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Dorman Products, Inc.

DORM

Consumer Cyclical · 133.12 +0.1% today

Jodie read · what matters now

Revenue increased 4.2% versus the comparable filing period.

The story is only the start. Jodie keeps watching the filing evidence, the companies connected to DORM, and whether its market group begins moving.

Latest storyNo Struct brief yetJodie is monitoring new filings.
Disclosed connections11 verified links8 additional receipts in Pro
Organic co-movement groupPackaging & Home Improvement · ParticipantDiscovered from trading behaviour, not sector labels · Open group →

Latest filing assessment · baseline

The latest filing shows material pressure

10-Q filed 2026-05-04 against the comparable filing from 2025-05-06.

cautious
OperationscautiousEvidence score -1
liquidityconstructiveEvidence score +1
valuationmixed

What improved

  • Revenue increased 4.2% versus the comparable filing period.
  • Operating cash flow covered net income at 1.00x, improving versus the comparable period.

What weakened

  • Operating margin fell 4.7 percentage points.
  • Net income decreased 24.3% versus the comparable filing period.
  • Gross margin fell 5.0 percentage points.

Filing receipts

Gross profit as a percentage of net sales decreased 490 basis points compared to the prior year period, primarily due to higher tariff costs in the current year period, partially offset by supplier diversification, productivity, and automation initiatives.

Impact of Interest Rates Our business is subject to interest rate risk under the terms of our customer accounts receivable sales programs, as a change in the Term Secured Overnight Financing Rate (“Term SOFR”) or alternative discount rate affects the cost incurred to factor eligible accounts receivable.

Specialty Vehicle Specialty Vehicle net sales were flat, for the three months ended March 28, 2026, compared to the prior year period, primarily due to tariff-related pricing actions in certain categories that were offset by reduced customer demand in the specialty vehicle sector.

Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.

Who this business touches

The relationships behind DORM

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

TWINFiling-linked namepartnerFull receipt with Pro →
CMICummins Inc.competitorFull receipt with Pro →

Depended on by

ORLYO'Reilly Automotive, Inc.supplierFull receipt with Pro →

Filing peers

Companies whose filings use similar operating language.

You can see the shape of the network here. Pro opens 8 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →

What is moving around it

Live connections

DORM is currently a Participant in the organic co-movement group Packaging & Home Improvement. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

Theme membership history

No durable theme membership has been observed for this name yet.