The earnings call highlighted strong overall performance with notable revenue growth, margin expansion, and increased EPS, leading to an upward revision of guidance. However, challenges such as weak consumer sentiment in the specialty vehicle segment, tariff impacts on cash flow, and pressures in the heavy-duty segment were also noted.

Company Guidance

During the Dorman Products' Second Quarter 2025 Earnings Conference Call, the company provided updated guidance for the fiscal year. They anticipate net sales growth of 7% to 9% over 2024, an increase from previous guidance of 3% to 5%. This revised outlook is driven by strong performance in the first half of the year, positive market conditions in the light-duty segment, and strategic pricing actions to offset tariff impacts. Adjusted diluted EPS is expected to be between $8.60 and $8.90, up from prior guidance of $7.55 to $7.85. The guidance reflects the company's effective mitigation strategies against tariffs, such as supplier diversification, productivity initiatives, and price adjustments. While tariffs have introduced some uncertainty, Dorman remains confident in its diversified supply chain and strategic investments to drive growth and margin expansion across its segments.

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, particularly within the light-duty segment.

Impressive Margin Expansion

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

Significant EPS Increase

The company achieved a 23% year-over-year increase in adjusted diluted EPS, reaching $2.06 for the quarter.

Positive Outlook and Guidance Increase

Based on strong performance, Dorman increased its net sales growth guidance for 2025 to 7% to 9% over 2024, up from the previous guidance of 3% to 5%. EPS guidance was also raised to $8.60 to $8.90 from $7.55 to $7.85.

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)	2.47 / -	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 2.47.

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