Dorman Products Q4 Sales Rise 7.9% to $543.7M Despite Stock Slump
Dorman Products reported Q4 net sales of $543.7 million, up 7.9% year-over-year, with gross margin rising to 44.4% from 40.5%. Its shares fell 6.9% over the past month and are down 10.2% in the last year despite 21 hedge funds increasing stakes by the end of Q4.
1. Q4 Financial Results
Dorman Products delivered net sales of $543.7 million in Q4, marking a 7.9% increase from the prior year. Gross profit margin improved to 44.4% of net sales, up from 40.5% year-over-year, driven by favorable product mix and execution in its Light Duty segment.
2. Stock Performance
Shares closed at $117.86 on February 27, 2026, resulting in a 6.9% decline over one month and a 10.17% drop over the past 52 weeks despite the company's positive fundamentals.
3. Hedge Fund Activity
At quarter-end, 21 hedge funds held positions in Dorman, up from 19 in the previous period, reflecting growing institutional confidence in the company's growth and margin expansion prospects.