Dorman Products, Inc. (DORM)
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
$139.48-2.06%
Close 2026-11-05 · 1-day change
NASDAQConsumer DiscretionaryAuto - PartsSnapshot 2026-11-05
QuarterlyIQ Insights · DORM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within consumer discretionary on a research-validated quality screen. As of 2026-11-05.
The screen ranks DORM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Consumer Discretionary names rated strong grew net income 62% of the time over the next year (vs 50% for the rest of the cohort, n=5250).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Net sales increased 3%, with top-line growth across each of our three business segments driven by new products and business wins.
Stated in 4 of 4 supplied quarters. Management reported: “Net sales increased 3%, with top-line growth across each of our three business segments driven by new products and business wins.” “During the year, we delivered record new product sales, advanced our operational and supply chain diversification initiatives, and made strategic investments in organic growth opportunities.” Revenue was $561.722 million in 2026-Q3.
“Net sales increased 3%, with top-line growth across each of our three business segments driven by new products and business wins.”
““Supported by our strengthened balance sheet, expanded liquidity from our recent debt refinancing, and the strategic advantages of our diversified supplier network and innovation engine, we remain co…”
““As we continue to navigate through recent market dynamics, we remain confident in our strategy and position as the innovation leader in the aftermarket, and we will continue to manage and execute on…”
“During the year, we delivered record new product sales, advanced our operational and supply chain diversification initiatives, and made strategic investments in organic growth opportunities.”
We also generated $65 million of operating cash flow and repurchased $15 million of our common stock in the quarter, bringing year-to-date share repurchases to a company record of $112 million.
Stated in 2 of 4 supplied quarters. Management reported: “We also generated $65 million of operating cash flow and repurchased $15 million of our common stock in the quarter, bringing year-to-date share repurchases to a company record of $112 million.” “We believe our cash flow generation positions the company well to make strategic investments and drive long-term growth.”
“Given our performance through the first nine months of the year and additional pricing actions we expect to take in the fourth quarter, we are narrowing our full-year 2026 guidance.
Stated in 3 of 4 supplied quarters. Management reported: ““Given our performance through the first nine months of the year and additional pricing actions we expect to take in the fourth quarter, we are narrowing our full-year 2026 guidance.” ““Given our performance through the first half of the year and targeted pricing actions we are taking as a result of a more stable tariff environment, we are updating our full-year 2026 guidance.” Operating income was $82.938 million in 2026-Q3.
“Supported by our strong balance sheet and liquidity position, and the strategic advantages of our innovation engine and diversified supplier network, we remain confident in our long-term growth stra…
Stated in 2 of 4 supplied quarters. Management reported: ““Supported by our strong balance sheet and liquidity position, and the strategic advantages of our innovation engine and diversified supplier network, we remain confident in our long-term growth strategy.”” “During the year, we delivered record new product sales, advanced our operational and supply chain diversification initiatives, and made strategic investments in organic growth opportunities.”
Adjust pricing and financial expectations in response to tariff-related costs and changing market conditions.
Over the trailing year it converted 1.24x of net income into operating cash flow. Historically, Consumer Discretionary names rated neutral grew net income 49% of the time over the next year (vs 49% for the rest of the cohort, n=4822).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
6 material management or governance events in the past 24 months, led by executive changes. Historically, Consumer Discretionary names rated stable grew net income 53% of the time over the next year (vs 54% for the rest of the cohort, n=4907).
Not investment advice. As of 2026-11-05.
“We also generated $65 million of operating cash flow and repurchased $15 million of our common stock in the quarter, bringing year-to-date share repurchases to a company record of $112 million.”
“We believe our cash flow generation positions the company well to make strategic investments and drive long-term growth.”
““Given our performance through the first nine months of the year and additional pricing actions we expect to take in the fourth quarter, we are narrowing our full-year 2026 guidance.”
““Given our performance through the first half of the year and targeted pricing actions we are taking as a result of a more stable tariff environment, we are updating our full-year 2026 guidance.”
“For 2026, considering the timing dynamics of tariff pricing and costs, we expect net sales to increase 7% to 9% year-over-year, diluted EPS to be in the range of $7.57 to $7.97, and adjusted diluted…”
““Supported by our strong balance sheet and liquidity position, and the strategic advantages of our innovation engine and diversified supplier network, we remain confident in our long-term growth stra…”
“During the year, we delivered record new product sales, advanced our operational and supply chain diversification initiatives, and made strategic investments in organic growth opportunities.”