What LKQ CORP's SEC filings said

10-Q for 2026Q3, filed 29 Oct 2026, and 2 8-Ks since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

Guidance withdrawn90 · rule score among filings · 8-K Item 2.02 · 29 Oct 2026
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.
Net Income and Profitability71 · importance in its document · 8-K exhibit · 23 Oct 2026
LKQ preliminarily estimated a third-quarter 2026 net loss from continuing operations attributable to LKQ stockholders of $16 million to $32 million, compared with net income of $178 million in the third quarter of 2025. Adjusted diluted…
Operating Margin Drivers69 · importance in its document · 8-K exhibit · 29 Oct 2026
Third-quarter gross margin fell to 37.2% of revenue from 38.3% a year earlier, and gross margin dollars declined 7.8% to $1.236 billion. Operating income fell 80.7% to $53 million, or 1.6% of revenue versus 7.8%, while total Segment…
Income Tax Rate Changes59 · importance in its document · 10-Q · 2026Q3
The effective tax rate for the third quarter of 2026 was 691.7%, compared with 20.0% in the prior-year quarter, largely because the $84 million nondeductible portion of Specialty’s goodwill impairment reduced pretax income without a…
Operating Cash Flow Trends58 · importance in its document · 10-Q · 2026Q3
Net cash provided by operating activities fell to $466 million for the nine months ended September 30, 2026, from $733 million in the same 2025 period, a decline of approximately 36%. Receivables caused $26 million of higher cash outflows…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 29 Oct 2026

Full report · Filing on EDGAR

Income Tax Rate ChangesImportance 59
The effective tax rate for the third quarter of 2026 was 691.7%, compared with 20.0% in the prior-year quarter, largely because the $84 million nondeductible portion of Specialty’s goodwill impairment reduced pretax…
Operating Cash Flow TrendsImportance 58
Net cash provided by operating activities fell to $466 million for the nine months ended September 30, 2026, from $733 million in the same 2025 period, a decline of approximately 36%. Receivables caused $26 million of…
Europe ERP TransformationImportance 57 · +1 more on this subject
LKQ continued its phased rollout of a common Enterprise Resource Planning (ERP) system across Europe and completed the Germany implementation in April 2026. The filing links operational challenges resulting from the…
Revenue Performance and MixImportance 43
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,…
Geographic Revenue ShiftImportance 42
Europe parts and services revenue fell 10.2% in the third quarter and 4.7% for the first nine months of 2026. Germany’s ERP implementation caused lower volumes, while the U.K. and Benelux also had volume declines;…
Liquidity and Cash PositionImportance 42
Total liquidity was $1,658 million at September 30, 2026, against $39 million of current maturities, and the company also reported $319 million of cash and cash equivalents, including $287 million held by foreign…
Strategic Portfolio ReviewImportance 38
On October 29, 2026, LKQ’s Board suspended the previously announced strategic review, including the sales process for the Specialty segment. The new leadership team will conduct a comprehensive assessment of the…
Capital Return ProgramImportance 35 · +1 more on this subject
For the nine months ended September 30, 2026, cash dividends paid were $230 million and share repurchases were $83 million. In the same 2025 period, dividends were $234 million and share repurchases were $119 million,…
Restructuring ChargesImportance 34
Restructuring and transaction-related expenses increased $38 million in the first nine months of 2026. The increase primarily reflected $37 million of additional costs for the Strategic Restructuring and Transformation…
Gross Margin DriversImportance 31
Consolidated cost of goods sold rose to 62.8% of revenue in the third quarter of 2026 from 61.7% a year earlier, reducing gross margin to 37.2% from 38.3%. For the first nine months, cost of goods sold increased to…
Operating Expense TrendsImportance 25
Consolidated SG&A increased $78 million, or 2.7%, to $2.943 billion for the first nine months of 2026, and rose to 28.9% of revenue from 27.7%. Europe SG&A increased $45 million, including a $51 million unfavorable…
Specialty Product DemandImportance 25
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…

8-K filings last 12 months

New CEO named9 Nov 2026 · 8-K Item 5.02 · Flagged · rule score 55
“In addition, Mr. Abbate will become the Company’s principal executive officer for purposes of the rules and regulations of the U.S. Securities Exchange Commission on November 9, 2026.”
Guidance withdrawn29 Oct 2026 · 8-K Item 2.02 · Flagged · rule score 90
“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.”
Read from the attached exhibit: Operating Margin Drivers · Cash Flow and Liquidity · Guidance / Outlook
Management change (filing not read) · Results (release not read)23 Oct 2026 · 8-K Items 2.02, 5.02 · Routine · rule score 20
Read from the attached exhibit: Net Income and Profitability · Guidance / Outlook · Restructuring Charges
Results (release not read)30 Jul 2026 · 8-K Item 2.02 · Routine · rule score 20
Results (release not read)30 Apr 2026 · 8-K Item 2.02 · Routine · rule score 20
Management change (filing not read)6 Mar 2026 · 8-K Item 5.02 · Routine · rule score 20
Results (release not read)19 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
New debt18 Dec 2025 · 8-K Items 1.01, 2.03 · Routine · rule score 25

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.