Dorman Products, Inc.

NasdaqGS:DORM 주식 리포트

시가총액: US$3.5b

Dorman Products 과거 순이익 실적

과거 기준 점검 2/6

Dorman Products은 연평균 14%의 비율로 수입이 증가해 온 반면, Auto Components 산업은 수입이 3.8% 증가했습니다. 매출은 연평균 11.4%의 비율로 증가했습니다. Dorman Products의 자기자본이익률은 13%이고 순이익률은 8.8%입니다.

핵심 정보

14.00%

순이익 성장률

15.13%

주당순이익(EPS) 성장률

Auto Components 산업 성장률10.46%
매출 성장률11.40%
자기자본이익률12.97%
순이익률8.84%
최근 순이익 업데이트28 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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
분석 기사 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...
분석 기사 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...

매출 및 비용 세부 내역

Dorman Products가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:DORM 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
28 Mar 262,15119051335
31 Dec 252,13020450735
27 Sep 252,12624749832
28 Jun 252,08622648932
29 Mar 252,04821548132
31 Dec 242,00919048132
28 Sep 241,97018647032
29 Jun 241,95417146532
30 Mar 241,93215645932
31 Dec 231,93012945932
30 Sep 231,9379737925
01 Jul 231,8628735125
01 Apr 231,7999232625
31 Dec 221,73412236725
24 Sep 221,63113831723
25 Jun 221,56614030723
26 Mar 221,45913429023
25 Dec 211,34513224723
25 Sep 211,24813325221
26 Jun 211,20013524421
27 Mar 211,12311723221
26 Dec 201,09310722921
26 Sep 201,0318822221
27 Jun 209847620721
28 Mar 201,0058321721
28 Dec 199918421321
28 Sep 191,01210118220
29 Jun 191,00611419320
30 Mar 1999012617620
29 Dec 1897413418220
29 Sep 1894112117320
30 Jun 1891811415820
31 Mar 1890910815420
30 Dec 1790310715120
30 Sep 1790511315119
01 Jul 1789311314819
01 Apr 1787311114519
31 Dec 1686010614219
24 Sep 168359914217
25 Jun 168339914017
26 Mar 168239613717
26 Dec 158039213817
26 Sep 157728913016
27 Jun 157598813316

양질의 수익: DORM는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: DORM의 현재 순 이익률 (8.8%)은 지난해 (10.5%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: DORM의 수익은 지난 5년 동안 연평균 14% 증가했습니다.

성장 가속화: DORM은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: DORM은 지난 1년 동안 수익이 감소(-11.3%)하여 Auto Components 업계 평균(10.7%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: DORM의 자본 수익률(13%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 20:00
종가2026/05/21 00:00
수익2026/03/28
연간 수익2025/12/31

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분석가 소스

Dorman Products, Inc.는 15명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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