# Dorman Products, Inc. (DORM)

> Source: Nexqual · https://nexqual.com/DORM · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Dorman Products, Inc. (DORM), nexqual.com/DORM" · informational, not investment advice.

**Price:** USD 127.49 (+3.34% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 127.49 · day 123.39–127.57 · 52w 98.45–164 · market cap null · NMS

## Key facts
- Last four reported quarters (through Jun 27, 2026): revenue $2.16B, net income $219M (10.2% margin), free cash flow $214M (SEC filings).
- 1 of 80 tracked superinvestors hold DORM (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 1.88 on a 1–5 scale) (8 analysts), mean target USD 161.63 (range 154–170).
- Total return with dividends: 1Y -17.9% vs S&P 500 +14.9%; 5Y +24.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-26, EPS estimate USD 2, revenue estimate $565M.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $1.35B | $1.73B | $1.93B | $2.01B | $2.13B | $2.16B |
| Gross profit | $463M | $564M | $685M | $806M | $898M | — |
| Operating income | $172M | $171M | $215M | $293M | $300M | $312M |
| Net income | $132M | $122M | $129M | $190M | $204M | $219M |
| EPS (diluted) | $4.12 | $3.85 | $4.10 | $6.14 | $6.64 | — |
| Free cash flow | $80.5M | $3.8M | $165M | $192M | $75.7M | $214M |
| Gross margin | 34.4% | 32.6% | 35.5% | 40.1% | 42.1% | — |
| Operating margin | 12.8% | 9.9% | 11.1% | 14.6% | 14.1% | 14.5% |
| Net margin | 9.8% | 7.0% | 6.7% | 9.5% | 9.6% | 10.2% |
| Revenue growth | +23.1% | +28.9% | +11.3% | +4.1% | +6.0% | — |
| Cash + short-term investments | $58.8M | $46.0M | $36.8M | $57.1M | $49.4M | — |
| Total debt | $0K | $495M | $483M | $469M | $441M | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 27, 2026)

P/E at fiscal year-ends: Dec 2025 18.6x, Dec 2024 21.1x, Dec 2023 20.3x.

## Superinvestors (SEC 13F-HR, Q2 2026)
1 of 80 tracked investors hold DORM. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.04% | $21.6M | Added +73.7% |

## Analysts
Consensus Buy (mean 1.88 on a 1–5 scale), 8 analysts; mean target USD 161.63 (low 154, high 170).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-05 | Wells Fargo | Target raised | Overweight | $155 → $160 |
| 2026-07-21 | Wells Fargo | Target raised | Overweight | $140 → $155 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -17.9% | +24.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -17.9% | +4.5% |
| Volatility (annualized) | 36.0% | 31.5% |
| Max drawdown | -36.4% (Oct 2025→Apr 2026) | -43.3% (Nov 2021→Nov 2023) |

## Peers (Auto Parts)
ATMU (Atmus Filtration Technologies I) USD 44.75 -0.73% · GNTX (Gentex Corporation) USD 21.74 +3.52% · GTX (Garrett Motion Inc.) USD 22 -8.07% · LKQ (LKQ Corporation) USD 22.47 +5.10% · LEA (Lear Corporation) USD 118.61 +0.61% · MBLY (Mobileye Global Inc.) USD 6.95 -1.00%

## More
Full page: https://nexqual.com/DORM · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $2.00 | $2.35 | -15.1% | $565.3M | 8 |
| Next quarter (ends 2026-12-31) | $2.02 | $2.47 | -18.2% | $570.2M | 8 |
| Current fiscal year (ends 2026-12-31) | $8.66 | $8.28 | +4.7% | $2.21B | 8 |
| Next fiscal year (ends 2027-12-31) | $9.20 | $9.37 | -1.9% | $2.32B | 8 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-10-26): ±11.3%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 50.6% | ±11.3% |
| 2026-12-18 | 56 | 43.4% | ±13.6% |
| 2027-02-19 | 119 | 36.1% | ±16.4% |
| 2027-05-21 | 210 | 40.2% | ±24.1% |