LKQ · 10-Q · 2026Q3 · Full report

Specialty Product Demand

LKQ CORP · 2026-10-29 · Importance 25 · Surprise 32

Specialty parts and services revenue rose 1.9% in the third quarter, with organic growth of 0.9% driven primarily by volume growth in recreational vehicle and marine product lines. Those gains were partially offset by volume declines in automotive product lines. For the first nine months, Specialty revenue increased 3.5%, with organic growth of 2.9% primarily from marine and RV volume growth.

Key facts

• Specialty's nine-month 2026 parts and services revenue increased $47 million, or 3.5%, to $1,360 million, primarily due to $38 million (2.9%) organic growth driven by marine and RV volumes. source
• Specialty's three-month 2026 parts and services revenue increased $9 million, or 1.9%, to $465 million; organic revenue increased $4 million, or 0.9%, mainly from RV and marine growth partly offset by automotive declines. source