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Dec 31, 2024
LKQ Q4 2024 Earnings Report
LKQ reported a decline in revenue and profitability in Q4 2024 amid challenging market conditions.
Key Takeaways
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%.
Revenue by Segment
Revenue by Geographic Location
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.
Positive Outlook
- 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.
Challenges Ahead
- 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.
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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