异动解读 | LKQ股价盘中大跌16.42%,汽车零部件需求疲软导致公司下调全年预期

异动解读
24 Jul

汽车零部件分销商LKQ Corporation(股票代码:LKQ)今日盘中股价大跌16.42%,创下近期新低。这一显著跌幅主要源于公司下调2025年全年利润和收入预期,以及第二季度业绩不及预期。

据公司最新公告,LKQ将2025财年调整后每股收益预期从此前的3.40-3.70美元下调至3.00-3.30美元。同时,公司还将零部件和服务的年收入预期从原先的0-2%增长调整为下降1.5%-3.5%。这一调整反映了北美和欧洲市场对汽车零部件和服务需求的持续疲软。

公司第二季度业绩也不尽如人意。LKQ报告称,第二季度调整后每股收益为0.87美元,低于去年同期的0.98美元,也未达到分析师平均预期的0.92美元。季度营收同比下降1.9%,至36.4亿美元。公司表示,与关税相关的不确定性和保险成本的上升给利润率造成了压力,并减少了可维修的保险索赔数量。为应对这些挑战,LKQ在欧洲更换了超过25%的领导团队,并继续实施成本节约措施。

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