Every material Form 8-K LKQ filed with the SEC in 2026, 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 reported third-quarter 2026 revenue of $3.3 billion, down 5.1% from a year earlier, and a net loss of $24 million that included $111 million of pre-tax non-cash impairment charges, compared with net income of $178 million a year earlier. The company also withdrew its full-year 2026 guidance and its Board suspended the strategic review, including the Specialty segment sales process, while new CEO Sal Abbate starts December 15, 2026.
Q3 2026 revenue was $3.3 billion, down 5.1%; Europe revenue fell 10.2% and parts and services organic revenue fell 5.4%.
Q3 net loss of $24 million, including $111 million of impairment charges, versus net income of $178 million in Q3 2025.
Adjusted diluted EPS was $0.50 versus $0.84 a year earlier.
Full-year 2026 guidance was withdrawn on October 23, 2026; the Board suspended the strategic review, including the Specialty sale process, and Sal Abbate becomes CEO effective December 15, 2026.
LKQ preliminarily reported third-quarter 2026 revenue of $3.32 billion, down from $3.50 billion a year earlier, and a net loss of $16 million to $32 million, compared with net income of $178 million in the third quarter of 2025. The company cited underperformance in Europe, withdrew its full-year 2026 guidance, and replaced CEO Justin Jude with Salvatore A. Abbate, effective December 15, 2026, with an interim Office of the CEO in place until then.
Preliminary Q3 2026 revenue was $3.32 billion versus $3.50 billion in Q3 2025; parts and services organic revenue declined 5.4%.
Diluted loss per share of $0.06 to $0.12 compares with diluted EPS of $0.69 a year earlier; adjusted diluted EPS was $0.47 to $0.53 versus $0.84.
Europe parts and services organic revenue declined 9.8%, and Europe segment EBITDA margin was 4.1% to 5.1%, versus 10.0% a year earlier.
Full-year 2026 guidance, last updated July 30, 2026, is withdrawn; Andy Hamilton left LKQ Europe and Alvarez & Marsal was retained to advise on European operations.
LKQ reported second quarter 2026 revenue of $3.4 billion, down 3.0% from a year earlier, and diluted earnings per share from continuing operations of $0.52 versus $0.72. The company lowered its full-year 2026 diluted EPS outlook to $1.78 to $2.08 from $2.16 to $2.46, citing a slower-than-expected recovery in Europe after the ERP implementation in Germany. The strategic review, which includes a possible sale of the company, remains active with no set timetable.
Q2 2026 revenue was $3.4 billion, down 3.0% from $3.5 billion; parts and services organic revenue fell 5.1%
Q2 diluted EPS from continuing operations was $0.52 versus $0.72; adjusted diluted EPS was $0.67 versus $0.84
2026 diluted EPS outlook cut to $1.78 to $2.08 from $2.16 to $2.46; adjusted diluted EPS outlook cut to $2.60 to $2.90 from $2.90 to $3.20
Board's strategic review, announced January 2026, includes a possible sale of the company; no deadline or definitive timetable has been set
LKQ reported first quarter 2026 revenue up 4.3% to $3,469 million, but diluted EPS fell 50.8% to $0.30, including a $44 million impairment on its Mekonomen equity investment. The company cut its GAAP diluted EPS outlook to $2.16 to $2.46 from $2.35 to $2.65, while keeping its adjusted EPS outlook at $2.90 to $3.20, and said its board is reviewing strategic alternatives.
Q1 2026 revenue was $3,469 million, up 4.3% from $3,327 million; parts and services organic revenue fell 1.6%.
Q1 diluted EPS was $0.30 versus $0.61; adjusted diluted EPS was $0.67 versus $0.74, down 9.5%.
Full-year 2026 GAAP diluted EPS outlook was lowered to $2.16 to $2.46 from $2.35 to $2.65; adjusted diluted EPS outlook of $2.90 to $3.20 was unchanged.
Free cash flow was negative $96 million in Q1; the board declared a $0.30 per share dividend payable June 4, 2026.
LKQ Corporation disclosed that director Patrick Berard told the company on March 3, 2026 that he will not stand for re-election to the Board. He will remain a director until the 2026 Annual Meeting of Stockholders, expected in May 2026. The filing gives no reason for his decision and does not name a replacement.
Patrick Berard notified LKQ on March 3, 2026 that he declines re-nomination to the Board.
Berard remains a director until the 2026 Annual Meeting of Stockholders, expected in May 2026.
The filing does not state a reason for the decision or name a successor.
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.
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
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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