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LKQ (LKQ) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 29, 2026 · LKQ (LKQ) Q3 2026 earnings results →

Q3 2026 Revenue down 5% year over year to $3.3B · 1¢ of every $1 of revenue lost · operating margin 1.6%

LKQ made $3.3B in Q3 2026 (-5% Y/Y): Europe $1.5B, North America Segment $1.4B, Specialty $465M. Operating margin 1.6%, net loss $27.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 29, 2026.

Revenue$3.3B
Year over year-5%
Operating margin1.6%
Net earnings−$27.0M
Operating cash flow$411M

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LKQ Q3 2026 revenue breakdown: Sankey diagram of revenue (Europe, North America Segment, Specialty), costs, profit and cash flow
LKQ Q3 2026 revenue breakdown — free to use with credit and a link (terms). Share on X
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What changed this quarter

Revenue was $3.3B in Q3 2026, down 5% year over year and down 3% from the previous quarter. Europe was the largest line at 44% of revenue. Europe lost $0.17B year over year (down 10%), 93% of the total change.

Gross margin was 37.2%, down 1.1 points from Q3 2025. Operating profit was $0.05B, a 1.6% margin (down 6.2 points year over year). Operating expenses grew 11% against a revenue fall of 5%. The fastest-growing cost line was Other operating costs (+106%). The quarter ended with a net loss of $0.03B, after a profit of $0.14B the previous quarter. Net interest and other expense of $0.05B was the main reason.

Operating cash flow was $0.41B (down 7% year over year). Non-cash charges added back $0.10B of depreciation and amortization and $0.01B of share-based compensation. Working capital and other items added $0.33B. After purchases of property, plant and equipment ($0.04B), free cash flow as the company reports it was $0.37B.

Quarterly history

LKQ revenue by quarterLKQ revenue by quarter$3.3BQ1 2025$3.5BQ2 2025$3.5BQ3 2025$3.3BQ4 2025$3.5BQ1 2026$3.4BQ2 2026$3.3BQ3 2026
LKQ net earnings by quarterLKQ net earnings by quarter$169MQ1 2025$193MQ2 2025$180MQ3 2025$66.0MQ4 2025$79.0MQ1 2026$136MQ2 2026−$27.0MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 29, 2026$3.3B-5%1.6%−$27.0M$411M
Q2 202610-QJul 30, 2026$3.4B-3%6.6%$136M$111M
Q1 202610-QApr 30, 2026$3.5B+4%6.3%$79.0M−$56.0M
Q4 202510-KFeb 19, 2026$3.3B+3%4.6%$66.0M$330M
Q3 202510-QOct 30, 2025$3.5B+1%7.8%$180M$440M
Q2 202510-QJul 24, 2025$3.5B-5%8.5%$193M$296M
Q1 202510-QApr 24, 2025$3.3B-10%8.6%$169M−$3.0M

Charts

LKQ: revenue growth, year over year and quarter over quarterLKQ: revenue growth, year over year and quarter over quarterY/YQ/Q-10%Q1 2025-5%+6%Q2 2025+1%0%Q3 2025+3%-5%Q4 2025+4%+5%Q1 2026-3%-2%Q2 2026-5%-3%Q3 2026
Latest (Q3 2026): Y/Y -5%, Q/Q -3%.
LKQ: where the cash came from (+) and went (−), TTM to Q3 2026LKQ: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$796MOther financing−$531MOther investing$385MDividends−$306MCapital spending−$186MBuybacks−$123MNet borrowing (+) / repaid (−)$47.0MAcquisitions−$38.0MCash drawn (+) / kept (−)−$33.0MExchange rates−$11.0M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
LKQ: profit against cash, quarter by quarterLKQ: profit against cash, quarter by quarterNet incomeOperating cash flow$157M$235MQ4 2024$169M−$3.0MQ1 2025$193M$296MQ2 2025$180M$440MQ3 2025$66.0M$330MQ4 2025$79.0M−$56.0MQ1 2026$136M$111MQ2 2026−$27.0M$411MQ3 2026
Latest (Q3 2026): Net income −$27.0M, Operating cash flow $411M.
LKQ: diluted shares by fiscal yearLKQ: diluted shares by fiscal year305MFY2020298MFY2021278MFY2022268MFY2023264MFY2024258MFY2025
-15.5% since FY2020: buybacks shrank the count.
LKQ: long-term debt falling due (FY2025)LKQ: long-term debt falling due (FY2025)$32.0M2026$525M2027$1.1B2028$522M2029$9.0M2030$1.5BLater
Cash $319M, short-term investments —, long-term debt — at 2025-12-31.

Interactive views

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💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About LKQ

LKQ Corporation ("LKQ," the "Company" or "we") is a global distributor of vehicle products, including replacement parts, components and systems used in the repair and maintenance of vehicles, and specialty aftermarket products and accessories to improve the performance, functionality and appearance of vehicles. Buyers of vehicle replacement products have the option to purchase from primarily four sources: new products produced by original equipment manufacturers ("OEMs"); new products produced by companies other than the OEMs, which are referred to as aftermarket products; salvaged products taken from total loss vehicles; and reconditioned products that have been refurbished or remanufactured. Collectively, we refer to the three sources that are not new OEM products as alternative parts.

In its own words, from its 10-K, filed Feb 19, 2026.

LKQ against its Wholesale-Motor Vehicles & Motor Vehicle Parts & Supplies peers

The largest companies of the same SEC industry, each at its latest quarter.

CompanyQuarterRevenueY/YOp. margin
LKQ LKQQ3 2026$3.3B-5%1.6%
CTNT Cheetah Net Supply Chain ServiceQ2 2026$869K+145%-101.5%

Source: LKQ 10-Q on SEC EDGAR · CIK 1065696 · Wholesale-Motor Vehicles & Motor Vehicle Parts & Supplies

13F: who owns LKQ and who is buying

Largest holders of LKQ (13F)Largest holders of LKQ (13F)BlackRock$1.0BVanguard Group$825MPzena Investment Management LLC$515MVanguard Portfolio Management LLC$380MFuller & Thaler Asset Management$317MVanguard Capital Management LLC$302MDimensional Fund Advisors LP$299MNordea Investment Management AB$250MMassachusetts Financial Services$249MState Street$233M
Funds' net buying of LKQ by quarter (13F)Funds' net buying of LKQ by quarter (13F)$241M2024-09$359M2024-12$206M2025-03$203M2025-06−$100M2025-09$540M2025-12$69.1M2026-03−$161M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on LKQ

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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中文版:LKQ(LKQ)财报

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