-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：LKQ公司（LKQ）公佈第一季調整後每股收益為0.67美元，低於去年同期的0.74美元（年減10%），與市場預期一致。本季銷售額強於預期，但毛利率低於預期。淨銷售額成長4.3%至34.7億美元（比市場預期高出7,000萬美元），但毛利率下降110個基點至38.4%（比市場預期低10個基點）。 LKQ維持2026年調整後每股盈餘預期為2.90美元至3.20美元，低於市場普遍預期的3.02美元。管理層指出，一些早期跡象表明公司可能出現復甦，包括保險費壓力緩解、二手車價格上漲以及汽車市場整體穩定，但他們對在展望中反映實質復甦仍持謹慎態度。我們認為，業績和指引反映了經銷商面臨的艱難環境，由於LKQ在全球業務中持續面臨需求疲軟，短期前景依然充滿挑戰。值得注意的是，繼2021年調整後每股盈餘達到3.96美元的高峰後，2025年將是LKQ每股盈餘連續第四年下降。
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