LKQ
Market read
The latest filing evidence is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Invalidation: The isolated read changes if LKQ's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 10 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“The decrease in gross margin dollars was driven by cost increases from tariffs and inflationary pressures, unfavorable customer mix, and lower vendor rebates from lower volumes, partially offset by pricing initiatives and higher other revenue.”10-Q · Apr 30, 2026 ↗
“This overall increase was driven by a $164 million, or 5.1%, increase due to fluctuations in foreign exchange rates, and a $6 million, or 0.2%, increase due to the net impact of acquisitions and divestitures, partially offset by an organic parts and services…”10-Q · Apr 30, 2026 ↗
“We evaluated our investment in Mekonomen for impairment and concluded that events occurring in Q1 2026 signaled the decline in fair value was other-than-temporary, specifically the change in financial condition, including the significant increase in their lev…”10-Q · Apr 30, 2026 ↗
“Accordingly, interest expense attributable to the repaid borrowings has been included in discontinued operations for all periods presented .”10-Q · Apr 30, 2026 ↗
Valuation discipline
Price/sales 0.4× · EV/sales 0.4×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for LKQ. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-04-30 against the comparable filing from 2025-04-24.
“This increase was due to (i) an $11 million increase in revenue from precious metals (platinum, palladium, and rhodium) primarily due to higher prices, (ii) an $8 million increase in revenue from other scrap (e.g., aluminum) and cores due to higher volumes and prices, and (iii) a $4 million increase in revenue from scrap steel primarily due to higher volumes and, to a lesser extent, higher prices. (3) Gross margin decreased by $15 million, or 2.4%, to $612 million for the three months ended March 31, 2026.”
“Gross margin percentage decreased by 0.5% which was driven by lower vendor rebates and lower margins from a competitive pricing environment in certain markets. (3) SG&A expenses increased by $41 million, or 9.3%, to $500 million for the three months ended March 31, 2026.”
“This increase was due to the effect of an exchange rate increase of $152 million, or 10.1%, primarily due to the strengthening of the euro, and to a lesser extent, the pound sterling and Czech koruna against the U.S. dollar, partially offset by an organic revenue decrease of $61 million, or 4.0%, primarily driven by decreased volumes due to heightened competition in certain markets and difficult economic conditions. (2) Gross margin increased by $29 million, or 5.0%, to $620 million for the three months ended March 31, 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“In 2010, he joined Euro Car Parts, which was acquired by LKQ in 2011.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
LKQ is currently a Participant in the organic co-movement group Consumer Demand Sensitivity. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for LKQ; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.