文章核心观点 - LKQ公司旗下子公司Keystone Automotive Operations在2024年拉斯维加斯SEMA展上获得年度渠道合作伙伴奖 其旗下Warn Industries获最佳新产品奖中的越野/四轮驱动产品奖 [1] - Keystone Automotive Operations总裁表示公司专注于卓越运营并利用增长潜力奖项是团队努力的证明 [2] - SEMA是代表7000多家会员公司的协会年度渠道合作伙伴奖认可了Keystone的贡献 [2] - LKQ公司是汽车和其他车辆维修及配件的替代和特殊零件的领先供应商在多地有业务提供多种产品和服务 [3] 关于LKQ公司 - LKQ公司旗下子公司Keystone Automotive Operations在2024年SEMA展上获年度渠道合作伙伴奖其Warn Industries获越野/四轮驱动产品奖 [1] - Keystone Automotive Operations总裁称公司专注于卓越运营利用增长潜力奖项是团队努力成果 [2] - LKQ公司是汽车及其他车辆维修和配件的替代和特殊零件的主要供应商在北美欧洲和台湾有业务提供多种产品和服务 [3] 关于SEMA - SEMA是代表7000多家会员公司的协会这些公司涉及汽车特殊零件的创造买卖和使用 [2] - 年度渠道合作伙伴奖认可了Keystone Automotive Operations对售后零件分销行业的重大贡献包括对新技术和物流库存管理系统的投入以确保对客户的及时准确交付 [2]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 ________________________________________ FORM 10-Q ____________________________ ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Transition Period from to Commission File Number: 001-42002 ____________________________ LKQ CORPORATION (Exact name o ...

财务数据和关键指标变化 - 第三季度调整后的每股收益为0.88美元，同比增长2% [17] - 由于持续的股票回购计划和税收降低，调整后的每股收益提高了约0.04美元 [17] - 自由现金流在第三季度为3.41亿美元，年初至今总计为6.61亿美元 [23][24] 各条业务线数据和关键指标变化 - 北美业务的调整后EBITDA利润率为16.1%，同比下降90个基点 [19] - 欧洲业务的EBITDA利润率为10.2%，同比提高90个基点 [21] - 专业业务的EBITDA利润率为7.3%，同比下降130个基点 [22] - 自助服务业务的EBITDA利润率为7.3%，同比提高近800个基点 [23] 各个市场数据和关键指标变化 - 北美市场的零部件和服务收入按日计算下降7.5% [11] - 欧洲市场的收入按日计算持平，较第二季度的1.3%下降有所改善 [11] - 北美的修复索赔下降9.5%，而碰撞量下降6% [9][10] 公司战略和发展方向和行业竞争 - 公司专注于运营卓越和最大化股东回报，计划通过简化和整合业务来提高效率 [5][6] - 公司已完成对波兰和波斯尼亚业务的出售，以消除亏损业务并释放管理时间 [7] - 公司在北美和欧洲的重组计划正在进行，以应对持续的市场需求压力 [18] 管理层对经营环境和未来前景的评论 - 管理层指出，经济和行业的逆风对第三季度的业绩产生了负面影响，预计这些逆风将持续到2025年 [10][28] - 管理层对未来的修复索赔量恢复持谨慎态度，预计将需要更长的恢复期 [10][44] 其他重要信息 - 公司在第三季度回购了300万股股票，耗资约1.25亿美元 [6] - 公司计划在2025年继续支付每股0.30美元的季度现金股息 [24] 问答环节所有提问和回答 问题: 关于涂料业务的竞争情况 - 管理层表示，涂料业务的竞争是多方面的，既有市场变化也有竞争对手的战术调整 [31] - 通过整合仓库，LKQ能够提供更高的服务水平，增强了与竞争对手的竞争力 [34] 问题: 北美市场的售后市场情况 - 管理层指出，售后市场的表现与修复索赔费用密切相关，索赔的下降对售后市场造成了压力 [36] - 由于去年市场的强劲表现，当前的比较基数较高，导致售后市场面临更大的挑战 [38] 问题: 未来的收购机会 - 管理层表示，当前不寻求大型收购，主要关注小型、协同效应强的收购机会 [54] - 行业内的整合机会可能会增加，尤其是面对利润压力的较小竞争对手 [54] 问题: Elitek诊断和校准业务的增长情况 - 管理层提到，尽管修复索赔下降，Elitek业务仍在增长，且保持良好的利润率 [56] 问题: 工作资本现金流的管理 - 管理层表示，整体贸易工作资本改善约10%，预计在未来一两年内仍有提升空间 [58]

LKQ Corporation (LKQ) delivered adjusted earnings of 88 cents per share for third-quarter 2024, which beat the Zacks Consensus Estimate of 87 cents and rose from 86 cents reported in the year-ago period. The aftermarket auto parts distributor registered quarterly revenues of $3.58 billion, missing the Zacks Consensus Estimate of $3.63 billion. The top line, however, grew from the year-ago level of $3.56 billion. Parts and services organic revenues decreased 2.8% year over year.Stay up-to-date with the quart ...

文章核心观点 - 公司第三季度收入为35.8亿美元,同比增长0.5% [1] - 公司第三季度每股收益为0.88美元,同比增长2.3% [1] - 公司收入和每股收益均略低于分析师预期 [1] 公司财务数据总结 收入 - 公司第三季度收入为35.8亿美元,同比增长0.5% [1] - 其中: - 零件及服务收入为34.3亿美元,同比增长0.6% [1] - 其他收入为1.57亿美元,同比下降2.5% [1] - 按地区划分: - 北美批发业务收入为13.5亿美元,同比增长2.8% [1] - 欧洲收入为16.1亿美元,同比增长1.8% [1] - 特殊业务收入为4.19亿美元,同比下降8.3% [1] - 按业务线划分: - 批发业务有机增长-6.1%,低于预期-3.1% [1] - 欧洲业务有机增长1.8%,高于预期1.1% [1] - 特殊业务有机增长-8.5%,低于预期-1.8% [1] 盈利 - 公司第三季度每股收益为0.88美元,同比增长2.3% [1] - 每股收益略高于分析师预期0.87美元 [1] 行业表现 - 公司股价在过去一个月内下跌3.3%,低于标普500指数1.5%的涨幅 [2] - 公司目前被评为卖出评级 [2]

LKQ (LKQ) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.86 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 1.15%. A quarter ago, it was expected that this vehicle components company would post earnings of $1.03 per share when it actually produced earnings of $0.98, delivering a surprise of -4.85%.Over the last four quarters, the com ...

Exhibit 99.1 LKQ CORPORATION ANNOUNCES RESULTS FOR THIRD QUARTER 2024 • Revenue of $3.6 billion (a 0.5% increase compared to the same period in 2023) • Diluted EPS of $0.73; adjusted diluted EPS of $0.88 • Third quarter operating cash flow of $420 million; free cash flow of $341 million • Repurchased $125 million of LKQ shares • $1 billion increase to stock repurchase program announced, raising the aggregate authorization to $4.5 billion through October 25, 2026 • Dividend of $0.30 per share approved to be ...

Revenue of $3.6 billion (a 0.5% increase compared to the same period in 2023)Diluted EPS2 of $0.73; adjusted diluted EPS1,2 of $0.88Third quarter operating cash flow of $420 million; free cash flow1 of $341 millionRepurchased $125 million of LKQ shares$1 billion increase to stock repurchase program announced, raising the aggregate authorization to $4.5 billion through October 25, 2026Dividend of $0.30 per share approved to be paid in the fourth quarter of 2024 ANTIOCH, Tenn., Oct. 24, 2024 (GLOBE NEWSWIRE) ...

ANTIOCH, Tenn., Oct. 24, 2024 (GLOBE NEWSWIRE) -- LKQ Corporation (Nasdaq: LKQ) today announced that its Board of Directors has authorized a $1 billion increase and a one-year extension to its stock repurchase program, raising the aggregate authorization under the program to $4.5 billion and authorizing repurchases through October 25, 2026. Since initiating the stock repurchase program in late October 2018, the Company has repurchased approximately 62 million shares of its common stock for a total of $2.7 b ...

In its upcoming report, LKQ (LKQ) is predicted by Wall Street analysts to post quarterly earnings of $0.87 per share, reflecting an increase of 1.2% compared to the same period last year. Revenues are forecasted to be $3.63 billion, representing a year-over-year increase of 1.8%.Over the last 30 days, there has been a downward revision of 0.8% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their initial forecas ...