NASDAQ$LKQ

LKQ Corp · Q4 2024 earnings

Q4 2024 earnings · · Before market open · Investor relations

Briefing

LKQ reported a decline in revenue and profitability in Q4 2024 amid challenging market conditions.

LKQ Corporation reported Q4 2024 revenue of $3.357 billion, a 4.1% decline from the previous year. Adjusted EPS was $0.80, down from $0.84 in Q4 2023. Net income also declined to $156 million, reflecting ongoing operational challenges. Despite the headwinds, the company continued returning capital to shareholders through share repurchases and dividends.

  • Q4 revenue declined 4.1% YoY to $3.357 billion.
  • Adjusted EPS fell 4.8% YoY to $0.80.
  • Net income dropped to $156 million from $184 million in Q4 2023.
  • Europe segment achieved record Q4 EBITDA margin of 10.1%.

Headline financials

Total Revenue

$3.36B

Previous: $3.5B-4.1%
EPS (adj)

$0.80

Previous: $0.84-4.8%
Total Segment EBITDA

$392M

No prior period
Capital Expenditures

-$86M

Previous: -$125M+31.2%
Net Income

$152M

Previous: $178M-14.6%
Operating Income

$271M

Previous: $277M-2.2%
Gross Profit

$1.33B

Previous: $1.4B-5.3%

Revenue & EPS history

LKQ · Revenue · Quarterly

$3.36B

Q4 2024-4.1%vs Q4 2023
Beat estimate in 7 of 15 quarters(47%)
ActualEstimate

Revenue by segment

LKQ · $2.04B total across 2 segments · Q3 2023

  • Europe
    $1.58B+14.9%
  • Specialty
    $456M+0.9%

Forward guidance

LKQ expects organic revenue growth of 0% to 2% for parts and services in 2025, with adjusted EPS projected between $3.40 and $3.70.

Tailwinds

  • Expected revenue growth of 0% to 2% in parts and services.
  • Adjusted EPS guidance of $3.40 to $3.70.
  • Operating cash flow projected between $1.075B and $1.275B.
  • Free cash flow forecasted between $750M and $900M.
  • Commitment to margin improvement and shareholder returns.

Headwinds

  • Macroeconomic challenges could weigh on demand.
  • Potential impact from foreign exchange fluctuations.
  • Higher restructuring and transaction-related costs.
  • Uncertainty in commodity price trends affecting revenue.
  • Industry recovery remains uneven across regions.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.3%

Avg return

Earnings day

-0.5%

Avg return

5 days after

-1.3%

Avg return

30 days after

57%

39 / 69 earnings

Positive

+12.9%

Q2 2013

Best reaction

-15.8%

Q1 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.4%-7.8%-11.6%
Q4 2025-1.0%+0.9%-14.9%
Q3 2025+3.7%+1.2%-1.2%
Q2 2025-0.5%-1.4%+1.9%
Q1 2025-11.6%-10.6%-4.6%
Q4 2024+6.0%+5.4%+2.5%
Q3 2024-0.6%-1.1%+1.9%
Q2 2024-9.7%-8.2%-4.2%
Q1 2024-11.5%-10.8%-13.3%
Q4 2023+3.7%+5.2%+4.9%
Q3 2023-7.2%-6.4%-2.3%
Q2 2023-5.2%-3.5%-9.9%
Q1 2023+2.7%+1.8%-4.7%
Q4 2022+1.5%+1.0%-5.1%
Q3 2022+3.8%+0.1%+2.7%
Q2 2022+2.2%+2.0%+0.6%
Q1 2022+0.3%+2.7%+5.8%
Q4 2021-11.6%-13.5%-15.9%
Q3 2021+1.6%+4.3%+6.2%
Q2 2021+1.7%+4.4%+4.3%
Q1 2021+2.6%+5.8%+12.0%
Q4 2020+5.5%+4.8%+18.0%
Q3 2020+7.5%+15.5%+20.9%
Q2 2020-0.7%+1.5%+14.9%
Q1 2020-1.9%-1.3%+8.5%
Q4 2019-2.8%-7.9%-52.1%
Q3 2019+11.6%+13.4%+12.1%
Q2 2019+5.7%+2.5%-3.0%
Q1 2019-4.5%-4.3%-15.6%
Q4 2018+2.1%+1.9%+4.1%
Q3 2018+2.7%+3.9%+6.5%
Q2 2018+0.7%-0.5%-0.3%
Q1 2018-15.8%-19.5%-18.2%
Q4 2017-3.6%-5.4%-10.6%
Q3 2017+0.5%+3.1%+4.1%
Q2 2017+5.1%+4.3%+4.4%
Q1 2017+3.5%+4.2%+4.5%
Q4 2016-3.5%-4.4%-11.1%
Q3 2016-3.4%-3.9%+0.5%
Q2 2016+0.7%+1.1%+4.5%
Q1 2016-6.2%
Q4 2015+8.6%
Q3 2015+0.5%
Q2 2015+0.3%
Q1 2015+10.1%
Q4 2014-11.7%
Q3 2014+3.4%
Q2 2014+0.9%
Q1 2014+7.0%
Q4 2013-4.1%
Q3 2013-1.9%
Q2 2013+12.9%
Q1 2013+7.1%
Q4 2012-10.9%
Q3 2012+3.2%
Q2 2012+5.9%
Q1 2012+11.4%
Q4 2008-0.1%
Q4 2011-0.1%
Q3 2011-2.4%
Q2 2011-1.2%
Q1 2010+0.6%
Q1 2011+1.5%
Q4 2010-0.2%
Q3 2009-1.1%
Q3 2010-1.1%
Q4 2009+3.4%
Q2 2009+3.4%
Q2 2010+3.4%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro