Assessing Dorman Products (DORM) Valuation As Shares Trade Near Recent Levels
Dorman Products (DORM) shares are trading around $117.02, showing mixed performance recently with a 3.71% one-day return but a 7.44% decline over the past year. A key narrative suggests the stock is undervalued by 23.3% with a fair value of $152.63, based on long-term cash flow and margin expectations. However, an alternative SWS DCF model indicates the stock might be overvalued, trading above an estimated future cash flow value of $81.80.
Director of Dorman Products (NASDAQ: DORM) reports minor tax withholding of shares
Richard T. Riley, a director at Dorman Products (NASDAQ: DORM), reported a routine tax-related share disposition. On May 15, 2026, 33 shares of Common Stock were withheld by the company at $116.16 per share to cover his tax withholding obligations upon the vesting of restricted stock units. This transaction is a minor adjustment for equity compensation and not an open-market trade, leaving Riley with 28,968 Common shares directly held.
Director of Dorman Products (NASDAQ: DORM) reports tax-related share withholding
Dorman Products, Inc. director Thomas James Darrell reported a small tax-related share disposition. Upon the vesting of restricted stock units, 33 shares of common stock were withheld by the company at $116.16 per share to cover his tax obligations. This withholding is classified as a disposition under securities rules, and after this transaction, Darrell directly holds 6,574 shares of Dorman common stock.
Director of Dorman Products (DORM) reports small 33-share tax withholding
Dorman Products director Kelly A. Romano reported a routine disposition of 33 common stock shares. These shares were withheld by the company at $116.16 each to fulfill tax withholding obligations upon the vesting of restricted stock units. After this transaction, Romano directly holds 10,828 shares of Dorman Products.
Dorman Products (DORM) holders back directors, pay, KPMG and 2026 incentive plan
Dorman Products, Inc. shareholders approved all proposals at their 2026 Annual Meeting. Key decisions included the election of all eight director nominees, the advisory approval of named executive officer compensation, and the ratification of KPMG LLP as the independent registered public accounting firm for 2026. Additionally, the Dorman Products, Inc. 2026 Omnibus Incentive Plan received shareholder approval, demonstrating support for the company's governance and incentive structures.
VIRGINIA RETIREMENT SYSTEMS ET Al Sells 10,000 Shares of Dorman Products, Inc. $DORM
VIRGINIA RETIREMENT SYSTEMS ET Al reduced its stake in Dorman Products, Inc. (NASDAQ:DORM) by 62.5% in the fourth quarter, selling 10,000 shares and retaining 6,000 shares valued at approximately $739,000. Despite mixed analyst opinions, the company maintains a "Moderate Buy" consensus rating with an average target price of $157. Dorman Products recently reported better-than-expected Q1 earnings, with $1.57 EPS on $528.77 million in revenue.
Does Dorman Products (DORM) Reaffirmed Guidance and Buybacks Reveal a Quiet Shift in Risk Priorities?
Dorman Products (DORM) recently reported Q1 2026 results including increased sales but lower net income. Despite this, the company reaffirmed its full-year guidance and executed a significant share repurchase program, signaling management's confidence. This combination suggests a strategic focus on capital allocation and long-term growth, even as tariff-driven margin pressures remain a notable risk.
Bessemer Group Inc. Raises Stock Holdings in Dorman Products, Inc. $DORM
Bessemer Group Inc. has increased its stake in Dorman Products, Inc. by 26.5% during the fourth quarter, now owning 244,273 shares valued at approximately $30.1 million. This increase follows Dorman Products reporting better-than-expected quarterly earnings with $1.57 EPS and revenue of $528.77 million, a 4.2% year-over-year increase. Despite mixed analyst sentiment, the stock holds a "Moderate Buy" consensus rating with an average price target of $157.
Does Dorman Products (DORM) Reaffirmed Guidance and Buybacks Reveal a Quiet Shift in Risk Priorities?
Dorman Products (DORM) recently reported mixed first-quarter 2026 results with increased sales but lower net income. Despite this, the company reaffirmed its full-year sales and diluted EPS guidance and completed a significant share repurchase program. This article suggests these actions indicate management's confidence and a potential shift in risk priorities, with investors now focused on the durability of profit margins amidst cost uncertainties.
UBS Group AG Grows Holdings in Dorman Products, Inc. $DORM
UBS Group AG significantly increased its stake in Dorman Products, Inc. by 90.1% in the fourth quarter, now holding 95,609 shares valued at $11.8 million. This comes as Dorman Products reported strong quarterly earnings, beating analyst estimates with $1.57 EPS and $528.77 million in revenue. The company maintains a "Moderate Buy" rating from analysts, with an average price target of $157.
Dorman Products, Inc. $DORM Shares Sold by Truist Financial Corp
Truist Financial Corp significantly reduced its stake in Dorman Products, selling 24,623 shares, valued at about $1.34 million. Despite this, Dorman Products recently exceeded quarterly earnings and revenue expectations, and Wall Street analysts generally maintain a "Moderate Buy" rating with an average price target of $157. Other institutional investors, however, have increased their holdings in the company.
Dorman Products, Inc. - Common Stock (NQ: DORM)
This article provides recent news headlines and financial updates for Dorman Products, Inc. (Nasdaq: DORM). It highlights various earnings transcripts, reports on earnings beats and misses, and analyses identifying DORM as a "Peter Lynch GARP" investment candidate. The company's stock performance and analyst coverage are also mentioned.
Dow Theory Letters - Dorman Products, Inc. - Common Stock (Nasdaq:DORM) Stock Quote
This article provides a stock quote and recent news headlines for Dorman Products, Inc. (Nasdaq: DORM). It highlights the current stock price, trading volume, ranges, and shares outstanding, alongside a comprehensive list of news releases covering earnings, analyst reports, and regulatory filings from various sources. The article also includes frequently asked questions about DORM's public trading status and market details.
First Eagle Investment Management LLC Buys New Holdings in Dorman Products, Inc. $DORM
First Eagle Investment Management LLC has acquired a new stake in Dorman Products, Inc., purchasing 73,342 shares worth approximately $9.0 million. This acquisition highlights strong institutional interest, with 84.7% of the stock now held by institutional investors. Dorman Products maintains a "Moderate Buy" consensus rating from analysts, and the company recently exceeded its quarterly EPS and revenue estimates.
Dorman Products and T1D Racers Support Rising Driver, Collin Lloyd
Dorman Products and T1D Racers are continuing their support for 18-year-old American racing driver Collin Lloyd, who lives with Type 1 Diabetes (T1D). Lloyd has been invited to test a Porsche race car at the Estoril Circuit in Portugal, a significant step towards professional circuit racing. This initiative aims to raise awareness and create opportunities for individuals with T1D, demonstrating that a diagnosis does not impose limits.
Discipline and Rules-Based Execution in DORM Response
This article analyzes Dorman Products Inc. (NASDAQ: DORM), highlighting a strong near and mid-term sentiment but a weak long-term outlook. It identifies an exceptional 57.2:1 risk-reward setup targeting a 16.7% gain against 0.3% risk, with specific trading strategies generated by AI models for various risk profiles. The analysis includes position, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
Is Dorman Products (DORM) an Attractively Valued Stock?
FPA Queens Road Small Cap Value Fund recently added Dorman Products, Inc. (DORM) to its portfolio in Q1 2026, highlighting the company's consistent growth, strong balance sheet, and attractive valuation. Despite a recent dip in share price over the past 52 weeks, the fund considers DORM attractively priced, noting its low debt-to-EBITDA ratio and share buyback program. The aftermarket automotive products supplier reported a 4% increase in consolidated net sales to $529 million in Q1 2026 compared to Q1 2025.
Number of shareholders of Dorman Products, Inc. – NASDAQ:DORM
This article provides access to financial data for Dorman Products, Inc. (NASDAQ: DORM), specifically focusing on the number of shareholders. It indicates that the current data point is for "Period Value Change Change %" and is provided through TradingView, with market data from ICE Data Services and reference data from FactSet.
A Look At Dorman Products (DORM) Valuation After Earnings Guidance Reaffirmation And Ongoing Buybacks
Dorman Products (DORM) is under evaluation after reaffirming its full-year guidance and continuing share buybacks following its first-quarter results. While the most popular narrative suggests DORM is 18.7% undervalued with a fair value of $152.63 due to sustained demand for aftermarket parts, a discounted cash flow (DCF) model indicates the stock might be overvalued at $82.41. The article highlights the differing valuation perspectives and encourages investors to assess the underlying data and risks.
Why Dorman Products (DORM) Is Up 10.7% After Reaffirming 2026 Outlook Amid Lower Q1 Profit
Dorman Products (DORM) saw its stock rise by 10.7% despite reporting lower first-quarter net income, as the company reaffirmed its strong 2026 sales and EPS guidance. The auto aftermarket company posted higher Q1 sales but a dip in profits, indicating confidence in its long-term growth and execution plans amid potential margin pressures. Investors are focusing on the reaffirmed outlook and the company's ability to protect margins while launching new products.
Dorman reaffirms 2026 outlook for 7% to 9% net sales growth and $8.10 to $8.50 adjusted EPS as tariff costs ease through the year
Dorman has reaffirmed its 2026 financial outlook, projecting net sales growth between 7% and 9% and adjusted EPS in the range of $8.10 to $8.50. The company anticipates that tariff-related costs will gradually decrease throughout the year, contributing positively to its financial performance. This projection indicates Dorman's confidence in its operational strategies and market position.
What's Driving Dorman Products' Recent Surge
Dorman Products (DORM) recently experienced a significant surge following its Q1 2026 earnings report and an upgrade from Goldman Sachs, highlighting resilient sales growth despite some margin pressure. Institutional investors, including Aurora Investment Counsel, have substantially increased their holdings, signaling strong confidence in Dorman's long-term prospects. While corporate insiders have shown net selling, these transactions appear largely routine and compensation-related, not indicative of a bearish outlook.
Vanguard Group Inc. Lowers Position in Dorman Products, Inc. $DORM
Vanguard Group Inc. reduced its stake in Dorman Products, Inc. by 2.9% in the fourth quarter, selling 89,844 shares but still owning 9.72% of the company valuing $366.1 million. Despite this, other institutional investors increased their holdings, and analysts maintain a "Moderate Buy" rating with a consensus price target of $157.00. Dorman Products exceeded Q4 earnings expectations and provided strong FY2026 guidance, indicating cautious optimism for the auto parts supplier.
Analysts Offer Insights on Consumer Cyclical Companies: Dorman Products (DORM), XPEL (XPEL) and Amazon (AMZN)
Three analysts have issued bullish sentiments on Consumer Cyclical companies Dorman Products (DORM), XPEL (XPEL), and Amazon (AMZN). Gary Prestopino maintained a Buy rating for Dorman Products with a $150 price target, while Steven Dyer maintained a Buy rating for XPEL. Stephan Lingnau upheld a Buy rating for Amazon, with a consensus indicating a Strong Buy for Amazon with an average target of $317.14.
Dorman Products, Inc. 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:DORM)
Dorman Products, Inc. (NASDAQ:DORM) published its Q1 2026 earnings call presentation, reporting an EPS of $1.57 which beat estimates by $0.01, and revenue of $528.77 million, surpassing expectations by $4.26 million. This represented a 4.15% year-over-year revenue increase. The presentation was released in conjunction with their earnings call on May 7, 2026.
Dorman Products (DORM) beats Q1 earnings and revenue estimates
Dorman Products (DORM) reported strong Q1 results, surpassing both earnings and revenue estimates. This positive financial performance indicates a strong start to the year for the company.
DORM (NASDAQ: DORM) proposes sale of common shares — notice
Dorman Products, Inc. (NASDAQ: DORM) has filed a Form 144 notice proposing the sale of common shares. The filing indicates proposed sales related to option grants, specifically mentioning 623 and 703 shares with grants dated March 2, 2022, and March 2, 2023, respectively, and a total numeric amount of $165,750.00. Fidelity Brokerage Services LLC is referenced as the broker for these transactions, which are dated May 6, 2026.
Dorman Products, Inc. (NASDAQ:DORM) Q1 2026 Earnings Call Transcript
Dorman Products, Inc. reported solid Q1 2026 performance, meeting expectations with $529 million in net sales, a 4% increase year-over-year driven by pricing actions. The company reaffirmed its full-year 2026 guidance despite higher tariff-related costs impacting adjusted operating margin, which is expected to improve throughout the year due to inventory cycling and operational initiatives. Dorman also invested $51 million in share repurchases and continues to pursue M&A opportunities while maintaining a strong balance sheet.
Dorman Products (DORM) Net Margin Stability Supports Bullish Narratives Ahead Of Q1 2026
Dorman Products (DORM) showcased stable net margins and consistent profitability in its Q1 2026 earnings, reporting Q4 2025 revenue of US$537.9 million and a 9.6% net profit margin. This stability supports bullish arguments focused on high-margin proprietary parts, cost savings, and recurring demand from an aging vehicle fleet. However, the stock's P/E multiple and a DCF fair value below the current share price introduce valuation tension, reflecting bearish concerns about EV adoption, tariffs, and potential slower growth in some segments.
Dorman reaffirms 2026 outlook for 7% to 9% net sales growth and $8.10 to $8.50 adjusted EPS as tariff costs ease through the year
Dorman has reaffirmed its 2026 outlook, projecting net sales growth between 7% and 9% and adjusted earnings per share (EPS) of $8.10 to $8.50. The company anticipates that tariff costs will progressively decrease throughout the year, contributing to these positive financial projections. This outlook suggests a stable or improving financial performance for Dorman in the upcoming year.
Dorman Products (DORM) Net Margin Stability Supports Bullish Narratives Ahead Of Q1 2026
Dorman Products (DORM) reported stable Q1 2026 earnings, with a trailing 12-month net profit margin of 9.6% and 7.5% earnings growth, supported by a recurring revenue base from an aging vehicle fleet. While the company's valuation metrics show a P/E of 17.5x, its DCF fair value of US$90.54 is below the current share price of US$119.52 and analyst target of US$152.63, reflecting some valuation tension despite arguments for profitability and growth.
Will Rising Sales But Falling Earnings Reshape Dorman Products' (DORM) Margin Expansion Narrative?
Dorman Products (DORM) reported mixed first-quarter 2026 results with rising sales but declining net income and EPS. This performance challenges the company's margin expansion narrative, despite a positive full-year 2026 outlook for sales growth and EPS. Investors are now focused on Dorman's ability to control costs and manage pricing in the face of persistent input cost inflation and tariff-related pressures.
Will Rising Sales But Falling Earnings Reshape Dorman Products' (DORM) Margin Expansion Narrative?
Dorman Products (DORM) reported mixed first-quarter 2026 results with rising sales but declining net income and diluted EPS. This performance slightly weakens the company's prior margin-expansion narrative, raising questions about its ability to control costs and manage pricing amidst cost inflation and tariff-related volatility. Despite this, the company projects significant revenue and earnings growth by 2029, suggesting a potential fair value upside.
Dorman Products, Inc. Reports First Quarter 2026 Results and Reaffirms 2026 Guidance
Dorman Products, Inc. announced its first-quarter 2026 financial results, showing net sales up 4.2% to $528.8 million but diluted EPS down 24% to $1.43, primarily due to higher tariff-related costs from 2025. Despite these challenges, the company reaffirmed its full-year 2026 guidance, reflecting confidence in its strategy and positive outlook across all three segments. Dorman also generated $43.8 million in cash from operating activities and repurchased $51 million of its shares.
DORMAN PRODUCTS ($DORM) Releases Q1 2026 Earnings
Dorman Products (DORM) reported its Q1 2026 earnings, missing both earnings per share and revenue estimates. The company posted $1.57 EPS against an estimated $1.68, and revenues of $528.77 million against an estimated $539.04 million. Insider activity shows multiple sales but no purchases in the last six months, while hedge funds show mixed activity with more institutions decreasing positions than increasing.
Dorman Products (NASDAQ:DORM) Issues FY 2026 Earnings Guidance
Dorman Products (NASDAQ:DORM) has released its FY 2026 earnings guidance, projecting an EPS of $8.10-$8.50, which is largely in line with analyst estimates. The company recently surpassed Q1 earnings expectations with an EPS of $1.57 and revenue of $528.8 million. Despite beating estimates, Dorman's stock saw a slight dip, and analysts currently rate it as a "Moderate Buy" with a target price of $157.
Dorman Products (NASDAQ:DORM) Posts Quarterly Earnings Results, Beats Estimates By $0.05 EPS
Dorman Products (NASDAQ:DORM) announced its latest quarterly earnings, reporting an EPS of $1.57, which exceeded the consensus estimate by $0.05. The company also surpassed revenue expectations, bringing in $528.77 million against an estimated $524.85 million, and updated its FY 2026 EPS guidance to $8.10-$8.50. Despite the positive financial results, DORM stock traded down to $110.85 mid-day, with a current market cap of $3.34 billion.
Dorman Products (NASDAQ: DORM) posts Q1 2026 results, reaffirms 2026 outlook
Dorman Products announced its Q1 2026 results, reporting a 4.2% increase in net sales to $528.8 million, but diluted EPS decreased by 24% to $1.43 due to higher tariff-related costs. Despite pressure on gross margins, the company reaffirmed its full-year 2026 guidance for net sales growth of 7%–9% and GAAP diluted EPS of $7.57–$7.97, maintaining a positive outlook. Dorman also generated strong operating cash flow of $43.8 million and repurchased $51 million in shares.
Tariff costs cut Dorman profit even as auto-parts sales hit $529M
Dorman Products (NASDAQ: DORM) reported Q1 2026 net sales of $528.8 million, a 4.2% increase year-over-year, but diluted EPS fell 24% to $1.43 due to higher tariff-related costs from 2025. Despite the profit reduction and a decline in gross margin to 36.0%, the company reaffirmed its full-year 2026 guidance for net sales growth of 7%–9% and diluted EPS of $7.57–$7.97. Dorman also generated $43.8 million in operating cash and repurchased $51 million of its shares during the quarter.
Tariffs squeeze Dorman (NASDAQ: DORM) margins and earnings in Q1 2026
Dorman Products, Inc. (NASDAQ: DORM) reported a decline in Q1 2026 profit despite increased sales, primarily due to higher tariff costs impacting gross margins. Net income fell to $43.6 million from $57.5 million year-over-year, while diluted EPS dropped to $1.43 from $1.87. The company's profitability was significantly affected by a reduction in gross margin to 36.0% from 40.9% as increased tariff expenses outpaced price increases and efficiency gains.
Dorman Products: Q1 Earnings Snapshot
Dorman Products Inc. (DORM) reported first-quarter earnings of $43.6 million, or $1.43 per share. Adjusted earnings came in at $1.57 per share, with revenue reaching $528.8 million. The company anticipates full-year earnings between $8.10 and $8.50 per share.
Dorman Products earnings on deck: Can new products offset tariffs?
Dorman Products Inc. is set to report first-quarter earnings, facing the challenge of tariff-related cost pressures despite strong automotive aftermarket demand. Analysts have lowered EPS forecasts, with current expectations at $1.57 per share on $524.29 million revenue. Investors will be watching how Dorman mitigates tariff impacts, the success of new product launches, and its ability to maintain gross margins amid cost inflation.
Dorman Products, Inc. (NASDAQ:DORM) Given Average Rating of "Moderate Buy" by Brokerages
Eight brokerages have given Dorman Products, Inc. (NASDAQ:DORM) an average rating of "Moderate Buy," with an average 12-month price target of $157. The company recently reported quarterly earnings that slightly beat EPS estimates but missed revenue expectations, and it has set its FY2026 EPS guidance. Insider selling and institutional investor activity have also been noted.
Is It Time To Reassess Dorman Products (DORM) After Recent Auto Components Sector Focus?
This article analyzes Dorman Products (DORM) valuation using discounted cash flow (DCF) and price-to-earnings (P/E) ratios, concluding it may be slightly overvalued by DCF but undervalued by P/E comparisons and Simply Wall St's "Fair Ratio." It encourages investors to use "Narratives" on its community page to create personalized valuations based on their own forecasts. The stock's recent performance shows short-term weakness against longer-term gains.
Is It Time To Reassess Dorman Products (DORM) After Recent Auto Components Sector Focus?
This article evaluates Dorman Products (DORM) using two valuation methods: a Discounted Cash Flow (DCF) analysis and a Price-to-Earnings (P/E) ratio comparison. The DCF analysis suggests Dorman Products is approximately 10.9% overvalued, while its P/E ratio indicates it is slightly undervalued compared to its industry and a proprietary "Fair Ratio." The article encourages investors to integrate these numerical analyses with their own "Narratives" about the company's future prospects.
Dorman Products, Inc. $DORM Shares Acquired by Jennison Associates LLC
Jennison Associates LLC significantly increased its stake in Dorman Products (NASDAQ:DORM) by 22.1% in Q4, bringing its total ownership to about 2.66% valued at $100.25 million. This coincides with other hedge funds also boosting their positions in the auto parts company, with institutional investors now owning 84.70% of the stock. Dorman Products reported Q4 EPS of $2.17, slightly beating estimates, and analysts currently have a consensus "Moderate Buy" rating with a target price of $157.00.
BMO Capital Initiates Coverage of Dorman Products (DORM) with Outperform Recommendation
BMO Capital Markets has initiated coverage of Dorman Products (DORM) with an Outperform recommendation. This new coverage suggests a positive outlook from BMO Capital on the company's future performance.
Vanguard Portfolio Management (DORM) reports 1.53M shares, 5.06% ownership
Vanguard Portfolio Management has reported a beneficial ownership of 1,528,639 shares in Dorman Products Inc (DORM), representing a 5.06% stake as of March 31, 2026. The filing indicates Vanguard has sole dispositive power over all these shares, with limited sole voting power of 23,999 shares. This ownership is held across Vanguard funds and managed accounts.
A Look At Dorman Products (DORM) Valuation After Mixed Recent Share Price Performance
Dorman Products (DORM) is trading at $110.25, showing mixed recent share price performance but strong longer-term momentum. While one analyst narrative suggests it's 28.1% undervalued with a fair value of $153.38 due to its strong balance sheet and M&A strategy, another view based on a discounted cash flow model suggests a fair value of $102.15, implying a tighter margin of safety. Investors are encouraged to assess the underlying data and consider both perspectives.
Roth/MKM cuts Dorman Products stock price target on tariff timing
Roth/MKM lowered its price target for Dorman Products (NASDAQ:DORM) to $156 from $162, maintaining a Buy rating, due to the anticipated timing of elevated tariff costs impacting their financials. The firm expects strong operational results for Dorman's first quarter, driven by new product introductions and consistent demand in the automotive aftermarket. Despite the price target adjustment, InvestingPro analysis still suggests Dorman is undervalued, with a fair value of $127.61 compared to its current trading price.
