Dorman Products
Designs and supplies aftermarket replacement and upgrade parts for cars, trucks, UTVs, and ATVs.
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Profile
Supplies replacement and upgrade parts for passenger cars, commercial trucks, UTVs, and ATVs through Light Duty, Heavy Duty, and Specialty Vehicle segments. Product development centers on direct replacements, redesigned OE FIX parts, and new-to-the-aftermarket solutions, with sales concentrated in North America and Light Duty providing most revenue.
Supplies replacement and upgrade parts for passenger cars, light- and heavy-duty trucks, and specialty vehicles through Light Duty, Heavy Duty, and Specialty Vehicle segments. The catalog spans engine, undercarriage, steering and suspension, body, electronics, and hardware products, sold under Dorman, Dayton Parts, SuperATV, and customer private labels.
Product teams study repair challenges and original-part failure modes, then design direct replacements, upgraded OE FIX parts, and solutions new to the aftermarket. Sales run mainly through North American aftermarket retailers, dealers, distributors, and online channels, with most revenue generated in the United States.
Light Duty is the core business; Heavy Duty serves commercial vehicles, and Specialty Vehicle covers UTV and ATV parts and accessories. Third parties manufacture most light- and heavy-duty products, non-U.S. sourcing predominates, and two customers account for a substantial share of sales.
Company facts
Categories
Key statistics
Year to date +4.3% · Average volume (30d) 289.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Target |
|---|---|---|---|---|---|
| Mar 2, 2026 | Jefferies | Upgrade | Hold | Buy | $140 |
| Sep 18, 2025 | BMO Capital | Target | $180 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 3, 2026Q2 FY26 | $1.89 | $3.08 | +63.0% | $582.2M | $544.6M | −6.5% | +15.76% |
| May 4, 2026Q1 FY26 | $1.52 | $1.57 | +3.3% | $524.8M | $528.8M | +0.8% | +7.82% |
| Feb 25, 2026Q4 FY25 | $2.15 | $2.17 | +0.9% | $573.4M | $537.9M | −6.2% | +1.79% |
| Oct 27, 2025Q3 FY25 | $2.31 | $2.62 | +13.4% | $573.4M | $543.7M | −5.2% | −9.77% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $507.7M | $541.0M | $543.7M | $537.9M | $528.8M | $544.6M | |
| Gross profit | $207.7M | $219.5M | $241.4M | $223.8M | $190.2M | $251.2M | |
| Operating income | $80.1M | $82.5M | $105.8M | $88.1M | $58.8M | $116.2M | |
| Net income | $57.5M | $58.7M | $76.4M | $11.6M | $43.6M | $87.8M | |
| Diluted EPS | $1.87 | $1.91 | $2.48 | $0.38 | $1.43 | $2.93 | |
| Gross margin | 40.9% | 40.6% | 44.4% | 41.6% | 36.0% | 46.1% | |
| Operating margin | 15.8% | 15.2% | 19.4% | 16.4% | 11.1% | 21.3% |
Fiscal years (4-quarter sums)FY21 $1.35B · FY22 $1.73B · FY23 $1.93B · FY24 $2.01B · FY25 $2.13B
Revenue by geography · Q2 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $132.0M · Total debt $528.3M · Total assets $2.50B · Shareholders' equity $1.52B
Dividends
No dividends on record.
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 29.88M · Float 25.85M · 86.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.08M | 13.65% | 13F | Aug 7, 2026 |
| Marc H. Berman | 1.54M | 5.10% | 13G | Feb 9, 2026 |
| Vanguard Portfolio Management LLC | 1.53M | 5.13% | 13F | Aug 13, 2026 |
| Morgan Stanley | 1.45M | 4.84% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.21M | 4.06% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 17, 2026 | Donna M. Long | officer: SVP, CIO | −734 | $135.21 |
| Aug 5, 2026 | Gregory C. Bowen | officer: VP, Chief Accounting Officer | −3,531 | $145.01 |
| Mar 12, 2026 | Donna M. Long | officer: SVP, CIO | −947 | $103.07 |
| Jan 2, 2026 | Donna M. Long | officer: SVP, CIO | −812 | $123.75 |
| Dec 12, 2025 | John McKnight | officer: President, Heavy Duty | −2,000 | $128.80 |
Peers
- Standard Motor Products
Leading US aftermarket manufacturer of engine management and HVAC parts.
- LKQ
Largest North American distributor of alternative and recycled auto parts.
- Gates Industrial
Global leader in power transmission belts and fluid power hose systems.
- Cummins
Heavy-duty powertrain leader with Meritor braking and driveline aftermarket.
- Dana
Driveline and sealing supplier with Spicer heavy-duty aftermarket brand.
- Fox Factory
Premium suspension and UTV accessories for powersports and off-road vehicles.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dorman Products | $129.35 | −0.05% | $3.87B | 17.9 | 15.6 | 1.8 | +0.7% |
| Standard Motor Products | $37.01 | −0.16% | $824.0M | 16.4 | 8.2 | 0.4 | +1.6% |
| LKQ | $25.53 | 0.00% | $6.46B | 14.2 | 8.8 | 0.5 | −6.4% |
| Gates Industrial | $25.87 | −0.08% | $6.57B | 18.2 | 14.2 | 1.9 | +6.6% |
| Cummins | $564.40 | −0.03% | $77.94B | 28.9 | 17.0 | 2.2 | +9.4% |
| Dana | $30.35 | +0.03% | $3.79B | — | 9.1 | — | +3.9% |
| Fox Factory | $20.56 | +0.10% | $862.2M | — | 12.1 | 0.6 | −4.5% |
| Median | 17.3 | 10.6 | 0.6 | +2.7% |