LKQ Corporation sources (LKQ) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and LKQ published the results on October 29, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. LKQ reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• GAAP EPS and net income on this page are from continuing operations attributable to LKQ stockholders, the figures LKQ's release leads with. Including discontinued operations (the Self Service segment, sold September 30, 2025), diluted net loss per share was $(0.10), against earnings of $0.70 a year earlier.
• LKQ published preliminary Q3 2026 results on October 23, 2026, together with a CEO change and the withdrawal of its full-year guidance, and reported full results on October 29, 2026.
• Q3 2026 results include $111 million of pre-tax non-cash impairment charges: $88 million of goodwill in the Specialty reporting unit and $23 million on the Romanian operations LKQ has agreed to sell.

Source: LKQ Q3 2026 results, October 29, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How LKQ splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• LKQ's North America revenue was $1.4 billion in Q3 2026, down 1% from $1.4 billion in Q3 2025, 42% of total revenue.
• LKQ's Europe revenue was $1.5 billion in Q3 2026, down 10% from $1.6 billion in Q3 2025, 44% of total revenue.
• LKQ's Specialty revenue was $465 million in Q3 2026, up 2% from $457 million in Q3 2025, 14% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Revenue and diluted EPS from continuing operations attributable to LKQ stockholders, each as first reported in that quarter's earnings release.

We do not hold a confirmed date for LKQ's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 29, 2026

LKQ's revenue fell 5.1% to $3,319 million in Q3 2026 from $3,499 million. It reports three segments: North America ($1,402 million), Europe ($1,453 million) and Specialty ($465 million), less $1 million of eliminations. Parts and services revenue fell 5.6%, made up of a 5.4% organic decline, a 0.7% foreign exchange drag and a 0.6% net gain from acquisitions and divestitures. (LKQ Q3 2026 earnings release, Oct 29, 2026)

LKQ sells what it calls alternative parts: aftermarket products made by companies other than the carmakers, salvaged parts taken from total loss vehicles, and refurbished or remanufactured parts. Insurers do not buy these parts but bear repair costs above the deductible, so the 10-K says they often influence which parts are used in collision repairs. (LKQ Form 10-K, 2025, Feb 19, 2026)

LKQ's Europe parts and services revenue fell $164 million, or 10.2%, to $1,451 million. The 10-Q puts the 9.8% organic decline down primarily to lower volumes from operational problems with an ERP implementation in Germany in the second quarter, and to a lesser extent volume declines in the United Kingdom and Benelux. Europe's Segment EBITDA margin fell to 4.6% from 10.0%. (LKQ Form 10-Q, Q3 2026, Oct 29, 2026; LKQ Q3 2026 earnings release, Oct 29, 2026)

LKQ's North America parts and services revenue fell 2.6% to $1,306 million, mainly on lower collision and mechanical parts volumes in salvage operations and lower aftermarket and paint, body and equipment volumes from fewer repairable claims, partly offset by pricing. North America's other revenue, from scrap, cores and precious metals, rose 18.1% to $95 million on higher prices. (LKQ Form 10-Q, Q3 2026, Oct 29, 2026)

LKQ's Specialty parts and services revenue rose 1.9% to $465 million, helped by recreational vehicle and marine product lines and an acquisition, while automotive product lines declined. The board suspended its strategic review, including the process to sell the Specialty segment, to let new leadership assess the business. (LKQ Form 10-Q, Q3 2026, Oct 29, 2026; LKQ Q3 2026 earnings release, Oct 29, 2026)

LKQ reported a diluted loss per share from continuing operations of $(0.09) in Q3 2026, against earnings of $0.69 a year earlier. Adjusted diluted EPS was $0.50, against $0.84. The adjusted figure adds back the $88 million goodwill impairment for the Specialty reporting unit, a $23 million impairment of net assets held for sale for the Romanian operations, $34 million of amortization of acquired intangibles and $24 million of restructuring and transaction related expenses, less a $23 million tax effect. (LKQ Q3 2026 earnings release, Oct 29, 2026)

LKQ's effective income tax rate was 691.7% in the quarter, against 20.0% a year earlier. The 10-Q says the nondeductible portion of the Specialty goodwill impairment, $84 million, cut pretax income without a matching tax benefit: the provision for income taxes was $32 million on pretax income of $5 million. (LKQ Form 10-Q, Q3 2026, Oct 29, 2026; LKQ Q3 2026 earnings release, Oct 29, 2026)

LKQ's diluted share count was 252.9 million, down from 257.3 million. In the quarter LKQ spent $30 million to repurchase 1.2 million shares and paid $76 million in dividends, and on October 27, 2026 the board declared a dividend of $0.30 per share. (LKQ Q3 2026 earnings release, Oct 29, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

LKQ gives no outlook in its Q3 2026 release. On October 23, 2026 it withdrew its full-year 2026 guidance, last updated on July 30, 2026, at the same time as it announced preliminary Q3 results and appointed Salvatore A. Abbate as President and Chief Executive Officer, effective December 15, 2026. (LKQ Q3 2026 earnings release, Oct 29, 2026)

LKQ's board has engaged Alvarez & Marsal to advise on the European operations. LKQ's chairman said its recent performance had not met the standards the board expects, particularly in Europe. (LKQ Q3 2026 earnings release, Oct 29, 2026)

A consensus figure is the average of the models published by the analysts who cover LKQ, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones LKQ's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning LKQ is on is LKQ a buy or a sell?, what analysts expect next is on the LKQ forecast, and what the company does is on the LKQ Corporation sources (LKQ) stock page.

Every number on this page can be traced to a document LKQ published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.