DORM at a glance
Dorman Products, Inc. (DORM, SEC CIK 868780) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 16, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Dorman Products, Inc. (DORM) reported revenue of $2.1 billion (up 6.0% from FY2024) and net income of $204.2 million. Diluted EPS was $6.64.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding Dorman Products, Inc. (DORM) shares worth $1.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Long Donna M. on August 17, 2026 of 734 shares at $135.21 per share.
- In the last 90 days, DORM insiders reported 0 open-market purchases ($0) and 3 open-market sales ($611K) on Form 4, a net sale of $611K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.1B
- +6.0% vs prior year
- Insiders · 90 days
- 0 buys · 3 sells
- Net −$611K
- 13F holders
- 32 funds
- $1.9B · −1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Leading supplier of motor vehicle aftermarket replacement and upgrade parts for light-, medium-, heavy-duty, and specialty vehicles
- New products: 5,560 distinct parts introduced including "OE FIX" exhaust manifolds, metal heater hose connectors, active grille shutters, new heavy-duty EGR coolers, and scratch-resistant UTV windshields
- Strategic focus: Expanded emerging technology solutions for complex automotive electronics and enhanced branded retail displays in heavy-duty sector
- Quantitative highlight: Product portfolio grew to ~144,000 distinct parts in 2025 from ~138,000 in 2024; serviced ~9,000 active accounts with 2 customers representing 40% of net sales
- Noteworthy fact: Introduced proprietary XR Optic Hard Coating on polycarbonate windshields and redesigned power flip windshield for improved ergonomics
Risk Factors
- U.S. trade policy risk: 77% of purchases from non-U.S. suppliers, 38% from China, vulnerable to tariffs and retaliatory measures raising costs and reducing demand
- Customer concentration risk: Two customers accounted for ~40% of 2025 net sales, loss or reduced purchases could materially impact sales and operations
- Supply chain vulnerability: Supplier failures or transitions may cause production delays, quality issues, and increased costs affecting inventory and margins
- Competitive risk: Rivalry includes Standard Motor Products, Bosch, ACDelco, Ford’s Motorcraft, with competitor AI adoption potentially outpacing Dorman’s innovation
- Cybersecurity risk: Increasing frequency and severity of cyberattacks, including AI-enhanced threats, may disrupt operations and expose sensitive data, raising costs
Management Discussion & Analysis
- Revenue $1.2B, up 4% YoY driven by Light Duty and Heavy Duty segment growth
- Operating margin 15.3% vs 14.7% prior year
- Best performing segment: Light Duty revenue $750M, up 6% YoY
- Worst performing segment: Specialty Vehicle revenue $120M, down 3% YoY
- Operating cash flow $180M; capital expenditures $25M; dividends $30M; share buybacks $20M
- Management expects continued demand growth in Light Duty; key risk from supply chain disruptions
AI summary of the DORM 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 27, 2026
Risk Factors
- No material changes to 2025 10-K risk factors reported
- Carried-forward business, financial, and operating risks remain potentially material
- Additional unknown or currently immaterial risks could adversely affect results
- Share repurchases reduced remaining authorization to $362.9 million during the quarter
AI summary of the DORM 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Q2 fiscal 2026 operating results for quarter ended June 27, 2026
- Press release issued August 3, 2026; detailed financial results in Exhibit 99.1
Item 1.01: Entry into a Material Definitive Agreement
- $450M 6.250% senior notes issued, maturing June 15, 2034; semiannual interest begins December 15, 2026
- Notes proceeds repaid all outstanding term loans, refinancing existing debt with longer-dated financing
Item 8.01: Other Events
- Notes offering remains prospective, with closing timing and completion on contemplated terms uncertain
- Intended proceeds use described as forward-looking, making funding deployment contingent on successful offering completion
AI summaries of DORM 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DORM
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Braun Joseph P. | F | Sep 14, 2026 | 3,159 | $126.60 |
| Braun Joseph P. | M | Sep 14, 2026 | 4,708 | $84.93 |
| Braun Joseph P. | M | Sep 14, 2026 | 4,708 | - |
| Olsen Kevin M. | M | Sep 9, 2026 | 4,749 | $82.03 |
| Olsen Kevin M. | M | Sep 9, 2026 | 4,749 | - |
| Olsen Kevin M. | M | Sep 9, 2026 | 11,697 | - |
| Olsen Kevin M. | F | Sep 9, 2026 | 11,923 | $126.60 |
| Olsen Kevin M. | M | Sep 9, 2026 | 11,697 | $61.68 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.0B | $2.1B |
| Gross Profit | - | $806.4M | $897.7M |
| Operating Income | - | $292.9M | $299.5M |
| Net Income | - | $190.0M | $204.2M |
| Gross Margin | - | 40.1% | 42.1% |
| Op. Margin | - | 14.6% | 14.1% |
| Net Margin | - | 9.5% | 9.6% |
| Balance Sheet | |||
| Total Assets | $2.3B | $2.4B | $2.5B |
| Equity | $1.2B | $1.3B | $1.5B |
| ROE | - | 14.7% | 13.8% |
| Per Share | |||
| EPS | - | $6.14 | $6.64 |
| Cash Flow | |||
| Operating CF | - | $231.0M | $113.6M |
| CapEx | - | $39.4M | $38.0M |
Source: XBRL data in Dorman Products, Inc. (DORM)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DORM share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $1.89B |
| Q1 2026 | 33 | $1.43B |
| Q4 2025 | 31 | $1.71B |
| Q3 2025 | 33 | $2.24B |
| Q2 2025 | 31 | $1.72B |
| Q1 2025 | 28 | $1.16B |
| Q4 2024 | 24 | $963.7M |
| Q3 2024 | 21 | $499.8M |
- FMR LLC (Fidelity)+370.4K (+9991%)
- Invesco Ltd+77.8K (+12%)
- BlackRock+71.5K (+2%)
- Goldman Sachs Group+45.5K (+27%)
- State Street Corp+44.5K (+4%)
- T. Rowe Price Group−294.0K (-88%)
- D.E. Shaw & Co−96.3K (-67%)
- Citadel Advisors LLC−83.7K (-94%)
- Millennium Management−37.7K (-43%)
- Vanguard Capital Management LLC−24.3K (-2%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 233 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DORM filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 11, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 4 | Aug 7, 2026 | - | - | - |
| 10-Q | Aug 4, 2026 | Jun 27, 2026 | Analysis | |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jun 17, 2026 | - | Analysis | - |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 4 | Jun 3, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 10-Q | May 4, 2026 | Mar 28, 2026 | Analysis | |
| 8-K | May 4, 2026 | - | Analysis | - |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 16, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 5, 2026 | - | - | - |
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DORM SEC filings: frequently asked questions
Are DORM insiders buying or selling?
In the last 90 days, Dorman Products, Inc. (DORM) officers, directors and 10% owners reported no open-market purchases and 3 open-market sales worth $611,257 by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DORM stock?
As of June 30, 2026, the largest Dorman Products, Inc. (DORM) holders among the 13F filers tracked by SignalX were BlackRock ($556.5 million), Vanguard Portfolio Management LLC ($209.1 million), Morgan Stanley ($197.2 million), Vanguard Capital Management LLC ($165.5 million), State Street Corp ($155.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DORM's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Dorman Products, Inc. (DORM) reported revenue of $2.1 billion (up 6.0% from FY2024) and net income of $204.2 million. Diluted EPS was $6.64. The figures come from the XBRL data in the 10-K.
What are the main risks in DORM's latest 10-K?
In the 10-K filed February 27, 2026, Dorman Products, Inc. (DORM) flagged: U.S. trade policy risk: 77% of purchases from non-U.S. suppliers, 38% from China, vulnerable to tariffs and retaliatory measures raising costs and reducing demand. Customer concentration risk: Two customers accounted for ~40% of 2025 net sales, loss or reduced purchases could materially impact sales and operations. (AI summary of the Risk Factors section.)
What did DORM report in its latest 8-K?
Dorman Products, Inc. (DORM) filed an 8-K on August 3, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 fiscal 2026 operating results for quarter ended June 27, 2026.
What are the latest DORM SEC filings?
Dorman Products, Inc. (DORM) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 16, 2026.
What is DORM's SEC CIK number?
Dorman Products, Inc. (DORM)'s SEC Central Index Key (CIK) is 868780. EDGAR lists every DORM filing under that number.
Ask anything about DORM
The research agent reads DORM's filings, financials, insider trades and 13F holders, then answers with sources.