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Mar 31, 2025
LKQ Q1 2025 Earnings Report
LKQ reported higher net income and EPS despite a decline in revenue for Q1 2025.
Key Takeaways
LKQ Corporation delivered a solid Q1 2025 with increased net income and EPS. However, revenue declined due to lower organic sales and foreign exchange impacts. Cost efficiency and capital returns were strong highlights.
Revenue decreased by 6.5% year-over-year to $3.5 billion.
Net income rose to $169 million, up from $158 million in Q1 2024.
Adjusted EPS was $0.79, slightly down from $0.82 a year earlier.
The company returned $118 million to shareholders via dividends and buybacks.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
LKQ reaffirmed its full-year 2025 guidance, emphasizing stable earnings expectations and robust liquidity, but noted potential tariff risks.
Positive Outlook
- Full-year adjusted EPS guidance maintained at $3.40–$3.70.
- Strong balance sheet supports growth initiatives.
- Stable operating cash flow projected between $1.075B and $1.275B.
- Free cash flow expected in the $750M–$900M range.
- Confidence in execution of cost-optimization and operational excellence plans.
Challenges Ahead
- Tariff implications remain uncertain and excluded from guidance.
- Revenue contraction observed in key segments.
- Free cash flow turned negative in Q1 2025.
- Adjusted net income declined year-over-year.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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