Market LeadershipLKQ bears an unmatched scale that allows for volume purchase discounts from suppliers and a wider distribution network, higher fill rates, and faster response times relative to competition.
Shareholder ReturnsCapital allocation is shifting towards shareholder returns through dividends and share repurchases, indicating a focus on rewarding investors.
Strategic PrioritiesManagement's focus on simplifying the business is expected to drive multiple expansion by divesting low-margin, non-core businesses.