Feed / LQDT

Liquidity Services, Inc.

LQDT

Consumer Cyclical · 42.44 +2.1% today

Isolated · not yet confirmedMarket checked 11 Sept, 15:50 GMT-4

Market read

Liquidity Services, Inc.'s current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Company+2.1% todayVolume comparison unavailable
Market group0 of 19 activeConsumer Services & Insurance · unavailable
Disclosed network0 of 0 confirmingRelationship data unavailable
What would change this read
  • LQDT's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if LQDT's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Consumer Cyclical · Internet Retail

No new filing conclusion is available. 0 of 19 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 0 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • LQDT's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 12, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements93
Verified relationships2
Evidence supporting the case
  • Latest annual revenue changed +31.2% year over year.
Evidence challenging the case
  • Diluted shares increased 2.5% in the latest annual period.
Questions before a position
  • P/E is 22% above the available filing-peer median; determine whether growth and quality justify the difference.
  • EV/sales is 26% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 11, 2026

42.44
6m+32.6%12m+61.4%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-09-30$257.5M+25.1%$1.45+4.2%
2022-09-30$280.1M+8.7%$1.20-3.7%
2023-09-30$314.5M+12.3%$0.65-4.9%
2024-09-30$363.3M+15.5%$0.63-1.4%
2025-09-30$476.7M+31.2%$0.87+2.5%

What management says matters

Persistent and emerging business drivers

Supply chain and availabilitymixed · 3 filings
3 Business realignment expense, included as a component of Other operating expenses, net, on the Condensed Consolidated Statement of Operations, includes the amounts accounted for as exit costs under ASC 420, Exit or Disposal Cost Obligations, and the related…
10-Q · May 7, 2026
Legal and regulatory exposurenegative · 2 filings
As a result of the settlement agreement, the Company recorded a $ 0.5 million litigation settlement expense net of insurance recovery during the year ended September 30, 2024, which is included in General and administrative expenses on the Consolidated Statem…
10-K · Nov 20, 2025
Demand and volumemixed · 1 filings
Cost of goods sold decreased $12.1 million, primarily due to improved margins from robust buyer demand optimized through our multi-channel approach in our RSCG reportable segment, as well as lower transaction processing fees, during the six months ended March…
10-Q · May 7, 2026
Pricing and mixpositive · 1 filings
Revenue in our Machinio & Software Solutions businesses increased 19.9%, or $2.4 million, due to Machinio price increases and continued growth in its subscribers, and from the acquisition of Auction Software to form our Software Solutions business.
10-Q · Aug 7, 2025

Valuation discipline

Descriptive valuation snapshot

Price/sales 2.9× · EV/sales 2.9×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

42.44+2.1% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for LQDT. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

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.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for LQDT. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind LQDT

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

LQDT is currently a Follower in the organic co-movement group Consumer Services & Insurance. This group is discovered from market behaviour rather than assigned from an industry taxonomy. No verified filing-linked names are available yet.

This group is retained as the last observed read for LQDT; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.