LKQ reported Q4 2025 total revenue of USD 3.31 billion (+2.7% YoY) and segment EBITDA of USD 321 million (-18.0% YoY), with segment EBITDA margin of 9.7% (down 240 bps YoY). Q4 2025 diluted EPS was USD 0.29 (-50.0% YoY), reflecting a USD 0.20 goodwill impairment charge, while adjusted diluted EPS was USD 0.59 (-24.4% YoY). For FY 2025, LKQ posted total revenue of USD 13.65 billion (-1.3% YoY), segment EBITDA of USD 1.51 billion (-10.6% YoY) and adjusted diluted EPS of USD 3.01 (-11.2% YoY). FY 2025 operating cash flow was USD 1.06 billion and free cash flow was USD 847 million. In business updates, LKQ said North America delivered Q4 organic revenue decline of 0.7%, outperforming repairable claims declines of about 4% to 6%, while Europe completed review of more than 85% of targeted SKUs. The Specialty segment delivered a second consecutive quarter of high single-digit organic growth, reporting 7.8%, and LKQ reiterated it is exploring a sale of the Specialty Parts segment. The company also said its board initiated a comprehensive review of strategic alternatives to enhance shareholder value. On capital allocation, LKQ repurchased USD 40 million of shares in Q4 (1.3 million shares) and paid USD 76 million in Q4 dividends; for FY 2025 it returned USD 469 million to shareholders, including USD 159 million in repurchases and USD 310 million in dividends. LKQ also reduced debt by over USD 500 million in Q4, ending 2025 with a total leverage ratio of 2.4x.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. LKQ Corporation published the original content used to generate this news brief on February 19, 2026, and is solely responsible for the information contained therein.