LKQ第三季度营收33亿美元同比降5.1%，含1.11亿美元减值转为净亏损2400万美元，欧洲业务拖累业绩
汽车零部件分销商 LKQ Corporation 10月29日在 Antioch, Tennessee 公布2026年第三季度正式业绩：季度营收33亿美元，同比下降5.1%；零部件与服务营收下降5.6%，其中有机营收下降5.4%、汇率因素拖累0.7%、并购与剥离净贡献0.6%。
盈利方面，公司第三季度转为净亏损2,400万美元，其中包含1.11亿美元税前非现金减值费用；去年同期为净利润1.78亿美元。摊薄每股亏损为0.09美元，去年同期为每股盈利0.69美元。按调整口径，公司净利为1.27亿美元，调整后摊薄每股收益0.50美元，低于去年同期的0.84美元。正式业绩与公司10月23日公布的初步业绩区间基本一致。
董事长 John Mendel 表示，LKQ 仍然是一家基本面强劲的企业，拥有规模、关键市场的领先地位与全球分销平台；但近期财务与经营表现没有反映出业务实力、也没有达到公司期望的标准，尤其是在欧洲。他表示，董事会正深入处理这些挑战，新首席执行官的任命、欧洲领导层调整以及聘请 Alvarez & Marsal 顾问公司，是改善执行与财务表现的更广泛努力中的重要步骤。
根据公司此前公告，前首席执行官离任后，Salvatore A. Abbate 将于12月15日起出任总裁兼首席执行官；公司已撤回2026年全年业绩指引，并对欧洲业务展开战略评估。欧洲零部件与服务有机营收在初步业绩中下降9.8%，公司将原因归于德国新 ERP 系统上线造成的运营扰动，以及英国与比荷卢地区销量下滑。
LKQ Q3 Revenue Falls 5.1% to $3.3 Billion and Swings to a $24 Million Net Loss on $111 Million in Impairment Charges
Auto parts distributor LKQ Corporation reported final third-quarter 2026 results on October 29 in Antioch, Tennessee. Revenue was $3.3 billion, down 5.1% year over year. Total parts and services revenue fell 5.6%, reflecting a 5.4% organic decline and a 0.7% foreign-exchange headwind, partly offset by a 0.6% net contribution from acquisitions and divestitures.
LKQ swung to a net loss of $24 million, including $111 million of pre-tax non-cash impairment charges, compared with net income of $178 million a year earlier. Diluted loss per share was $0.09, versus earnings of $0.69 a year earlier. On an adjusted basis, net income was $127 million and adjusted diluted earnings per share were $0.50, down from $0.84 a year earlier. The final figures were in line with the preliminary range the company released on October 23.
Chairman John Mendel said LKQ remains a fundamentally strong enterprise supported by its scale, leading positions across key markets and global distribution platform, but that recent financial and operating performance has not reflected the strength of the business or met the standards the company expects, particularly in Europe. He said the appointment of a new CEO, leadership changes in Europe and the engagement of Alvarez & Marsal are important steps in a broader effort to improve execution and financial performance.
Under actions announced earlier, Salvatore A. Abbate will become president and CEO on December 15, the company has withdrawn its full-year 2026 guidance, and a strategic review of the European business is under way. Preliminary figures showed European parts and services organic revenue down 9.8%, which the company attributed mainly to disruption from an ERP implementation in Germany and volume declines in the United Kingdom and Benelux.
来源：GSM·美国（原文链接）
图片来源：图：一台从汽车上拆下的发动机与散落的零部件，LKQ 是全球主要汽车替换与再生零部件分销商。照片：Ivan Radic 摄，CC BY 2.0，经 Wikimedia Commons。 / An engine removed from a car surrounded by disassembled parts; LKQ is a leading distributor of replacement and recycled auto parts. Photo: Ivan Radic, CC BY 2.0, via Wikimedia Commons.
