Dorman Products (DORM)
NASDAQ:DORM
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Earnings Data
Report Date
Jul 27, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.91Last Year’s EPS
2.06Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: solid top-line growth (+4% YoY) with strong cash generation, a record share-repurchase program, a healthy balance sheet (net leverage ~0.99x) and reaffirmed full-year guidance, but these positives were tempered by meaningful margin compression (adjusted operating margin down 490 bps), a ~22% decline in adjusted EPS, and significant tariff-related cost uncertainty that weighed on volumes and near-term profitability. Management expects tariff pressure to abate through the year and for margins to recover, but uncertainties (future tariff regime and IEEPA refund outcomes) and a challenging heavy-duty market keep risks elevated.Company Guidance
Consolidated Revenue Growth
Total net sales of $529 million, up 4% year-over-year; two-year net sales growth of ~18% versus Q1 2024, driven primarily by pricing initiatives.
Record Share Repurchases and Capital Returned
Deployed a record $51 million in opportunistic share repurchases in Q1 (approximately 435,000 shares at an average price of ~$118); $408 million remaining repurchase authorization through 2027; $1.8 billion of capital deployed since 2020.
Improving Cash Flow and Strong Balance Sheet
Operating cash flow of $44 million and free cash flow of $35 million (sequential improvement); net debt approximately $413 million, total liquidity $627 million and net leverage of 0.99x adjusted EBITDA.
Reaffirmed 2026 Guidance
Reaffirmed full-year guidance: net sales growth of 7%–9%, adjusted operating margin of 15%–16% for the year (expected to exit the year in the high teens), and adjusted diluted EPS of $8.10–$8.50; full-year tax rate ~23.5%.
Light Duty: Solid Trends and Product Innovation
Light Duty net sales up ~4% YoY with POS growth at large customers up mid-single digits; the business delivered 18% combined growth over the last two years; highlighted OE-fix air suspension compressor with ~25% improved heat dissipation, demonstrating product innovation and higher-ASP opportunities.
Heavy Duty: Sales Growth and Commercialization Wins
Heavy Duty net sales increased ~12% YoY and operating margin improved ~110 basis points YoY; company reported share gains in channels such as OE dealer network and emphasized growth opportunities in diesel aftertreatment (DEF) portfolio.
Specialty Vehicles: Stabilization and New Product Momentum
Specialty Vehicles net sales flat YoY (Q1 is seasonally slow) with early signs of stabilization; new vehicle sales up YoY and new aftermarket opportunities (e.g., Super ATV power steering kit for Polaris RANGER 500) driving engagement.
DORM Earnings History
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 |
|---|---|---|---|
May 04, 2026 | $110.85 | ― | ― |
Feb 25, 2026 | $114.50 | $116.55 | +1.79% |
Oct 27, 2025 | $153.75 | $138.73 | -9.77% |
Aug 04, 2025 | $124.66 | $133.23 | +6.87% |
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 Jul 27, 2026, TBA (Confirmed).
What is Dorman Products (DORM) earnings time?
Dorman Products (DORM) earnings time is at Jul 27, 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 2026 (Q2) is 1.91.