LKQ · Full Picture

LKQ CORP — the full picture

Trailing window · 2026-05-11 to 2026-08-09

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

1. Revenue Performance and Mix · Revenue growth & mixPriority 51
   -6.4% revenue (realized); quote_verified
   Q2 revenue declined 6% year-over-year to $3.4B.
2. Geographic Market Commentary · Geographic mixPriority 25
   quote_verified
   European operations are hampered by ERP disruptions and lost wallet share.
3. Geographic Revenue Shift · Geographic mixPriority 25
   quote_verified
   North America achieved its first positive organic growth in nine quarters.
4. Operating Margin Drivers · Operating income & profitabilityPriority 25
   quote_verified
   North America's improvement was driven by increased alternative parts adoption and stable aftermarket demand.

Threads by pillar

Revenue & Demand Priority 53 · 3 threads

• Revenue Performance and MixPriority 51 · News
• Geographic Market CommentaryPriority 25 · News
• Geographic Revenue ShiftPriority 25 · News

Costs & Margins Priority 25 · 1 thread

• Operating Margin DriversPriority 25 · News

Expected impact by metric