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LKQ LKQ Specialty — Revenue

Other segment segments

Europe
$1.62B+6.5%
North America Segment
$1.44B
us-gaap_IntersegmentEliminationMember
-$1M0.0%

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Other financials

Income statement

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Revenue$3.5B+4.3%
Gross profit$1.3B+1.4%
Operating income$217.0M-18.7%
Net income$79.0M-53.3%
EPS (diluted)$0.30-53.8%

Balance sheet

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Cash & equivalents$335.0M+47.6%
Total debt$1.5B-3.9%
Total equity$6.5B+4.7%
Total assets$15.1B-2.1%

Cash flow

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Operating cash flow-$56.0M-1,767%
CapEx$40.0M-25.9%
Free cash flow-$96.0M-68.4%

Valuation

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Market cap$6.1B-20.8%
Enterprise value$7.26B-19.5%
P/E11.8×+0.9×
P/S0.4×-0.1×

Profitability

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Gross margin38.3%-0.7pp
Operating margin6.9%-1.5pp
Net margin3.7%-1.4pp
FCF margin5.8%+1.7pp

Returns & leverage

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Return on equity8.2%-3.2pp
Debt / equity0.2×0.0×
Current ratio1.5×0.0×

Where this comes from

Reported directly by LKQ in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: LKQ’s 10-Q, filed April 30, 2026.

Filed
Apr 30, 2026, 3:36 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001065696-26-000033
Three Months Ended March 31, 2026North AmericaEuropeSpecialtyEliminationsConsolidated
Revenue:
Third Party$1,440$1,621$408$3,469
Intersegment1(1)
Total segment revenue$1,440$1,621$409$(1)$3,469
Less: (1)
Cost of goods sold8281,001310
Selling, general and administrative expenses41050084
Other segment items (2)(1)(6)(3)

Item 1. Financial Statements

FAQ

What is LKQ's specialty — revenue?
LKQ (LKQ) reported specialty — revenue of $409M in Q1 2026.
How has LKQ's specialty — revenue changed year-over-year?
LKQ's specialty — revenue increased by 3.8% year-over-year, from $394M to $409M.
What is the long-term trend for LKQ's specialty — revenue?
Over 4 years (2021 to 2025), LKQ's specialty — revenue has grown at a -2.4% compound annual growth rate (CAGR), from $1.87B to $1.69B.
What does specialty — revenue mean?
This represents the total gross income generated by the Specialty segment through the sale of automotive parts and related services. It reflects the segment's market demand and ability to capture share within the specialty automotive aftermarket. Tracking this metric helps assess the top-line growth trajectory and market relevance of the business unit.

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