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Side-by-side financial comparison of Dorman Products, Inc. (DORM) and Samsara Inc. (IOT). Click either name above to swap in a different company.

Dorman Products, Inc. is the larger business by last-quarter revenue ($528.8M vs $444.3M, roughly 1.2× Samsara Inc.). Dorman Products, Inc. runs the higher net margin — 8.2% vs 5.0%, a 3.3% gap on every dollar of revenue. On growth, Samsara Inc. posted the faster year-over-year revenue change (28.3% vs 4.2%). Over the past eight quarters, Samsara Inc.'s revenue compounded faster (25.8% CAGR vs 2.5%).

Dorman Products is an American manufacturer of aftermarket automotive products in the United States. The company was founded in 1918. The company trades on the NASDAQ under the ticker DORM. The company is headquartered in Colmar, Pennsylvania.

Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company has customers across North America and Europe. Samsara developed a connected operations cloud platform that provides insights to physical operations organizations in the transportation, construction, energy, utilities, public sector and retail industries, and supports the safety and efficiency of those operations.

DORM vs IOT — Head-to-Head

Bigger by revenue
DORM
DORM
1.2× larger
DORM
$528.8M
$444.3M
IOT
Growing faster (revenue YoY)
IOT
IOT
+24.1% gap
IOT
28.3%
4.2%
DORM
Higher net margin
DORM
DORM
3.3% more per $
DORM
8.2%
5.0%
IOT
Faster 2-yr revenue CAGR
IOT
IOT
Annualised
IOT
25.8%
2.5%
DORM

Income Statement — Q1 FY2026 vs Q4 FY2027

Metric
DORM
DORM
IOT
IOT
Revenue
$528.8M
$444.3M
Net Profit
$43.6M
$22.0M
Gross Margin
36.0%
76.2%
Operating Margin
11.1%
25.9%
Net Margin
8.2%
5.0%
Revenue YoY
4.2%
28.3%
Net Profit YoY
-24.3%
341.7%
EPS (diluted)
$1.43
$0.04

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
DORM
DORM
IOT
IOT
Q4 26
$444.3M
Q1 26
$528.8M
Q4 25
$537.9M
$416.0M
Q3 25
$543.7M
$391.5M
Q2 25
$541.0M
$366.9M
Q1 25
$507.7M
$346.3M
Q4 24
$533.8M
$322.0M
Q3 24
$503.8M
$300.2M
Net Profit
DORM
DORM
IOT
IOT
Q4 26
$22.0M
Q1 26
$43.6M
Q4 25
$11.6M
$7.8M
Q3 25
$76.4M
$-16.8M
Q2 25
$58.7M
$-22.1M
Q1 25
$57.5M
$-11.2M
Q4 24
$54.5M
$-37.8M
Q3 24
$55.3M
$-49.6M
Gross Margin
DORM
DORM
IOT
IOT
Q4 26
76.2%
Q1 26
36.0%
Q4 25
42.6%
76.7%
Q3 25
44.4%
76.9%
Q2 25
40.6%
77.3%
Q1 25
40.9%
76.8%
Q4 24
41.5%
76.4%
Q3 24
40.5%
75.6%
Operating Margin
DORM
DORM
IOT
IOT
Q4 26
25.9%
Q1 26
11.1%
Q4 25
5.8%
-0.4%
Q3 25
19.4%
-6.8%
Q2 25
15.2%
-9.1%
Q1 25
15.8%
-5.3%
Q4 24
16.3%
-14.7%
Q3 24
15.7%
-19.4%
Net Margin
DORM
DORM
IOT
IOT
Q4 26
5.0%
Q1 26
8.2%
Q4 25
2.1%
1.9%
Q3 25
14.1%
-4.3%
Q2 25
10.9%
-6.0%
Q1 25
11.3%
-3.2%
Q4 24
10.2%
-11.7%
Q3 24
11.0%
-16.5%
EPS (diluted)
DORM
DORM
IOT
IOT
Q4 26
$0.04
Q1 26
$1.43
Q4 25
$0.38
$0.01
Q3 25
$2.48
$-0.03
Q2 25
$1.91
$-0.04
Q1 25
$1.87
$-0.02
Q4 24
$1.76
$-0.07
Q3 24
$1.80
$-0.09

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
DORM
DORM
IOT
IOT
Cash + ST InvestmentsLiquidity on hand
$43.1M
$833.8M
Total DebtLower is stronger
$440.0M
Stockholders' EquityBook value
$1.5B
$1.4B
Total Assets
$2.4B
$2.5B
Debt / EquityLower = less leverage
0.30×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
DORM
DORM
IOT
IOT
Q4 26
$833.8M
Q1 26
$43.1M
Q4 25
$49.4M
$275.1M
Q3 25
$55.5M
$258.5M
Q2 25
$56.8M
$259.0M
Q1 25
$60.6M
$227.6M
Q4 24
$57.1M
$160.3M
Q3 24
$45.1M
$159.3M
Total Debt
DORM
DORM
IOT
IOT
Q4 26
Q1 26
$440.0M
Q4 25
$440.6M
Q3 25
Q2 25
Q1 25
Q4 24
$468.8M
Q3 24
Stockholders' Equity
DORM
DORM
IOT
IOT
Q4 26
$1.4B
Q1 26
$1.5B
Q4 25
$1.5B
$1.3B
Q3 25
$1.5B
$1.2B
Q2 25
$1.4B
$1.1B
Q1 25
$1.3B
$1.1B
Q4 24
$1.3B
$999.1M
Q3 24
$1.2B
$964.7M
Total Assets
DORM
DORM
IOT
IOT
Q4 26
$2.5B
Q1 26
$2.4B
Q4 25
$2.5B
$2.3B
Q3 25
$2.6B
$2.2B
Q2 25
$2.5B
$2.1B
Q1 25
$2.4B
$2.0B
Q4 24
$2.4B
$1.9B
Q3 24
$2.4B
$1.8B
Debt / Equity
DORM
DORM
IOT
IOT
Q4 26
Q1 26
0.30×
Q4 25
0.30×
Q3 25
Q2 25
Q1 25
Q4 24
0.36×
Q3 24

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
DORM
DORM
IOT
IOT
Operating Cash FlowLast quarter
$69.7M
Free Cash FlowOCF − Capex
$61.7M
FCF MarginFCF / Revenue
13.9%
Capex IntensityCapex / Revenue
1.6%
Cash ConversionOCF / Net Profit
3.16×
TTM Free Cash FlowTrailing 4 quarters
$207.4M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
DORM
DORM
IOT
IOT
Q4 26
$69.7M
Q1 26
Q4 25
$41.6M
$63.7M
Q3 25
$12.2M
$50.2M
Q2 25
$8.5M
$52.6M
Q1 25
$51.2M
$53.9M
Q4 24
$71.4M
$36.0M
Q3 24
$44.3M
$18.1M
Free Cash Flow
DORM
DORM
IOT
IOT
Q4 26
$61.7M
Q1 26
Q4 25
$33.5M
$55.8M
Q3 25
$1.8M
$44.2M
Q2 25
$98.0K
$45.7M
Q1 25
$40.3M
$48.5M
Q4 24
$63.2M
$31.2M
Q3 24
$35.7M
$13.1M
FCF Margin
DORM
DORM
IOT
IOT
Q4 26
13.9%
Q1 26
Q4 25
6.2%
13.4%
Q3 25
0.3%
11.3%
Q2 25
0.0%
12.5%
Q1 25
7.9%
14.0%
Q4 24
11.8%
9.7%
Q3 24
7.1%
4.4%
Capex Intensity
DORM
DORM
IOT
IOT
Q4 26
Q1 26
1.6%
Q4 25
1.5%
1.9%
Q3 25
1.9%
1.5%
Q2 25
1.6%
1.9%
Q1 25
2.2%
1.5%
Q4 24
1.5%
1.5%
Q3 24
1.7%
1.7%
Cash Conversion
DORM
DORM
IOT
IOT
Q4 26
3.16×
Q1 26
Q4 25
3.60×
8.20×
Q3 25
0.16×
Q2 25
0.15×
Q1 25
0.89×
Q4 24
1.31×
Q3 24
0.80×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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