The earnings call presented strong revenue and margin growth driven by effective pricing strategies and supplier diversification, contributing to a significant increase in EPS. However, challenges remain due to tariff-related impacts on cash flow and specific segment struggles, especially in the Heavy Duty and Specialty Vehicle segments.

Company Guidance

During the Dorman Products Third Quarter 2025 Earnings Conference Call, the company provided guidance reflecting strong performance in the first nine months of the year. Dorman reaffirmed its net sales growth forecast of 7% to 9% for 2025, with adjusted diluted EPS expected to range from $8.60 to $8.90, representing an increase of 21% to 25% compared to the previous year. The company highlighted that this guidance is based on current tariffs, with potential updates if significant trade disruptions occur. Dorman anticipates a reduced gross margin in the fourth quarter due to tariff impacts on cost of goods sold and expects the full-year tax rate to be around 23.5%. The guidance reflects Dorman's confidence in continuing to deliver strong year-over-year growth despite uncertainties related to tariffs and trade dynamics.

Strong Revenue Growth

Consolidated net sales were $544 million for Q3, up 7.9% year-over-year. Light Duty net sales increased 9% year-over-year.

Robust Margin Expansion

Adjusted operating margin for Q3 2025 was 20.5%, a 340 basis point increase over last year's third quarter. Adjusted gross margin for the quarter was 44.4%, a 390 basis point increase compared to last year's third quarter.

EPS Growth

Adjusted diluted EPS grew 34% year-over-year to $2.62, driven by growth, margin expansion, and timing dynamics of pricing and costs related to tariffs.

Supplier Diversification Initiatives

Efforts to reduce overall supply from China to 30% to 40% by exiting 2025 contributed to margin improvement.

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
Mar 03, 2026	2025 (Q4)	2.12 / -	2.2	―	―	―
Oct 27, 2025	2025 (Q3)	2.50 / 2.62	1.96	33.67% (+0.66)
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)	―	―

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
Oct 27, 2025	$153.75	$138.73	-9.77%
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%

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 Mar 03, 2026, TBA (Confirmed).

What is Dorman Products (DORM) earnings time?

Dorman Products (DORM) earnings time is at Mar 03, 2026, 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 (Q4) is 2.12.

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