DORMAN PRODUCTS INC (DORM)
Consumer Discretionary · Automotive aftermarket replacement parts supplier · NASDAQ
Dorman Products is a leading supplier of OEM-quality replacement and upgrade parts for the motor vehicle aftermarket, serving light-duty, heavy-duty, and specialty vehicle markets across North America.
What DORMAN PRODUCTS INC does
Dorman Products is one of the leading suppliers of replacement and upgrade parts in the motor vehicle aftermarket industry, serving passenger cars, light-, medium-, and heavy-duty trucks, as well as specialty vehicles including UTVs and ATVs. The company markets approximately 144,000 distinct parts, many of which it designs and engineers, sold under its own brands (76% of products), customers' private labels, or in bulk. Products traditionally available only from OEMs or salvage yards include leaf springs, intake manifolds, exhaust manifolds, oil filters and coolers, window regulators, radiator fan assemblies, tire pressure monitor sensors, EGR coolers, driveshafts, and complex electronics modules. The company operates through three segments—Light Duty, Heavy Duty, and Specialty Vehicle—with most sales generated in North America through aftermarket retailers, dealers, and wholesale distributors.
Themes: ["Automotive aftermarket","Vehicle replacement parts","Light-duty vehicle aftermarket","Heavy-duty truck aftermarket","Powersports/specialty vehicle parts"]
Fundamentals
- Price$136.48 as of 2026-07-09 close
- Market cap$4.0B as of 2026-07-10
- 1-year return+8.2% as of 2026-07-09 close
- P/E20.93 as of 2026-07-10
- Net margin+8.8% as of 2026-07-10
- Gross margin+40.9% as of 2026-07-10
- ROE+13.1% as of 2026-07-10
- Debt / equity0.31 as of 2026-07-10
- Revenue growth (YoY)+5.0% as of 2026-07-10
- Revenue CAGR (3y)+7.1% SEC XBRL
- Beta1.01 as of 2026-07-10
Dividend: 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Exposure to motor vehicle aftermarket demand fluctuations, which correlates with consumer discretionary spending and vehicle miles traveled; discretionary parts spending may decline during economic downturns","Significant consolidation among distributors and retailers in the automotive aftermarket may reduce the number of customers, increase buyer power, and pressure margins","Supply chain and tariff risks, including exposure to international sourcing and tariff impacts on costs that may not be fully recoverable through price increases"]
Competitors & peers
- Standard Motor Products
- Motorcraft (Ford Motor Company)
- Mopar (Stellantis)
- GM Parts
- Toyota Parts
- Genuine parts suppliers through major automotive distributors
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.