LKQ · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

LKQ CORP · 2026-10-29 · Importance 43 · Surprise 32 · In source text

Third-quarter 2026 total revenue declined $180 million, or 5.1%, to $3.319 billion, while parts and services revenue fell $192 million, or 5.6%, to $3.222 billion. The nine-month total revenue decline was $143 million, or 1.4%, to $10.196 billion, and parts and services revenue declined $196 million, or 1.9%, to $9.889 billion. Nine-month organic parts and services revenue fell $412 million, or 4.1%, with a $174 million benefit from foreign exchange and a $42 million benefit from acquisitions and divestitures partly offsetting the decline.

Key facts

• Europe's nine-month 2026 parts and services revenue decreased $220 million, or 4.7%, to $4,511 million; organic revenue decreased $420 million, or 8.9%. source
• LKQ's three-month 2026 parts and services revenue decreased $192 million, or 5.6%, with Europe down $164 million (10.2%) and North America down $37 million (2.6%), partially offset by Specialty up $9 million (1.9%). source
• LKQ's three-month 2026 parts and services revenue decreased organically by $186 million, or 5.4%, and by $24 million, or 0.7%, from foreign exchange, partially offset by a $19 million, or 0.6%, increase from acquisitions and divestitures. source
• LKQ's three-month 2026 parts and services revenue in North America decreased $37 million, or 2.6%, to $1,306 million, as organic revenue fell $32 million, or 2.4%. source
• Europe's three-month 2026 parts and services revenue decreased $164 million, or 10.2%, to $1,451 million; organic revenue decreased $158 million, or 9.8%. source
• LKQ's nine-month 2026 parts and services revenue decreased $196 million, or 1.9%, with Europe down $220 million (4.7%) and North America down $23 million (0.6%), partly offset by Specialty up $47 million (3.5%). source
• LKQ's nine-month 2026 parts and services revenue declined organically by $412 million, or 4.1%, partly offset by a $174 million, or 1.7%, foreign-exchange increase and a $42 million, or 0.4%, increase from acquisitions and divestitures. source
• LKQ's nine-month 2026 North America parts and services revenue decreased $23 million, or 0.6%, to $4,018 million, primarily because organic revenue declined $30 million, or 0.7%. source

Impact estimates