Dorman Products, Inc.
DORM · Motor Vehicle Parts & Accessories · 29.9M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Reference price $102.19 · est. market cap ~$3.1B — last insider sale, 2026-03-12 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
B76Above-average auto-parts aftermarket supplier with top-decile margins, healthy ROE and steady growth.
Strengths
- Top-decile gross (42.1%, 90.6 pct) and operating (14.1%, 89.7 pct) margins; net margin 9.6% (83.3 pct)
- ROE 13.8% (75.8 pct), ROA 8.2% (79.4 pct), revenue +6%, net income +7.5%, strong current ratio (3.1)
Risks
- Heavy customer concentration (two customers ~40% of sales) and intense price competition
- Tariff/sourcing cost pressure and modest cash balance / low OCF margin (40 pct)
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~40% of revenue from one customer/distributor — In 2025, two customers each represented more than 10% of net sales and together accounted for approximately 40% of net sales
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
42.1%
Operating margin
14.1%
Net margin
9.6%
Return on equity
13.8%
Return on assets
8.2%
ROIC
12.6%
Revenue growth (QoQ)
-1.7%
Net-income growth
7.5%
Debt / equity
0.3×
Net debt / EBITDA
1.0×
Current ratio
3.1×
Free cash flow
$76M
EBITDA
$355M
Tangible book value
$833M
Cash & investments
$49M
Stock comp / revenue
0.9%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-02 | Pacheco Kathleen | Tax withheld | 116 | $125.83 |
| 2026-06-02 | Bowen Gregory C. | Tax withheld | 76 | $125.83 |
| 2026-06-01 | Thomas James Darrell | Grant | 1.3K | $122.71 |
| 2026-06-01 | GAVIN JOHN J | Grant | 1.3K | $122.71 |
| 2026-06-01 | Bowen Gregory C. | Grant | 215 | $115.93 |
| 2026-06-01 | Romano Kelly A | Grant | 1.3K | $122.71 |
| 2026-06-01 | Bachmann Lisa M | Grant | 1.3K | $122.71 |
| 2026-06-01 | BERMAN STEVEN L | Grant | 1.3K | $122.71 |
| 2026-06-01 | Stakias G. Michael | Grant | 1.3K | $122.71 |
| 2026-06-01 | RILEY RICHARD T | Grant | 1.3K | $122.71 |
| 2026-05-15 | Romano Kelly A | Tax withheld | 33 | $116.16 |
| 2026-05-15 | RILEY RICHARD T | Tax withheld | 33 | $116.16 |
| 2026-05-15 | Bachmann Lisa M | Tax withheld | 33 | $116.16 |
| 2026-05-15 | Thomas James Darrell | Tax withheld | 33 | $116.16 |
| 2026-03-12 | Long Donna M. | Sell | 394 | $103.21 |
| 2026-03-12 | Long Donna M. | Sell | 318 | $102.19 |
| 2026-03-12 | Long Donna M. | Sell | 235 | $104.03 |
| 2026-03-04 | Long Donna M. | Tax withheld | 531 | $116.16 |
| 2026-03-04 | Bowen Gregory C. | Tax withheld | 107 | $116.16 |
| 2026-03-04 | Leff Scott | Tax withheld | 539 | $116.16 |
| 2026-03-04 | Luftig Eric | Tax withheld | 306 | $116.16 |
| 2026-03-04 | Braun Joseph P. | Tax withheld | 538 | $116.16 |
| 2026-03-04 | Olsen Kevin M. | Tax withheld | 2.7K | $116.16 |
| 2026-03-03 | Olsen Kevin M. | Tax withheld | 2.1K | $116.22 |
| 2026-03-03 | Pacheco Kathleen | Tax withheld | 142 | $116.22 |
| 2026-03-03 | Bowen Gregory C. | Tax withheld | 76 | $116.22 |
| 2026-03-03 | Braun Joseph P. | Tax withheld | 304 | $116.22 |
| 2026-03-03 | Leff Scott | Tax withheld | 235 | $116.22 |
| 2026-03-03 | Long Donna M. | Tax withheld | 221 | $116.22 |
| 2026-03-03 | Luftig Eric | Tax withheld | 277 | $116.22 |
| 2026-03-02 | BERMAN STEVEN L | Tax withheld | 55 | $115.93 |
| 2026-03-02 | Bashir Steven | Grant | 1.3K | $115.93 |
| 2026-03-02 | Porter Nathan J | Grant | 3.7K | $115.93 |
| 2026-03-02 | Rayfield Charles W | Grant | 2.6K | $115.93 |
| 2026-03-02 | Luftig Eric | Tax withheld | 61 | $115.93 |
| 2026-03-02 | Luftig Eric | Tax withheld | 159 | $115.93 |
| 2026-03-02 | Luftig Eric | Tax withheld | 67 | $115.93 |
| 2026-03-02 | Luftig Eric | Grant | 4.3K | $115.93 |
| 2026-03-02 | Bowen Gregory C. | Tax withheld | 48 | $115.93 |
| 2026-03-02 | Bowen Gregory C. | Tax withheld | 59 | $115.93 |
| 2026-03-02 | Bowen Gregory C. | Grant | 646 | $115.93 |
| 2026-03-02 | Olsen Kevin M. | Tax withheld | 508 | $115.93 |
| 2026-03-02 | Olsen Kevin M. | Tax withheld | 715 | $115.93 |
| 2026-03-02 | Olsen Kevin M. | Grant | 17K | $115.93 |
| 2026-03-02 | Pacheco Kathleen | Grant | 1.7K | $115.93 |
| 2026-03-02 | Leff Scott | Tax withheld | 67 | $115.93 |
| 2026-03-02 | Leff Scott | Tax withheld | 92 | $115.93 |
| 2026-03-02 | Leff Scott | Grant | 3.2K | $115.93 |
| 2026-03-02 | Long Donna M. | Tax withheld | 66 | $115.93 |
| 2026-03-02 | Long Donna M. | Tax withheld | 90 | $115.93 |
| 2026-03-02 | Long Donna M. | Grant | 2.6K | $115.93 |
| 2026-03-02 | Braun Joseph P. | Tax withheld | 91 | $115.93 |
| 2026-03-02 | Braun Joseph P. | Tax withheld | 121 | $115.93 |
| 2026-03-02 | Braun Joseph P. | Grant | 4.3K | $115.93 |
| 2026-02-19 | Braun Joseph P. | Tax withheld | 1.6K | $127.73 |
| 2026-02-19 | Olsen Kevin M. | Grant | 22K | — |
| 2026-02-19 | Olsen Kevin M. | Tax withheld | 9.5K | $127.73 |
| 2026-02-19 | Luftig Eric | Grant | 2.0K | — |
| 2026-02-19 | Luftig Eric | Tax withheld | 919 | $127.73 |
| 2026-02-19 | Hession David | Grant | 4.1K | — |
| 2026-02-19 | Hession David | Tax withheld | 1.9K | $127.73 |
| 2026-02-19 | Leff Scott | Grant | 2.8K | — |
| 2026-02-19 | Leff Scott | Tax withheld | 1.3K | $127.73 |
| 2026-02-19 | Long Donna M. | Grant | 2.7K | — |
| 2026-02-19 | Long Donna M. | Tax withheld | 1.2K | $127.73 |
| 2026-02-19 | Braun Joseph P. | Grant | 3.7K | — |
| 2026-01-03 | Luftig Eric | Tax withheld | 164 | $124.10 |
| 2026-01-02 | Long Donna M. | Sell | 573 | $123.70 |
| 2026-01-02 | Long Donna M. | Sell | 53 | $122.69 |
| 2026-01-02 | Long Donna M. | Sell | 186 | $124.22 |
| 2025-12-31 | BERMAN STEVEN L | Gift | 1.3K | — |
| 2025-12-12 | McKnight John | Sell | 2.0K | $128.80 |
| 2025-12-01 | McKnight John | Option exercise | 703 | $91.28 |
| 2025-12-01 | McKnight John | Sell | 911 | $131.19 |
| 2025-12-01 | McKnight John | Option exercise | 1.4K | $73.72 |
| 2025-12-01 | McKnight John | Option exercise | 1.9K | $101.45 |
| 2025-12-01 | McKnight John | Option exercise | 623 | $96.36 |
| 2025-12-01 | McKnight John | Sell | 4.0K | $130.59 |
| 2025-10-31 | Hession David | Sell | 3.1K | $134.14 |
| 2025-10-31 | Hession David | Sell | 2.9K | $136.33 |
| 2025-10-31 | Hession David | Sell | 6.5K | $135.42 |
| 2025-09-12 | Bowen Gregory C. | Sell | 1.5K | $162.81 |
| 2025-09-12 | Bowen Gregory C. | Option exercise | 1.5K | $101.45 |
| 2025-09-03 | Pacheco Kathleen | Tax withheld | 134 | $158.68 |
| 2025-08-14 | Long Donna M. | Option exercise | 807 | $84.93 |
| 2025-08-12 | Long Donna M. | Sell | 1.2K | $150.00 |
| 2025-07-28 | Long Donna M. | Sell | 818 | $122.21 |
| 2025-07-28 | Long Donna M. | Sell | 2 | $121.60 |
| 2025-06-02 | Stakias G. Michael | Grant | 1.1K | — |
| 2025-06-02 | RILEY RICHARD T | Grant | 1.1K | — |
| 2025-06-02 | Romano Kelly A | Grant | 1.1K | — |
| 2025-06-02 | Bowen Gregory C. | Grant | 792 | — |
| 2025-06-02 | GAVIN JOHN J | Grant | 1.1K | — |
| 2025-06-02 | Bachmann Lisa M | Grant | 1.1K | — |
| 2025-06-02 | Thomas James Darrell | Grant | 1.1K | — |
| 2025-06-02 | Pacheco Kathleen | Grant | 792 | — |
| 2025-05-19 | GAVIN JOHN J | Sell | 2.9K | $131.19 |
| 2025-05-16 | RILEY RICHARD T | Tax withheld | 46 | $132.03 |
| 2025-05-16 | Bachmann Lisa M | Tax withheld | 46 | $132.03 |
| 2025-05-16 | Thomas James Darrell | Tax withheld | 46 | $132.03 |
| 2025-05-16 | Romano Kelly A | Tax withheld | 46 | $132.03 |
| 2025-03-06 | Long Donna M. | Sell | 197 | $131.78 |
| 2025-03-06 | Long Donna M. | Sell | 321 | $129.06 |
| 2025-03-06 | Long Donna M. | Sell | 140 | $129.85 |
| 2025-03-06 | Long Donna M. | Sell | 84 | $133.05 |
| 2025-03-04 | Borradaile Brian | Tax withheld | 393 | $130.25 |
| 2025-03-04 | Leff Scott | Tax withheld | 539 | $130.25 |
| 2025-03-04 | Hession David | Tax withheld | 492 | $130.25 |
| 2025-03-04 | Long Donna M. | Tax withheld | 531 | $130.25 |
| 2025-03-04 | Braun Joseph P. | Tax withheld | 538 | $130.25 |
| 2025-03-04 | DARBY JEFFERY | Tax withheld | 444 | $130.25 |
| 2025-03-04 | Olsen Kevin M. | Tax withheld | 2.7K | $130.25 |
| 2025-03-04 | McKnight John | Tax withheld | 455 | $130.25 |
| 2025-03-04 | Hunt Lindsay | Tax withheld | 286 | $130.25 |
| 2025-03-04 | Luftig Eric | Tax withheld | 306 | $130.25 |
| 2025-03-03 | Long Donna M. | Grant | 1.5K | — |
| 2025-03-03 | Uner Tayfun | Grant | 2.5K | — |
| 2025-03-03 | Borradaile Brian | Grant | 1.1K | — |
| 2025-03-03 | Olsen Kevin M. | Grant | 14K | — |
| 2025-03-03 | Braun Joseph P. | Grant | 2.1K | — |
| 2025-03-03 | Leff Scott | Grant | 1.6K | — |
| 2025-03-03 | McKnight John | Grant | 1.3K | — |
| 2025-03-03 | DARBY JEFFERY | Grant | 2.7K | — |
| 2025-03-03 | Luftig Eric | Grant | 1.9K | — |
| 2025-03-03 | Hession David | Grant | 2.1K | — |
| 2025-03-02 | Hunt Lindsay | Tax withheld | 90 | $131.46 |
| 2025-03-02 | Borradaile Brian | Tax withheld | 384 | $131.46 |
| 2025-03-02 | Braun Joseph P. | Tax withheld | 1.4K | $131.46 |
| 2025-03-02 | DARBY JEFFERY | Sell | 1.5K | $131.46 |
| 2025-03-02 | Hession David | Tax withheld | 1.5K | $131.46 |
| 2025-03-02 | Leff Scott | Tax withheld | 1.3K | $131.46 |
| 2025-03-02 | Long Donna M. | Tax withheld | 1.3K | $131.46 |
| 2025-03-02 | Luftig Eric | Tax withheld | 287 | $131.46 |
| 2025-03-02 | McKnight John | Tax withheld | 1.6K | $131.46 |
| 2025-03-02 | Olsen Kevin M. | Tax withheld | 1.6K | $131.46 |
| 2025-03-02 | BERMAN STEVEN L | Tax withheld | 105 | $131.46 |
| 2025-02-20 | DARBY JEFFERY | Grant | 1.9K | — |
| 2025-02-20 | McKnight John | Grant | 2.3K | — |
| 2025-02-20 | McKnight John | Tax withheld | 1.0K | $126.49 |
| 2025-02-20 | Long Donna M. | Grant | 1.6K | — |
| 2025-02-20 | Long Donna M. | Tax withheld | 743 | $126.49 |
| 2025-02-20 | Luftig Eric | Grant | 1.5K | — |
| 2025-02-20 | Luftig Eric | Tax withheld | 692 | $126.49 |
| 2025-02-20 | Hession David | Grant | 2.6K | — |
| 2025-02-20 | Hession David | Tax withheld | 1.2K | $126.49 |
| 2025-02-20 | BERMAN STEVEN L | Grant | 2.1K | — |
| 2025-02-20 | BERMAN STEVEN L | Tax withheld | 635 | $126.49 |
| 2025-02-20 | Leff Scott | Grant | 1.6K | — |
| 2025-02-20 | Leff Scott | Tax withheld | 755 | $126.49 |
| 2025-02-20 | DARBY JEFFERY | Tax withheld | 849 | $126.49 |
| 2025-02-20 | Braun Joseph P. | Grant | 2.2K | — |
| 2025-02-20 | Braun Joseph P. | Tax withheld | 1.0K | $126.49 |
| 2025-02-20 | Olsen Kevin M. | Grant | 13K | — |
| 2025-02-20 | Olsen Kevin M. | Tax withheld | 5.2K | $126.49 |
| 2025-01-30 | BERMAN STEVEN L | Sell | 3.9K | $133.99 |
| 2025-01-30 | BERMAN STEVEN L | Sell | 8.1K | $134.95 |
| 2025-01-30 | BERMAN STEVEN L | Sell | 634 | $133.13 |
| 2025-01-29 | BERMAN STEVEN L | Sell | 5.9K | $131.49 |
| 2025-01-29 | BERMAN STEVEN L | Sell | 2.6K | $132.47 |
| 2025-01-28 | BERMAN STEVEN L | Sell | 3.5K | $131.59 |
| 2025-01-28 | BERMAN STEVEN L | Sell | 2.1K | $133.38 |
| 2025-01-28 | BERMAN STEVEN L | Sell | 1.4K | $132.36 |
| 2025-01-27 | BERMAN STEVEN L | Sell | 3.5K | $132.78 |
| 2025-01-27 | BERMAN STEVEN L | Sell | 3.4K | $131.96 |
| 2025-01-27 | BERMAN STEVEN L | Sell | 2.4K | $133.73 |
| 2025-01-24 | BERMAN STEVEN L | Sell | 11K | $132.40 |
| 2025-01-24 | BERMAN STEVEN L | Sell | 414 | $132.94 |
| 2025-01-24 | BERMAN STEVEN L | Sell | 4.5K | $131.05 |
| 2025-01-23 | BERMAN STEVEN L | Sell | 2.6K | $130.56 |
| 2025-01-22 | BERMAN STEVEN L | Sell | 2.6K | $130.02 |
| 2025-01-21 | BERMAN STEVEN L | Sell | 910 | $131.34 |
| 2025-01-21 | BERMAN STEVEN L | Sell | 2.6K | $130.63 |
| 2025-01-17 | BERMAN STEVEN L | Sell | 2.8K | $131.22 |
| 2025-01-16 | BERMAN STEVEN L | Sell | 1.7K | $129.24 |
| 2025-01-16 | BERMAN STEVEN L | Sell | 948 | $130.11 |
| 2025-01-15 | BERMAN STEVEN L | Sell | 2.5K | $128.59 |
| 2025-01-14 | BERMAN STEVEN L | Sell | 1.5K | $125.70 |
| 2025-01-14 | BERMAN STEVEN L | Sell | 388 | $123.98 |
| 2025-01-13 | BERMAN STEVEN L | Sell | 617 | $123.23 |
| 2025-01-10 | BERMAN STEVEN L | Sell | 285 | $123.50 |
| 2025-01-03 | Luftig Eric | Tax withheld | 114 | $130.09 |
| 2025-01-02 | Uner Tayfun | Grant | 3.9K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-17 | Material agreementDebt obligationExhibits | filing ↗ |
| 2026-06-03 | OtherExhibits | filing ↗ |
| 2026-05-18 | Shareholder vote | filing ↗ |
| 2026-05-04 | ResultsExhibits | filing ↗ |
| 2026-02-25 | ResultsExhibits | filing ↗ |
| 2026-01-20 | Exec/director changeReg FDExhibits | filing ↗ |
| 2025-10-27 | ResultsExhibits | filing ↗ |
| 2025-08-04 | ResultsExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-17 | 2026-06-16 | 0001193125-26-273121 ↗ |
| 8-K | 2026-06-03 | 2026-06-02 | 0001193125-26-254167 ↗ |
| 8-K | 2026-05-18 | 2026-05-15 | 0000868780-26-000028 ↗ |
| 10-Q | 2026-05-04 | 2026-03-28 | 0000868780-26-000023 ↗ |
| 8-K | 2026-05-04 | 2026-05-04 | 0000868780-26-000022 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0000868780-26-000014 ↗ |
| 8-K | 2026-02-25 | 2026-02-25 | 0000868780-26-000010 ↗ |
| 8-K | 2026-01-20 | 2026-01-19 | 0000868780-26-000004 ↗ |
| 10-Q | 2025-10-28 | 2025-09-27 | 0000868780-25-000055 ↗ |
| 8-K | 2025-10-27 | 2025-10-27 | 0000868780-25-000051 ↗ |
| 10-Q | 2025-08-05 | 2025-06-28 | 0000868780-25-000044 ↗ |
| 8-K | 2025-08-04 | 2025-08-04 | 0000868780-25-000041 ↗ |