Inferra AI / Company / LKQ
Lkq Corp
LKQ · Industrials
Last earnings Oct 29, 2026
Key results
Revenuequarter
$3.3 billion
Third Quarter 2026 Financial and Operating Results Revenue for the third quarter of 2026 was $3.3 billion, a decrease of 5.1% compared to $3.5 billion for the third quarter of 2025.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Total parts and services revenue decreased 5.6%, which included a 5.4% decrease in parts and services organic revenue, a 0.7% decrease from foreign exchange rates year over year, and the net impact of acquisitions and divestitures, which increased revenue by 0.6%.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
EPSquarter
$0.69
Diluted loss per share 2 was $(0.09) compared to diluted earnings per share 2 of $0.69 for the same period of 2025.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net incomequarter
$127 million
On an adjusted basis, net income 1,2 was $127 million compared to $216 million for the same period of 2025.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Adjusted EPSquarter
$0.50
Adjusted diluted earnings per share 1,2 was $0.50 compared to $0.84 for the same period of 2025.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Free cash flowquarter
$411 million
Cash Flow and Balance Sheet Cash flow from operations 3 and free cash flow 1,3 were $411 million and $372 million, respectively, for the third quarter of 2026.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Free cash flowQ3 2026
$466 million
Cash flow from operations 3 and free cash flow 1,3 were $466 million and $336 million, respectively, for the nine months ended September 30, 2026.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Free cash flowytd
$336 million
Cash flow from operations 3 and free cash flow 1,3 were $466 million and $336 million, respectively, for the nine months ended September 30, 2026.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
2025 Revenue Change Attributable to Organic (1) Acquisition and Divestiture Foreign Exchange Total Change (2) North America (2.4) % % (0.3) % (2.6) % Europe (9.8) % 0.8 % (1.2) % (10.2) % Specialty 0.9 % 1.2 % (0.2) % 1.9 % Parts and services (5.4) % 0.6 % (0.7) % (5.6) % North America 18.2 % % (0.1) % 18.1 % Europe (55.5) % % (1.0) % (56.4) % Other 13.6 % % (0.1) % 13.4 % Total revenue (5.0) % 0.5 % (0.7) % (5.1) % (1) We define organic revenue growth as total revenue growth from continuing operations excluding the effects of acquisitions and divestitures (i.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
AI analysis
Q3 2026 · reported Oct 29, 2026
Based on: Earnings release + parent 8-K — transcript not held
The quarter in charts
Diluted EPS — GAAP
Per diluted share, as stated
EX-99 · Oct 29, 2026 EPS values as stated in the release.
Headline figures
| Metric | Q3 2026 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | $3.3 billion | — | $3.5 billion |
| EPS | $0.69 | — | $0.84 |
| Net income | $127 million | — | $216 million |
| Adjusted EPS | $0.50 | — | $0.84 |
| Free cash flow | $411 million | — | — |
Guidance · company-stated
Direction: Withdrawn
“On October 23, 2026 the Company announced that it is withdrawing its full-year 2026 guidance, which was most recently updated on July 30, 2026.”
Classified from the release's primary full-year outlook statement.
Cash flow & capex
Capital allocation
Returning Capital to Shareholders During the third quarter of 2026, the Company invested $30 million to repurchase 1.2 million shares of its common stock and distributed $76 million in cash dividends.
Event summary
Third Quarter 2026 Financial and Operating Results Revenue for the third quarter of 2026 was $3.3 billion, a decrease of 5.1% compared to $3.5 billion for the third quarter of 2025
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Withdrawn
Company outlook — Withdrawn (“withdrawing”)
“On October 23, 2026 the Company announced that it is withdrawing its full-year 2026 guidance, which was most recently updated on July 30, 2026.”
Classified from the release's primary full-year outlook statement.
Capital allocation
Returning Capital to Shareholders During the third quarter of 2026, the Company invested $30 million to repurchase 1.2 million shares of its common stock and distributed $76 million in cash dividends.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
For the nine months ended September 30, 2026, the Company returned $313 million to its shareholders by investing $83 million to repurchase 3.1 million shares of its common stock and distributing $230 million in cash dividends.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Since initiating the stock repurchase program in late October 2018, the Company has repurchased approximately 72 million shares of its common stock for a total of $3.0 billion through September 30, 2026.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
On October 25, 2026, the Board authorized a two-year extension to its stock repurchase program, authorizing repurchases through October 25, 2028.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
On October 27, 2026, the Board declared a quarterly cash dividend of $0.30 per share of common stock, payable on December 3, 2026, to stockholders of record at the close of business on November 19, 2026.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
We believe free cash flow provides insight into our liquidity and provides useful information to management and investors concerning our cash flow available to meet future debt service obligations and working capital requirements, make strategic acquisitions, pay dividends and repurchase stock.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Strategy & priorities
Strategic Review Alongside the recent leadership changes, the Board has decided to suspend the strategic review, including the Specialty segment sales process.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
The Board will continue to oversee the strategic direction, protect shareholder interests, and ensure accountability.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
This includes evaluating opportunities that it believes could enhance shareholder value and optimize the Company s strategic positioning over the long term.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
, now part of Eastman Chemical Company, and Armstrong World Industries, with responsibilities spanning sales, marketing, distribution, logistics, manufacturing, strategy and process improvement.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Forward-looking statements include, but are not limited to, statements regarding our outlook, expectations, beliefs, hopes, intentions and strategies.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Risks & headwinds
The Board has been deeply engaged in addressing these challenges, and the appointment of a new CEO, leadership changes in Europe, and the engagement of Alvarez Marsal are important steps in a broader effort to improve execution and financial performance.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
These statements are subject to a number of risks, uncertainties, assumptions and other factors including those identified below.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
The risks, uncertainties, assumptions and other factors that could cause actual events or results to differ from the events or results predicted or implied by our forward-looking statements include the factors set forth below, and other factors discussed in our filings with the SEC, including those disclosed under the captions Risk Factors and Management s Discussion and Analysis of Financial Condition and Results of Operations in our Annual Report on Form 10-K for the year ended December 31, 2025 and in our subsequent Quarterly Reports on Form 10-Q.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
What changed vs prior quarter
Revenue — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Net income — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Lkq Corp — Earnings release (8-K exhibit)EX-99Oct 29, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
35 documents- Q3 2026
- 8-KLKQ
Oct 29, 2026
- 8-KLKQ
Oct 23, 2026
- Q2 2026
- 10-QLKQ
Jul 30, 2026
- 8-KLKQ
Jul 30, 2026
- Q1 2026
- 8-KLKQ
May 8, 2026
- 10-QLKQ
Apr 30, 2026
- 8-KLKQ
Apr 30, 2026
- Q4 2025
- 8-KLKQ
Mar 6, 2026
- 10-KLKQ
Feb 19, 2026
- 8-KLKQ
Feb 19, 2026
- 8-KLKQ
Jan 26, 2026
- Q3 2025
- 8-KLKQ
Dec 18, 2025
- 8-KLKQ
Dec 4, 2025
- 8-KLKQ
Nov 4, 2025
- 10-QLKQ
Oct 30, 2025
- 8-KLKQ
Oct 30, 2025
- 8-KLKQ
Oct 1, 2025
- EX-99LKQ
Oct 1, 2025
- Q2 2025
- 8-KLKQ
Aug 26, 2025
- EX-99LKQ
Aug 26, 2025
- 8-KLKQ
Aug 21, 2025
- EX-99LKQ
Aug 21, 2025
- 10-QLKQ
Jul 24, 2025
- 8-KLKQ
Jul 24, 2025
- Q1 2025
- 8-KLKQ
May 14, 2025
- 8-KLKQ
May 8, 2025
- 8-KLKQ
May 5, 2025
- 10-QLKQ
Apr 24, 2025
- 8-KLKQ
Apr 24, 2025
- Q4 2024
- 10-KLKQ
Feb 20, 2025
- 8-KLKQ
Feb 20, 2025
- 8-KLKQ
Feb 19, 2025
- 8-KLKQ
Feb 6, 2025
- Q3 2024
- 8-KLKQ
Dec 13, 2024
- 8-KLKQ
Dec 11, 2024
Earnings releases
12 documentsPresentations
0 documentsNo presentations for Lkq Corp are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Lkq Corp are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.