Jun 2026 (Q2 FY26) — Jul 30, 2026
LKQ Q2 FY26 — Europe ERP Challenges Offset North America's Return to Growth
Read the full callLKQ earnings: last reported Thu, 30 Jul 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,408 | −3.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 6.6 | −1.9 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 136 | −29.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
1Y: $30.04 on 17 Oct 2025 → $21.52. High $34.8 (11 Feb 2026), low $21.52 (19 Oct 2026).
Overview
Call summaries
LKQ Q2 FY26 — Europe ERP Challenges Offset North America's Return to Growth
Read the full callLKQ Q1 FY26 — Solid Progress and Strategic Review Update
Read the full callEvery analysed call
Financials
Net profit, year on year: −30% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 3,453 | 3,357 | 3,327 | 3,513 | 3,499 | 3,312 | 3,469 | 3,408 |
| Operating profit | 299 | 271 | 267 | 299 | 274 | 153 | 217 | 225 |
| Operating margin | 8.7% | 8.1% | 8.0% | 8.5% | 7.8% | 4.6% | 6.3% | 6.6% |
| Other income | -53 | -62 | -47 | -47 | -51 | 338 | -50 | -45 |
| Interest | -60 | — | -57 | -58 | -55 | -54 | -53 | -55 |
| Profit before tax | 246 | 209 | 220 | 252 | 223 | 105 | 167 | 180 |
| Tax rate | 24.8% | 27.3% | 27.7% | 26.6% | 20.2% | 29.5% | 26.4% | 26.7% |
| Net profit | 192 | 157 | 169 | 193 | 180 | 66 | 79 | 136 |
| EPS ($ per share) | 0.73 | — | 0.65 | 0.75 | 0.70 | — | — | 0.53 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 3 | 3 | 3 | 3 | 3 | 3 | 3 | 3 |
| Reserves | 3,599 | 4,140 | 4,776 | 5,794 | 6,656 | 7,290 | 7,662 | 7,958 |
| Total liabilities | 6,555 | 7,731 | 6,690 | 6,819 | 6,571 | 8,898 | 8,923 | 8,576 |
| Fixed assets | 1,220 | 1,234 | 1,249 | 1,299 | 1,236 | 1,516 | 1,409 | 1,452 |
| Total assets | 11,393 | 12,780 | 12,361 | 12,606 | 12,038 | 15,079 | 14,955 | 15,137 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 711 | 1,064 | 1,444 | 1,367 | 1,250 | 1,356 | 1,121 | 1,063 |
| Cash from investing | -1,459 | -265 | -166 | -419 | 172 | -2,442 | -406 | 185 |
| Cash from financing | 883 | -601 | -1,513 | -985 | -1,394 | 1,102 | -746 | -1,191 |
| Net cash flow | 57 | 198 | -223 | -38 | 4 | 21 | -60 | 93 |
| Capital expenditure | -250 | -266 | -173 | -293 | -222 | -358 | -311 | -216 |
| Free cash flow | 461 | 798 | 1,271 | 1,074 | 1,028 | 998 | 810 | 847 |
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| North America | — | — | — | — | — | — | 42% | 43% | — |
| Specialty | 12% | 10% | 11% | 13% | 13% | 12% | 12% | 14% | +4.9% |
| Us Gaap Intersegment Elimination Member | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Q2 FY2026 · share of revenue
As LKQ cuts its regions in its filings; they can nest, so they need not add to 100%.
58 filings between Dec 15, 2025 and Sep 1, 2026.
Nobody bought or sold LKQ on the open market in this window. The filings below are 20 awards and 38 tax withholdings.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 1, 2026 | Galloway Rick SVP and CFO | Tax withheld | 2,683 | $66.5K |
| Sep 1, 2026 | Hanley Walter P SVP - Development & Strategy | Tax withheld | 2,377 | $59.0K |
| Sep 1, 2026 | Cunningham Todd G VP, Finance and Controller | Tax withheld | 313 | $7.8K |
| Sep 1, 2026 | Meyne John R President of Wholesale - NA | Tax withheld | 2,484 | $61.6K |
| Sep 1, 2026 | Dombrowski Genevieve L SVP -- Human Resources | Tax withheld | 1,424 | $35.3K |
| Sep 1, 2026 | Hamilton Andrew C President of LKQ Europe | Tax withheld | 5,192 | $128.8K |
| Sep 1, 2026 | McKay Matthew J SVP - General Counsel | Tax withheld | 2,409 | $59.7K |
| Sep 1, 2026 | Jude Justin L President and CEO | Tax withheld | 7,808 | $193.6K |
| Sep 1, 2026 | Clark Michael S. SVP - Policy & Administration | Tax withheld | 1,047 | $26.0K |
| Jul 14, 2026 | Meyne John R President of Wholesale - NA | Tax withheld | 313 | $7.9K |
| Jul 14, 2026 | Hamilton Andrew C President of LKQ Europe | Tax withheld | 83 | $2.1K |
| Jul 14, 2026 | Cunningham Todd G VP, Finance and Controller | Tax withheld | 443 | $11.2K |
| Jul 14, 2026 | Galloway Rick SVP and CFO | Tax withheld | 314 | $7.9K |
| May 6, 2026 | Divitto Meg Director | Award | 5,705 | $0 |
| May 6, 2026 | Urbain Xavier Director | Tax withheld | 1,253 | $36.2K |
| May 6, 2026 | Berard Patrick Director | Tax withheld | 1,253 | $36.2K |
| May 6, 2026 | Mendel John W Director | Award | 12,101 | $0 |
| May 6, 2026 | CLARKE ANDREW C Director | Award | 5,705 | $0 |
| May 6, 2026 | Urbain Xavier Director | Award | 5,705 | $0 |
| May 6, 2026 | CLARKE ANDREW C Director | Award | 2,744 | $79.4K |
| May 6, 2026 | Powell Michael Scott Director | Award | 5,705 | $0 |
| May 6, 2026 | METCALF JAMES S Director | Award | 5,705 | $0 |
| May 6, 2026 | GOVE SUE Director | Award | 5,705 | $0 |
| Mar 2, 2026 | Jude Justin L President and CEO | Tax withheld | 8,891 | $289.0K |
| Mar 2, 2026 | Hanley Walter P SVP - Development & Strategy | Tax withheld | 3,348 | $108.8K |
| Mar 2, 2026 | Hamilton Andrew C President of LKQ Europe | Tax withheld | 5,192 | $168.7K |
| Mar 2, 2026 | Cunningham Todd G VP, Finance and Controller | Tax withheld | 351 | $11.4K |
| Mar 2, 2026 | Clark Michael S. SVP - Policy & Administration | Tax withheld | 1,600 | $52.0K |
| Mar 2, 2026 | Dombrowski Genevieve L SVP -- Human Resources | Tax withheld | 1,767 | $57.4K |
| Mar 2, 2026 | Galloway Rick SVP and CFO | Tax withheld | 3,512 | $114.1K |
| Mar 2, 2026 | McKay Matthew J SVP - General Counsel | Tax withheld | 3,099 | $100.7K |
| Mar 2, 2026 | Meyne John R President of Wholesale - NA | Tax withheld | 2,485 | $80.7K |
| Feb 20, 2026 | Jude Justin L President and CEO | Award | 97,525 | $3.25M |
| Feb 20, 2026 | Dombrowski Genevieve L SVP -- Human Resources | Award | 16,205 | $540.0K |
| Feb 20, 2026 | Hamilton Andrew C President of LKQ Europe | Award | 25,507 | $850.0K |
| Feb 20, 2026 | Meyne John R President of Wholesale - NA | Award | 25,507 | $850.0K |
| Feb 20, 2026 | Hanley Walter P SVP - Development & Strategy | Award | 21,606 | $0 |
| Feb 20, 2026 | Clark Michael S. SVP - Policy & Administration | Award | 9,003 | $300.0K |
| Feb 20, 2026 | Cunningham Todd G VP, Finance and Controller | Award | 5,252 | $175.0K |
| Feb 20, 2026 | McKay Matthew J SVP - General Counsel | Award | 25,507 | $850.0K |
| Feb 20, 2026 | Galloway Rick SVP and CFO | Award | 29,258 | $975.0K |
| Feb 19, 2026 | Jude Justin L President and CEO | Tax withheld | 5,209 | $172.4K |
| Feb 19, 2026 | Dombrowski Genevieve L SVP -- Human Resources | Tax withheld | 970 | $32.1K |
| Feb 19, 2026 | Hamilton Andrew C President of LKQ Europe | Tax withheld | 1,614 | $53.4K |
| Feb 19, 2026 | Meyne John R President of Wholesale - NA | Tax withheld | 1,471 | $48.7K |
| Feb 19, 2026 | Hanley Walter P SVP - Development & Strategy | Tax withheld | 1,442 | $47.7K |
| Feb 19, 2026 | Galloway Rick SVP and CFO | Tax withheld | 1,575 | $52.1K |
| Feb 19, 2026 | Clark Michael S. SVP - Policy & Administration | Tax withheld | 601 | $19.9K |
| Feb 19, 2026 | Cunningham Todd G VP, Finance and Controller | Tax withheld | 351 | $11.6K |
| Feb 19, 2026 | McKay Matthew J SVP - General Counsel | Tax withheld | 1,493 | $49.4K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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