Dorman Products（DORM）株式概要
Dorman Products, Inc.は、米国内外の自動車アフターマーケット業界向けに交換部品やアップグレード部品を供給しています。 詳細
報酬
リスク分析
リスクチェックの結果、DORM 、リスクは検出されなかった。
DORM Community Fair Values
Create NarrativeSee what 8 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Dorman Products, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$124.52 |
| 52週高値 | US$166.89 |
| 52週安値 | US$98.45 |
| ベータ | 0.97 |
| 1ヶ月の変化 | 22.99% |
| 3ヶ月変化 | -4.29% |
| 1年変化 | 0.19% |
| 3年間の変化 | 43.18% |
| 5年間の変化 | 20.86% |
| IPOからの変化 | 6,126.00% |
最新ニュース
ナラティブ更新 • May 02
DORM: Tariff Noise And Guidance Reset Will Support Margin And Cash Flow Visibility
Narrative Update The analyst price target on Dorman Products has moved slightly lower by $0.75. Analysts cited reduced longer term estimates, updated guidance and recent target cuts that still reflect confidence in demand trends, margins and cash generation despite near term tariff and guidance noise.Seeking Alpha • Apr 29
Dorman Products: Mispriced Ahead Of Q1 Earnings
Summary Dorman is undervalued after a 10% YTD decline, with strong long-term aftermarket demand and robust earnings growth potential. DORM's Q1 earnings are set for a sizable beat, driven by margin expansion, heavy-duty segment strength, and favorable mix. Despite a premium valuation to peers, DORM's superior margins and double-digit growth justify further multiple expansion. Risks include tariff exposure, customer concentration, and macro demand shifts, but normalized free cash flow should reach ~$200M with a 6% yield. Read the full article on Seeking Alphaナラティブ更新 • Apr 18
DORM: Tariff Noise And Guidance Reset Will Clarify Long Term Margin Upside
Analysts have trimmed the Street price targets for Dorman Products by $20 to $30, to a range of $140 to $162, citing softer out year guidance, tariff related noise in 2025 estimates, and recent share underperformance that contrasts with record margins, solid cash generation, and what they view as clear long term growth visibility. Analyst Commentary Recent research updates on Dorman Products show a mixed but generally constructive view, with analysts cutting price targets while still pointing to solid fundamentals and specific areas of execution risk.Recent updates
ナラティブ更新 • May 02
DORM: Tariff Noise And Guidance Reset Will Support Margin And Cash Flow Visibility
Narrative Update The analyst price target on Dorman Products has moved slightly lower by $0.75. Analysts cited reduced longer term estimates, updated guidance and recent target cuts that still reflect confidence in demand trends, margins and cash generation despite near term tariff and guidance noise.Seeking Alpha • Apr 29
Dorman Products: Mispriced Ahead Of Q1 Earnings
Summary Dorman is undervalued after a 10% YTD decline, with strong long-term aftermarket demand and robust earnings growth potential. DORM's Q1 earnings are set for a sizable beat, driven by margin expansion, heavy-duty segment strength, and favorable mix. Despite a premium valuation to peers, DORM's superior margins and double-digit growth justify further multiple expansion. Risks include tariff exposure, customer concentration, and macro demand shifts, but normalized free cash flow should reach ~$200M with a 6% yield. Read the full article on Seeking Alphaナラティブ更新 • Apr 18
DORM: Tariff Noise And Guidance Reset Will Clarify Long Term Margin Upside
Analysts have trimmed the Street price targets for Dorman Products by $20 to $30, to a range of $140 to $162, citing softer out year guidance, tariff related noise in 2025 estimates, and recent share underperformance that contrasts with record margins, solid cash generation, and what they view as clear long term growth visibility. Analyst Commentary Recent research updates on Dorman Products show a mixed but generally constructive view, with analysts cutting price targets while still pointing to solid fundamentals and specific areas of execution risk.ナラティブ更新 • Apr 03
DORM: Tariff Uncertainty And Guidance Reset Will Shape Margin Upside Potential
Analysts have trimmed their average price targets on Dorman Products by $20 to $30, to a range of about $140 to $162, citing reduced 2026 estimates tied to tariffs and softer guidance, even as they highlight solid recent margins, cash generation, and steady demand across Light Duty, Heavy Duty, and Specialty categories. Analyst Commentary Recent Street research reflects a mix of optimism about Dorman Products' fundamentals and caution around guidance and tariffs, which together are shaping how analysts think about valuation and execution risk.ナラティブ更新 • Mar 20
DORM: Tariff Noise And CFO Transition Will Shape Margin Strength Upside Narrative
Analysts have reduced the price target on Dorman Products by $7.50 to reflect updated fair value and earnings assumptions, as recent research highlights lower long term guidance, tempered by resilient demand and solid margin execution. Analyst Commentary Recent research on Dorman Products reflects a mix of optimism around execution and demand trends, alongside more cautious views on guidance and earnings visibility.ナラティブ更新 • Mar 05
DORM: Tariff Noise And CFO Transition Will Shape Future Upside Narrative
Narrative Update on Dorman Products The analyst price target for Dorman Products has been reduced by $9.50 to $160.88, as analysts factor in lower long term fair value and P/E assumptions alongside recent target cuts tied to softer guidance, tariff related estimate adjustments, and a reset in expectations, despite solid demand trends and cash generation. Analyst Commentary Recent Street research on Dorman Products reflects a mixed but constructive view, with price targets coming down while ratings largely remain positive.ナラティブ更新 • Feb 04
DORM: New CFO Appointment Will Support Future Upside Narrative
Analysts have adjusted their price target for Dorman Products to US$170.38, reflecting updated assumptions around a slightly lower discount rate, modestly different revenue growth expectations, and a small change in projected profit margin and future P/E multiples. What's in the News Dorman Products, Inc.ナラティブ更新 • Jan 21
DORM: New CFO Appointment And Reaffirmed 2025 Outlook Will Support Upside
Analysts have reduced their price target on Dorman Products by about US$3 to reflect updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, which are now slightly more conservative overall. What's in the News Dorman Products appointed Charles W.ナラティブ更新 • Jan 07
DORM: Aging Fleet And New Aftermarket Offerings Will Support Long-Term Upside
Analysts have kept their price target for Dorman Products steady at about $173.50, making only very small tweaks to inputs such as discount rate, revenue growth, profit margin and future P/E assumptions to fine-tune their valuation rather than signal a change in view. What's in the News Dorman Products reaffirmed 2025 guidance, keeping net sales growth versus 2024 in a range of 7% to 9% and diluted EPS between $8.05 and $8.35 (Key Developments).分析記事 • Jan 01
There's No Escaping Dorman Products, Inc.'s (NASDAQ:DORM) Muted Earnings
When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...ナラティブ更新 • Dec 16
DORM: Aging Vehicle Fleet Will Drive Long-Term Heavy-Duty Expansion Upside
Analysts have modestly raised their price target on Dorman Products to $185 from about $173.50, citing the company's resilient aftermarket auto parts demand, secular tailwinds from an aging vehicle fleet and diverse propulsion systems, and its perceived under owned status despite a multi billion dollar market cap. Analyst Commentary Bullish analysts frame Dorman as a differentiated secular growth story in the aftermarket auto parts space, arguing that the stock's valuation still does not fully reflect its positioning across vehicle age cohorts and propulsion types.分析記事 • Dec 08
An Intrinsic Calculation For Dorman Products, Inc. (NASDAQ:DORM) Suggests It's 29% Undervalued
Key Insights The projected fair value for Dorman Products is US$177 based on 2 Stage Free Cash Flow to Equity Dorman...ナラティブ更新 • Nov 29
DORM: Expansion Into Heavy-Duty Market Will Drive Long-Term Share Upside
The analyst price target for Dorman Products has been raised from $173.50 to a range between $180 and $185, as analysts cite the company's resilient performance in the aftermarket auto parts sector along with growth opportunities driven by industry dynamics. Analyst Commentary Recent Street research has highlighted both opportunities and risks for Dorman Products as analysts initiate coverage with favorable ratings and price targets at the upper end of the revised range.ナラティブ更新 • Nov 15
DORM: Expansion Into Heavy-Duty Vehicle Market Will Drive Continued Upside
Analysts have raised their price targets on Dorman Products to a range of $175 to $185 per share, citing the company's resilient growth prospects, robust demand across vehicle segments, and strategic positioning in a challenging macroeconomic environment. Analyst Commentary Recent street research reports reflect a predominantly positive outlook toward Dorman Products, with several new initiations and price target increases highlighting analyst confidence in the company's growth trajectory and its positioning within the automotive aftermarket sector.ナラティブ更新 • Oct 31
DORM: Aging Vehicle Trends Will Sustain Market Demand Into 2025
Dorman Products' analyst price target has been raised from $168.75 to $173.50. Analysts cite continued demand strength, expanded market opportunities, and the company's resilient performance as key drivers behind the upward adjustment.分析記事 • Oct 21
Is Dorman Products, Inc. (NASDAQ:DORM) Potentially Undervalued?
Dorman Products, Inc. ( NASDAQ:DORM ), is not the largest company out there, but it led the NASDAQGS gainers with a...ナラティブ更新 • Oct 17
North American Aging Vehicles Will Sustain Aftermarket Demand
Analysts have raised their price target for Dorman Products, increasing it by $12 to $182. They cite the company's resilient core business, secular growth trends in the auto aftermarket, and expectations for continued earnings expansion in the coming years.ナラティブ更新 • Oct 03
North American Aging Vehicles Will Sustain Aftermarket Demand
The analyst price target for Dorman Products has increased from $164.17 to $168.75, as analysts point to sustained demand, ongoing innovation, and the company's resilient expansion into new vehicle segments as key drivers supporting a higher valuation. Analyst Commentary Following a series of positive research notes and upward price target revisions, analysts have offered detailed perspectives on Dorman Products' current outlook.分析記事 • Sep 13
Unpleasant Surprises Could Be In Store For Dorman Products, Inc.'s (NASDAQ:DORM) Shares
Dorman Products, Inc.'s ( NASDAQ:DORM ) price-to-earnings (or "P/E") ratio of 21.8x might make it look like a sell...分析記事 • Aug 29
Calculating The Fair Value Of Dorman Products, Inc. (NASDAQ:DORM)
Key Insights Dorman Products' estimated fair value is US$196 based on 2 Stage Free Cash Flow to Equity Current share...ナラティブ更新 • Aug 27
North American Aging Vehicles Will Sustain Aftermarket Demand
Analysts have raised their price target for Dorman Products to $164.17, citing continued robust demand in the Light Duty segment, a strong innovation-driven growth outlook, and its defensive position in the automotive aftermarket. Analyst Commentary Bullish analysts see sustained strong demand in the core Light Duty segment, with no signs of slowdown.分析記事 • Jul 31
Do Dorman Products' (NASDAQ:DORM) Earnings Warrant Your Attention?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jun 14
Dorman Products, Inc.'s (NASDAQ:DORM) Price Is Out Of Tune With Earnings
There wouldn't be many who think Dorman Products, Inc.'s ( NASDAQ:DORM ) price-to-earnings (or "P/E") ratio of 17.7x is...分析記事 • May 23
These 4 Measures Indicate That Dorman Products (NASDAQ:DORM) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • May 09
There Could Be A Chance Dorman Products, Inc.'s (NASDAQ:DORM) CEO Will Have Their Compensation Increased
Key Insights Dorman Products' Annual General Meeting to take place on 16th of May Total pay for CEO Kevin Olsen...分析記事 • Apr 25
Does Dorman Products (NASDAQ:DORM) Deserve A Spot On Your Watchlist?
For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...Seeking Alpha • Apr 24
Dorman Products: Tariffs, Slowing Growth, And Valuation Risk
Summary Dorman Products operates in an industry supported by strong tailwinds: more older vehicles, fewer new cars, and strong consumer repair demand support long-term fundamentals. The company cut its debt from $848 million to $540 million, improving balance sheet flexibility. However, management's 2025 EPS growth guidance (6%–10%) is down from 19%–26% in 2024, reflecting a significant deceleration. Uncertainties concerning the U.S. tariffs directly impact DORM, which still sources 72% of products internationally, including 30% to 40% from China in 2025. The current valuation offers no margin of safety. Read the full article on Seeking Alpha分析記事 • Apr 09
Is There Now An Opportunity In Dorman Products, Inc. (NASDAQ:DORM)?
Dorman Products, Inc. ( NASDAQ:DORM ), might not be a large cap stock, but it saw significant share price movement...分析記事 • Mar 11
Dorman Products, Inc. (NASDAQ:DORM) Shares Could Be 21% Below Their Intrinsic Value Estimate
Key Insights Using the 2 Stage Free Cash Flow to Equity, Dorman Products fair value estimate is US$158 Dorman Products...分析記事 • Feb 25
Dorman Products, Inc. (NASDAQ:DORM) Not Lagging Market On Growth Or Pricing
With a price-to-earnings (or "P/E") ratio of 20.2x Dorman Products, Inc. ( NASDAQ:DORM ) may be sending bearish signals...分析記事 • Feb 12
Here's Why Dorman Products (NASDAQ:DORM) Can Manage Its Debt Responsibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Jan 01
Is It Time To Consider Buying Dorman Products, Inc. (NASDAQ:DORM)?
Dorman Products, Inc. ( NASDAQ:DORM ), is not the largest company out there, but it saw a double-digit share price rise...分析記事 • Dec 18
Do Dorman Products' (NASDAQ:DORM) Earnings Warrant Your Attention?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Seeking Alpha • Dec 05
Dorman Products: Kicking This Name Into Neutral
Summary Dorman Products has shown significant stock performance, with shares up 34% since August and 54.8% since February, easily outperforming the S&P 500. Despite strong financials and future growth prospects, I am downgrading Dorman Products from 'buy' to 'hold' due to its current valuation. The company's revenue and profitability have increased, but operating cash flow fell year-over-year, although adjusted figures show improvement. Management's growth plans and the rising average age of vehicles in the US support a positive long-term outlook for Dorman Products. Read the full article on Seeking Alpha分析記事 • Dec 04
An Intrinsic Calculation For Dorman Products, Inc. (NASDAQ:DORM) Suggests It's 45% Undervalued
Key Insights The projected fair value for Dorman Products is US$252 based on 2 Stage Free Cash Flow to Equity Dorman...分析記事 • Nov 06
Earnings Not Telling The Story For Dorman Products, Inc. (NASDAQ:DORM) After Shares Rise 25%
Despite an already strong run, Dorman Products, Inc. ( NASDAQ:DORM ) shares have been powering on, with a gain of 25...株主還元
| DORM | US Auto Components | US 市場 | |
|---|---|---|---|
| 7D | 10.7% | 2.6% | 2.1% |
| 1Y | 0.2% | 15.5% | 30.6% |
業界別リターン: DORM過去 1 年間で15.5 % の収益を上げたUS Auto Components業界を下回りました。
リターン対市場: DORMは、過去 1 年間で30.6 % のリターンを上げたUS市場を下回りました。
価格変動
| DORM volatility | |
|---|---|
| DORM Average Weekly Movement | 5.2% |
| Auto Components Industry Average Movement | 7.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: DORM 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DORMの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1918 | 3,871 | Kevin Olsen | www.dormanproducts.com |
は、米国内外の自動車アフターマーケット業界向けに交換部品やアップグレード部品を供給している。Light Duty、Heavy Duty、Specialty Vehicleの各セグメントで事業を展開。同社は、インテークとエキゾーストマニホールド、オイルフィルターとクーラー、ファン、サーモスタットハウジング、スロットルボディなどのエンジン製品、フルードライン、フルードリザーバー、コネクター、4輪駆動コンポーネントとアクスル、ドレインプラグ、その他のエンジン、トランスミッション、アクスルコンポーネントなどのアンダーカー製品、コントロールアーム、ボールジョイント、タイロッドエンド、ブレーキハードウェアと油圧、ホイールとアクスルハードウェア、サスペンションアーム、ナックル、リンク、ブッシュ、リーフスプリング、およびその他のサスペンション、ステアリング、ブレーキコンポーネントで構成されるステアリングとサスペンション製品を提供しています；ドアハンドルとヒンジ、ウィンドウリフトモーター、ウィンドウレギュレーター、スイッチとハンドル、ワイパー部品、照明、電装品、UTV用フロントガラスを含むその他の内外装車体部品などの車体製品、新品および再生品のモジュール、クラスター、センサーなどのエレクトロニクス製品、ねじボルトと車体ファスナー、自動車および家庭用電気配線部品、その他のハードウェアの品揃えと商品からなるハードウェア製品。また、エキゾーストマニホールド、メタルヒーターホースコネクター、アルミオイルフィルターハウジングなどのOE FIXソリューション、インテークマニホールド、エキゾーストマニホールド、オイルフィルターとクーラー、排気ガス再循環クーラー、ドライブシャフト、UTVフロントガラス、複合エレクトロニクスモジュールなども提供している。同社は、DORMAN、DORMAN OE FIX、HELP！、Conduct-Tite、Dayton Parts、SuperATV、Keller Performance Products、Assault Industries、Gboost、GDPのブランドで、アフターマーケットの小売店、ディーラー、全国、地域、地方の卸売業者や専門市場を通じて製品を販売している。Dorman Products, Inc.は1918年に設立され、ペンシルベニア州コルマーに本社を置いている。
Dorman Products, Inc. 基礎のまとめ
| DORM 基礎統計学 | |
|---|---|
| 時価総額 | US$3.66b |
| 収益（TTM） | US$190.24m |
| 売上高(TTM) | US$2.15b |
19.6x
PER（株価収益率1.7x
P/SレシオDORM は割高か？
公正価値と評価分析を参照収益と収入
| DORM 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.15b |
| 売上原価 | US$1.27b |
| 売上総利益 | US$880.18m |
| その他の費用 | US$689.94m |
| 収益 | US$190.24m |
直近の収益報告
Mar 28, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.37 |
| グロス・マージン | 40.91% |
| 純利益率 | 8.84% |
| 有利子負債／自己資本比率 | 31.0% |
DORM の長期的なパフォーマンスは？
過去の実績と比較を見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/07 07:50 |
| 終値 | 2026/05/07 00:00 |
| 収益 | 2026/03/28 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Dorman Products, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。15
| アナリスト | 機関 |
|---|---|
| Gary Prestopino | Barrington Research Associates, Inc. |
| Tristan Thomas-Martin | BMO Capital Markets Equity Research |
| John Lovallo | BofA Global Research |