Dorman Products, Inc.

NasdaqGS:DORM 株式レポート

時価総額:US$3.5b

Dorman Products マネジメント

マネジメント 基準チェック /44

Dorman Productsの CEO はKevin Olsenで、 Aug2018年に任命され、 の在任期間は 7.75年です。 の年間総報酬は$ 6.75Mで、 14.4%給与と85.6%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.22%を直接所有しており、その価値は$ 7.61M 。経営陣と取締役会の平均在任期間はそれぞれ4.4年と9年です。

主要情報

Kevin Olsen

最高経営責任者

US$6.7m

報酬総額

CEO給与比率14.38%
CEO在任期間7.8yrs
CEOの所有権0.2%
経営陣の平均在職期間4.4yrs
取締役会の平均在任期間9yrs

経営陣の近況

Recent updates

ナラティブの更新 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
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...

CEO報酬分析

Dorman Products の収益と比較して、Kevin Olsen の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 28 2026n/an/a

US$190m

Dec 31 2025US$7mUS$970k

US$204m

Sep 27 2025n/an/a

US$247m

Jun 28 2025n/an/a

US$226m

Mar 29 2025n/an/a

US$215m

Dec 31 2024US$7mUS$941k

US$190m

Sep 28 2024n/an/a

US$186m

Jun 29 2024n/an/a

US$171m

Mar 30 2024n/an/a

US$156m

Dec 31 2023US$4mUS$885k

US$129m

Sep 30 2023n/an/a

US$97m

Jul 01 2023n/an/a

US$87m

Apr 01 2023n/an/a

US$92m

Dec 31 2022US$3mUS$807k

US$122m

Sep 24 2022n/an/a

US$138m

Jun 25 2022n/an/a

US$140m

Mar 26 2022n/an/a

US$134m

Dec 25 2021US$3mUS$665k

US$132m

Sep 25 2021n/an/a

US$133m

Jun 26 2021n/an/a

US$135m

Mar 27 2021n/an/a

US$117m

Dec 26 2020US$2mUS$615k

US$107m

Sep 26 2020n/an/a

US$88m

Jun 27 2020n/an/a

US$76m

Mar 28 2020n/an/a

US$83m

Dec 28 2019US$2mUS$600k

US$84m

報酬と市場: Kevinの 総報酬 ($USD 6.75M ) は、 US市場 ($USD 7.02M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Kevinの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Kevin Olsen (53 yo)

7.8yrs
在職期間
US$6,745,783
報酬

Mr. Kevin M. Olsen serves as Independent Director of Twin Disc, Incorporated from August 2022. He has been President of Dorman Products, Inc. since August 6, 2018, Chief Executive Officer and Director sinc...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Kevin Olsen
Chairman7.8yrsUS$6.75m0.22%
$ 7.6m
Steven Berman
Founder & Director48.3yrsUS$582.35k4.07%
$ 143.5m
Joseph Braun
Senior VP7.1yrsUS$1.61m0.044%
$ 1.6m
Scott Leff
Senior VP & Chief Human Resources Officer7.1yrsUS$1.33m0.040%
$ 1.4m
Jeffrey Darby
Senior Vice President of Enterprise Salesless than a yearUS$1.39m0.10%
$ 3.6m
Eric Luftig
President of Light Duty4.4yrsUS$1.44m0.020%
$ 720.9k
Charles Rayfield
Senior VP & Chief Financial Officerless than a yearデータなしデータなし
Nathan Porter
Senior VP & COOless than a yearデータなしデータなし
Gregory Bowen
VP & Chief Accounting Officer1yrデータなし0.0087%
$ 305.9k
Donna Long
Senior VP & Chief Information Officer11.1yrsデータなし0.067%
$ 2.4m
Alexander Whitelam
Vice President of Investor Relationsno dataデータなしデータなし
Brian Borradaile
Senior Vice President of Strategy & Corporate Development3.3yrsデータなし0.024%
$ 833.8k
4.4yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: DORMの経営陣は 経験豊富 であると考えられます ( 4.4年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Kevin Olsen
Chairman7.3yrsUS$6.75m0.22%
$ 7.6m
Steven Berman
Founder & Director48.3yrsUS$582.35k4.07%
$ 143.5m
G. Stakias
Independent Director10.7yrsUS$234.97k0.050%
$ 1.7m
Richard Riley
Independent Lead Director16.2yrsUS$267.47k0.097%
$ 3.4m
Lisa Bachmann
Independent Director5.7yrsUS$224.97k0.023%
$ 814.4k
John Gavin
Independent Director9.6yrsUS$239.97k0.031%
$ 1.1m
Kelly Romano
Independent Director8.5yrsUS$224.97k0.036%
$ 1.3m
James Thomas
Independent Director4.6yrsUS$224.97k0.022%
$ 780.2k
9.0yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: DORMの 取締役会経験豊富 であると考えられます ( 9年の平均在任期間)。


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2026/05/26 05:50
終値2026/05/22 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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Youtubeのチュートリアルも掲載しています。

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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 PrestopinoBarrington Research Associates, Inc.
Tristan Thomas-MartinBMO Capital Markets Equity Research
John LovalloBofA Global Research