DORM Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

03

Fiyat $123.06

Piyasa Değeri (MRQ) $3.65B

P/E (TTM) 17.0

Hisse Başına Kâr (TTM) $7.22

Gelir (TTM) $2.16B

ROE (TTM) 15.0%

D/E Borç/Özsermaye (MRQ) 0.3

52 Haftlık Aralık $98–$164

DORM Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

04

aralık

çubuklar

Çubuk çözünürlüğü seçilen döneme uyum sağlar — bir çubuk için açılış/yüksek/düşük/kapanış değerlerini görmek için grafiğin üzerine gelin.

Hisse bölünmeleri 2

Ex-tarihi	Bölünme	Tür
18 Haziran 2012	2-for-1	İleri
29 Mart 2005	2-for-1	İleri

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

06

Gelir$2.13B

2016-12-31 → 2025-12-31

Hisse Başına Kâr$6.64

2016-12-31 → 2025-12-31

Serbest Nakit Akışı$76M

2016-12-31 → 2025-12-31

Net kar marjı10.2%

2016-12-31 → 2025-12-31

Değerleme ve Oranlar 07–12

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik	DORM	5Y ort.	Akran Ortalaması	Sonuç
P/E (TTM)	17.05Y ort. ≈21.4	≈21.4	18.7	Adil değer
F/S (TTM)	1.75Y ort. ≈1.8	≈1.8	0.7	Aşırı değerli
F/D (MRQ)	2.45Y ort. ≈2.8	≈2.8	1.8	Aşırı değerli
EV / EBITDA	11.65Y ort. ≈12.3	≈12.3	10.9	Aşırı değerli
Fiyat / Serbest Nakit Akışı (TTM)	17.05Y ort. ≈159.2	≈159.2	·	·
Fiyat / Nakit Akışı (TTM)	14.65Y ort. ≈31.4	≈31.4	8.1	Aşırı değerli
EV / Revenue (EV / Gelir)	1.95Y ort. ≈1.9	≈1.9	·	·
EV / FCF	54.65Y ort. ≈220.5	≈220.5	·	·
Fiyat / Maddi Defter Değeri (MRQ)	2.95Y ort. ≈6.6	≈6.6	·	·
PEG Ratio (PEG Oranı)	≈1.1	·	·	·

Akran ortalaması, metrik başına standartlaştırılmış bir temelde hesaplanır ve bu hisse senedi için gösterilen TTM/MRQ temelini her zaman eşleşmeyebilir.

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik	DORM	5Y ort.	Akran Ortalaması	Sonuç
Brüt Kar Marjı (TTM)	42.3%5Y ort. ≈37.0%	≈37.0%	23.4%	En üst düzey
Faaliyet Kâr Marjı (TTM)	14.5%5Y ort. ≈12.5%	≈12.5%	9.2%	En üst düzey
FAVÖK Marjı (TTM)	17.1%5Y ort. ≈15.2%	≈15.2%	11.5%	En üst düzey
Vergi Öncesi Kar Marjı (TTM)	13.7%5Y ort. ≈11.2%	≈11.2%	7.9%	En üst düzey
Net Kâr Marjı (TTM)	10.2%5Y ort. ≈8.5%	≈8.5%	5.1%	En üst düzey
ROA (TTM)	8.8%5Y ort. ≈7.4%	≈7.4%	3.9%	En üst düzey
ROE (TTM)	15.0%5Y ort. ≈13.3%	≈13.3%	10.4%	En üst düzey
ROIC	11.6%5Y ort. ≈11.4%	≈11.4%	9.0%	En üst düzey

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik	DORM	5Y ort.	Akran Ortalaması	Sonuç
Borç / Öz Sermaye (MRQ)	0.35Y ort. ≈0.4	≈0.4	0.3	Aynı seviyede
Cari Oran (MRQ)	3.65Y ort. ≈2.3	≈2.3	2.3	Güçlü likidite
Quick Ratio (Cari Oran)	1.15Y ort. ≈0.9	≈0.9	1.1	Güçlü likidite
Uzun Vadeli Borç / Özkaynak (MRQ)	0.35Y ort. ≈0.4	≈0.4	0.6	Düşük borç

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik	DORM	5Y ort.	Akran Ortalaması	Sonuç
Revenue YoY (Gelir Yıllık Bazda)	6.0%5Y ort. ≈14.7%	≈14.7%	·	·
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)	7.1%5Y ort. ≈14.1%	≈14.1%	·	·
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)	14.3%	·	·	·
EPS YoY (EPS YB)	8.1%5Y ort. ≈16.5%	≈16.5%	·	·
Net Income YoY (Net Gelir Yıllık Bazda)	7.5%5Y ort. ≈15.3%	≈15.3%	·	·
EPS CAGR 3Y (EPS Bileşik Yıllık Büyüme Oranı 3Y)	19.9%5Y ort. ≈13.9%	≈13.9%	·	·
EPS CAGR 5Y (EPS Bileşik Yıllık Büyüme Oranı 5Y)	15.0%	·	·	·
Net Income CAGR 3Y (Net Gelir Bileşik Yıllık Büyüme Oranı 3Y)	18.9%5Y ort. ≈12.8%	≈12.8%	·	·
Net Income CAGR 5Y (Net Gelir Bileşik Yıllık Büyüme Oranı 5Y)	13.8%	·	·	·

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik	DORM	5Y ort.	Akran Ortalaması	Sonuç
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))	$6.645Y ort. ≈$4.97	≈$4.97	·	·
Revenue / Share (Hisse Başına Gelir)	$69.275Y ort. ≈$58.48	≈$58.48	·	·
Cash Flow / Share (Hisse Başına Nakit Akışı)	$3.695Y ort. ≈$4.45	≈$4.45	·	·
Cash / Share (Hisse Başına Nakit)	$1.635Y ort. ≈$1.60	≈$1.60	·	·

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik	DORM	5Y ort.	Akran Ortalaması	Sonuç
Asset Turnover (Aktif Devir Hızı)	0.95Y ort. ≈0.9	≈0.9	1.0	Zayıf
Inventory Turnover (Stok Devir Hızı)	1.55Y ort. ≈1.8	≈1.8	5.9	Zayıf
Receivables Turnover (Alacak Devir Hızı)	4.05Y ort. ≈3.7	≈3.7	6.3	Zayıf
Revenue / Employee (Çalışan Başına Gelir)	≈$550.3K	·	·	·

değer · ≈ 5Y ort. · sektör ortalaması · ortalamaya göre değerlendirme

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

13

Ex-tarihi	Miktar	Para Birimi	Temettü Verimi
Ara 13, 2012	$1,50	USD	≈4.5%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

14

Ort. Sürpriz 16.8%

Sonraki Rapor Eki 26, 2026

Dönem	Rapor	EPS Gerçek	EPS Tahmin	Sürpriz
30 Haziran 2026	Ağu 3, 2026	$3.08	$1.95	57.7%
31 Mart 2026	May 12, 2026	$1.57	$1.68	-6.7%
31 Aralık 2025		$2.17	$2.19	-0.69%
30 Eylül 2025		$2.62	$2.55	2.9%
30 Haziran 2025		$2.06	$1.85	11.6%
31 Mart 2025		$2.02	$1.48	36.1%

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

15

Gelir Tablosu 16

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue	$2.13B	$2.01B	$1.93B	$1.73B	$1.35B	$1.09B	$991M	$974M	$903M	$860M	$803M	$751M
Cost of Revenue	$1.23B	$1.20B	$1.24B	$1.17B	$882M	$710M	$652M	$600M	$545M	$522M	$495M	$464M
Gross Profit	$898M	$806M	$685M	$564M	$463M	$383M	$340M	$373M	$359M	$338M	$308M	$287M
R&D Expense	·	·	·	·	·	·	·	·	·	·	$17M	$16M
SG&A Expense	$541M	$513M	$471M	$393M	$291M	$250M	$234M	$202M	$182M	$169M	$162M	$146M
Operating Income	$300M	$293M	$215M	$171M	$172M	$133M	$106M	$171M	$176M	$169M	$146M	$141M
Interest Expense	·	·	$48M	$16M	$2M	$599.0K	$231.0K	·	·	$241.0K	$216.0K	$204.0K
Other Non-op	$4M	$3M	$2M	$735.0K	$377.0K	$3M	$210.0K	$-8.0K	$348.0K	$-241.0K	$-216.0K	·
Pretax Income	$275M	$256M	$169M	$156M	$170M	$136M	$106M	$171M	$177M	$168M	$146M	$141M
Income Tax	$71M	$66M	$39M	$35M	$38M	$29M	$22M	$38M	$70M	$62M	$54M	$51M
Net Income	$204M	$190M	$129M	$122M	$132M	$107M	$84M	$134M	$107M	$106M	$92M	$90M
EPS (Basic)	$6.69	$6.17	$4.11	$3.87	$4.13	$3.31	$2.57	$4.04	$3.14	$3.07	$2.60	$2.50
EPS (Diluted)	$6.64	$6.14	$4.10	$3.85	$4.12	$3.30	$2.56	$4.02	$3.13	$3.07	$2.60	$2.49
Shares (Basic)	30,541,000	30,797,000	31,455,000	31,434,000	31,810,000	32,280,000	32,606,000	33,097,000	33,964,000	34,516,000	35,466,000	36,052,000
Shares (Diluted)	30,756,000	30,956,000	31,533,000	31,543,000	31,961,000	32,373,000	32,688,000	33,207,000	34,052,000	34,598,000	35,538,000	36,190,000
EBITDA	$355M	$350M	$269M	$216M	$207M	$166M	·	$200M	$198M	$188M	$162M	$153M

Bilanço 27

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Cash & Equivalents	$49M	$57M	$37M	$46M	$59M	$156M	$68M	$43M	$72M	$149M	$79M	$48M
Receivables	$479M	$574M	$527M	$427M	$473M	$461M	$392M	$401M	$242M	$231M	$204M	$206M
Inventory	$959M	$708M	$637M	$756M	$532M	$299M	$281M	$271M	$212M	$169M	$194M	$174M
Prepaid Expense	$34M	$31M	$33M	$40M	$13M	$8M	$14M	$6M	$7M	$3M	$2M	$3M
Current Assets	$1.52B	$1.37B	$1.23B	$1.27B	$1.08B	$923M	$755M	$720M	$533M	$552M	$479M	$430M
PP&E (Net)	$169M	$164M	$160M	$148M	$115M	$91M	$102M	$99M	$93M	$88M	$87M	$82M
PP&E (Gross)	$475M	$437M	$401M	$357M	$304M	$260M	$250M	$236M	$212M	$194M	$180M	$165M
Accum. Depreciation	$307M	$272M	$241M	$209M	$189M	$169M	$148M	$138M	$120M	$106M	$93M	$83M
Goodwill	$387M	$443M	$444M	$443M	$197M	$91M	$74M	$73M	$66M	$28M	$28M	·
Intangibles	$257M	$278M	$302M	$322M	$179M	$25M	$21M	$25M	$22M	$2M	·	·
Other Non-current Assets	$46M	$45M	$50M	$49M	$47M	$39M	$52M	$55M	$44M	$30M	$19M	$13M
Total Assets	$2.49B	$2.42B	$2.29B	$2.34B	$1.67B	$1.22B	$1.04B	$978M	$766M	$712M	$622M	$558M
Accounts Payable	$185M	$232M	$177M	$180M	$177M	$118M	$90M	$109M	$80M	$73M	$64M	$60M
Accrued Liabilities	·	·	·	·	·	·	$14M	$12M	$18M	$19M	$24M	$21M
Current Liabilities	$493M	$564M	$547M	$678M	$665M	$323M	$221M	$232M	$111M	$104M	$99M	$91M
Capital Leases	$97M	$105M	$91M	$98M	$52M	$37M	$30M	·	·	·	·	·
Deferred Tax	$4M	$4M	$9M	$12M	$18M	$4M	$4M	$5M	$7M	·	·	$23M
Other Non-current Liabilities	$20M	$19M	$10M	$28M	$5M	$4M	$13M	$14M	$14M	$6M	$5M	$5M
Long-term Debt	$441M	$469M	$483M	$495M	$0	·	·	·	·	·	·	·
Total Debt	$440M	$468M	$483M	$495M	·	·	·	·	·	·	·	·
Common Stock	$304.0K	$306.0K	$313.0K	$314.0K	$316.0K	$322.0K	$326.0K	$330.0K	$336.0K	$345.0K	$349.0K	$356.0K
Paid-in Capital	·	·	·	·	·	·	·	·	·	·	·	$43M
Retained Earnings	$1.34B	$1.18B	$1.07B	$957M	$856M	$789M	$721M	$679M	$590M	$557M	$475M	$418M
AOCI	$-5M	$-7M	$-3M	$-3M	$-1M	·	·	·	·	·	·	·
Stockholders' Equity	$1.48B	$1.29B	$1.17B	$1.04B	$933M	$854M	$774M	$728M	$635M	$602M	$518M	$462M
Liabilities + Equity	$2.49B	$2.42B	$2.29B	$2.34B	$1.67B	$1.22B	$1.04B	$978M	$766M	$712M	$622M	$558M
Shares Outstanding	30,391,955	30,565,855	31,299,770	31,430,632	31,607,509	32,168,740	32,558,168	33,004,861	33,571,524	34,517,633	34,863,396	35,611,238

Nakit Akışı 15

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
D&A	$56M	$57M	$55M	$45M	$35M	$32M	$26M	$28M	$22M	$19M	$16M	$13M
Stock-based Comp	$20M	$15M	$11M	$9M	$8M	$8M	$3M	$3M	$3M	$2M	$882.0K	$1M
Deferred Tax	$6M	$-11M	$-3M	$-6M	$-12M	$-10M	$1M	$-58.0K	$5M	$-5M	$-5M	$-632.0K
Amort. of Intangibles	$22M	$23M	$22M	$14M	$6M	$3M	$3M	$2M	$500.0K	$100.0K	$100.0K	·
Other Non-cash	$-172M	$-20M	$16M	$-128M	$-63M	$15M	·	$-87M	$-42M	$-909.0K	$-12M	$-44M
Operating Cash Flow	$114M	$231M	$209M	$42M	$100M	$152M	$95M	$78M	$94M	$122M	$92M	$60M
CapEx	$38M	$39M	$44M	$38M	$20M	$15M	$30M	$26M	$24M	$20M	$22M	$30M
Investing Cash Flow	$-38M	$-39M	$-44M	$-527M	$-365M	$-30M	$-30M	$-59M	$-94M	$-26M	·	$-30M
Debt Issued	·	$0	$0	$500M	$0	$0	·	·	·	·	·	·
Net Debt Issued	$-28M	$-16M	$-12M	$497M	·	·	·	·	·	·	·	·
Financing Cash Flow	$-84M	$-171M	$-174M	$472M	$168M	$-34M	$-41M	$-47M	$-77M	$-25M	·	$-43M
Net Change in Cash	$-8M	$20M	$-9M	$-13M	$-97M	$87M	$25M	$-28M	$-77M	$70M	$31M	$-13M
Taxes Paid	$69M	$57M	$35M	$63M	$46M	$28M	$29M	$30M	$75M	$62M	$57M	$47M
Free Cash Flow	$76M	$192M	$165M	$4M	$80M	$137M	·	$52M	$70M	$101M	$70M	$30M
Levered FCF	·	·	$128M	$-8M	$79M	·	·	·	·	$101M	$70M	$30M

Kârlılık 8

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Gross Margin	42.1%	40.1%	35.5%	32.6%	34.4%	35.1%	·	38.3%	39.7%	39.3%	38.4%	38.2%
Operating Margin	14.1%	14.6%	11.1%	9.9%	12.8%	12.2%	·	17.6%	19.5%	19.6%	18.2%	18.7%
Net Margin	9.6%	9.5%	6.7%	7.0%	9.8%	9.8%	·	13.7%	11.8%	12.3%	11.5%	12.0%
Pretax Margin	12.9%	12.8%	8.7%	9.0%	12.6%	12.4%	·	17.6%	19.6%	19.6%	18.2%	18.7%
EBITDA Margin	16.7%	17.4%	14.0%	12.4%	15.4%	15.2%	·	20.5%	22.0%	21.8%	20.2%	20.4%
ROA	8.3%	8.1%	5.6%	6.0%	9.1%	9.4%	·	16.2%	14.4%	15.9%	15.7%	16.2%
ROE	14.2%	15.0%	11.3%	11.8%	14.3%	12.7%	·	18.7%	17.2%	18.9%	18.8%	20.5%
ROIC	11.6%	12.3%	10.0%	8.7%	14.2%	12.3%	·	18.4%	16.8%	17.6%	17.8%	19.5%

Likidite ve Solventlik 5

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Current Ratio	3.1	2.4	2.3	1.9	1.6	2.9	·	4.4	4.8	5.3	4.9	5.0
Quick Ratio	1.1	1.1	1.0	0.7	0.8	1.9	·	2.5	2.8	3.7	2.9	2.8
Debt / Equity	0.3	0.4	0.4	0.5	·	·	·	·	·	·	·	·
LT Debt / Equity	0.3	0.3	0.4	0.5	·	·	·	·	·	·	·	·
Interest Coverage	·	·	4.5	11.0	79.3	·	·	·	·	699.6	676.7	689.9

Verimlilik 3

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Asset Turnover	0.9	0.9	0.8	0.9	0.9	1.0	·	1.2	1.2	1.3	1.4	1.4
Inventory Turnover	1.5	1.8	1.8	1.8	2.1	2.4	·	2.5	2.9	2.9	2.7	2.8
Receivables Turnover	4.0	3.7	4.0	3.9	2.9	2.6	·	3.5	3.8	4.0	3.9	3.9

Hisse Başına 5

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$48.60	$42.32	$37.32	$33.17	$29.51	$26.53	·	$22.05	$18.91	$17.43	$14.86	$12.98
Revenue / Share	$69.27	$64.90	$61.20	$54.96	$42.09	$33.75	·	$29.32	$26.52	$24.85	$22.59	$20.76
Cash Flow / Share	$3.69	$7.46	$6.62	$1.32	$3.14	$4.69	·	$2.35	$2.77	$3.51	$2.59	$1.65
Cash / Share	$1.63	$1.87	$1.18	$1.46	$1.86	$4.84	·	$1.32	$2.14	$4.32	$2.26	$1.34
EPS (TTM)	$6.64	$6.14	$4.10	$3.85	$4.12	$3.30	$2.56	$4.02	$3.13	$3.07	$2.60	$2.49

Büyüme Oranları 9

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue YoY	6.0%	4.1%	11.3%	28.9%	23.1%	·	·	·	·	·	·	·
Revenue CAGR 3Y	7.1%	14.3%	20.9%	·	·	·	·	·	·	·	·	·
Revenue CAGR 5Y	14.3%	·	·	·	·	·	·	·	·	·	·	·
EPS YoY	8.1%	49.8%	6.5%	-6.6%	24.9%	·	·	·	·	·	·	·
EPS CAGR 3Y	19.9%	14.2%	7.5%	·	·	·	·	·	·	·	·	·
EPS CAGR 5Y	15.0%	·	·	·	·	·	·	·	·	·	·	·
Net Income YoY	7.5%	47.0%	6.3%	-7.6%	23.1%	·	·	·	·	·	·	·
Net Income CAGR 3Y	18.9%	13.0%	6.6%	·	·	·	·	·	·	·	·	·
Net Income CAGR 5Y	13.8%	·	·	·	·	·	·	·	·	·	·	·

Değerleme (TTM) 14

Metrik	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Revenue TTM	$2.13B	$2.01B	$1.93B	$1.73B	$1.35B	$1.09B	$991M	$974M	$903M	$860M	$803M	$751M
Net Income TTM	$204M	$190M	$129M	$122M	$132M	$107M	$84M	$134M	$107M	$106M	$92M	$90M
Market Cap	$3.74B	$3.96B	$2.61B	$2.54B	$3.36B	$2.88B	·	$2.92B	$2.05B	$2.52B	$1.71B	$1.74B
Enterprise Value	$4.13B	$4.37B	$3.06B	$2.99B	·	·	·	·	·	·	·	·
P/E	18.6	21.1	20.3	21.0	25.8	27.1	29.3	22.0	19.5	23.8	18.9	19.6
P/S	1.8	2.0	1.4	1.5	2.5	2.6	·	3.0	2.3	2.9	2.1	2.3
P/B	2.5	3.1	2.2	2.4	3.6	3.4	·	4.0	3.2	4.2	3.3	3.8
P / Tangible Book	4.5	6.9	6.2	9.2	6.0	3.9	·	·	·	·	·	·
P / Cash Flow	32.9	17.1	12.5	61.0	33.5	19.0	·	37.3	21.8	20.7	18.6	29.2
P / FCF	49.5	20.7	15.8	668.0	41.8	21.1	·	56.1	29.4	24.9	24.3	58.4
EV / EBITDA	11.6	12.5	11.3	13.9	·	·	·	·	·	·	·	·
EV / FCF	54.6	22.8	18.5	786.0	·	·	·	·	·	·	·	·
EV / Revenue	1.9	2.2	1.6	1.7	·	·	·	·	·	·	·	·
Earnings Yield	5.4%	4.7%	4.9%	4.8%	3.9%	3.7%	3.4%	4.5%	5.1%	4.2%	5.3%	5.1%

Gelir Tablosu 15

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Revenue	$545M	$529M	$538M	$544M	$541M	$508M	$534M	$504M	$503M	$469M	$494M	$488M	$467M	$501M	$413M
Cost of Revenue	$293M	$339M	$309M	$302M	$321M	$300M	$312M	$300M	$304M	$287M	$300M	$305M	$322M	$344M	$282M
Gross Profit	$251M	$190M	$229M	$241M	$220M	$208M	$222M	$204M	$199M	$181M	$194M	$183M	$144M	$158M	$132M
SG&A Expense	$135M	$131M	$141M	$136M	$137M	$128M	$135M	$125M	$127M	$127M	$117M	$119M	$126M	$125M	$90M
Operating Income	$116M	$59M	$31M	$106M	$82M	$80M	$87M	$79M	$72M	$54M	$77M	$64M	$18M	$33M	$42M
Interest Expense	·	·	·	·	·	·	·	·	·	$11M	·	$12M	$12M	·	$2M
Other Non-op	$6M	$3M	$183.0K	$1M	$2M	$1M	$1M	$2M	$136.0K	$-40.0K	$446.0K	$605.0K	$357.0K	$605.0K	$-65.0K
Pretax Income	$115M	$56M	$25M	$100M	$77M	$74M	$79M	$71M	$62M	$44M	$66M	$53M	$7M	$23M	$40M
Income Tax	$28M	$13M	$13M	$24M	$18M	$17M	$24M	$16M	$15M	$11M	$16M	$12M	$835.0K	$5M	$9M
Net Income	$88M	$44M	$12M	$76M	$59M	$58M	$55M	$55M	$47M	$33M	$50M	$41M	$6M	$18M	$31M
EPS (Basic)	$2.94	$1.44	$0.39	$2.50	$1.92	$1.88	$1.78	$1.81	$1.53	$1.05	$1.60	$1.29	$0.18	$0.57	$0.97
EPS (Diluted)	$2.93	$1.43	$0.38	$2.48	$1.91	$1.87	$1.76	$1.80	$1.53	$1.05	$1.60	$1.28	$0.18	$0.57	$0.97
Shares (Basic)	29,864,000	30,226,000	·	30,546,000	30,518,000	30,576,000	·	30,570,000	30,957,000	31,140,000	·	31,483,000	31,436,000	·	31,411,000
Shares (Diluted)	29,995,000	30,423,000	·	30,782,000	30,680,000	30,810,000	·	30,739,000	31,071,000	31,250,000	·	31,555,000	31,537,000	·	31,545,000
EBITDA	$116M	$73M	·	$106M	$82M	$94M	·	$79M	$72M	$68M	·	$64M	$32M	·	$42M

Bilanço 25

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Cash & Equivalents	$132M	$43M	$49M	$56M	$57M	$61M	$57M	$45M	$47M	$34M	·	$32M	$33M	·	$35M
Receivables	$554M	$503M	$479M	$521M	$532M	$555M	$574M	$571M	$526M	$486M	·	$484M	$429M	·	$433M
Inventory	$808M	$902M	$959M	$900M	$798M	$735M	$708M	$665M	$620M	$620M	·	$626M	$687M	·	$678M
Prepaid Expense	$59M	$27M	$34M	$41M	$40M	$26M	$31M	$35M	$39M	$22M	·	$53M	$40M	·	$30M
Current Assets	$1.55B	$1.48B	$1.52B	$1.52B	$1.43B	$1.38B	$1.37B	$1.32B	$1.23B	$1.16B	·	$1.20B	$1.19B	·	$1.18B
PP&E (Net)	$167M	$167M	$169M	$168M	$167M	$167M	$164M	$166M	$166M	$162M	·	$158M	$152M	·	$122M
PP&E (Gross)	·	·	$475M	·	·	·	$437M	·	·	·	·	·	·	·	·
Accum. Depreciation	·	·	$307M	·	·	·	$272M	·	·	·	·	·	·	·	·
Goodwill	$387M	$387M	$387M	$444M	$444M	$443M	$443M	$443M	$443M	$443M	$444M	$443M	$443M	$443M	$196M
Intangibles	$246M	$252M	$257M	$262M	$268M	$273M	$278M	$284M	$290M	$296M	·	$307M	$317M	·	$169M
Other Non-current Assets	$42M	$44M	$46M	$46M	$48M	$48M	$45M	$48M	$51M	$50M	·	$50M	$50M	·	$45M
Total Assets	$2.50B	$2.44B	$2.49B	$2.55B	$2.47B	$2.43B	$2.42B	$2.36B	$2.29B	$2.22B	$2.29B	$2.26B	$2.26B	$2.34B	$1.80B
Accounts Payable	$164M	$134M	$185M	$215M	$221M	$221M	$232M	$206M	$165M	$131M	·	$158M	$146M	·	$199M
Current Liabilities	$432M	$448M	$493M	$517M	$520M	$526M	$564M	$561M	$514M	$466M	·	$533M	$607M	·	$674M
Capital Leases	$88M	$93M	$97M	$99M	$98M	$101M	$105M	$94M	$90M	$93M	·	$95M	$97M	·	$84M
Deferred Tax	$4M	$4M	$4M	$12M	$4M	$4M	$4M	$10M	$9M	$9M	·	$15M	$12M	·	$17M
Other Non-current Liabilities	$21M	$21M	$20M	$20M	$20M	$19M	$19M	$9M	$10M	$10M	·	$15M	$17M	·	$5M
Long-term Debt	$440M	$440M	$441M	$455M	$462M	$461M	$468M	$474M	$477M	$480M	·	$486M	$492M	·	·
Total Debt	$440M	$440M	·	$455M	$462M	$461M	·	$474M	$477M	$480M	·	$486M	·	·	·
Common Stock	$297.0K	$300.0K	$304.0K	$306.0K	$305.0K	$306.0K	$306.0K	$305.0K	$308.0K	$310.0K	·	$315.0K	$315.0K	·	$314.0K
Retained Earnings	$1.38B	$1.34B	$1.34B	$1.36B	$1.28B	$1.23B	$1.18B	$1.13B	$1.10B	$1.08B	·	$1.03B	$962M	·	$939M
AOCI	$-5M	$-5M	$-5M	$-5M	$-4M	$-7M	$-7M	$-4M	$-4M	$-4M	·	$-4M	$-3M	·	$-4M
Stockholders' Equity	$1.52B	$1.47B	$1.48B	$1.48B	$1.40B	$1.34B	$1.29B	$1.23B	$1.20B	$1.17B	$1.17B	$1.13B	$1.05B	$1.04B	$1.02B
Liabilities + Equity	$2.50B	$2.44B	$2.49B	$2.55B	$2.47B	$2.43B	$2.42B	$2.36B	$2.29B	$2.22B	·	$2.26B	$2.26B	·	$1.80B
Shares Outstanding	29,665,940	30,031,601	30,391,955	30,561,782	30,523,887	30,539,334	30,565,855	30,516,759	30,765,672	31,011,870	·	31,487,494	31,469,310	·	31,419,392

Nakit Akışı 14

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
D&A	$14M	$14M	$14M	$14M	$14M	$14M	$14M	$15M	$14M	$14M	$14M	$14M	$14M	$14M	$12M
Stock-based Comp	$5M	$4M	$7M	$4M	$5M	$4M	$4M	$4M	$4M	$3M	$3M	$3M	$2M	$3M	$2M
Deferred Tax	$-21.0K	$-79.0K	$-9M	$15M	$-29.0K	$-46.0K	$-12M	$222.0K	$-3.0K	$475.0K	$-6M	$339.0K	$0	$-5M	$5.0K
Amort. of Intangibles	$5M	$5M	$5M	$5M	$6M	$6M	$5M	$6M	$6M	$6M	$6M	$6M	$6M	$5M	$3M
Other Non-cash	·	$-18M	·	·	·	$-24M	·	·	·	$2M	·	·	$5M	·	·
Operating Cash Flow	$153M	$44M	$42M	$12M	$9M	$51M	$71M	$44M	$63M	$52M	$60M	$56M	$26M	$12M	$-8M
CapEx	$9M	$8M	$8M	$10M	$8M	$11M	$8M	$9M	$12M	$11M	$11M	$10M	$11M	$14M	$8M
Investing Cash Flow	$-2M	$-8M	$-8M	$-10M	$-8M	$-11M	$-8M	$-9M	$-12M	$-11M	$-11M	$-10M	$-10M	$-504M	$-8M
Net Debt Issued	·	$0	·	·	·	$-6M	·	·	·	$-3M	·	·	$-3M	·	·
Financing Cash Flow	$-62M	$-42M	$-40M	$-3M	$-4M	$-37M	$-51M	$-38M	$-38M	$-44M	$-44M	$-50M	$-29M	$502M	$-723.0K
Net Change in Cash	$89M	$-6M	$-6M	$-1M	$-4M	$3M	$12M	$-2M	$13M	$-2M	$5M	$-4M	$-13M	$11M	$-17M
Taxes Paid	$28M	$2M	$15M	$11M	$42M	$523.0K	$17M	$13M	$26M	$839.0K	$8M	$12M	$1M	$13M	$13M
Free Cash Flow	·	$35M	·	·	·	$40M	·	·	·	$41M	·	·	$16M	·	·
Levered FCF	·	·	·	·	·	·	·	·	·	$33M	·	·	$5M	·	·

Kârlılık 8

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Gross Margin	46.1%	36.0%	·	44.4%	40.6%	40.9%	·	40.5%	39.6%	38.7%	·	37.5%	30.9%	·	31.9%
Operating Margin	21.3%	11.1%	·	19.4%	15.2%	15.8%	·	15.7%	14.4%	11.6%	·	13.2%	3.9%	·	10.2%
Net Margin	16.1%	8.2%	·	14.1%	10.8%	11.3%	·	11.0%	9.4%	7.0%	·	8.3%	1.2%	·	7.4%
Pretax Margin	21.2%	10.6%	·	18.4%	14.2%	14.6%	·	14.1%	12.4%	9.3%	·	10.8%	1.4%	·	9.6%
EBITDA Margin	21.3%	13.8%	·	19.4%	15.2%	18.5%	·	15.7%	14.4%	14.6%	·	13.2%	6.8%	·	10.2%
ROA	3.5%	1.8%	·	3.1%	2.5%	2.5%	·	2.4%	2.1%	1.5%	·	2.0%	·	·	1.8%
ROE	6.0%	3.1%	·	5.6%	4.5%	4.6%	·	4.7%	4.2%	2.9%	·	3.8%	·	·	3.2%
ROIC	4.5%	2.4%	·	4.2%	3.4%	3.5%	·	3.6%	3.3%	2.5%	·	3.1%	·	·	3.2%

Likidite ve Solventlik 5

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Current Ratio	3.6	3.3	·	2.9	2.7	2.6	·	2.3	2.4	2.5	·	2.2	·	·	1.7
Quick Ratio	1.6	1.2	·	1.1	1.1	1.2	·	1.1	1.1	1.1	·	1.0	·	·	0.7
Debt / Equity	0.3	0.3	·	0.3	0.3	0.3	·	0.4	0.4	0.4	·	0.4	·	·	·
LT Debt / Equity	0.3	0.3	·	0.3	0.3	0.3	·	0.4	0.4	0.4	·	0.4	·	·	·
Interest Coverage	·	·	·	·	·	·	·	·	·	5.1	·	5.3	1.5	·	18.0

Verimlilik 3

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Asset Turnover	0.2	0.2	·	0.2	0.2	0.2	·	0.2	0.2	0.2	·	0.2	·	·	0.2
Inventory Turnover	0.4	0.4	·	0.4	0.5	0.4	·	0.5	0.5	0.4	·	0.5	·	·	0.5
Receivables Turnover	1.0	1.0	·	1.0	1.0	1.0	·	1.0	1.0	1.0	·	1.1	·	·	0.9

Hisse Başına 5

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Book Value / Share	$51.07	$48.84	·	$48.51	$45.86	$43.79	·	$40.46	$39.05	$37.87	·	$35.83	·	·	$32.50
Revenue / Share	$18.16	$17.38	·	$17.66	$17.63	$16.48	·	$16.39	$16.19	$15.00	·	$15.47	$14.80	·	$13.11
Cash Flow / Share	·	$1.44	·	·	·	$1.66	·	·	·	$1.66	·	·	$0.83	·	·
Cash / Share	$4.45	$1.43	·	$1.82	$1.86	$1.98	·	$1.48	$1.54	$1.11	·	$1.01	·	·	$1.13
EPS (TTM)	$7.22	$6.20	·	$8.02	$7.34	$6.96	·	$5.98	$5.46	$4.97	·	$3.07	$2.92	·	$4.35

Değerleme (TTM) 11

Metrik	Q2 2026	Q1 2026	Q4 2025	Q3 2025	Q2 2025	Q1 2025	Q4 2024	Q3 2024	Q2 2024	Q1 2024	Q4 2023	Q3 2023	Q2 2023	Q4 2022	Q3 2022
Revenue TTM	$2.16B	$2.15B	·	$2.13B	$2.09B	$2.05B	·	$1.97B	$1.95B	$1.93B	·	$1.94B	$1.80B	·	$1.63B
Net Income TTM	$219M	$190M	·	$247M	$226M	$215M	·	$186M	$171M	$156M	·	$97M	$92M	·	$138M
Market Cap	$4.00B	$3.14B	·	$4.75B	$3.79B	$3.69B	·	$3.47B	$2.81B	$2.99B	·	$2.39B	·	·	$2.61B
Enterprise Value	$4.30B	$3.54B	·	$5.15B	$4.20B	$4.09B	·	$3.89B	$3.24B	$3.43B	·	$2.84B	·	·	·
P/E	18.7	16.9	·	19.4	16.9	17.3	·	19.0	16.8	19.4	·	24.7	29.5	·	19.1
P/S	1.9	1.5	·	2.2	1.8	1.8	·	1.8	1.4	1.5	·	1.2	1.5	·	1.6
P/B	2.6	2.1	·	3.2	2.7	2.8	·	2.8	2.3	2.5	·	2.1	·	·	2.6
P / Tangible Book	4.5	3.8	·	6.1	5.5	5.9	·	6.8	6.0	6.9	·	6.3	·	·	4.0
P / Cash Flow	·	71.8	·	·	·	71.9	·	·	·	57.5	·	·	·	·	·
EV / Revenue	2.0	1.6	·	2.4	2.0	2.0	·	2.0	1.7	1.8	·	1.5	1.8	·	·
Earnings Yield	5.4%	5.9%	·	5.2%	5.9%	5.8%	·	5.3%	6.0%	5.2%	·	4.0%	3.4%	·	5.2%

En son dönem solda · null değerler · olarak gösterilir

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

16

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-25
Gelir	$2.13B	$2.01B	$1.93B	$1.73B	$1.35B
Brüt Kâr Marjı %	42.1%	40.1%	35.5%	32.6%	34.4%
Faaliyet Kâr Marjı %	14.1%	14.6%	11.1%	9.9%	12.8%
Net Gelir	$204M	$190M	$129M	$122M	$132M
Seyreltilmiş Hisse Başı Kâr	$6.64	$6.14	$4.10	$3.85	$4.12

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-25
Borç / Öz Sermaye	0.3	0.4	0.4	0.5	·
Cari Oran	3.1	2.4	2.3	1.9	1.6
Cari Oran	1.1	1.1	1.0	0.7	0.8

Metrik	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-25
Serbest Nakit Akışı	$76M	$192M	$165M	$4M	$80M

Kurumsal Sahipler (13F) 353 dosya · $4.1B toplam · Tarih itibarıyla 30 Eylül 2026

17

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Sahipler 353

Tutulan Değer $4.1B

Yeni pozisyonlar 52

Çıkan pozisyonlar 38

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek

Yeni pozisyonlar	Çıkan pozisyonlar	Artırıldı	Azaldı	Net hisse senedi değişimi
52 (+2 önceki Ç'ye göre)	38 (-22 önceki Ç'ye göre)	106 (-9 önceki Ç'ye göre)	126 (+11 önceki Ç'ye göre)	+3.5M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum	Değer	Hisse senetleri	% izlenen 13F'nin	Tür
BlackRock, Inc.	$556.542.300	4.078.727	13,63%	Hisse senetleri
VANGUARD GROUP INC	$366.087.789	2.971.733	8,97%	Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC	$209.125.863	1.532.619	5,12%	Hisse senetleri
MORGAN STANLEY	$197.234.212	1.445.466	4,83%	Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC	$165.539.093	1.213.185	4,05%	Hisse senetleri
STATE STREET CORP	$155.871.339	1.143.736	3,82%	Hisse senetleri
DIMENSIONAL FUND ADVISORS LP	$154.938.147	1.135.566	3,80%	Hisse senetleri
KTF INVESTMENTS, LLC	$118.911.126	871.463	2,91%	Hisse senetleri
ROYCE & ASSOCIATES LP	$112.464.273	824.216	2,75%	Hisse senetleri
JENNISON ASSOCIATES LLC	$111.187.237	814.857	2,72%	Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC	$101.689.985	745.121	2,49%	Hisse senetleri
Invesco Ltd.	$97.333.332	713.326	2,38%	Hisse senetleri
REINHART PARTNERS, LLC.	$93.386.355	684.382	2,29%	Hisse senetleri
Channing Capital Management, LLC	$90.782.778	665.319	2,22%	Hisse senetleri
VICTORY CAPITAL MANAGEMENT INC	$64.458.025	472.393	1,58%	Hisse senetleri
AMERIPRISE FINANCIAL INC	$63.576.967	465.936	1,56%	Hisse senetleri
GENEVA CAPITAL MANAGEMENT LLC	$61.014.907	447.159	1,49%	Hisse senetleri
BANK OF AMERICA CORP /DE/	$57.221.536	419.359	1,40%	Hisse senetleri
NORTHERN TRUST CORP	$56.648.992	415.163	1,39%	Hisse senetleri
FMR LLC	$51.043.727	374.084	1,25%	Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP	$47.492.105	348.055	1,16%	Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$46.997.201	344.428	1,15%	Hisse senetleri
WESTFIELD CAPITAL MANAGEMENT CO LP	$45.138.888	330.809	1,11%	Hisse senetleri
LOOMIS SAYLES & CO L P	$44.193.835	323.883	1,08%	Hisse senetleri
FULLER & THALER ASSET MANAGEMENT, INC.	$39.962.819	292.875	0,98%	Hisse senetleri
AMERICAN CAPITAL MANAGEMENT INC	$38.785.094	284.244	0,95%	Hisse senetleri
NORGES BANK	$37.960.390	278.200	0,93%	Hisse senetleri
SILVERCREST ASSET MANAGEMENT GROUP LLC	$36.932.504	270.664	0,90%	Hisse senetleri
NEW YORK STATE COMMON RETIREMENT FUND	$36.903.994	270.458	0,90%	Hisse senetleri
BROWN ADVISORY INC	$36.377.443	266.599	0,89%	Hisse senetleri
Bragg Financial Advisors, Inc	$36.301.568	266.043	0,89%	Hisse senetleri
SOUTHERNSUN ASSET MANAGEMENT, LLC	$35.938.610	263.383	0,88%	Hisse senetleri
Mawer Investment Management Ltd.	$35.190.046	257.897	0,86%	Hisse senetleri
Fiera Capital Corp	$34.597.034	253.551	0,85%	Hisse senetleri
GOLDMAN SACHS GROUP INC	$29.541.015	216.497	0,72%	Hisse senetleri
VANGUARD FIDUCIARY TRUST CO	$25.219.644	184.827	0,62%	Hisse senetleri
UBS Group AG	$23.763.449	174.155	0,58%	Hisse senetleri
ROYAL BANK OF CANADA	$22.833.000	167.331	0,56%	Hisse senetleri
Bank of New York Mellon Corp	$22.597.623	165.611	0,55%	Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC	$22.242.453	163.008	0,54%	Hisse senetleri
First Eagle Investment Management, LLC	$21.646.701	158.642	0,53%	Hisse senetleri
Tributary Capital Management, LLC	$20.329.549	148.989	0,50%	Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC	$20.044.368	146.899	0,49%	Hisse senetleri
Leeward Investments, LLC - MA	$20.004.798	146.609	0,49%	Hisse senetleri
KENNEDY CAPITAL MANAGEMENT LLC	$12.900.529	94.544	0,32%	Hisse senetleri
Public Sector Pension Investment Board	$12.749.615	93.438	0,31%	Hisse senetleri
Pembroke Management, LTD	$11.398.897	83.539	0,28%	Hisse senetleri
VOLORIDGE INVESTMENT MANAGEMENT, LLC	$11.134.729	81.603	0,27%	Hisse senetleri
NORDEA INVESTMENT MANAGEMENT AB	$11.076.294	82.266	0,27%	Hisse senetleri
WELLS FARGO & COMPANY/MN	$10.610.966	77.765	0,26%	Hisse senetleri

Tüm 353 kurumsal sahibi göster →

Aktivistler ve %5+ sahipler 10 pozisyon

18

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi	Dosyalandı	Hisse	Durum	Amaç	Başvuru
Steven L. Berman ×7 başvurular	12 Kasım 2025	0,00%	Değişiklik	Pasif yatırım	SEC
Sharyn Berman ×3 başvurular	18 Haziran 2024	·	İlk başvuru	Pasif yatırım	SEC
Steven L. Berman Exhibit 1 hereto consists of an agreement between the Reporting Persons and this statement is being filed on behalf of each such Reporting Person., Sharyn Berman Exhibit 1 hereto consists of an agreement between the Reporting Persons and this statement is being filed on behalf of each such Reporting Person.	15 Mayıs 2013	·	İlk başvuru	Pasif yatırım	SEC
Steven L. Berman Exhibit 1 hereto consists of an agreement between the Reporting Persons that this Schedule 13D/A is being filed on behalf of each of them., Sharyn Berman Exhibit 1 hereto consists of an agreement between the Reporting Persons that this Schedule 13D/A is being filed on behalf of each of them.	11 Eylül 2012	·	İlk başvuru	Pasif yatırım	SEC
Steven L. Berman Attached as Exhibit 1 is a copy of an agreement between the Reporting Persons that this Schedule 13D/A is being filed on behalf of each of them. (2), Sharyn Berman Attached as Exhibit 1 is a copy of an agreement between the Reporting Persons that this Schedule 13D/A is being filed on behalf of each of them. (2)	12 Mart 2012	·	İlk başvuru	Pasif yatırım	SEC
Steven L. Berman Attached as Exhibit 1 is a copy of an agreement between the Reporting Persons that this Schedule 13D/A is being filed on behalf of each of them., Sharyn Berman Attached as Exhibit 1 is a copy of an agreement between the Reporting Persons that this Schedule 13D/A is being filed on behalf of each of them.	22 Şubat 2011	·	İlk başvuru	Pasif yatırım	SEC
Açıklanmayan raporlama kişisi	17 Şubat 2006	·	İlk başvuru	Pasif yatırım	SEC
Açıklanmayan raporlama kişisi	15 Şubat 2006	·	İlk başvuru	Pasif yatırım	SEC
Açıklanmayan raporlama kişisi	15 Şubat 2006	·	İlk başvuru	Pasif yatırım	SEC
Açıklanmayan raporlama kişisi	15 Şubat 2006	·	İlk başvuru	Pasif yatırım	SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Şirket yöneticileri 44 içeriden öğrenenler · 28 yöneticiler · 14 yönetim kurulu üyeleri

19

İçeriden Öğrenen	Rol	Son işlem	Sahip olunan hisse senetleri	Satışlar 12ay	Net 12ay
Kevin M. Olsen	President and CEO	09 Eylül 2026 M	103.770	0	$0
Lindsay Hunt	Pres & CEO, Specialty Vehicle	04 Mart 2025 F	7.871	0	$0
Richard N Berman	Chairman, CEO	14 Ekim 2010 S	392.266	0	$0
Charles W Rayfield	SVP, CFO , Treasurer	02 Mart 2026 A	2.587	0	$0
David Hession	SVP and CFO	19 Şubat 2026 F	8.017	3	$-1.690.409
Ginnetti Michael P	Interim CFO	27 Şubat 2019 F	2.387	0	$0
Dorman Products, Inc.	Chief Financial Officer	10 Aralık 2010 S	35.780	0	$0
Kathleen Pacheco	President, Specialty Vehicle	03 Eylül 2026 F	4.375	0	$0
Eric Luftig	President, Light Duty	04 Mart 2026 F	12.545	0	$0
Steven Bashir	President, Heavy Duty	02 Mart 2026 A	1.293	0	$0
John Mcknight	President, Heavy Duty	12 Aralık 2025 S	9.112	3	$-897.816
Tayfun Uner	President, Light Duty	03 Mart 2025 A	6.370	0	$0
Paul E Anderson	President, Heavy Duty	02 Mart 2023 F	5.800	0	$0
Joseph M Beretta	Co-President	28 Nisan 2013 F	66.895	0	$0
David A Eustice	Senior VP - COO	04 Ağustos 2003 M	79.995	0	$0
Joseph P. Braun	SVP and General Counsel	14 Eylül 2026 M	21.973	0	$0
Donna M. Long	SVP, CIO	17 Ağustos 2026 S	19.339	7	$-297.340
Gregory C. Bowen	VP, Chief Accounting Officer	05 Ağustos 2026 M	5.340	2	$-512.013
Scott Leff	SVP, CHRO	04 Mart 2026 F	17.770	0	$0
Nathan J Porter	SVP, Chief Operations Officer	02 Mart 2026 A	3.666	0	$0
Brian Borradaile	SVP, Strategy & Corp Dev	04 Mart 2025 F	7.061	0	$0
Jeffery Darby	SVP, Sales and Marketing	04 Mart 2025 F	17.979	0	$0
Michael Kealey	EVP, Commercial	05 Mayıs 2022 M	22.056	0	$0
Thomas Joseph Knoblauch	VP and General Counsel	05 Aralık 2014 F	31.966	0	$0
Lou Arace	SVP, Supply Chain	12 Haziran 2013 S	4.000	0	$0
Fred V Frigo	Senior Vice Pres., Operations	10 Ocak 2012 S	20.000	0	$0
Barry D Myers	Senior VP-General Counsel	13 Haziran 2005 D	57.131	0	$0
Edward L Dean	Senior VP - Marketing	24 Kasım 2003 M	7.559	0	$0
James Darrell Thomas	Yönetim kurulu üyesi	01 Haziran 2026 A	7.918	0	$0
Kelly A Romano	Yönetim kurulu üyesi	01 Haziran 2026 A	12.172	0	$0
Michael G. Stakias	Yönetim kurulu üyesi	01 Haziran 2026 A	16.150	0	$0
Lisa M Bachmann	Yönetim kurulu üyesi	01 Haziran 2026 A	8.208	0	$0
Steven L. Berman	Yönetim kurulu üyesi	01 Haziran 2026 A	761.787	0	$0
John J Gavin	Yönetim kurulu üyesi	01 Haziran 2026 A	10.546	0	$0
RILEY RICHARD T	Yönetim kurulu üyesi	01 Haziran 2026 A	30.312	0	$0
Paul R Lederer	Yönetim kurulu üyesi	25 Mayıs 2022 F	20.176	0	$0
Mathias J Barton	Yönetim kurulu üyesi	06 Mart 2019 F	60.665	0	$0
Edgar W Levin	Yönetim kurulu üyesi	08 Mart 2017 S	55.767	0	$0
Robert M Lynch	Yönetim kurulu üyesi	28 Ocak 2015 A	5.439	0	$0
John F Creamer JR	Yönetim kurulu üyesi	08 Mart 2013 S	35.470	0	$0
Matthew S Kohnke	·	25 Şubat 2016 S	2.996	0	$0
George L Bernstein	·	18 Ağustos 2010 S	23.700	0	$0
Donald Joseph Barry	·	01 Eylül 2005 A	·	0	$0
Jordan S Berman	·	02 Mayıs 2005 G	299.200	0	$0

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

ETF sahipliği 56 ETF'ler tarafından tutuluyor

20

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon	Ağırlık	Birimler	Tarih itibarıyla	Kaynak
PSCD · Invesco Exchange-Traded Fund Trust …	1,50%	2.760 SH	02 Ekim 2026	Günlük
QIDX · Spinnaker ETF Series	0,72%	2.114 NS	31 Temmuz 2026	N-PORT
VIOG · VANGUARD ADMIRAL FUNDS	0,41%	32.370 SH	19 Ağustos 2026	Günlük
FYC · First Trust Exchange-Traded AlphaDE…	0,39%	37.860 NS	31 Temmuz 2026	N-PORT
RZG · Invesco Exchange-Traded Fund Trust	0,29%	2.829 SH	01 Ekim 2026	Günlük
QVMS · Invesco Exchange-Traded Fund Trust …	0,22%	4.180 SH	02 Ekim 2026	Günlük
VIOO · VANGUARD ADMIRAL FUNDS	0,20%	95.108 SH	19 Ağustos 2026	Günlük
VTWV · VANGUARD SCOTTSDALE FUNDS	0,18%	17.600 SH	19 Ağustos 2026	Günlük
EBIT · Harbor ETF Trust	0,17%	157 NS	31 Temmuz 2026	N-PORT
DFAT · Dimensional ETF Trust	0,16%	170.093 NS	31 Temmuz 2026	N-PORT
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,14%	7.404 NS	31 Temmuz 2026	N-PORT
BKSE · BNY Mellon ETF Trust	0,14%	924 NS	31 Temmuz 2026	N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust	0,14%	29.563 SH	02 Ekim 2026	Günlük
RWJ · Invesco Exchange-Traded Fund Trust …	0,13%	21.544 SH	02 Ekim 2026	Günlük
VCR · VANGUARD WORLD FUND	0,13%	63.001 SH	19 Ağustos 2026	Günlük
FDIS · FIDELITY COVINGTON TRUST	0,13%	16.014 NS	31 Temmuz 2026	N-PORT
FSMD · FIDELITY COVINGTON TRUST	0,13%	23.775 NS	31 Temmuz 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,12%	12.786 NS	31 Temmuz 2026	N-PORT
IWM · iShares Trust	0,12%	714.602 SH	11 Eylül 2026	Günlük
RSSL · Global X Funds	0,12%	12.954 NS	31 Temmuz 2026	N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS	0,11%	155.623 SH	19 Ağustos 2026	Günlük
JPSE · J.P. Morgan Exchange-Traded Fund Tr…	0,10%	4.653 NS	31 Temmuz 2026	N-PORT
VBK · VANGUARD INDEX FUNDS	0,10%	357.373 SH	19 Ağustos 2026	Günlük
DFAS · Dimensional ETF Trust	0,09%	101.995 NS	31 Temmuz 2026	N-PORT
FAD · First Trust Exchange-Traded AlphaDE…	0,08%	3.428 NS	31 Temmuz 2026	N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS	0,06%	7.439 SH	19 Ağustos 2026	Günlük
IWO · iShares Trust	0,06%	65.146 SH	11 Eylül 2026	Günlük
ESML · iShares Trust	0,06%	12.339 SH	11 Eylül 2026	Günlük
ISCG · iShares Trust	0,05%	3.833 SH	11 Eylül 2026	Günlük
VXF · VANGUARD INDEX FUNDS	0,04%	311.870 SH	19 Ağustos 2026	Günlük
VB · VANGUARD INDEX FUNDS	0,04%	616.308 SH	19 Ağustos 2026	Günlük
DXUV · Dimensional ETF Trust	0,04%	1.455 NS	31 Temmuz 2026	N-PORT
OMFS · Invesco Exchange-Traded Self-Indexe…	0,03%	673 SH	02 Ekim 2026	Günlük
WSML · iShares Trust	0,03%	1.629 SH	11 Eylül 2026	Günlük
SMDX · Tidal Trust III	0,02%	232 NS	31 Temmuz 2026	N-PORT
DFUV · Dimensional ETF Trust	0,02%	24.522 NS	31 Temmuz 2026	N-PORT
DFSV · Dimensional ETF Trust	0,02%	9.644 NS	31 Temmuz 2026	N-PORT
DFAC · Dimensional ETF Trust	0,02%	54.090 NS	31 Temmuz 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	2.226 NS	31 Temmuz 2026	N-PORT
TILT · FlexShares Trust	0,01%	1.700 NS	31 Temmuz 2026	N-PORT
DCOR · Dimensional ETF Trust	0,01%	2.541 NS	31 Temmuz 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,01%	851.853 SH	19 Ağustos 2026	Günlük
VTHR · VANGUARD SCOTTSDALE FUNDS	0,01%	2.242 SH	19 Ağustos 2026	Günlük
ESGV · VANGUARD WORLD FUND	0,01%	5.958 SH	19 Ağustos 2026	Günlük
DFAU · Dimensional ETF Trust	0,01%	7.199 NS	31 Temmuz 2026	N-PORT
DFUS · Dimensional ETF Trust	0,00%	7.705 NS	31 Temmuz 2026	N-PORT
ITOT · iShares Trust	0,00%	35.936 SH	11 Eylül 2026	Günlük
IWV · iShares Trust	0,00%	7.615 SH	09 Eylül 2026	Günlük
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	21.641 SH	19 Ağustos 2026	Günlük
IJR · iShares Trust	·	1.659.630 SH	10 Eylül 2026	Günlük
IJT · iShares Trust	·	257.009 SH	09 Eylül 2026	Günlük
IWN · iShares Trust	·	193.105 SH	11 Eylül 2026	Günlük
XJR · iShares Trust	·	3.767 SH	31 Ağustos 2026	Günlük
ISCB · iShares Trust	·	1.220 SH	11 Eylül 2026	Günlük
ISCV · iShares Trust	·	3.302 SH	11 Eylül 2026	Günlük
SMMV · iShares Trust	·	1.655 SH	19 Ağustos 2026	Günlük

DORM Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

21

derecelendirme · 14 analist AL

Medyan hedef $160.50 +30,4%

5 35,7% Güçlü Al

7 50,0% Al

2 14,3% Tut

0 0,0% Sat

0 0,0% Güçlü Sat

12 Aylık Fiyat Hedefi

Ortalama hedef $161.62 +31,3%

← Tüm hedeflerin altında Mevcut fiyat $123.06

Düşük$154.00 Ortalama$161.62 Yüksek$170.00

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

22

Mali yıl bazında, fiyatlar her şirketin son mali yıl kapanışına göredir.

Hisse Sembolü	Piyasa Değeri	P/E	Gelir YoY	Net Kar Marjı	ROE	Brüt Kar Marjı
DORM	$3.74B	18.6	6.0%	9.6%	14.2%	42.1%
BWA	$9.33B	35.2	1.6%	1.9%	5.1%	18.7%
LEA	·	14.1	-0.20%	1.9%	9.2%	6.5%
GNTX	$5.01B	13.4	9.6%	15.2%	15.5%	34.2%
DAN	$2.67B	37.1	-3.0%	1.1%	7.8%	·
QS	·	-13.7	·	·	-39.7%	·
VC	$2.55B	13.1	-2.5%	5.3%	13.0%	14.1%
PHIN	$2.38B	19.3	2.4%	3.7%	8.1%	21.9%
PATK	$3.60B	27.8	6.3%	3.4%	11.6%	23.1%
LCII	$2.94B	16.0	10.2%	4.6%	13.7%	23.8%

Son Haberler Bu şirketten bahseden son manşetler

23

Dorman Products (DORM) Hisse Senedi Değerli mi? Yahoo Finance · 4 ay, 3 hafta önce Dorman ( DORM ) 4Ç 2025 Kazanç Çağrısı Dökümü www.fool.com · 7 ay önce

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

25

BOUNCE_UP Zarar durduruldu Eyl 19

risk 1 ödül 1,50

giriş $157.11 R:R 1,50

Şu anda açık sinyal yok — hiçbir kart dolu değil ve bu dürüstçe.

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

26

Sizin için önemli olan metrikleri seçin — Yukarıdaki Tam Temeller bölümündeki herhangi bir satırın yanındaki + işaretine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

DORM Dorman Products, Inc. - Common Stock

DORM Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

DORM Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Kurumsal Sahipler (13F) 353 dosya · $4.1B toplam · Tarih itibarıyla 30 Eylül 2026

Aktivistler ve %5+ sahipler 10 pozisyon

Şirket yöneticileri 44 içeriden öğrenenler · 28 yöneticiler · 14 yönetim kurulu üyeleri

ETF sahipliği 56 ETF'ler tarafından tutuluyor

DORM Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

12 Aylık Fiyat Hedefi

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Son Haberler Bu şirketten bahseden son manşetler

İşlem Sinyalleri Giriş fiyatı ve risk/ödül oranı ile son alım/satım sinyalleri

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar