F Pro ranks LKQ CORP (LKQ) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View LKQ's current score at https://13fpro.ai/company/LKQ (free sign-up required for the full ranking).

Where does 13F Pro source LKQ data?

All LKQ CORP fundamentals and ownership data come directly from SEC EDGAR. LKQ CORP files with the SEC under CIK 1065696. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is LKQ in?

LKQ CORP (LKQ) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives LKQ's revenue?

Per LKQ CORP's latest 10-Q filed with the SEC on 2026-07-30, the biggest revenue drivers are: Europe ($1,455M, -9.4% YoY); North America ($1,466M, +1.7% YoY); Specialty ($488M, +5.0% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/LKQ.

How often is LKQ research updated on 13F Pro?

LKQ's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

LKQ CORP(LKQ)Stock Analysis

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SEC EDGAR: CIK 1065696 LKQ stock profile & AI dashboard →

13F Pro Quality Score

46.9/100

Rank #1,806 of 2,961 stocks

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

17.4/100

Profitability

36.6/100

Balance Sheet

57.6/100

Earnings Quality

66.3/100

Free Cash Flow

40.5/100

Institutional Flow

24.5/100

Revenue Scale

89.3/100

Dilution Risk

83.9/100

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Why LKQ Scores 47/100

exact factor attribution · 2026-09-11

LKQ's composite is driven by scale and shareholder dilution, held back by revenue growth and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.9 pts

89th pct

Shareholder dilution

+1.7 pts

84th pct

Earnings quality

+1.6 pts

66th pct

Capital efficiency

+0.8 pts

58th pct

Institutional flow

-1.3 pts

25th pct

Free cash flow

-1.4 pts

41th pct

Earnings growth

-1.9 pts

13th pct

Profitability

-2.0 pts

37th pct

Revenue growth

-6.5 pts

17th pct

Latest change (2026-08-02): 54 → 51 · ↓ Profit margin 51→42; ↓ Free cash flow 46→37

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

LKQ Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for LKQ CORP (LKQ), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores LKQ at 46.9/100 on a 32-signal composite quality model, placing it at rank #1,806 of 2,961 stocks — the bottom half of the AI-ranked universe. LKQ scores in the top quartile across revenue scale (89.3). Areas of concern include revenue growth (17.4) and institutional flow (24.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), LKQ CORP reports quarterly revenue of $3.4B, net income of $136.0M, an operating margin of 6.6%. Top institutional holders of LKQ by reported 13-F value include BlackRock, PZENA INVESTMENT MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. LKQ trades on the Nasdaq exchange and files with the SEC under CIK 1065696. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LKQ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LKQ CORP directly from SEC EDGAR. LKQ CORP's 13F Pro composite quality score has ranged between 47 and 68 since 2021, currently 46.9 — a declining long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about LKQ CORP

Quirks, history, and lore behind LKQ — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. consumer discretionary company · listed on Nasdaq · headquartered in Tennessee · operates across North America and Europe.
2
The Numbers
Annual revenue in the range of $12–14 billion, built almost entirely by acquiring smaller operators rather than organic growth — hundreds of locations across multiple continents.
3
The History
Founded in the late 1990s, it grew by rolling up a highly fragmented industry, turning a chaotic patchwork of mom-and-pop shops into a publicly traded giant.
4
The Secret
Its name is literally an acronym — Like Kind Quality — a nod to its core promise that recycled and aftermarket parts are just as good as brand-new ones.
5
The Lore
It is the largest supplier of alternative collision and mechanical parts in North America, meaning when your car gets smashed, there's a good chance this company supplies the fix — without you ever knowing it.
6
The Giveaway
The world's biggest salvage yard empire — it sells recycled auto parts pulled from wrecked vehicles, plus aftermarket and refurbished parts, to collision shops and mechanics everywhere.

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What's Driving LKQ's Business? Latest 10-Q Breakdown

AI-extracted from LKQ CORP's 10-Q filed 2026-07-30 — Q2 FY2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

LKQ revenue fell 3% YoY to $3.4B in Q2 as organic decline of 5.1% in parts & services was partially offset by FX gains, while Segment EBITDA dropped 16% to $349M amid Europe operational challenges from ERP transition and competitive pressures.

Biggest Revenue Drivers

Europe$1,455M-9.4% YoY

Organic revenue decline of 12.6% driven by temporary operational challenges from ERP implementation in Germany and heightened competition, partially offset by 2.1% FX benefit.

North America$1,466M+1.7% YoY

Organic parts & services increase of 0.5% from pricing initiatives, offset by lower volumes in paint, body and equipment and salvage; other revenue grew 20.5% on higher precious metals and scrap prices.

Biggest Revenue Drivers

Total revenue: $3,408M-3.0% YoY

Europe$1,455M-9.4% YoY

Organic revenue decline of 12.6% driven by temporary operational challenges from ERP implementation in Germany and heightened competition, partially offset by 2.1% FX benefit.

North America$1,466M+1.7% YoY

Specialty$488M+5.0% YoY

Parts & services revenue increased 5.0% driven by organic volume growth in marine and recreational vehicle product lines.

Largest Expense Items

Cost of goods sold$2,087M-3.3% YoY

Decrease driven by $107M reduction in Europe, partially offset by increases in North America and Specialty; includes $22M unfavorable FX impact.

Selling, general and administrative expenses$990M+3.3% YoY

Increases of $18M from North America (professional fees, self-insurance reserves), $12M from Specialty (credit losses, freight), and $2M from Europe; includes $10M unfavorable FX impact.

Margins: Gross margin of 38.8% decreased from 38.6% YoY, while Segment EBITDA margin declined to 10.2% from 11.8% primarily due to Europe's 12.6% organic revenue decline from ERP implementation challenges and competitive pressures, partially offset by favorable pricing in Europe.

Watch Items from the Filing

Europe segment revenue declined 9.4% YoY with 12.6% organic decline due to ERP implementation disruption in Germany; Segment EBITDA fell 28% to $109M.
Company recorded $44M other-than-temporary impairment on Mekonomen equity investment (26.6% ownership) in Q1 2026 due to significant leverage increase and dividend discontinuation.
Specialty segment being evaluated for potential sale as part of comprehensive Board strategic review; fair value exceeded carrying value by only 11% in March 31, 2026 interim impairment test.
Free cash flow was negative $36M for first six months of 2026 versus positive $186M in prior year period; operating cash flow declined 81% to $55M from $293M YoY.
Securities and derivative class actions filed April-July 2026 alleging false statements regarding Uni-Select acquisition and FinishMaster integration; outcome and range of loss cannot be reasonably estimated.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$3.4B

Net Income

Q2 2026

$136.0M

Free Cash Flow

Q2 2026

$60.0M

Operating Margin

Q2 2026

6.6%

ROIC

Q2 2026

14.0%

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

-1.2% YoY

$13.65BFY 2025

FY22 $12.79BFY23 $13.27BFY24 $13.82BFY25 $13.65B

Net Income

-12.3% YoY

$608.0MFY 2025

FY22 $1.15BFY23 $938.0MFY24 $693.0MFY25 $608.0M

Operating Income

-13.3% YoY

$993.0MFY 2025

FY22 $1.58BFY23 $1.32BFY24 $1.15BFY25 $993.0M

EPS (Diluted)

-10.3% YoY

$2.35FY 2025

FY22 $4.13FY23 $3.49FY24 $2.62FY25 $2.35

Total Assets

+1.2% YoY

$15.14BFY 2025

FY22 $12.04BFY23 $15.08BFY24 $14.96BFY25 $15.14B

Op. Cash Flow

-5.2% YoY

$1.06BFY 2025

FY22 $1.25BFY23 $1.36BFY24 $1.12BFY25 $1.06B

Free Cash Flow

+4.6% YoY

$847.0MFY 2025

FY22 $1.03BFY23 $998.0MFY24 $810.0MFY25 $847.0M

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$13.65B -1.2%	$13.82B +4.2%	$13.27B +3.7%	$12.79B -2.3%	$13.09B +12.6%	$11.63B
Net Income	$608.0M -12.3%	$693.0M -26.1%	$938.0M -18.4%	$1.15B +5.3%	$1.09B +71.2%	$638.0M
Operating Income	$993.0M -13.3%	$1.15B -13.5%	$1.32B -16.3%	$1.58B +7.3%	$1.47B +49.5%	$986.0M
EPS (Diluted)	$2.35 -10.3%	$2.62 -24.9%	$3.49 -15.5%	$4.13 +12.8%	$3.66 +75.1%	$2.09
Total Assets	$15.14B +1.2%	$14.96B -0.8%	$15.08B +25.3%	$12.04B -4.5%	$12.61B +2.0%	$12.36B
Operating Cash Flow	$1.06B -5.2%	$1.12B -17.3%	$1.36B +8.5%	$1.25B -8.6%	$1.37B -5.3%	$1.44B
Free Cash Flow	$847.0M +4.6%	$810.0M -18.8%	$998.0M -2.9%	$1.03B -4.3%	$1.07B -15.5%	$1.27B

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Available Research

13F Pro tracks comprehensive data for LKQ CORP including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of LKQ

BlackRock, Inc.
$1.0B38,552,815 sh
PZENA INVESTMENT MANAGEMENT LLC
$398.7M15,142,285 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$379.7M14,419,542 sh
FULLER & THALER ASSET MANAGEMENT, INC.
$317.0M12,041,227 sh
VANGUARD CAPITAL MANAGEMENT LLC
$302.1M11,473,107 sh
DIMENSIONAL FUND ADVISORS LP
$299.0M11,357,754 sh
NORDEA INVESTMENT MANAGEMENT AB
$250.4M9,611,583 sh
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
$249.2M9,391,864 sh
STATE STREET CORP
$232.6M8,834,793 sh
MORGAN STANLEY
$212.5M8,071,653 sh

Fund	Value	Shares
BlackRock, Inc.	$1.0B	38,552,815
PZENA INVESTMENT MANAGEMENT LLC	$398.7M	15,142,285
VANGUARD PORTFOLIO MANAGEMENT LLC	$379.7M	14,419,542
FULLER & THALER ASSET MANAGEMENT, INC.	$317.0M	12,041,227
VANGUARD CAPITAL MANAGEMENT LLC	$302.1M	11,473,107
DIMENSIONAL FUND ADVISORS LP	$299.0M	11,357,754
NORDEA INVESTMENT MANAGEMENT AB	$250.4M	9,611,583
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$249.2M	9,391,864
STATE STREET CORP	$232.6M	8,834,793
MORGAN STANLEY	$212.5M	8,071,653

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Is LKQ a good stock to buy?

13F Pro's AI-powered analysis of LKQ CORP (LKQ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for LKQ are available on the LKQ stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. LKQ is classified as a mid company.

Which hedge funds own LKQ?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling LKQ. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of LKQ CORP's investment landscape.