Zacks Investment Research·1 day ago
4 Auto Stocks Wall Street Analysts Recommend Buying NowCummins, General Motors, Garrett and Dorman stand out as Wall Street-backed auto picks amid resilient demand and modest industry cooling.
Dorman Products, Inc.(DORM)Earnings, Financials & Key Ratios
DORM•NASDAQ
$139.64
21.0× P/E·Price updated Jul 7, 2026
AboutDorman Products, Inc. supplies replacement parts and fasteners for passenger cars, light trucks, and medium- and heavy-duty trucks in the automotive aftermarket industry worldwide. It offers original equipment dealer products, such as intake and exhaust manifolds, window regulators, radiator fan assemblies, tire pressure monitor sensors, exhaust gas recirculation coolers, and complex electronics modules; fluid reservoirs, variable valve timing components, complex electronics, and integrated door lock actuators; and oil drain plugs, and wheel bolts and lug nuts. The company also provides automotive replacement parts, including door handles, keyless remotes and cases, and door hinge repairs; and heavy duty aftermarket parts for class 4-8 vehicles, such as lighting, cooling, engine management, wheel hardware, air tanks, and cab products. It offers powertrain products comprising cooling products, harmonic balancers, fluid lines and reservoirs, connectors, 4-wheel drive components, other engine, and transmission and axle components; and chassis products, such as control arms, ball joints, tie-rod ends, brake hardware and hydraulics, axle hardware, suspension arms, knuckles, links, bushings, leaf springs, other suspension, steering, and brake components. The company also provides automotive body products, including window lift motors, switches and handles, wiper, and other interior and exterior automotive body components; and hardware products comprising threaded bolts; automotive and home electrical wiring components; and other hardware assortments and merchandise. It offers its products under the OE Solutions, HELP!, OE FIX, Conduct-Tite, and HD Solutions brands through automotive aftermarket retailers, such as on-line platforms; national, regional, and local warehouse distributors; and specialty markets; salvage yards; local independent parts wholesalers; and mass merchants. The company was founded in 1918 and is headquartered in Colmar, Pennsylvania.Show more
- Revenue$2.13B+6.0%
- EBITDA$413M+18.3%
- Net Income$204M+7.5%
- EPS (Diluted)6.64+8.1%
- Gross Margin41.13%+2.5%
- EBITDA Margin19.41%+11.5%
- Operating Margin16.79%+15.2%
- Net Margin9.59%+1.4%
- ROE14.74%-4.5%
DORM Price & Volume
Dorman Products, Inc. (DORM) stock price & volume — 10-year historical chart
Loading chart...
Margin Volatility Challenges Dorman's Operational Efficiency
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Moderate
Financial:Healthy
Cash Flow:Mixed
Primary Risk:Inventory and tariff exposure
Key Thesis Takeaways
- Dorman Products faces a complex outlook characterized by inconsistent revenue growth and significant margin compression, as evidenced by the decline in operating margins from 19.4% in 2025Q3 to 11.1% in 2026Q1.
- While the company has successfully deleveraged its balance sheet, reducing total debt to $533.2 million, the persistent volatility in working capital and cash conversion suggests ongoing challenges in inventory management.
- Investors should monitor whether the company can stabilize its free cash flow, which recently recovered to a 6.7% margin, while navigating potential supply chain and tariff-related headwinds.
Verdict Logic
while the company maintains a healthy current ratio of 3.29, the recent 23.5% year-over-year decline in EPS for 2026Q1 and ongoing cash flow volatility warrant a cautious wait-and-see approach.
DORM Growth Metrics
Dorman Products, Inc. (DORM) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years10.25%
5 Years14.28%
3 Years7.11%
TTM5.04%
Profit CAGR
10 Years8.26%
5 Years13.82%
3 Years18.88%
TTM-11.38%
EPS CAGR
10 Years9.83%
5 Years15.01%
3 Years19.92%
TTM-11.05%
Return on Capital
10 Years18.94%
5 Years15.64%
3 Years15.79%
Last Year18.53%
DORM Recent Earnings
Dorman Products, Inc. (DORM) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
May 4, 2026Metric
Actual
Est
EPS
$1.57+3.3%
$1.52
Rev
$529M+0.8%
$525M
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$2.17+0.9%
$2.15
Rev
$538M-6.2%
$573M
Q4 2025
Oct 27, 2025Metric
Actual
Est
EPS
$2.62+13.4%
$2.31
Rev
$544M-5.2%
$573M
Q3 2025
Aug 4, 2025Metric
Actual
Est
EPS
$2.06+17.0%
$1.76
Rev
$541M+3.5%
$523M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 4, 2026 | $1.57vs $1.52+3.3% | $529Mvs $525M+0.8% |
| Q1 2026 | Feb 25, 2026 | $2.17vs $2.15+0.9% | $538Mvs $573M-6.2% |
| Q4 2025 | Oct 27, 2025 | $2.62vs $2.31+13.4% | $544Mvs $573M-5.2% |
| Q3 2025 | Aug 4, 2025 | $2.06vs $1.76+17.0% | $541Mvs $523M+3.5% |
Based on last 12 quarters of dataView full earnings history →
Latest DORM News
Recent stock market news and headlines for Dorman Products, Inc. (DORM)
Peers Comparison
Key metrics vs top competitors for Dorman Products, Inc. (DORM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $139.64 | $4.17B | 21.03 | 6.03% | 9.59% | 14.74% | — | |
| $26.21 | $6.69B | 11.15 | -3.06% | 3.71% | 7.9% | — | |
| $14.28 | $270.25M | 23.03 | 4.28% | 1.57% | 4.75% | — | |
| $82.69 | $345.54M | 18.05 | 5.08% | 4.31% | 9.68% | — | |
| $114.17 | $9.49B | 15.58 | -6.67% | 14.88% | 29.49% | — | |
| $64.07 | $13.2B | 50.05 | 1.65% | 2.53% | 6.17% | — |
Compare DORM vs Peers
Dorman Products, Inc. (DORM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DORM SEC Filings & Documents
Dorman Products, Inc. (DORM) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 4, 2026·SEC
Material company update
Feb 25, 2026·SEC
Material company update
Jan 20, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
6Get notified when DORM posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
DORM Frequently Asked Questions
Dorman Products, Inc. (DORM) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Dorman Products, Inc.'s revenue?
Dorman Products, Inc. (DORM) reported $2.15B in revenue for fiscal year 2025. This represents a 1364% increase from $147.0M in 1996.
How fast is Dorman Products, Inc. growing?
Dorman Products, Inc. (DORM) grew revenue by 6.0% over the past year. This is steady growth.
Is DORM profitable?
Yes, Dorman Products, Inc. (DORM) is profitable, generating $190.2M in net income for fiscal year 2025 (9.6% net margin).
Dividend & Returns
What is DORM's return on equity?
Dorman Products, Inc. (DORM) has a return on equity (ROE) of 14.7%. This is reasonable for most industries.
What is Dorman Products, Inc.'s free cash flow?
Dorman Products, Inc. (DORM) generated $70.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.