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Screener / SEC EDGAR /CIK 0000868780 /10-K filed Feb 27, 2026, compared with Feb 27, 2025 /Numbers from the XBRL of the 10-Ks
Consumer discretionary peers:
DORMBROSCVSAWENOPLNRRR
Nasdaq Consumer discretionary · Auto Parts

Dorman Products, Inc. DORM

DORM quote by TradingView
Employees
3,871
Headquarters
Colmar, PA
CEO
Kevin M. Olsen
Next results
around Feb 24, 2027
Compare with peers Embed

Where each dollar of revenue went, FY2025

Revenue of $2.1B through the costs to a net profit of $204.2M · income statement of the 10-K

14% operating margin
Revenue to Gross profit: $897.7MRevenue to Cost of revenue: $1.2BGross profit to Operating profit: $299.5MGross profit to Operating expenses: $598.2MOperating profit to Net profit: $204.2MOperating profit to Tax & other: $95.4M Revenue: $2.1B REVENUE $2.1B +6% Y/Y Gross profit: $897.7M · 42% margin GROSS PROFIT $897.7M 42% margin · +11% Y/Y Cost of revenue: $1.2B · 58% of revenue COST OF REVENUE $1.2B 58% of revenue Operating profit: $299.5M · 14% margin OPERATING PROFIT $299.5M 14% margin · +2% Y/Y Operating expenses: $598.2M · 28% of revenue OPERATING EXPENSES $598.2M 28% of revenue Net profit: $204.2M · 10% margin NET PROFIT $204.2M 10% margin · +7% Y/Y Tax & other: $95.4M · 4% of revenue TAX & OTHER $95.4M 4% of revenue
Gross profit $897.7M 42% margin · +11% Y/Y
Operating profit $299.5M 14% margin · +2% Y/Y
Net profit $204.2M 10% margin · +7% Y/Y
The full income statement, year by year

DORM among Consumer discretionary peers

Six ratios from the latest 10-K. Each corner is the share of 168 peers the company is above, not a score.

Compare
Revenue growth: 6.0%, above 57% of 168 peers (their median 4.7%) REVENUE GROWTH 6.0% · above 57% Gross margin: 41.1%, above 60% of 114 peers (their median 36.4%) GROSS MARGIN 41.1% · above 60% Operating margin: 13.3%, above 62% of 148 peers (their median 10.0%) OPERATING MARGIN 13.3% · above 62% Net margin: 9.3%, above 65% of 168 peers (their median 6.3%) NET MARGIN 9.3% · above 65% FCF margin: 12.4%, above 78% of 154 peers (their median 7.3%) FCF MARGIN 12.4% · above 78% Return on capital: 11.1%, above 43% of 114 peers (their median 11.9%) RETURN ON CAPITAL 11.1% · above 43%
DORM Peer median Below the median

What changed

32 new risk paragraphs and 2 accounting facts worth reading about. 10-K filed Feb 27, 2026 against Feb 27, 2025.

Risk factors
32 new paragraphs, nothing like them in the previous 10-K
10-K Item 1A
Cash from operations lower than net income
Cash from operations $113.6M vs net income $204.2M (FY ending Dec 31, 2025)
10-K · XBRL
Inventory growing faster than revenue
Inventory +35.5% ($708.0M to $959.0M) vs revenue +6.0% ($2.0B to $2.1B), +29.4 pts apart
10-K · XBRL
Accounting checks
9 other checks clear, 2 worth a look
10-K · XBRL
Insiders
No open-market buys in the last 90 days
Form 4
Filings
7 in the last 30 days
EDGAR

Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.

Accounting checks

11 checks on the latest 10-K. Checks, not verdicts.

How it works

2facts worth reading about the other 9 checks found nothing to note

  • Cash from operations lower than net income
    Cash from operations $113.6M vs net income $204.2M (FY ending Dec 31, 2025)
  • Inventory growing faster than revenue
    Inventory +35.5% ($708.0M to $959.0M) vs revenue +6.0% ($2.0B to $2.1B), +29.4 pts apart
  • Receivables -16.5% ($573.8M to $479.3M) vs revenue +6.0% ($2.0B to $2.1B), -22.5 pts apart
8 more checks with nothing to note
  • Same auditor in both 10-Ks: KPMG LLP
  • No statement of substantial doubt about going concern
  • No 8-K item 4.02 in the last 2 years
  • No NT 10-K or NT 10-Q in the last 2 years
  • The same matters as last year: Accrual for customer credits for defective product returns
  • No sentence in the 10-K concludes that controls were not effective because of a material weakness
  • No 8-K item 2.06 in the last 2 years
  • No 8-K item 1.03 in the last 2 years

In their words

32 paragraphs in Risk Factors that were not in the 10-K filed Feb 27, 2025. Quoted as filed.

All 32 new paragraphs
  1. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    The size of the motor vehicle aftermarket industry depends on factors such as the number of vehicles on the road, average vehicle age, change in total miles driven, regulatory changes, pricing of new and used vehicles, vehicle and component quality and warranties and maintenance programs. We believe that industry demand may be…
  2. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    Our industry faces intense price competition, and our success depends on maintaining a competitive cost and price structure.
  3. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    Our business depends on the ability of our customers, such as retailers, dealers, distributors, installers, and specialty markets, to grow their businesses and compete effectively. If they fail to do so, their demand for our products may decline. Our customers’ growth and competitiveness can be affected by, among other things:…
  4. Item 1A · new paragraph · not in the 10-K filed Feb 27, 2025 10-K, ITEM 1A
    Significant inflation, including rising costs for raw materials, transportation, labor, energy, and financing, may adversely impact our operations and financial performance. In recent periods, inflation has driven up the cost of key inputs such as steel, aluminum, copper, and rubber—materials essential to the production and distribution…

New risk paragraphs, against peers

Latest 10-K of each, Consumer discretionary companies closest in revenue

Paragraphs in Risk Factors with nothing like them in the company's 10-K the year before. A count of text, not of risk.

Financial performance

Last 4 fiscal years · 10-K XBRL

All years
MetricFY2022FY2023FY2024FY2025
Revenue$1.7B$1.9B$2.0B$2.1B
Net income$121.5M$129.3M$190.0M$204.2M
Operating cash flow$41.7M$208.8M$231.0M$113.6M
Free cash flow$3.8M$164.8M$191.6M$75.7M

Revenue, FY2016 to FY2025

Ten fiscal years, each from its own 10-K · XBRL · USD

$2.1B ▲ 6.0% in FY2025

FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Every number, year by year

Recent filings

7 filings in the last 30 days · SEC EDGAR

All filings
2 more

About the company

Dorman Products, Inc., Colmar, PA · from the 10-K filed Feb 27, 2026

We are one of the leading suppliers of replacement and upgrade parts in the motor vehicle aftermarket industry, serving passenger cars, light-, medium-, and heavy-duty trucks, as well as specialty vehicles, including utility terrain vehicles ("UTVs") and all-terrain vehicles ("ATVs"). As of December 31, 2025, we marketed approximately 144,000 distinct parts compared to approximately 138,000 as of December 31, 2024, many of which we designed and engineered.

Headquarters
Colmar, PA
Country
United States
Reports in
USD
Listed on
Nasdaq
Fiscal year ends
December 28
Last results
Oct 26, 2026
Incorporated in
PA

Employees, at the top of the page: "As of December 31, 2025, we had 3,871 employees worldwide, substantially all of whom were employed full-time" (10-K). Address and exchange: SEC's company file.

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Sources

The 10-K filed Feb 27, 2026 (open at SEC), compared with the 10-K filed Feb 27, 2025. Numbers from the XBRL of the 10-Ks; filings from SEC EDGAR.

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