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Dorman Products (DORM)
NASDAQ:DORM
Earnings Data
Report Date
May 12, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.71Last Year’s EPS
2.02Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a generally positive picture: the company delivered solid full-year revenue growth, material margin and EPS expansion, record new-product sales and improved leverage while providing confident 2026 guidance (7%–9% sales growth and recovery of margin profile). However, near-term headwinds are notable — tariff-driven high-cost inventory materially depressed full-year cash flow, Q4 shipments were impacted by a large customer changing ordering patterns, and a $51 million goodwill impairment underscores pressure in heavy-duty. Management expects these tariff timing effects to weigh on H1 2026 results but to reverse through the back half of the year with continued supplier diversification, automation and commercialization initiatives supporting recovery and long-term growth.Company Guidance
Full-Year Revenue Growth
Net sales of $2.13 billion for FY2025, up 6% year-over-year, driven by strong light-duty demand in H1 and tariff-related pricing in H2.
Record New-Product Sales and Innovation
Record sales from new products in 2025 with thousands of new SKUs launched (including a high-profile electronic power steering rack and a fuel pump driver module for Toyota/Lexus), strengthening the complex-electronics pipeline.
Meaningful Margin and EPS Expansion
Full-year operating income increased 17% and operating margin expanded 170 basis points to 17.8%; adjusted diluted EPS for FY2025 was $8.87, a 24% increase over prior year.
Q4 Margin Outperformance
Adjusted gross margin for Q4 came in at 42.6%, up 90 basis points year-over-year, supporting adjusted diluted EPS of $2.17 for the quarter despite softer-than-expected sales.
Improved Balance Sheet and Leverage
Net debt of $391 million at year-end, down $42 million YoY; net leverage improved to 0.89x adjusted EBITDA from 1.12x a year earlier; total liquidity of $648 million (up from $642 million).
Cash Management Actions and Capital Returns
Q4 operating cash flow improved to $42 million, repaid $16 million of debt and resumed share repurchases, returning approximately $25 million to shareholders in Q4.
Supply Chain and Operational Progress
Supplier diversification reduced sourcing from China to below 40% in 2025 (targeting ~30% in 2026); deployed automation in distribution centers to drive productivity, availability and cost savings.
Positive 2026 Guidance
Management issued 2026 guidance: net sales growth of 7%–9%, operating margin 15%–16% (with exit in high teens), adjusted diluted EPS $8.10–$8.50, and FY tax rate ~23.5%, signaling confidence in growth and margin recovery cadence.
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 |
|---|---|---|---|
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% |
May 05, 2025 | $114.95 | $122.99 | +6.99% |
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 May 12, 2026, TBA (Confirmed).
What is Dorman Products (DORM) earnings time?
Dorman Products (DORM) earnings time is at May 12, 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 (Q1) is 1.71.