Company Performance - Dorman Products (DORM) has seen a significant increase in its stock price, rising 16.4% over the past month and reaching a new 52-week high of $166.89 [1] - Year-to-date, Dorman Products has gained 28.4%, outperforming the Zacks Auto-Tires-Trucks sector, which declined by 5.9%, and the Zacks Automotive - Replacement Parts industry, which fell by 2% [1] Earnings and Revenue - Dorman Products has consistently exceeded earnings expectations, beating the Zacks Consensus Estimate in the last four quarters [2] - In the latest earnings report on August 4, 2025, Dorman reported an EPS of $2.06, surpassing the consensus estimate of $1.76, and beat the revenue estimate by 4.53% [2] Future Projections - For the current fiscal year, Dorman Products is projected to achieve earnings of $8.75 per share on revenues of $2.17 billion, reflecting a 22.72% increase in EPS and a 7.88% increase in revenues [3] - The next fiscal year forecasts earnings of $9.6 per share on revenues of $2.26 billion, indicating a year-over-year change of 9.66% in EPS and 4.34% in revenues [3] Valuation Metrics - Dorman Products has a Value Score of B, with Growth and Momentum Scores of C and B, respectively, resulting in a combined VGM Score of B [6] - The stock trades at 19 times the current fiscal year EPS estimates, which is a premium compared to the peer industry average of 13 times [6] - On a trailing cash flow basis, Dorman trades at 18.3 times, while the peer group's average is 8.6 times [6] Zacks Rank - Dorman Products holds a Zacks Rank of 2 (Buy), supported by favorable earnings estimate revisions from analysts [7] - The recommendation is for investors to select stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating potential for Dorman Products in the near future [8] Industry Comparison - Dorman Products is performing well compared to its industry peers, such as Standard Motor Products, Inc. (SMP), which also has a Zacks Rank of 2 (Buy) [9] - SMP is expected to post earnings of $3.70 per share on revenue of $1.75 billion for the current fiscal year, having beaten consensus estimates by 32.99% last quarter [10] - Despite the Automotive - Replacement Parts industry ranking in the bottom 76% of all industries, both Dorman and SMP are positioned to benefit from favorable market conditions [11]

Core Viewpoint - The U.S. stock market experienced declines on September 3, 2025, due to rising tariff concerns, increased long-term Treasury yields, and inflation fears, leading to investor uncertainty and sell-offs [1] Group 1: Investment Recommendations - In the current market environment, it is suggested that investors consider low-leverage stocks as safer investment options to mitigate risks during market turmoil [2][6] - Recommended stocks include NVIDIA Corp. (NVDA), Sterling Infrastructure (STRL), Northern Trust Corp. (NTRS), Dorman Products (DORM), and Natwest Group (NWG), all of which exhibit low leverage [2][10] Group 2: Understanding Leverage - Leverage refers to the practice of companies borrowing capital to operate and expand, typically through debt financing, which can pose risks if not managed properly [4][5] - A low debt-to-equity ratio is emphasized as a key indicator of financial stability, with a lower ratio indicating improved solvency and reduced financial risk [7][9] Group 3: Company Performance Highlights - NVIDIA Corp. reported a 56% year-over-year revenue increase to $46.7 billion in Q2 2025, with a 61% surge in earnings per share (EPS) [14][15] - Sterling Infrastructure completed an acquisition that positions it for sustained growth, with a projected earnings improvement of 45.9% for 2025 [16][17] - Northern Trust secured a contract with the State of New Mexico Educational Retirement Board, which is expected to enhance its recurring revenues and market presence [18][19] - Dorman Products achieved a 7.6% increase in net sales to $541 million in Q2 2025, with a 23% rise in adjusted EPS [20] - Natwest Group joined a debt financing syndicate for a significant infrastructure project, projecting a 20.1% sales improvement for 2025 [21][22]

Group 1: Sportradar Group - Sportradar Group is a provider of sports betting and sports entertainment products and services, holding a Zacks Rank 1 (Strong Buy) [1] - The Zacks Consensus Estimate for Sportradar's current year earnings has increased by 41.9% over the last 60 days [1] - The company's shares gained 28.9% over the last three months, outperforming the S&P 500's gain of 8.8%, and it possesses a Momentum Score of A [2] Group 2: Dorman Products - Dorman Products is a leading supplier of Dealer Exclusive replacement parts to the Automotive, Medium and Heavy-Duty Aftermarkets, also holding a Zacks Rank 1 [2] - The Zacks Consensus Estimate for Dorman's current year earnings has increased by 7.7% over the last 60 days [2] - Dorman's shares gained 28.2% over the last three months, again outperforming the S&P 500's gain of 8.8%, and it possesses a Momentum Score of A [3] Group 3: SB Financial Group - SB Financial Group is a financial services holding company offering a full range of financial services for consumers and small businesses, with a Zacks Rank 1 [4] - The Zacks Consensus Estimate for SB Financial's current year earnings has increased by 9.9% over the last 60 days [4] - The company's shares gained 11% over the last three months, compared to the S&P 500's gain of 8.8%, and it possesses a Momentum Score of A [5]

Group 1 - Rush Street Interactive (RSI) has seen a 12.5% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Udemy (UDMY) has experienced a 9.3% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Envista (NVST) has reported an 8.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] Group 2 - Dorman Products (DORM) has seen a 7.7% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3] - CF Bankshares (CFBK) has experienced a 6.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]

Core Viewpoint - The Zacks Automotive Replacement Parts industry is facing challenges due to evolving vehicle technology, which increases complexity and repair costs, while also pressuring supply chains to adapt quickly. However, the aging U.S. vehicle fleet is expected to support strong demand for replacement parts, as consumers focus on maintaining older vehicles rather than purchasing new ones [1]. Industry Overview - The Zacks Automotive - Replacement Parts industry includes companies involved in the production, marketing, and distribution of replacement components for the automotive aftermarket. Key components include engine, steering, drive axle, suspension, brakes, and gearbox parts. The market is less exposed to downturns as consumers prioritize maintenance over new purchases [2]. Factors Influencing Industry Dynamics - Evolving technology is creating significant challenges for the automotive supply chain, as modern vehicles require specialized knowledge and equipment for maintenance and repair. This complexity can lead to longer repair times and higher costs, particularly with the rise of electric and autonomous vehicles [3]. - The shift towards e-commerce is forcing companies to invest heavily in digital capabilities to remain competitive, which can pressure near-term cash flows despite enhancing long-term growth prospects [4]. - The average age of vehicles in the U.S. has increased to 12.8 years in 2025, up from 12.6 years in 2024, leading to higher demand for replacement parts as owners delay new purchases [5]. Industry Performance and Valuation - The Zacks Automotive – Replacement Parts industry currently holds a Zacks Industry Rank of 197, placing it in the bottom 20% of approximately 250 Zacks industries, indicating weak near-term prospects [6][7]. - Over the past year, the industry has underperformed compared to the Auto, Tires, and Truck sector, losing 19.5% against the sector's growth of 12.2% and the S&P 500's return of 15.7% [9]. - The industry is trading at an EV/EBITDA ratio of 6.89X, significantly lower than the S&P 500's 17.81X and the sector's 22.03X, with historical trading ranges between 6.04X and 12.15X over the past five years [12]. Notable Companies - **Dorman Products, Inc. (DORM)**: A leading supplier of replacement parts, Dorman's Light Duty segment introduced new automotive repair solutions, creating over 12 million new sales opportunities. The company revised its 2025 net sales forecast to a growth of 7-9% year-over-year, up from 3-5% [14]. The Zacks Consensus Estimate for Dorman's 2025 earnings implies an 18.1% year-over-year growth [15]. - **Standard Motor Products, Inc. (SMP)**: A major manufacturer of automotive replacement parts, SMP's acquisition of Nissens is expected to yield $8-$12 million in annualized cost savings within 24 months. The Zacks Consensus Estimate for SMP's 2025 sales and earnings indicates year-over-year growth of 19.8% and 16.7%, respectively [19][20]. - **Douglas Dynamics, Inc. (PLOW)**: Specializing in snow and ice control equipment, Douglas's Solutions segment reported a 5.4% increase in net sales and a 39.8% growth in adjusted EBITDA in Q2 2025. The company raised its 2025 net sales forecast to $630-$660 million [23]. The Zacks Consensus Estimate for Douglas's 2025 sales and earnings suggests year-over-year growth of 13.3% and 46.9%, respectively [24].

Core Insights - Chipotle has launched the 'A Little Extra' Dorm Collection in collaboration with Urban Outfitters, aimed at enhancing the college experience for students [1][5] - The Chipotle U Rewards program offers college students benefits such as 1,000 bonus points upon enrollment and 20% more points on every purchase, facilitating quicker access to free meals [2][4][6] Group 1: Chipotle U Rewards - The program is designed to provide a personalized digital experience for Gen Z students, rewarding them for their loyalty and engagement with the brand [4] - Students can enroll in Chipotle U Rewards starting today, with the program emphasizing special offers tied to significant milestones in their college journey [2][4] - Members earn 12 points for every $1 spent at Chipotle, accelerating their ability to redeem rewards [6] Group 2: 'A Little Extra' Dorm Collection - The collection features items inspired by Chipotle's menu, including bean bag chairs, a throw blanket resembling a tortilla, and a desk light shaped like a chip bag [5] - The collaboration aims to resonate with Gen Z's desire for individuality and self-expression in their living spaces [5][10] - The collection will be available for purchase starting August 20 at select Urban Outfitters locations and online [5][9] Group 3: Company Background - Chipotle Mexican Grill operates over 3,800 restaurants across multiple countries and is committed to serving responsibly sourced food without artificial ingredients [9] - Urban Outfitters, founded in 1970, operates over 200 stores and focuses on empowering individuality through a unique blend of products and creativity [10]

Core Viewpoint - Dorman Products, Inc. (DORM) has reached a significant support level and is considered a good investment opportunity from a technical perspective due to a recent "golden cross" formation [1][3]. Technical Analysis - DORM's 50-day simple moving average has recently broken above its 200-day moving average, indicating a bullish breakout [1]. - A golden cross is characterized by three stages: the stock price bottoms out, the shorter moving average crosses above the longer moving average, and the stock maintains upward momentum [2]. Performance Metrics - Over the past four weeks, DORM has gained 25.7% [3]. - The company currently holds a 2 (Buy) rating on the Zacks Rank, suggesting potential for further breakout [3]. Earnings Outlook - DORM's positive earnings outlook for the current quarter strengthens the bullish case, with no earnings estimates decreasing in the past two months and two revisions higher [3]. - The Zacks Consensus Estimate for DORM has also increased, indicating positive sentiment among analysts [3]. Investment Consideration - Investors are encouraged to monitor DORM for potential gains due to its key technical level and favorable earnings estimate revisions [5].

Company Overview - Dorman Products (DORM) currently holds a Momentum Style Score of A, indicating strong potential for momentum investing [3] - The company has a Zacks Rank of 2 (Buy), suggesting favorable market performance [4] Price Performance - DORM shares have increased by 17.16% over the past week, outperforming the Zacks Automotive - Replacement Parts industry, which rose by 10.3% [6] - Over the past month, DORM's price change is 27.3%, significantly higher than the industry's 2.51% [6] - In the last quarter, DORM shares have gained 23.48%, and over the past year, they have increased by 44.88%, while the S&P 500 has only moved 10.12% and 19.99%, respectively [7] Trading Volume - The average 20-day trading volume for DORM is 249,607 shares, which serves as a bullish indicator when combined with rising stock prices [8] Earnings Outlook - Over the past two months, two earnings estimates for DORM have been revised upwards, increasing the consensus estimate from $7.82 to $8.40 [10] - For the next fiscal year, two estimates have also moved upwards with no downward revisions [10] Conclusion - Considering the strong price performance, positive earnings outlook, and favorable momentum indicators, Dorman Products is positioned as a solid momentum pick with a 2 (Buy) rating and a Momentum Score of A [12]

Company Performance - Dorman Products (DORM) has seen a significant increase in its stock price, rising 24% over the past month and reaching a new 52-week high of $150.24 [1] - Year-to-date, Dorman Products has gained 15.5%, outperforming the Zacks Auto-Tires-Trucks sector, which declined by 8.5%, and the Zacks Automotive - Replacement Parts industry, which fell by 8.2% [1] Earnings and Revenue - Dorman Products has a strong track record of positive earnings surprises, having met or exceeded earnings consensus estimates in the last four quarters [2] - In the latest earnings report on August 4, 2025, Dorman Products reported an EPS of $2.06, surpassing the consensus estimate of $1.76, and beat the revenue estimate by 4.53% [2] - For the current fiscal year, Dorman Products is projected to post earnings of $8.15 per share on revenues of $2.13 billion, reflecting a 14.31% increase in EPS and a 5.98% increase in revenues [3] - For the next fiscal year, the expected earnings are $8.79 per share on revenues of $2.23 billion, indicating a year-over-year change of 7.85% in EPS and 4.77% in revenues [3] Valuation Metrics - Dorman Products currently trades at 18.4 times the current fiscal year EPS estimates, which is a premium compared to the peer industry average of 14 times [7] - On a trailing cash flow basis, the stock trades at 16.5 times, while the peer group's average is 8.5 times [7] - The company has a Value Score of B, a Growth Score of C, and a Momentum Score of A, resulting in a combined VGM Score of B [6] Zacks Rank - Dorman Products holds a Zacks Rank of 2 (Buy), supported by a solid earnings estimate revision trend [8] - The recommendation is for investors to select stocks with a Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, indicating that Dorman Products is well-positioned for potential gains [8] Industry Comparison - In comparison to industry peers, Douglas Dynamics, Inc. (PLOW) also shows strong performance with a Zacks Rank of 2 (Buy) and a Value Score of A [9] - Douglas Dynamics reported a 35.71% earnings surprise in the last quarter and is expected to post earnings of $2.16 per share on revenues of $644.1 million for the current fiscal year [10] - The Automotive - Replacement Parts industry is performing well, ranking in the top 41% of all industries, suggesting favorable conditions for both Dorman Products and Douglas Dynamics [11]

Core Viewpoint - Dorman Products (DORM) has been upgraded to a Zacks Rank 2 (Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [4][6]. - For the fiscal year ending December 2025, Dorman Products is expected to earn $8.15 per share, with a 6.7% increase in the Zacks Consensus Estimate over the past three months [8]. Investment Implications - The upgrade reflects an improvement in Dorman Products' underlying business, suggesting that investor sentiment may drive the stock price higher [5][10]. - The Zacks Rank system classifies stocks based on earnings estimates, with only the top 20% receiving a "Strong Buy" or "Buy" rating, indicating a strong potential for market-beating returns [9][10].