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Dorman Products (DORM)
NASDAQ:DORM
US Market
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Dorman Products (DORM) Price & Analysis

210 Followers

DORM Stock Chart & Stats

$110.66
$0.45(0.36%)
At close: 4:00 PM EST
$110.66
$0.45(0.36%)

Bulls Say, Bears Say

Bulls Say
Margin SustainabilityDorman's step-up to ~41% gross margin and steady high-single-digit net margins indicate structurally better unit economics versus prior years. Sustained higher gross margins provide durable earnings power, greater capacity to absorb cost shocks, and steady baseline cash flow if volumes normalize.
Product Breadth And InnovationA wide SKU footprint plus targeted late‑model and fix‑forward innovations (eg, higher-ASP OE-fix compressor) supports recurring replacement demand and mix uplift. Durable product development for common failure points helps lock in distributor relationships and repeat purchases across vehicle vintages.
Stronger Liquidity And Extended Debt MaturitiesReplacing term loans with long-dated notes and boosting revolver capacity materially extends maturities and increases liquidity flexibility. This structural refinancing reduces near-term rollover risk and gives capacity for working capital, buybacks, or opportunistic investment over the medium term.
Bears Say
Weakened Cash Flow ConversionCash conversion has softened materially versus 2023–24, leaving operating cash flow low relative to reported earnings. Persistently weak conversion constrains internal funding for capex, acquisitions, or repurchases and increases reliance on external financing to sustain capital returns and deleveraging plans.
Tariff-related Cost UncertaintyElevated and uncertain tariff costs materially compressed margins in Q1 and may persist until resolution. This structural policy risk complicates cost pass‑through, planning and profitability visibility, making medium‑term margin recovery contingent on tariff outcomes or sustained supplier diversification.
Heavy-duty Market Headwinds And Volume RiskHeavy-duty end-markets are cyclical and currently constrained by a freight recession, reducing demand and margin recovery potential in that segment. Prolonged weakness in commercial tonnage or delayed recovery would structurally limit Dorman's growth and margin upside from its heavy-duty expansions.

Dorman Products News

DORM FAQ

What was Dorman Products’s price range in the past 12 months?
Dorman Products lowest stock price was $98.44 and its highest was $166.89 in the past 12 months.
    What is Dorman Products’s market cap?
    Dorman Products’s market cap is $4.04B.
      When is Dorman Products’s upcoming earnings report date?
      Dorman Products’s upcoming earnings report date is Jul 27, 2026 which is in 17 days.
        How were Dorman Products’s earnings last quarter?
        Dorman Products released its earnings results on May 04, 2026. The company reported $1.57 earnings per share for the quarter, missing the consensus estimate of $1.575 by -$0.005.
          Is Dorman Products overvalued?
          According to Wall Street analysts Dorman Products’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Dorman Products pay dividends?
            Dorman Products pays a Notavailable dividend of $1.5 which represents an annual dividend yield of N/A. See more information on Dorman Products dividends here
              What is Dorman Products’s EPS estimate?
              Dorman Products’s EPS estimate is 1.89.
                How many shares outstanding does Dorman Products have?
                Dorman Products has 29,882,790 shares outstanding.
                  What happened to Dorman Products’s price movement after its last earnings report?
                  Dorman Products reported an EPS of $1.57 in its last earnings report, missing expectations of $1.575. Following the earnings report the stock price went up 7.821%.
                    Which hedge fund is a major shareholder of Dorman Products?
                    Currently, no hedge funds are holding shares in DORM
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Dorman Products

                      Dorman Products, Inc. (DORM) is a global supplier within the automotive aftermarket, providing an extensive range of replacement parts and fasteners for passenger vehicles, light trucks, and heavy-duty commercial trucks. Their comprehensive product catalog features components engineered to meet or surpass original equipment (OE) specifications. This includes critical engine parts like intake and exhaust manifolds, EGR coolers, and variable valve timing (VVT) components; sophisticated electronics such as complex modules, tire pressure monitor sensors, and integrated door lock actuators; as well as essential hardware like oil drain plugs and wheel fasteners. They also supply window regulators and radiator fan assemblies. Beyond OE-style parts, Dorman offers a broad array of general automotive replacement items, from door handles and keyless remote systems to hinge repair kits. For heavy-duty vehicles (Class 4-8), their specialized aftermarket components cover lighting, cooling systems, engine management solutions, wheel hardware, air tanks, and cab accessories. The company's powertrain product line encompasses everything from cooling system parts and harmonic balancers to fluid lines, connectors, and diverse engine, transmission, and axle components, including those for four-wheel-drive systems. Their chassis range encompasses critical steering and suspension elements like control arms, ball joints, tie-rod ends, suspension arms, knuckles, links, bushings, and leaf springs, alongside brake hardware, hydraulics, and axle components. For vehicle body integrity and function, they supply window lift motors, switches, handles, wiper components, and various other interior and exterior body parts. Dorman's hardware selection extends to threaded bolts, automotive and home electrical wiring components, and a wide variety of general hardware assortments. These products are marketed under well-known brands such as OE Solutions, HELP!, OE FIX, Conduct-Tite, and HD Solutions. Distribution channels are extensive, including online retail platforms, national and regional warehouse distributors, specialty outlets, salvage yards, independent wholesalers, and major mass merchandisers. Established in 1918, the company maintains its headquarters in Colmar, Pennsylvania.

                      Dorman Products (DORM) Earnings & Revenues

                      DORM Company Deck

                      DORM Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presented a mixed picture: solid top-line growth (+4% YoY) with strong cash generation, a record share-repurchase program, a healthy balance sheet (net leverage ~0.99x) and reaffirmed full-year guidance, but these positives were tempered by meaningful margin compression (adjusted operating margin down 490 bps), a ~22% decline in adjusted EPS, and significant tariff-related cost uncertainty that weighed on volumes and near-term profitability. Management expects tariff pressure to abate through the year and for margins to recover, but uncertainties (future tariff regime and IEEPA refund outcomes) and a challenging heavy-duty market keep risks elevated.View all DORM earnings summaries

                      DORM Stock 12 Month Forecast

                      Average Price Target

                      $151.50
                      ▲(36.91% Upside)
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