The earnings call reflected strong overall business performance, particularly in the light-duty segment, with substantial revenue growth and margin expansion leading to an increase in EPS and positive guidance for the full year. However, challenges remain in terms of tariff impacts and underperformance in the specialty vehicle and heavy-duty segments.

Company Guidance -

Q3 2025

During the second quarter of 2025, Dorman Products provided updated guidance highlighting several key metrics. The company reported an 8% year-over-year increase in consolidated net sales, reaching $541 million, largely driven by strong demand in the light-duty segment. Adjusted operating margin improved to 16.3%, with a 70 basis point increase over the previous year, and adjusted diluted EPS grew by 23% to $2.06. Dorman also updated its full-year 2025 guidance, raising expected net sales growth to 7-9% from the previous 3-5% estimate, and adjusted diluted EPS to $8.60-$8.90, up from $7.55-$7.85. The company anticipates a positive impact from pricing adjustments due to tariffs, with notable effects beginning in Q3 2025. Despite challenges from tariffs and market pressures, particularly in the heavy-duty and specialty vehicle segments, Dorman remains focused on supply chain diversification, productivity initiatives, and new product launches to support continued growth and margin expansion.

Strong Revenue Growth

Consolidated net sales for the second quarter grew 8% year-over-year to $541 million, driven by strong volume growth from increased customer demand, especially within the light-duty business.

Margin Expansion

Adjusted operating margin for Q2 2025 was 16.3%, a 70 basis point increase over last year's second quarter, with light-duty business as the primary driver.

EPS Increase

The net sales growth and margin expansion resulted in a 23% year-over-year increase in adjusted diluted EPS, which was $2.06 for the quarter.

Positive Guidance Update

Net sales growth for 2025 is now expected to be in the range of 7% to 9%, an increase from the previous guidance of 3% to 5%.

Light Duty Business Performance

Net sales in the Light Duty business increased 10% year-over-year in Q2, driven by strong customer demand and new product launches.

Dorman Products (DORM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

DORM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	2.32 / -	1.96	―	―	―
Aug 04, 2025	2025 (Q2)	1.80 / 2.06	1.67	23.35% (+0.39)
May 05, 2025	2025 (Q1)	1.46 / 2.02	1.31	54.20% (+0.71)
Feb 26, 2025	2024 (Q4)	1.97 / 2.20	1.57	40.13% (+0.63)
Oct 31, 2024	2024 (Q3)	1.53 / 1.96	1.4	40.00% (+0.56)
Aug 01, 2024	2024 (Q2)	1.19 / 1.67	1.01	65.35% (+0.66)
May 07, 2024	2024 (Q1)	0.82 / 1.31	0.56	133.93% (+0.75)
Feb 26, 2024	2023 (Q4)	1.41 / 1.57	1.01	55.45% (+0.56)
Oct 31, 2023	2023 (Q3)	1.59 / 1.40	1.17	19.66% (+0.23)	―	―
Aug 01, 2023	2023 (Q2)	1.08 / 1.01	1.29	-21.71% (-0.28)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DORM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 04, 2025	$124.66	$133.23	+6.87%
May 05, 2025	$114.95	$122.99	+6.99%
Feb 26, 2025	$124.01	$127.99	+3.21%
Oct 31, 2024	$114.03	$127.79	+12.07%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Dorman Products (DORM) report earnings?

Dorman Products (DORM) is schdueled to report earning on Oct 27, 2025, TBA (Confirmed).

What is Dorman Products (DORM) earnings time?

Dorman Products (DORM) earnings time is at Oct 27, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DORM EPS forecast?

DORM EPS forecast for the fiscal quarter 2025 (Q3) is 2.32.

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