Risk Sleuth
DORM · 10-K filed 27 Feb 2026 · year to 31 Dec 2025

Dorman Products

24 named things its latest annual report says its results depend on, each in the company's own words. 18 of them are also named by other companies we've read.

Read the filing on SEC.gov ↗

Customers

Top two customers (unnamed)

earns from · approximately 40% of net salesnamed as a risk
In 2025, two customers each represented more than 10% of net sales and together accounted for approximately 40% of net sales.Risk factors (Item 1A)

Also named by UCTT

Four largest customers (unnamed)

insures or lends to · 78% of total receivablesnamed as a risk
As of December 31, 2025, our four largest customers represented 78% of total receivables.Risk factors (Item 1A)

Also named by KGS

Suppliers

Non-U.S. suppliers

depends on · approximately 77% of our total volume of purchasesnamed as a risk
In 2025, approximately 77% of our total volume of purchases of products was sourced from non-U.S. countries, with approximately 38% sourced from China, exposing us to significant risks, including:Risk factors (Item 1A)

Third-party logistics providers

depends onnamed as a risk
As a result, our operating results depend on the availability and cost of third-party logistics providers, including ocean freight, port operators, railroads, and trucking carriers.Risk factors (Item 1A)

Also named by DECK, TSCO

Partners and platforms

Bank of America, N.A.

depends on · $440.6 million outstanding under the term loannamed as a risk
Under our credit agreement with Bank of America, N.A., as administrative agent, we borrowed $500.0 million through a term loan and maintain a $600.0 million revolving credit facility.Risk factors (Item 1A)

Also named by AGX, GSBD, OCSL, VICR, VRSK, WDFC, ZETA

Customer-sponsored accounts receivable sales programs

depends onnamed as a risk
Loss or modification of these arrangements could materially adversely affect our liquidity, cash flows, and financial condition.Risk factors (Item 1A)

Other companies

SuperATV

earns fromnamed as a risk
Following our acquisition of SuperATV, a portion of our sales comes from aftermarket parts and accessories for specialty vehicles, such as UTVs and ATVs.Risk factors (Item 1A)

Competitors

Original equipment manufacturers (OEMs)

competes withnamed as a risk
Restrictions on access to testing equipment, software, telematics, and repair data by OEMs or regulators could force vehicle owners to rely on dealers for service, limiting our customers’ ability to repair vehicles and our ability to design and sell new products.Risk factors (Item 1A)

Also named by IOT, LKQ, R, VSEC, WTS

Standard Motor Products, Inc.

competes withnamed as a risk
We compete against a broad range of companies (public and private, large and small) and brands, including, but not limited to, Standard Motor Products, Inc., Tenneco, Inc., TrakMotive, Bosch Auto Parts, Gates Corporation, Continental Automotive Systems, Inc. (VDO), MevoTech LP, ACDelco (owned by General Motors Company), Motorcraft (owned by Ford Motor Company), Cummins Inc. (following its acquisition of Meritor, Inc.), Automann Inc., WARN Industries (owned by LKQ Corporation), Rocky Mountain ATV/MC, and numerous category specific competitors.Risk factors (Item 1A)

Places

China

depends on · approximately 38% of our total volume of purchasesnamed as a risk
In 2025, approximately 77% of our total volume of purchases of products was sourced from non-U.S. suppliers, with approximately 38% sourced from China, making us vulnerable to tariff increases and trade restrictions.Risk factors (Item 1A)

Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more

Suez Canal

depends onnamed as a risk
For example, in 2024, continued political conflict near the Suez Canal disrupted shipping routes and increased costs.Risk factors (Item 1A)

Also named by BBY, WSM

United States

earns from
We generate most of our net sales from customers in North America, primarily in the United States.Business (Item 1)

Also named by ABBV, ADP, AJG, AMGN, APA, AXGN, AXP, BALL and 139 more

China

operates in
The majority of our specialty vehicle products are manufactured in our facilities in the United States and China.Business (Item 1)

Also named by A, AA, AAOI, AAP, AAPL, AB, ADI, AEHR and 261 more

Hazards

Extreme weather

Extremely hot or cold weather generally results in an increase in parts failing at an accelerated rate, which generally leads to an increase in our sales for the duration of the extreme weather event.Business (Item 1)

Also named by RXO, TSCO

Commodities and inputs

Term SOFR

exposed to its price · approximately $11.3 millionnamed as a risk
A one-percentage-point increase in Term SOFR or the discount rates on the accounts receivable sales programs would have increased our factoring costs and reduced the amount of cash we would have received by approximately $11.3 million, $8.8 million, and $7.9 million in the years ended December 31, 2025, 2024, and 2023, respectively.Market risk (Item 7A)

Also named by BWIN, CLH, DPZ, DY, ECG, HUBB, IBP, IEX and 9 more

Steel

exposed to its pricenamed as a risk
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 of aftermarket parts.Risk factors (Item 1A)

Also named by AAON, AGX, ALSN, AM, AME, AMRC, AOS, APD and 104 more

Aluminum

exposed to its pricenamed as a risk
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 of aftermarket parts.Risk factors (Item 1A)

Also named by AAON, ACHR, ALSN, AYI, BA, BALL, BF/B, BWA and 59 more

Copper

exposed to its pricenamed as a risk
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 of aftermarket parts.Risk factors (Item 1A)

Also named by AAON, AGX, AMKR, APG, APH, APLD, BMI, BWA and 58 more

Chinese yuan

exposed to its pricenamed as a risk
Any future changes in the value of the Chinese yuan relative to the U.S. dollar may result in a change in the cost of products that we purchase from China in the future.Risk factors (Item 1A)

Also named by ABT, ASO, BEN, CHRW, CROX, CYRX, ESI, EXPD and 13 more

Rubber

exposed to its pricenamed as a risk
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 of aftermarket parts.Risk factors (Item 1A)

Also named by ODFL, WAB

Core parts (remanufacturing cores)

depends onnamed as a risk
Furthermore, because certain products we sell contain parts that are or can be recycled and remanufactured – parts more commonly referred to in our industry as “core” – our ability to sell those products may be materially and adversely affected if we are unable to obtain those core parts from our suppliers on favorable terms, if at all.Risk factors (Item 1A)

Regulators

Consumer Product Safety Commission (CPSC)

subject tonamed as a risk
For example, the NHTSA has federal oversight over product safety issues related to automobiles in the United States, and the CPSC has federal oversight over product safety issues related to off-road vehicles.Risk factors (Item 1A)

Also named by ASO, AXON, BBW, CHD, GNRC, HAS, KVUE, PG and 8 more

National Highway Traffic Safety Administration (NHTSA)

subject tonamed as a risk
For example, the NHTSA has federal oversight over product safety issues related to automobiles in the United States, and the CPSC has federal oversight over product safety issues related to off-road vehicles.Risk factors (Item 1A)

Also named by CTOS, F, GM, PATK, PCAR, PII, THO, TSLA

Laws and programs

U.S. tariffs on steel, aluminum, copper and vehicle parts

subject tonamed as a risk
Recent U.S. tariffs on steel, aluminum, copper, and certain vehicle parts have raised costs, and further tariffs or retaliatory measures from U.S. trading partners could further increase prices, reduce demand, and negatively impact global trade.Risk factors (Item 1A)