LKQ Q4 adjusted EPS fell 24.4% to $0.59 on revenue up 2.7%; 2026 outlook issued
LKQ reported fourth quarter 2025 revenue of $3.3 billion, up 2.7%, but Q4 diluted EPS fell 50.0% to $0.29 and adjusted diluted EPS fell 24.4% to $0.59. For full year 2025, revenue declined 1.3% to $13.7 billion and diluted EPS fell 8.7% to $2.31, and the company gave 2026 guidance of $2.90 to $3.20 adjusted diluted EPS. The Board also started a strategic review of alternatives on January 26, 2026, with no deadline and no assurance of any transaction.
Key points
- Q4 2025 diluted EPS $0.29 vs. $0.58 a year earlier; adjusted diluted EPS $0.59 vs. $0.78, which included a $35 million pre-tax legal settlement benefit in Q4 2024
- Full year 2025 revenue $13.7 billion, down 1.3%; diluted EPS $2.31 vs. $2.53
- 2026 outlook: adjusted diluted EPS $2.90 to $3.20; free cash flow $700 million to $850 million; organic parts and services revenue growth of (0.5%) to 1.5%
- Restructuring plan expected to bring $60 million to $70 million in charges and more than $50 million in annualized savings
The filing
Written by AI on Nov 8, 2026, 1:05 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 19, 2026.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.