Dorman Products (DORM)
Designs and supplies aftermarket replacement and upgrade parts for cars, trucks, UTVs, and ATVs.
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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
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Mar 2, 2026 | Jefferies | Upgrade | Target: — | Target: $140 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 27, 2026Cash & short-term investments $132.0M · Total debt $528.3M · Total assets $2.50B · Shareholders' equity $1.52B
- Revenue
- $544.6M
- Operating income
- $116.2M
- Net income
- $87.8M
No dividends on record.
| Institutions | 97.31% | 28.88M shares | |
|---|---|---|---|
| 333 holders · as of Jun 30, 2026 | |||
| Insiders | 13.34% | 3.96M shares | |
| 23 holders · as of Sep 16, 2026 | |||
| Adds to | 110.65% | ||
29.68M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 110.65%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 13.74% | 4.08M | as of Jun 30, 2026 |
Steven L. Berman1Insiderdirector | 7.06% | 2.10M | filed Mar 4, 2026 |
Marc H. BermanInsider | 5.21% | 1.54M | filed Feb 9, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.16% | 1.53M | as of Jun 30, 2026 |
Morgan StanleyInstitution | 4.87% | 1.45M | as of Jun 30, 2026 |
- Steven L. Berman's transaction reports restate only vehicles that traded; the 2025 ownership statement (2.10M) less the 1.3K net shares sold since is used instead.
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 |
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CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dorman Products | $121.24 | +0.23% | $3.60B | 16.7 | 14.6 | 1.7 | +0.7% |
| Standard Motor Products | $37.69 | −0.04% | $827.1M | 16.4 | 8.3 | 0.5 | +1.6% |
| LKQ | $23.58 | −0.04% | $5.87B | 12.9 | 8.1 | 0.4 | −6.4% |
| Gates Industrial | $26.15 | −0.04% | $6.46B | 17.9 | 14.3 | 1.8 | +6.6% |
| Cummins | $526.13 | −0.01% | $73.79B | 27.3 | 15.9 | 2.1 | +9.4% |
| Dana | $30.21 | +0.03% | $3.74B | — | 8.8 | — | +3.9% |
| Fox Factory | $18.89 | −0.05% | $774.6M | — | 11.2 | 0.5 | −4.5% |
| Median | 17.2 | 10.0 | 0.5 | +2.7% |