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Dorman Products, Inc. (DORM)

POSITIVE
Consumer CyclicalAuto PartsUnited States

基本面

78

价格

$129.84

市值

$3.91B

第一部分 · 这家公司值多少

概览

Dorman Products, Inc. supplies replacement and upgrade parts for the motor vehicle aftermarket industry in the United States and internationally. It operates through segments Light Duty, Heavy Duty, and Specialty Vehicle segments. The company offers engine products, including intake and exhaust manifolds, oil filters and coolers, fans, thermostat housings, and throttle bodies; undercar products, such as fluid lines, fluid reservoirs, connectors, 4-wheel drive components and axles, drain plugs, other engine, transmission, and axle components; steering and suspension products comprising control arms, ball joints, tie-rod ends, brake hardware and hydraulics, wheel and axle hardware, suspension arms, knuckles, links, bushings, and leaf springs, as well as other suspension, steering, and brake components; body products, including door handles and hinges, window lift motors, window regulators, switches and handles, wiper components, lighting, electrical, and other interior and exterior vehicle body components, including windshields for UTVs; electronics products, such as new and remanufactured modules, clusters and sensors; and hardware products consisting of threaded bolts and auto body fasteners, automotive and home electrical wiring components, and other hardware assortments and merchandise. It also provides OE FIX solutions, including exhaust manifolds, metal heater hose connectors, and aluminum oil filter housings; and intake manifolds, exhaust manifolds, oil filters and coolers, exhaust gas recirculation coolers, driveshafts, UTV windshields, and complex electronics modules. The company markets its products under the DORMAN, DORMAN OE FIX, HELP!, Conduct-Tite, Dayton Parts, SuperATV, Keller Performance Products, Assault Industries, Gboost, and GDP brands through aftermarket retailers, dealers, and national, regional, and local wholesale distributors and specialty markets. Dorman Products, Inc. was founded in 1918 and is headquartered in Colmar, Pennsylvania.

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Direct competitors

Who this company fights with for the same customers

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资产负债表与流动性

营收

$2.16B

最近12个月(截至2026/6/27)

净利润

$219M

最近12个月(截至2026/6/27)

自由现金流

$76M

股东权益合计

$1.48B

负债合计

$1.02B

流动比率

3.60

利息覆盖率

11.93

债务/EBITDA

1.49

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

Cyclical合理估值

公允价值

$154.53

当前价格

$129.84

安全边际

+16.0%

公允价值区间

$109.25 - $199.82

估算方法

Analyst price target:$162.38
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$108.56
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):$80.55
Justified P/B:Not applicable to this type of company
Dividend discount (Gordon):Not applicable to this type of company
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:$197.14
Revenue multiple:Not applicable to this type of company
分析师共识:强力买入 (13B / 1H / 0S)
最近财报超预期:+57.71%

估值指标

市盈率(P/E)

18.16

ROE

13.8%

市净率(P/B)

2.57

P/FCF

18.16

毛利率

42.3%

ROIC

11.9%

盈利能力雷达图

Value Creation (Economic Moat)

ROIC

11.9%

WACC

9.5%

ROIC − WACC

+2.4 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

基本面分析标准

通过(23)

  • EPS shows upward trend
  • EPS CAGR 9.88%
  • Price CAGR 6.10%
  • ROIC 11.9%
  • Gross Margin 42.3%
  • P/FCF 18.16
  • P/B Ratio 2.57
  • Debt/Equity ratio
  • Operating Margin 14.5%
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 14.8%
  • Revenue Growth 5Y 14.3%
  • Analyst Consensus 93% Buy
  • Earnings Surprise avg 13.3%
  • PEG Ratio 1.20
  • Earnings Quality (OCF/NI) 1.14
  • Share Dilution -0.6%
  • Piotroski F-Score 8/9

未通过(4)

  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Net Margin Trend 10.2% vs 10.8%

不可用(1)

  • Dividend Payout NaN%

Piotroski F-评分

8/9

财务状况强健

score
criteria

盈利质量

1.14

高质量:盈利有现金流支撑

股权稀释

-0.6%

正在回购股份,对股东友好

公司治理

管理团队

姓名职位年龄
Mr. Kevin M. Olsen CPAChairman, President & CEO53
Mr. Steven L. BermanFounder & Director65
Mr. Joseph P. BraunSenior VP, General Counsel & Secretary51
Mr. Scott D. LeffSenior VP & Chief Human Resources Officer53
Mr. Jeffrey L. DarbySenior Vice President of Enterprise Sales57
Mr. Eric B. LuftigPresident of Light Duty51
Mr. Charles W. RayfieldSenior VP & Chief Financial Officer45
Mr. Nathan J. PorterSenior VP & COO49
Mr. Gregory C. BowenVP & Chief Accounting Officer56
Ms. Donna M. LongSenior VP & Chief Information Officer57

审计风险

5

董事会风险

6

薪酬风险

3

股东权利风险

3

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for DORM, sourced from Markets Gazette.

  • 2/26/2026NEUTRAL
    Dorman (DORM) Q4 2025 Earnings Call Transcript

    Investors in Dorman Products Inc. (DORM) are awaiting crucial details following the announcement of the Q4 2025 earnings call transcript. While the event was scheduled for February 26, 2026, the specific content of the transcript is not yet publicly available. This lack of information prevents an in-depth analysis of the company's financial performance, including revenues, earnings per share, and future guidance. The market remains in a holding pattern, with participants closely monitoring the actual release of data to assess business trends and growth prospects. Transparency and timeliness in disseminating such information are critical for guiding investment decisions, and its temporary absence keeps the stock in a position of uncertainty.

via Markets Gazette