Dorman Products, Inc. (DORM)

Dorman Products' stock has experienced fluctuations, with a price of $109.46 as of April 10, 2026. Over the last four weeks, Dorman Products lost 3.60 percent, and over the last 12 months, its price fell by 2.15 percent. Key events include the Q4 2025 earnings release, which reported a sales increase but a decrease in diluted EPS due to a goodwill impairment. The Q3 2025 earnings release reported increases in both net sales and diluted EPS. The board appointed Kevin Olsen as Chairman. Roth Capital lowered the price target to $162 from $182 in March 2026. Dorman Products stock fell by 13.2% in less than a month, from $116.22 on March 3, 2026, to $100.90.

Demand for Dorman Products' non-discretionary repair and maintenance components is sustained by an aging vehicle fleet and delayed new car purchases. The Heavy Duty segment has experienced a decline in sales due to challenging end markets, and Specialty Vehicle segment sales remained flat due to reduced demand in the Powersports markets. The company aims to address evolving demand patterns by expanding coverage for late-model vehicles and increasing penetration in the Heavy Duty aftermarket.

Dorman Products, Inc. is an American automotive aftermarket supplier specializing in replacement parts and fasteners for various vehicles. It focuses on non-discretionary repair and maintenance components, providing hard-to-find or dealer-only parts to independent repair shops, fleet operators, and retailers. Its major product classes include powertrain, chassis, motor vehicle body, and hardware, marketed under brands like DORMAN OE Solutions and DORMAN HELP. The company leverages reverse engineering and in-house design to bring aftermarket solutions to market.

Dorman Products is headquartered in Colmar, Pennsylvania, and primarily operates across North America, serving customers in the United States and Canada. While its retail presence outside North America is limited, its products may reach international markets through distributors. The company has operational and sourcing activities in Mexico and Asia. In June 2024, Dorman opened a new drive shaft manufacturing facility in Virginia Beach, VA, expanding its USA-based manufacturing footprint.

Dorman Products Inc. has a reputable brand in the automotive aftermarket industry, known for high-quality replacement parts and a loyal customer base. The company emphasizes product line expansion, speed-to-market, and selective acquisitions. The opening of a new drive shaft manufacturing facility in Virginia Beach in June 2024 is a positive for its reputation.

Institutional investors hold approximately 72.85% of Dorman Products' shares. Major institutional shareholders include BlackRock, Inc. and The Vanguard Group, Inc. Individual insiders hold a significant stake, with Steven L. Berman being the largest individual shareholder, owning 17.52% of the company.