Dorman Products, Inc. (DORM) AI Stock Analysis

Dorman Products, Inc. is a global provider of replacement parts and fasteners across the automotive aftermarket industry, serving passenger cars, light trucks, and medium- to heavy-duty class 4-8 vehicles. The company offers original equipment dealer products, including intake and exhaust manifolds, radiator fan assemblies, tire pressure monitor sensors, and complex electronics modules. Its catalog also includes automotive replacement parts such as door handles and keyless remotes, powertrain and cooling systems, chassis components like control arms, and body products such as window lift motors, marketed under brands like OE Solutions, HELP!, and OE FIX.

Dorman grew annual revenue from $1.35B in FY2021 to $2.13B in FY2025, representing a 5-year revenue CAGR of 14.3%. Gross margin expanded from 34.4% in FY2021 to 41.1% in FY2025, while operating margin rose from 12.8% to 16.8%. Net income reached $204.2M in FY2025 with an EPS of $8.87, up from $131.5M and EPS of $4.65 in FY2021. For the trailing twelve months ended June 30, 2026, revenue was $2.16B with a profit margin of 10.2%. In the latest quarter ended June 30, 2026, quarterly revenue rose 0.7% year-over-year while quarterly earnings grew 53.4%.

As of June 30, 2026, Dorman held $132.0M in cash and short-term investments and $528.3M in total debt, resulting in net debt of $396.3M. The company maintains a current ratio of 3.60 and a debt-to-equity ratio of 0.35, backed by shareholders' equity of $1.52B. In FY2025, operating cash flow was $113.6M, free cash flow was $75.7M, and capital expenditures were $38.0M. Dorman also allocated $40.6M to share buybacks in FY2025, contributing to a 5.5% reduction in share count over 5 years.

At a share price of $123.89, Dorman has a market capitalization of $3.68B and an enterprise value of $3.98B. The stock trades at a trailing P/E of 17.2x and a forward P/E of 13.5x, below the median of its US-listed Consumer Cyclical peers at 18.0x and 14.1x, respectively. Its price-to-sales ratio of 1.7x sits above the peer median of 0.7x, while its EV-to-EBITDA is 10.5x compared to the peer median of 11.1x. Over the past year, Dorman returned -13.1%, trailing the S&P 500 return of 16.8%. Over 5 years, the stock gained 23.1% versus 83.0% for the index.

Wall Street analysts cover Dorman with 5 Strong Buy, 2 Buy, and 1 Hold ratings. The mean price target is $161.62, representing a 30.5% premium to the last close of $123.89. For the current fiscal year ending December 31, 2026, analysts estimate revenue of $2.21B and EPS of $8.66, representing an EPS decline of 2.4%. For the next fiscal year, 8 analysts project revenue of $2.32B and EPS of $9.20. Dorman beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is October 26, 2026.

This page is an AI-written research summary of Dorman Products, Inc. (DORM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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