DORM
Dorman ProductsADocument history
Earnings documents stored for DORM.
Investor releaseQuarter not tagged2026-07-13Dorman Products, Inc. Announces Date to Report Second Quarter 2026 Financial Results
GlobeNewswire
Dorman Products, Inc. Announces Date to Report Second Quarter 2026 Financial Results
COLMAR, Pa., July 13, 2026 (GLOBE NEWSWIRE) -- Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM) will report its financial results for the second quarter ended June 27, 2026, after the close of the market on August 3, 2026. Dorman is scheduled to conduct a conference call to discuss its second quarter 2026 financial results on August 4, 2026, at 8:00 a.m. ET. The conference call can be accessed by dialing (800) 420-1459 within the U.S. or +1 (203) 518-9861 outside the U.S. When prompted, enter the conference ID “DORMQ226”. A live audio webcast, along with the accompanying presentation materials, can be accessed on the Company’s Investor Relations website at investors.dormanproducts.com. A replay of the webcast will be made available on the website shortly after the conclusion of the call. About Dorman Products Dorman gives professionals, enthusiasts, and owners greater freedom to fix motor vehicles. For over 100 years, we have been driving new solutions, releasing tens of thousands of aftermarket replacement products engineered to save time and money, and increase convenience and reliability. Founded and headquartered in the United States, we are a pioneering global organization offering an always-evolving catalog of products covering cars, trucks, and specialty vehicles, from chassis to body, from underhood to undercarriage, and from hardware to complex electronics. Forward-Looking Statements This press release contains “forward-looking statements” within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on current expectations that involve known and unknown risks, uncertainties, and other factors (many of which are outside of our control), which may cause actual events to be materially different from those expressed or implied by such forward-looking statements. For additional information concerning factors that could cause actual results to differ materially from the information contained in this press release, please see Dorman’s prior press releases and filings with the U.S. Securities and Exchange Commission (“SEC”), including Dorman’s most recent annual report on Form 10-K and its other SEC filings. Dorman is under no obligation to (and expressly disclaims any such obligation to) update any of the information in this press release if any forward-looking statement later turns o...
Investor releaseQuarter not tagged2026-05-10A Look At Dorman Products (DORM) Valuation After Q1 Results And Buyback Completion
Simply Wall St.
A Look At Dorman Products (DORM) Valuation After Q1 Results And Buyback Completion
Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Dorman Products (DORM) has drawn investor attention after first quarter results showed higher sales alongside lower net income, while management reaffirmed full year guidance and reported fresh progress on its ongoing share repurchase activity. See our latest analysis for Dorman Products. The recent first quarter update and progress on share repurchases appear to have coincided with a sharp shift in sentiment, with the stock recording a 23% 1 month share price return after a softer 90 day patch and a 3 year total shareholder return of 43%. If the earnings reaction has you looking around the market, it could be a good moment to see what else is gaining attention through our 18 top founder-led companies With sales up, net income lower and fresh buybacks in the mix, the recent 23% 1 month jump raises a simple question for you: is Dorman Products still cheap, or is the market already pricing in future growth? At a last close of $124.52 against a narrative fair value of $152.63, the widely followed view frames Dorman Products as undervalued and leans heavily on steady aftermarket demand and margin resilience. Read the complete narrative. Read the complete narrative. If you want to see what is really sitting behind that fair value, look closely at how revenue growth, margins and the earnings multiple all interact. The narrative leans on a specific path for each, plus a defined discount rate, to bridge today’s price to that higher figure. Result: Fair Value of $152.63 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, higher tariff related costs or faster EV adoption could squeeze margins and soften demand for traditional parts, which would challenge the 18% undervalued narrative. Find out about the key risks to this Dorman Products narrative. There is a twist when the SWS DCF model is brought into the picture. On this view, Dorman Products at $124.52 screens as expensive relative to an estimated future cash flow value of $82.06, which suggests less upside than the 18% undervalued narrative implies. Which story do you lean toward? Look into how the SWS DCF model arrives at its fair value. Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every...
Investor releaseQuarter not tagged2026-05-06Dorman (DORM) Q1 2026 Earnings Transcript
Motley Fool
Dorman (DORM) Q1 2026 Earnings Transcript
Image source: The Motley Fool. Tuesday, May 5, 2026 at 8 a.m. ET Chief Executive Officer — Kevin Olsen Chief Financial Officer — Charles Rayfield Need a quote from a Motley Fool analyst? Email [email protected] Kevin will begin with a high-level overview of the quarter and share our segment level performance and market trends. Charles will then walk through our first quarter financial results in more detail, discuss capital allocation and then turn it back to Kevin for closing remarks. After that, we'll open the call for questions. By now, everyone should have access to our earnings release and earnings call presentation, which are available on the Investor Relations portion of our website at dormanproducts.com. Before we begin, I would like to remind everyone that our prepared remarks, earnings release and investor presentation include forward-looking statements within the meaning of federal securities laws. We advise listeners to review the risk factors and cautionary statements in our most recent 10-Q, 10-K and earnings release for important material assumptions, expectations and factors that may cause actual results to differ materially from those anticipated and described in such forward-looking statements. We'll also reference certain non-GAAP measures. Reconciliations of these non-GAAP measures to the most directly comparable GAAP measures are contained in the schedules attached to our earnings release and in the appendix to this earnings call presentation, both of which can be found in the Investor Relations section of Dorman's website. Finally, during the Q&A portion of today's call, we ask that participants limit themselves with one question, one follow-up, and rejoin the queue if they have additional questions. With that, I'll turn the call over to Kevin. Kevin Olsen: Thanks, Alex, and good morning, everyone. Thank you for joining us today. I'll begin with a brief overview of our first quarter results and then provide commentary on the performance and key trends we're seeing across our business segments. Turning to Slide 3. We delivered solid performance in the first quarter with results that were largely in line with our expectations. Consolidated net sales were $529 million, representing an increase of 4% compared to the first quarter of last year. The year-over-year growth was primarily driven by pricing actions implemented across the business, parti...
Investor releaseQuarter not tagged2026-05-05Dorman Products Q1 Adjusted Earnings Fall, Revenue Rises; 2026 Guidance Reaffirmed
MT Newswires
Dorman Products Q1 Adjusted Earnings Fall, Revenue Rises; 2026 Guidance Reaffirmed
Dorman Products (DORM) reported Q1 adjusted earnings late Monday of $1.57 per diluted share, down fr
Investor releaseQuarter not tagged2026-05-05Dorman Products (DORM) Beats Q1 Earnings and Revenue Estimates
Zacks
Dorman Products (DORM) Beats Q1 Earnings and Revenue Estimates
Dorman Products (DORM) came out with quarterly earnings of $1.57 per share, beating the Zacks Consensus Estimate of $1.52 per share. This compares to earnings of $2.02 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +3.63%. A quarter ago, it was expected that this distributor of parts to automotive retailers would post earnings of $2.15 per share when it actually produced earnings of $2.17, delivering a surprise of +0.93%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. Dorman Products, which belongs to the Zacks Automotive - Replacement Parts industry, posted revenues of $528.77 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 1.97%. This compares to year-ago revenues of $507.69 million. The company has topped consensus revenue estimates three times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Dorman Products shares have lost about 8.4% since the beginning of the year versus the S&P 500's gain of 5.6%. While Dorman Products has underperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Dorman Products was unfavorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #5 (Strong Sell) for the stock. So, the shares are expected to underperform the market in the near futu...
Investor releaseQuarter not tagged2026-05-05Dorman Products, Inc. Q1 2026 Earnings Call Summary
Moby
Dorman Products, Inc. Q1 2026 Earnings Call Summary
Performance in Q1 was primarily driven by pricing actions implemented to offset significant tariff-related costs, which peaked during the period due to FIFO inventory accounting. Light Duty segment growth of 4% was supported by pricing despite lower volumes, which faced a difficult comparison against an exceptionally strong 14% growth in the prior year. Heavy Duty net sales rose 12% through a combination of pricing initiatives and successful commercialization efforts, including increased penetration in the OE dealer network. Management attributes the 490 basis point decline in adjusted operating margin to the timing of tariff expense recognition, noting that Q1 represents the highest cost level for 2026. Operational improvements are being driven by a multi-pronged strategy involving supplier diversification, productivity enhancements, and increased automation across the manufacturing footprint. The company is leveraging its 'OE Fix' innovation strategy to capture higher average selling prices in the growing Light Duty truck and SUV market segments. Full-year 2026 guidance assumes a recovery in volume growth during the second half of the year as ordering patterns with major customers continue to normalize. Operating margins are expected to improve sequentially throughout the year, targeting a high teens exit rate in Q4 as lower-cost inventory flows through the P&L. The Heavy Duty segment outlook remains cautious due to the ongoing 'great freight recession,' with no expectation of meaningful growth in freight tonnage for the remainder of the year. Strategic capital allocation will prioritize internal initiatives and M&A, with management expecting deal activity to accelerate as the impact of the new tariff regime becomes clearer to the market. Guidance excludes any potential impact from IEEPA tariff refunds or future changes to trade policy enacted after May 4, 2026. The transition from IES to Section 122 and 232 tariffs is currently viewed as net neutral, though uncertainty remains regarding the new tariff regime expected later in the summer. A record $51 million was deployed for share repurchases in Q1, reflecting management's view of a significant dislocation between the company's market valuation and its fundamental strength. Inventory levels were reduced significantly year-over-year to support a return to normalized free cash flow levels following the 2025...
Investor releaseQuarter not tagged2026-05-05Dorman Products: Q1 Earnings Snapshot
Associated Press
Dorman Products: Q1 Earnings Snapshot
COLMAR, Pa. (AP) — COLMAR, Pa. (AP) — Dorman Products Inc. (DORM) on Monday reported earnings of $43.6 million in its first quarter. On a per-share basis, the Colmar, Pennsylvania-based company said it had net income of $1.43. Earnings, adjusted for one-time gains and costs, came to $1.57 per share. The distributor of parts to automotive retailers posted revenue of $528.8 million in the period. Dorman Products expects full-year earnings in the range of $8.10 to $8.50 per share. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on DORM at https://www.zacks.com/ap/DORM
Investor releaseQuarter not tagged2026-05-05Dorman (DORM) Q3 2025 Earnings Transcript
Motley Fool
Dorman (DORM) Q3 2025 Earnings Transcript
Image source: The Motley Fool. Oct. 28, 2025 at 8 a.m. ET President & Chief Executive Officer — Kevin Olsen Executive Vice President & Chief Financial Officer — David Hession Vice President, Investor Relations — Alexander [surname not provided] Kevin will provide a quick overview, along with an update on each of our business segments and their respective markets. Then David will review the consolidated results and our guidance before turning it back over to Kevin for closing remarks. After that, we will open the call for questions. By now, everyone should have access to our earnings release and earnings call presentation, which are available on the Investor Relations portion of our website at dormanproducts.com. Before we begin, I would like to remind everyone that our prepared remarks, earnings release and investor presentation include forward-looking statements within the meaning of federal securities laws. We advise listeners to review the risk factors and cautionary statements in our most recent 10-Q, 10-K and earnings release for important material assumptions, expectations and factors that may cause actual results to differ materially from those anticipated and described in such forward-looking statements. We will also reference certain non-GAAP measures. Reconciliations of these non-GAAP measures to the most directly comparable GAAP measures are contained in the schedules attached to our earnings release and in the appendix to this earnings call presentation, both of which can be found in the Investor Relations section of Dorman Products, Inc.'s website. Finally, during the Q&A portion of today's call, we ask that participants limit themselves to one question with one follow-up and to rejoin the queue if they have additional questions. And with that, I will turn the call over to Kevin. Kevin Olsen: Thanks, Alexander. Good morning, and thank you for joining our third quarter 2025 earnings call. As Alexander mentioned, I will start with a high-level review of the results along with an update on our segments and market observations for each before turning it over to David. Let me start on Slide 3. First, I would like to thank our contributors for all their hard work and dedication this year, which allowed us to execute exceptionally well and deliver for our customers. In the third quarter, we drove strong top and bottom line growth. Consolidated net sale...
Investor releaseQuarter not tagged2026-05-05Dorman Products Q1 Earnings Call Highlights
MarketBeat
Dorman Products Q1 Earnings Call Highlights
Sales rose 4% to $529 million as pricing offset lower volumes, but profitability was hit by peak tariff-related FIFO costs with adjusted operating margin down to 12.1% and adjusted EPS of $1.57 (down ~22%). The company generated $44 million of operating cash flow and $35 million of free cash flow, executed a quarterly record repurchase of >$51 million (~435,000 shares) and ended the quarter with ~$413 million net debt and 0.99x net leverage. Management reaffirmed 2026 guidance—net sales growth of 7–9%, adjusted operating margin of 15–16%, and adjusted EPS of $8.10–$8.50—while warning that the evolving tariff regime remains a key swing factor for margins. Interested in Dorman Products, Inc.? Here are five stocks we like better. Dorman Products Is A Buy For Small-Cap Growth Investors Dorman Products (NASDAQ:DORM) reported first-quarter 2026 results that management described as “solid” and largely in line with internal expectations, as pricing actions offset lower volumes and tariff-related costs weighed on profitability. Chairman, President, and CEO Kevin Olsen said consolidated net sales rose 4% year over year to $529 million, driven primarily by pricing actions implemented across the business. He noted volumes were lower compared to an “exceptionally strong” first quarter in 2025. → Roblox Stock Slides to New Low as Safety Changes Weigh on Outlook It’s Time To Hitch A Ride With Dorman Products Stock Adjusted operating margin was 12.1%, down 490 basis points from the prior-year period. Olsen attributed the decline to what the company expects will be the highest levels of tariff-related costs recognized in 2026, citing the company’s FIFO accounting and the fact that inventory sold in the quarter was purchased when tariff rates peaked earlier in the implementation cycle. The company also introduced a new profitability metric, with Olsen reporting an adjusted EBITDA margin of 15.2%, down 440 basis points year over year, primarily reflecting the decline in operating margins. → The Real SpaceX Play: 5 Chip Stocks Powering the IPO Before It Launches Adjusted diluted earnings per share came in at $1.57, down about 22% year over year. CFO Charles Rayfield said EPS was pressured by lower operating income, partially offset by lower interest expense and fewer shares outstanding due to repurchases. In Light-Duty, Olsen said net sales increased about 4% year over year, dr...
Investor releaseQuarter not tagged2026-05-05Dorman (DORM) Q2 2025 Earnings Transcript
Motley Fool
Dorman (DORM) Q2 2025 Earnings Transcript
Image source: The Motley Fool. Tuesday, August 5, 2025 at 8 a.m. ET President & Chief Executive Officer — Kevin M. Olsen Chief Financial Officer — David M. Hession Kevin will provide a quick overview of our recent performance, share our views across the business and provide our updated guidance. Then David will review the quarterly results and Kevin will then provide closing remarks before opening the call for questions. By now, everyone should have access to our earnings release and earnings call presentation, which are available on the Investor Relations portion of our website at dormanproducts.com. Before we begin, I'd like to remind everyone that our prepared remarks, earnings release and investor presentation include forward-looking statements within the meaning of federal securities laws. We advise listeners to review the risk factors and cautionary statements in our most recent 10-Q, 10-K and earnings release for important material assumptions, expectations and factors that may cause actual results to differ materially from those anticipated and described in such forward-looking statements. We'll also reference certain non-GAAP measures. Reconciliations of these non- GAAP measures to the most directly comparable GAAP measures are contained in the schedules attached to our earnings release and in the appendix to this earnings call presentation, both of which can be found on the Investor Relations section of Dorman's website. Finally, during the Q&A portion of today's call, we ask that participants limit themselves to 1 question with 1 follow-up and to rejoin the queue if they have additional questions. And with that, I'll turn the call over to Kevin. Kevin M. Olsen: Thanks, Alex. Good morning, and thank you for joining our second quarter 2025 earnings call. As Alex mentioned, I'll start with a high-level review of the results, along with observations within each of our segments, and then provide our updated guidance for 2025. Turning to Slide 3. I would like to briefly discuss our recent performance. David will provide more details, but we had another outstanding quarter. the top and bottom line results that exceeded our expectations. Consolidated net sales for the second quarter grew 8% year-over-year to $541 million. Strong volume growth from increased customer demand, especially within the light-duty business led our top line growth. We also saw pos...
Investor releaseQuarter not tagged2026-05-05Dorman Products, Inc. Reports First Quarter 2026 Results and Reaffirms 2026 Guidance
GlobeNewswire
Dorman Products, Inc. Reports First Quarter 2026 Results and Reaffirms 2026 Guidance
Highlights (All comparisons are to the prior year period unless otherwise noted): Net sales of $528.8 million for the quarter, up 4.2% Diluted earnings per share (“EPS”) of $1.43, down 24% Adjusted diluted EPS* of $1.57, down 22% Generated $43.8 million of cash from operating activities; repurchased $51 million of its shares COLMAR, Pa., May 04, 2026 (GLOBE NEWSWIRE) -- Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM), a leading supplier in the motor vehicle aftermarket industry, today announced its financial results for the first quarter ended March 28, 2026. Kevin Olsen, Dorman’s Chairman, President, and Chief Executive Officer, stated, “We started the year with solid financial performance that was in line with our expectations. Despite ongoing uncertainty in the broader economy and geopolitical environment, we delivered first quarter net sales growth of 4.2% year over year. Diluted EPS was $1.43, and adjusted diluted EPS* was $1.57, down 24% and 22%, respectively, compared to the same period in 2025, driven largely by the anticipated impact of higher costs associated with tariffs implemented in 2025. In addition, we generated cash from operations of $44 million and returned capital to stockholders through $51 million of share repurchases at an average price of $118 per share. “Based on our first-quarter performance and our positive outlook across all three of our segments, we are reaffirming our net sales and earnings guidance for 2026. “As we continue to navigate through recent market dynamics, we remain confident in our strategy and position as the innovation leader in the aftermarket, and we will continue to manage and execute on the factors within our control to support long-term growth.” First Quarter Financial Results The Company reported first quarter 2026 net sales of $528.8 million, up 4.2% compared to net sales of $507.7 million in the first quarter of 2025. Gross profit was $190.2 million in the first quarter of 2026, or 36.0% of net sales, compared to $207.7 million, or 40.9% of net sales, in the same quarter last year. Selling, general, and administrative (“SG&A”) expenses were $131.4 million, or 24.8% of net sales, in the first quarter of 2026, compared to $127.6 million, or 25.1% of net sales, in the same quarter last year. Adjusted SG&A expenses* were $126.0 million, or 23.8% of net sales, in the first quarter of 2026, comp...
Investor releaseQuarter not tagged2026-05-05Dorman (DORM) Q1 2025 Earnings Call Transcript
Motley Fool
Dorman (DORM) Q1 2025 Earnings Call Transcript
Image source: The Motley Fool. Tuesday, May 6, 2025 at 8 a.m. ET Chief Executive Officer — Kevin Olsen Chief Financial Officer — David Hession Investor Relations — Alex Whitelam Alex Whitelam: Good morning, everyone. Welcome to Dorman's first quarter 2025 earnings conference call. I'm joined by Kevin Olsen, Dorman's Chief Executive Officer; and David Hession, Dorman's Chief Financial Officer. Kevin will share updates on the business and address the tariff situation. Then David will review our quarterly results and reaffirm guidance. Kevin will then close our prepared remarks before opening the call for questions. By now, everyone should have access to our earnings release and earnings call presentation, which are available on the Investor Relations portion of our website at dormanproducts.com. Before we begin, I'd like to remind everyone that our prepared remarks, earnings release and investor presentation, including forward-looking statements within the meaning of federal securities laws. We advise listeners to review the risk factors and cautionary statements in our most recent 10-Q, 10-K and earnings release for important material assumptions, expectations and factors that may cause actual results to differ materially from those anticipated and described in such forward-looking statements. We'll also reference certain non-GAAP measures. Reconciliations of these non-GAAP measures to the most directly comparable GAAP measures are contained in the schedules attached to our earnings release and in the appendix to this earnings call presentation. Both of which can be found on the Investor Relations section of Dorman's website. Finally, during the Q&A portion of today's call, we ask that participants limit themselves to one question with one follow-up and to rejoin the queue if they have additional questions. And with that, I'll turn the call over to Kevin. Kevin Olsen: Thanks, Alex. Good morning, and thank you for joining our first quarter 2025 earnings call. As Alex mentioned, I'll start with a high-level review of the results and then cover the actions we've taken over the last several years to position us well to address tariffs. I'll also touch on the observations we're seeing within each of our segments. Turning to Slide 3. I wanted to briefly touch on the quarter. David will provide more detail, but we had an outstanding first quarter with strong top and...

