LKQ Corporation
LKQ
Jodie read · what matters now
Revenue increased 4.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to LKQ, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-30 against the comparable filing from 2025-04-24.
What improved
- Revenue increased 4.3% versus the comparable filing period.
What weakened
- Operating margin fell 1.8 percentage points.
- Net income decreased 53.3% versus the comparable filing period.
- Gross margin fell 1.1 percentage points.
Filing receipts
“This increase was due to (i) an $11 million increase in revenue from precious metals (platinum, palladium, and rhodium) primarily due to higher prices, (ii) an $8 million increase in revenue from other scrap (e.g., aluminum) and cores due to higher volumes and prices, and (iii) a $4 million increase in revenue from scrap steel primarily due to higher volumes and, to a lesser extent, higher prices. (3) Gross margin decreased by $15 million, or 2.4%, to $612 million for the three months ended March 31, 2026.”
“Gross margin percentage decreased by 0.5% which was driven by lower vendor rebates and lower margins from a competitive pricing environment in certain markets. (3) SG&A expenses increased by $41 million, or 9.3%, to $500 million for the three months ended March 31, 2026.”
“This increase was due to the effect of an exchange rate increase of $152 million, or 10.1%, primarily due to the strengthening of the euro, and to a lesser extent, the pound sterling and Czech koruna against the U.S. dollar, partially offset by an organic revenue decrease of $61 million, or 4.0%, primarily driven by decreased volumes due to heightened competition in certain markets and difficult economic conditions. (2) Gross margin increased by $29 million, or 5.0%, to $620 million for the three months ended March 31, 2026.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind LKQ
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
LKQ is currently a Participant in the organic co-movement group Packaging & Home Improvement. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.