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LKQ (LKQ) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, LKQ (LKQ - Free Report) reported revenue of $3.32 billion, down 5.1% over the same period last year. EPS came in at $0.50, compared to $0.84 in the year-ago quarter.

The reported revenue represents a surprise of -0.12% over the Zacks Consensus Estimate of $3.32 billion. With the consensus EPS estimate being $0.48, the EPS surprise was +4.17%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how LKQ performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue - Organic - YoY change: -5% versus -3.8% estimated by two analysts on average.
  • Organic Growth - Parts and services - Wholesale - North America: -2.4% compared to the -0.2% average estimate based on two analysts.
  • Organic Growth - Other: 13.6% versus the two-analyst average estimate of 21.5%.
  • Organic Growth - Parts and services - Specialty: 0.9% compared to the -2.4% average estimate based on two analysts.
  • Revenue- Other- Total: $97 million versus $99.59 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.1% change.
  • Revenue- Parts and Services- Europe: $1.45 billion versus $1.47 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -10.2% change.
  • Revenue- Parts and Services: $3.22 billion compared to the $3.25 billion average estimate based on three analysts. The reported number represents a change of -5.6% year over year.
  • Revenue- Parts and Services- Specialty: $465 million versus the three-analyst average estimate of $443.06 million. The reported number represents a year-over-year change of +2%.
  • Revenue- Parts and Services- Wholesale- North America: $1.31 billion compared to the $1.34 billion average estimate based on three analysts. The reported number represents a change of -2.8% year over year.
  • Revenue- Specialty: $465 million compared to the $445.59 million average estimate based on two analysts. The reported number represents a change of +1.8% year over year.
  • Revenue- Europe: $1.45 billion versus $1.48 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -10.3% change.
  • Revenue- Wholesale- North America: $1.4 billion versus $1.39 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -1.5% change.

View all Key Company Metrics for LKQ here>>>

Shares of LKQ have returned -24.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.

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