Dorman Products, Inc.

NasdaqGS:DORM Stok Raporu

Piyasa değeri: US$3.8b

Dorman Products Yönetim

Yönetim kriter kontrolleri 4/4

Dorman Products CEO'su Kevin Olsen, Aug2018 tarihinde atandı, in görev süresi 7.83 yıldır. in toplam yıllık tazminatı $ 6.75M olup, şirket hissesi ve opsiyonları dahil olmak üzere 14.4% maaş ve 85.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.22% ine doğrudan sahiptir ve bu hisseler $ 8.27M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.5 yıl ve 9.1 yıldır.

Anahtar bilgiler

Kevin Olsen

İcra Kurulu Başkanı

US$6.7m

Toplam tazminat

CEO maaş yüzdesi14.38%
CEO görev süresi7.8yrs
CEO sahipliği0.2%
Yönetim ortalama görev süresi4.5yrs
Yönetim Kurulu ortalama görev süresi9.1yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha Jun 08

Dorman: Buy Before Margins Snap Back

Summary Dorman is undervalued, with earnings power projected at $10/share in 2027 and a price target of $160. Q1 results were impacted by peak tariff costs under FIFO accounting, but margin normalization and growth are expected through year-end. Management reaffirmed full-year guidance, anticipating 7-9% sales growth and operating margins exiting 2024 in the high teens. Recent $450M debt issuance doubles leverage to 2x net debt/EBITDA, raising M&A risk but supporting ongoing buybacks and free cash flow. Read the full article on Seeking Alpha
Anlatı Güncellemesi Jun 07

DORM: Debt Refinancing And Buybacks Will Support Margin And Cash Flow Visibility

Analysts have trimmed their price target on Dorman Products slightly to $152.25 from $152.63, reflecting updated assumptions for discount rates, revenue growth, profit margins, and future P/E multiples. What's in the News Dorman Products announced a private offering of US$450 million of 6.25% senior notes due 2034, priced at par, with guarantees from existing and future wholly owned domestic subsidiaries.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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 Tazminat Analizi

Kevin Olsen'un ücretlendirmesi Dorman Products'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
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

Tazminat ve Piyasa: Kevin 'ın toplam tazminatı ($USD 6.75M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 7.03M ).

Tazminat ve Kazançlar: Kevin 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Kevin Olsen (54 yo)

7.8yrs
Görev süresi
US$6,745,783
Tazminat

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...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Kevin Olsen
Chairman7.8yrsUS$6.75m0.22%
$ 8.3m
Steven Berman
Founder & Director48.4yrsUS$582.35k4.07%
$ 155.9m
Joseph Braun
Senior VP7.2yrsUS$1.61m0.044%
$ 1.7m
Scott Leff
Senior VP & Chief Human Resources Officer7.2yrsUS$1.33m0.040%
$ 1.5m
Jeffrey Darby
Senior Vice President of Enterprise Salesless than a yearUS$1.39m0.10%
$ 3.9m
Eric Luftig
President of Light Duty4.5yrsUS$1.44m0.020%
$ 783.3k
Charles Rayfield
Senior VP & Chief Financial Officerless than a yearVeri yokVeri yok
Nathan Porter
Senior VP & COOless than a yearVeri yokVeri yok
Gregory Bowen
VP & Chief Accounting Officer1.1yrsVeri yok0.0093%
$ 356.6k
Donna Long
Senior VP & Chief Information Officer11.2yrsVeri yok0.067%
$ 2.6m
Alexander Whitelam
Vice President of Investor Relationsno dataVeri yokVeri yok
Brian Borradaile
Senior Vice President of Strategy & Corporate Development3.3yrsVeri yok0.024%
$ 906.0k
4.5yrs
Ortalama Görev Süresi
54yo
Ortalama Yaş

Deneyimli Yönetim: DORM 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.5 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Kevin Olsen
Chairman7.4yrsUS$6.75m0.22%
$ 8.3m
Steven Berman
Founder & Director48.4yrsUS$582.35k4.07%
$ 155.9m
G. Stakias
Independent Director10.8yrsUS$234.97k0.050%
$ 1.9m
Richard Riley
Independent Lead Director16.3yrsUS$267.47k0.097%
$ 3.7m
Lisa Bachmann
Independent Director5.8yrsUS$224.97k0.023%
$ 880.7k
John Gavin
Independent Director9.7yrsUS$239.97k0.031%
$ 1.2m
Kelly Romano
Independent Director8.6yrsUS$224.97k0.036%
$ 1.4m
James Thomas
Independent Director4.7yrsUS$224.97k0.022%
$ 843.5k
9.1yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DORM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 9.1 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/06/09 10:11
Gün Sonu Hisse Fiyatı2026/06/09 00:00
Kazançlar2026/03/28
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Dorman Products, Inc. 15 Bu analistlerden 8, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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