DORM
Dorman Products, Inc.
DORM's fundamentals are mixed: free cash flow more than doubled, but its operating margin fell 3 points to 13%. At 20x earnings, it's trading below its usual 23x. Analysts expect earnings growth.
DORM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Strong | |
| Healthy |
DORM's cash flow and balance sheet are currently healthy, and its revenue and profitability are stable.
DORM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 15x | $132 | — |
| Cheap | 19x | $125 | -5.6% |
| Current | 20x | $132 | — |
| Fair | 23x | $152 | +15% |
| Expensive | 28x | $191 | +45% |
Historical ranges are pointers, not guarantees.
DORM's PE is in its cheap range at 20x. If earnings grow as analysts expect, today's price would be 15x next year's earnings.
DORM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect DORM's earnings to grow and its profitability to improve, with its revenue holding steady.
DORM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $8.63 | +28% |
| Q3 2026 | $6.72 | -16% |
| Q2 2026 | $7.22 | -1.6% |
| Q1 2026 | $6.20 | -11% |
| Q4 2025 | $6.64 | +8.1% |
| Q3 2025 | $8.02 | +34% |
| Q2 2025 | $7.34 | +34% |
| Q1 2025 | $6.96 | +40% |
| Q4 2024 | $6.14 | +50% |
DORM earned $6.72 per share over the past year, down 16% from the year before.
DORM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $561.7M | +3.3% |
| Q2 2026 | $544.6M | +0.7% |
| Q1 2026 | $528.8M | +4.2% |
| Q4 2025 | $537.9M | +0.8% |
| Q3 2025 | $543.7M | +7.9% |
| Q2 2025 | $541M | +7.6% |
| Q1 2025 | $507.7M | +8.3% |
| Q4 2024 | $533.8M | +8% |
DORM's revenue has grown year over year for 11 quarters in a row: $562M last quarter, up 3.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 15% | -4.7 points |
| Q2 2026 | 21% | +6.1 points |
| Q1 2026 | 11% | -4.7 points |
| Q4 2025 | 5.8% | -10 points |
| Q3 2025 | 19% | +3.7 points |
| Q2 2025 | 15% | +0.8 points |
| Q1 2025 | 16% | +4.2 points |
| Q4 2024 | 16% | +0.6 points |
DORM's operating margin was 15% last quarter, down 4.7 points from the same quarter a year ago.
DORM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $56.9M | +3022% |
| Q2 2026 | $143.5M | +146376% |
| Q1 2026 | $35.3M | -12% |
| Q4 2025 | $33.5M | -47% |
| Q3 2025 | $1.8M | -95% |
| Q2 2025 | $98K | -100% |
| Q1 2025 | $40.3M | -2.4% |
| Q4 2024 | $63.2M | +30% |
DORM generated $269M in free cash flow over the past year, up 155% from the year before.
DORM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -135K shares |
| 1 year | -3% | -922K shares |
| 3 years | -5.4% | -1.7M shares |
| 5 years | -6.2% | -2M shares |
| Available history | -8.7% | -2.8M shares |
DORM has 30M diluted shares, down 3% from a year ago.
DORM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.8x | Very low |
| Q2 2026 | 0.8x | Very low |
| Q1 2026 | 1.2x | Healthy |
| Q4 2025 | 1.1x | Healthy |
| Q3 2025 | 1.0x | Very low |
| Q2 2025 | 1.1x | Healthy |
| Q1 2025 | 1.1x | Healthy |
| Q4 2024 | 1.2x | Healthy |
DORM's net debt is less than a year of its operating earnings (EBITDA).
DORM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 53.7 | Neutral |
| Stochastic | 49.5 | Neutral |
DORM's weekly RSI is 54 (neutral) and its Stochastic is 50 (neutral).
DORM PE vs Consumer Cyclical Sector
| Metric | DORM | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 18x | 9% above |
| PE % | 24 | 47 | 23 pts below |
DORM is trading at 20x earnings, in line with the Consumer Cyclical sector's median of 18x.
DORM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $127.7 | 3.4% above |
| 20 week MA | $131.3 | 0.5% above |
| 50 week MA | $124.6 | 5.9% above |
| 100 week MA | $128.6 | 2.7% above |
| 200 week MA | $110.3 | 20% above |
DORM is in an uptrend: it's above all five of its weekly moving averages, and 20% above its 200-week average.
DORM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $75.1 | $89.6 | +19% |
| 2021 | $89.6 | $106.4 | +19% |
| 2022 | $106.4 | $81.3 | -24% |
| 2023 | $81.3 | $83.4 | +2.6% |
| 2024 | $83.4 | $132.2 | +58% |
| 2025 | $132.2 | $126.6 | -4.2% |
| 2026 YTD | $126.6 | $132.0 | +4.2% |
DORM has finished higher in four of the last six years. It's up 4.2% so far in 2026.