DORM Dorman Products, Inc.

neutral track record → $110.66 +4.45 (+4.2%)
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Mkt Cap $3B P/E 16.5 fwd 11.8 52wk $98.45 - $166.89 Earnings 2026-05-04 45d ago
Insider selling: $31,263,690 sold by 22 insiders (30d)
Est. revisions: -26.9%
Factor Model (net -3.1)

Factor Model

net -3.1 5.7 / 10
Est. Revisions
-0.9
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
-1.0
Narrative Gap
+0.0

Strong Q4 results, weak stock response

Watch: Look for management commentary on margin durability and forward guidance in the next earnings call. If gross margins hold above 44% and revenue growth accelerates, the stock may be mispriced.

Dorman Products reported Q4 2025 net sales of $543.7 million, up nearly 8% year-over-year. Gross margin jumped to 44.4% from 40.5% the prior year. Despite these solid fundamentals, the stock slid 6.9% over the month ending February 27, 2026, when shares closed at $117.86. SouthernSun Small Cap Strategy flagged DORM as a bottom contributor in its Q4 investor letter, noting the disconnect between operational performance and price action.

The valuation gap suggests the market either doubts the sustainability of margin gains or sees headwinds the earnings report didn't address. When solid execution doesn't translate to stock performance, it often signals guidance concerns or sector rotation out of small caps.

Evidence

12d ago Dorman Products (DORM) Appoints Kevin Olsen as Chairman yahoo-finance
45d ago Dorman Products (DORM) Slid in Q4 Despite Solid Fundamentals and Robust Results yahoo-finance
Fundamentals & Data ▾
Dorman Products, Inc. Consumer Cyclical · Auto Parts
Mkt Cap
$3B
P/E
16.5 fwd 11.8
Beta
0.96
52w Range
$98.45 - $166.89
Short Interest
1.1M 6.04%
Days to Cover
4.1 +4%
Technicals downtrend
from 52w Hi
0.0%
1w return
+1.1%
Insiders
selling 0B / 12S
EPS Estimate
$1.57 -26.9% 30d 0up / 5dn
Est. Dispersion
13% 8 analysts
Analyst Target
$153 $140 - $170
Options P/C
0.17
Insider Cluster
strong sell 0B / 8S
Financials
Revenue
$538M +1% YoY
FCF
$33M
Gross Margin
43%
Op Margin
16%
Momentum: decelerating
Recent Filings & Data
insider trade 103
net selling · $31,263,690 sold
22 insiders · 103 transactions (30d)
Recent transactions
LONG DONNA M. · sell · $97,608
OLSEN KEVIN M. · award · $1,999,908
RAYFIELD CHARLES W · award · $299,911
BRAUN JOSEPH P · award · $499,890
BOWEN GREGORY C. · award · $74,891
LONG DONNA M. · award · $299,911
LEFF SCOTT · award · $374,918
LUFTIG ERIC · award · $499,890
PACHECO KATHLEEN · award · $199,979
BASHIR STEVEN · award · $149,897
PORTER NATHAN J. · award · $424,999
OLSEN KEVIN M. · award
HESSION DAVID M. · award
BRAUN JOSEPH P · award
LONG DONNA M. · award
LEFF SCOTT · award
LUFTIG ERIC · award
LONG DONNA M. · sell · $100,488
BERMAN STEVEN L · other
MCKNIGHT JOHN · sell · $257,596
MCKNIGHT JOHN · sell · $640,196
MCKNIGHT JOHN · exercise · $421,994
HESSION DAVID M. · sell · $1,690,379
BOWEN GREGORY C. · sell · $236,560
BOWEN GREGORY C. · exercise · $147,407
LONG DONNA M. · exercise · $68,539
LONG DONNA M. · sell · $181,950
LONG DONNA M. · sell · $100,212
ROMANO KELLY A · award
BOWEN GREGORY C. · award
THOMAS JAMES DARRELL · award
PACHECO KATHLEEN · award
GAVIN JOHN J · award
RILEY RICHARD T · award
STAKIAS MICHAEL G · award
BACHMANN LISA M · award
GAVIN JOHN J · sell · $380,440
LONG DONNA M. · sell · $96,742
OLSEN KEVIN M. · award
HESSION DAVID M. · award
BRAUN JOSEPH P · award
LONG DONNA M. · award
LEFF SCOTT · award
LUFTIG ERIC · award
MCKNIGHT JOHN · award
BORRADAILE BRIAN · award
UNER TAYFUN · award
DARBY JEFFERY L. · award
DARBY JEFFERY L. · sell · $201,660
OLSEN KEVIN M. · award
HESSION DAVID M. · award
BRAUN JOSEPH P · award
LONG DONNA M. · award
LEFF SCOTT · award
LUFTIG ERIC · award
MCKNIGHT JOHN · award
BERMAN STEVEN L · award
DARBY JEFFERY L. · award
BERMAN STEVEN L · sell · $1,704,621
BERMAN STEVEN L · sell · $2,058,590
BERMAN STEVEN L · sell · $3,393,287
BERMAN STEVEN L · sell · $686,101
BERMAN STEVEN L · sell · $827,477
BERMAN STEVEN L · sell · $660,801
BERMAN STEVEN L · sell · $310,297
BERMAN STEVEN L · sell · $35,198
UNER TAYFUN · award
BERMAN STEVEN L · other
BERMAN STEVEN L · sell · $348,925
BERMAN STEVEN L · sell · $17,550
BERMAN STEVEN L · sell · $1,545,737
MCKNIGHT JOHN · exercise · $147,440
MCKNIGHT JOHN · sell · $1,140,528
MCKNIGHT JOHN · exercise · $363,755
LUFTIG ERIC · sell · $462,816
LUFTIG ERIC · exercise · $229,975
DARBY JEFFERY L. · sell · $784,559
DARBY JEFFERY L. · exercise · $273,545
BRAUN JOSEPH P · sell · $854,896
BRAUN JOSEPH P · exercise · $387,720
HESSION DAVID M. · other
LONG DONNA M. · sell · $441,707
LONG DONNA M. · exercise · $202,125
LEFF SCOTT · sell · $734,406
LEFF SCOTT · exercise · $341,460
DARBY JEFFERY L. · sell · $299,952
BERMAN STEVEN L · sell · $300,454
BERMAN STEVEN L · sell · $72,436
BERMAN STEVEN L · sell · $214,089
BERMAN STEVEN L · sell · $25,157
BERMAN STEVEN L · sell · $2,713,158
BERMAN STEVEN L · sell · $6,870,419
DARBY JEFFERY L. · sell · $285,552
DARBY JEFFERY L. · sell · $159,572
DARBY JEFFERY L. · sell · $146,972
DARBY JEFFERY L. · sell · $138,572
ROMANO KELLY A · award
THOMAS JAMES DARRELL · award
GAVIN JOHN J · award
RILEY RICHARD T · award
STAKIAS MICHAEL G · award
BACHMANN LISA M · award
LONG DONNA M. · sell · $46,030
2 signals · latest 12d ago

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