Every material Form 8-K LKQ filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
LKQ amended its credit agreement on December 17, 2025, extending the revolving credit maturity date to December 17, 2030. It also extended the maturity of its CAD term loan to March 17, 2029, while the term loan under the main credit agreement remains due January 5, 2027. The filing describes the changes as administrative and does not state any new borrowing amount or change in pricing.
Revolving Credit Maturity Date extended to December 17, 2030 under Amendment No. 5
CAD Note Maturity Date extended to March 17, 2029 under CAD Note Amendment No. 4
Term Loan Maturity Date unchanged at January 5, 2027
Earlier amendments dated November 26, 2025 were filed as exhibits, covering a change to the definition of "UK Joint Venture"
LKQ Corporation disclosed that board member Jody G. Miller notified the company on November 2, 2025, of her decision to step down from its Board of Directors as of January 1, 2026. The filing does not state a reason or name a successor, and it contains no financial results or guidance.
Jody G. Miller notified LKQ on November 2, 2025 of her decision to step down from the Board.
Her departure from the Board takes effect January 1, 2026.
The filing does not give a reason for the departure or name a replacement director.
LKQ reported third quarter 2025 revenue of $3,499 million, up 1.3%, after closing the sale of its Self Service segment on September 30, 2025. Diluted earnings per share from continuing operations fell 2.8% to $0.69, and adjusted diluted EPS fell 2.3% to $0.84. The company raised the midpoint of its full-year 2025 adjusted EPS outlook by $0.07 and narrowed the range to $3.00 to $3.15, citing a one-time tax benefit in the quarter.
Q3 revenue was $3,499 million, up 1.3% from $3,453 million; parts and services organic revenue decreased 1.2%.
Diluted EPS from continuing operations was $0.69 versus $0.71; adjusted diluted EPS was $0.84 versus $0.86.
Full-year 2025 adjusted diluted EPS range narrowed to $3.00 to $3.15, with the midpoint raised by $0.07.
Returned $118 million to shareholders in Q3 ($40 million in buybacks, $78 million in dividends); a $0.30 quarterly dividend is payable December 4, 2025.
LKQ's board appointed John Mendel, a board member since August 2018, as Chairman effective immediately, succeeding Guhan Subramanian, who stepped down as Chairman and will retire from the board on January 1, 2026. The filing does not disclose financial results or changes to guidance, so the leadership change is the main shareholder-relevant event.
John Mendel appointed Chairman of the Board effective August 21, 2025, succeeding Guhan Subramanian
Subramanian notified the board on August 20, 2025 and will remain a director until retiring on January 1, 2026
Mendel previously served as an executive at American Honda, Ford, Lincoln, Mercury and Mazda America
Mendel said priorities include simplifying the business portfolio, a leaner operating model and organic growth
LKQ reported second-quarter 2025 revenue of $3.6 billion, down 1.9% from a year earlier, and adjusted diluted EPS of $0.87, down 11.2%. The company lowered its full-year 2025 outlook, citing weak repairable claims in North America, tariff uncertainty, and economic softness in Europe, which lowers the expected adjusted diluted EPS range to $3.00 to $3.30.
Q2 2025 revenue was $3.6 billion, down 1.9%; parts and services organic revenue fell 3.4%.
Q2 GAAP diluted EPS rose 7.1% to $0.75, while adjusted diluted EPS fell 11.2% to $0.87.
Full-year adjusted diluted EPS outlook cut to $3.00 to $3.30 from $3.40 to $3.70; operating cash flow outlook cut to $0.875 to $1.075 billion from $1.075 to $1.275 billion.
Board declared a quarterly dividend of $0.30 per share, payable August 28, 2025; $1.6 billion remains under the repurchase program.
LKQ amended its February 5, 2025 Cooperation Agreement with activist investors Ancora Catalyst Institutional, LP and Engine Capital, LP. If the Board re-nominates Sue Gove and Michael Powell for the 2026 annual meeting, the investor parties agree to customary standstill restrictions, voting commitments and a mutual non-disparagement provision for a defined period.
Amendment dated May 14, 2025, with Ancora Catalyst Institutional, LP, Engine Capital, LP and affiliates
Conditioned on Board re-nominating Sue Gove and Michael Powell at the 2026 annual meeting
Restrictions run until the earlier of 30 days before the 2027 nomination deadline or 110 days before the first anniversary of the 2026 annual meeting
LKQ Corporation and certain subsidiaries entered into Amendment No. 2 to their Credit Agreement on May 2, 2025, extending the maturity of the unsecured term loan facility from January 5, 2026 to January 5, 2027. The filing describes other modifications as immaterial and does not disclose changes to the loan amount or pricing, so the change mainly pushes back the company's repayment deadline by one year.
Unsecured term loan maturity extended from January 5, 2026 to January 5, 2027
Amendment No. 2 dated May 2, 2025 amends the Credit Agreement originally dated January 5, 2023
Wells Fargo Bank, National Association serves as administrative agent; Bank of America, N.A. as syndication agent
Filing describes other modifications as immaterial; full terms are in Exhibit 4.1
LKQ reported first quarter 2025 revenue of $3.5 billion, down 6.5% from $3.7 billion a year earlier, with GAAP diluted EPS up 10.2% to $0.65 and adjusted diluted EPS down 3.7% to $0.79. The company left its full-year 2025 outlook unchanged and said it excludes potential effects of tariffs, which it cannot yet quantify.
Revenue $3.5 billion vs. $3.7 billion in Q1 2024, down 6.5%; parts and services organic revenue fell 4.3%
Diluted EPS $0.65 vs. $0.59; adjusted diluted EPS $0.79 vs. $0.82, down 3.7%
2025 guidance unchanged, including adjusted diluted EPS of $3.40 to $3.70 and free cash flow of $0.75 to $0.90 billion
Returned $118 million to stockholders in Q1; quarterly dividend of $0.30 per share payable May 29, 2025
LKQ reported fourth quarter 2024 revenue of $3.4 billion, down 4.1%, and diluted EPS of $0.60, down 13.0% from $0.69. For full year 2024, revenue rose 3.5% to $14.4 billion, but diluted EPS fell 25.4% to $2.62, and the company gave a 2025 outlook with adjusted diluted EPS of $3.40 to $3.70.
Q4 2024 net income was $156 million, compared with $184 million in Q4 2023
Full year 2024 adjusted diluted EPS was $3.48, down 9.1% from $3.83
2025 outlook: adjusted diluted EPS of $3.40 to $3.70 and free cash flow of $0.75 to $0.90 billion
Board declared a quarterly dividend of $0.30 per share, payable March 27, 2025; $1.7 billion remains under the repurchase program
LKQ director Blythe J. McGarvie told the company on February 13, 2025 that she will not stand for re-election to the Board. She will remain a director until the 2025 Annual Meeting of Stockholders, expected in May 2025. The filing discloses no reason for her decision and no financial results.
Notice given to LKQ on February 13, 2025
Blythe J. McGarvie will not be nominated for re-election to the Board
She will serve until the 2025 Annual Meeting of Stockholders, expected in May 2025
LKQ appointed Sue Gove and Michael Powell to its board effective February 5, 2025, increasing the board from 11 to 13 members, under a cooperation agreement with investors Ancora Catalyst Institutional and Engine Capital. The company also formed a Finance Committee to make recommendations to the board on capital allocation and business portfolio. The filing sets standstill, voting and non-disparagement terms but discloses no financial results or guidance.
Cooperation Agreement dated February 5, 2025 with Ancora Catalyst Institutional, LP and Engine Capital, LP and their affiliates
Board increased from 11 to 13 members; Sue Gove and Michael Powell each have a term expiring at the 2025 annual meeting
Five-member Finance Committee chaired by Andrew Clarke, with Gove, Powell, John Mendel and Xavier Urbain
Investor standstill runs until the earlier of 30 days before the 2026 annual meeting nomination deadline or 110 days before the first anniversary of the 2025 annual meeting
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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