LKQ cuts 2025 outlook as second-quarter adjusted EPS falls 11.2% to $0.87
LKQ reported second-quarter 2025 revenue of $3.6 billion, down 1.9% from a year earlier, and adjusted diluted EPS of $0.87, down 11.2%. The company lowered its full-year 2025 outlook, citing weak repairable claims in North America, tariff uncertainty, and economic softness in Europe, which lowers the expected adjusted diluted EPS range to $3.00 to $3.30.
Key points
- Q2 2025 revenue was $3.6 billion, down 1.9%; parts and services organic revenue fell 3.4%.
- Q2 GAAP diluted EPS rose 7.1% to $0.75, while adjusted diluted EPS fell 11.2% to $0.87.
- Full-year adjusted diluted EPS outlook cut to $3.00 to $3.30 from $3.40 to $3.70; operating cash flow outlook cut to $0.875 to $1.075 billion from $1.075 to $1.275 billion.
- Board declared a quarterly dividend of $0.30 per share, payable August 28, 2025; $1.6 billion remains under the repurchase program.
The filing
Written by AI on Nov 8, 2026, 1:05 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 24, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.