LKQ Corp (NASDAQ:LKQ) Q2 2025 Earnings: Revenue Meets Expectations, Profitability Falls Short

LKQ Corp (NASDAQ:LKQ) reported its second-quarter 2025 earnings, delivering revenue in line with Wall Street expectations but falling short on profitability. The automotive parts distributor posted $3.64 billion in sales, a 1.9% year-over-year decline, narrowly missing the consensus estimate of $3.68 billion. Non-GAAP earnings per share (EPS) came in at $0.87, 5.8% below the anticipated $0.93.

Key Takeaways from Q2 2025 Earnings

• Revenue: $3.64 billion (vs. $3.68 billion expected) – a slight miss but broadly in line.
• EPS: $0.87 (vs. $0.93 expected) – a notable shortfall.
• Market Reaction: Shares dropped nearly 10% in pre-market trading, reflecting investor disappointment in profitability.

Market Reaction & Performance Context

The sharp pre-market decline suggests that investors were more sensitive to the earnings miss than the revenue performance. Despite recent stability—with shares up 0.03% over the past week and 2.5% over the past month—the weaker-than-expected EPS appears to have triggered a sell-off.

Strategic Moves & Outlook

The company emphasized its ongoing efforts to simplify its portfolio and improve return on invested capital, reaffirming its three-year plan to enhance shareholder value. However, no specific forward guidance was provided in the press release, leaving analysts’ estimates as the primary benchmark for future expectations.

Looking Ahead: Analyst Estimates

• Q3 2025 Revenue Estimate: $3.66 billion
• Full-Year 2025 Revenue Estimate: $14.37 billion
• Q3 2025 EPS Estimate: $0.95

Given the lack of company-provided guidance, investors will likely scrutinize whether LKQ can meet or exceed these projections in the coming quarters.

For more detailed earnings data and analyst estimates, visit LKQ’s earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.