Inferra AI / Company / DORM
Dorman Products, Inc.
DORM · Consumer Discretionary
Last earnings Oct 26, 2026
Key results
Revenuequarter
7.9%
Kevin Olsen, Dorman s President and Chief Executive Officer, stated, I d like to thank all our Contributors for their hard work and dedication as we delivered strong performance in the third quarter, with year-over-year net sales growth of 7.9% and diluted EPS and adjusted diluted EPS growth of 38% and 34%, respectively.
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Adjusted EPSquarter
38%
Kevin Olsen, Dorman s President and Chief Executive Officer, stated, I d like to thank all our Contributors for their hard work and dedication as we delivered strong performance in the third quarter, with year-over-year net sales growth of 7.9% and diluted EPS and adjusted diluted EPS growth of 38% and 34%, respectively.
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
EPSquarter
$2.48
Diluted EPS was $2.48 in the third quarter of 2025, up 38% compared to diluted EPS of $1.80 in the same quarter last year.
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Adjusted diluted EPS* was $2.62 in the third quarter of 2025, up 34% compared to adjusted diluted EPS* of $1.96 in the same quarter last year.
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
AI analysis
Q3 2025 · reported Oct 27, 2025
Based on: Earnings release + parent 8-K — transcript not held
Headline figures
| Metric | Q3 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Revenue | 7.9% | — | — |
| Adjusted EPS | 38% | — | — |
| EPS | $2.48 | — | — |
Guidance · company-stated
Direction: Reiterated
“Reports Third Quarter 2025 Results Highlights (All comparisons are to the prior year period unless otherwise noted) Net sales of $543.7 million for the quarter, up 7.9% compared to $503.8 million Diluted earnings per share ( EPS ) of $2.48, up 38% compared to $1.80 Adjusted diluted EPS* of $2.62, up 34% compared to $1.96 Reaffirms its full-year guidance for 2025 COLMAR, PA (October 27, 2025) Dorman Products, Inc.”
“Segment results were as follows Net Sales Segment Profit Margin ($ in millions) Q3 2025 Q3 2024 Change Q3 2025 Q3 2024 Change Light Duty $ 430.3 $ 393.6 9 % 23.7 % 19.0 % 470 bps Heavy Duty $ 63.0 $ 59.6 6 % 4.5 % 4.5 % 0 bps Specialty Vehicle $ 50.4 $ 50.6 -0 % 12.8 % 17.0 % -420 bps 2025 Guidance The Company reaffirms its full-year 2025 guidance as detailed in the table below.”
“Non-GAAP Financial Measures (in thousands, except per-share amounts) 2025 Guidance The Company reaffirms the following guidance ranges related to its full year 2025 outlook Year Ending 12 31 2025 (unaudited) Low End* High End* Diluted earnings per share (GAAP) $ 8.05 $ 8.35 Pretax acquisition-related intangible assets amortization 0.69 0.69 Pretax acquisition transaction and other costs 0.03 0.03 Tax adjustment (related to above items) (0.17) (0.17) Adjusted diluted earnings per share (Non-GAAP) $ 8.60 $ 8.90 Weighted average diluted shares outstanding 30,800 30,800 *Data may not add due to rounding.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The Company's guidance includes the expected impact of tariffs enacted as of October 27, 2025, and excludes any supply chain disruptions, trade restrictions, significant inflation, future acquisitions and divestitures, potential impacts from tariff changes after October 27, 2025, interest rate changes, and share repurchases.
Event summary
Third Quarter Financial Results The Company reported third quarter 2025 net sales of $543.7 million, up 7.9% compared to net sales of $503.8 million in the third quarter of 2024
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Reiterated
Revenue: “Reports Third Quarter 2025 Results Highlights (All comparisons are to the prior year period unless otherwise noted) Net sales of $543.7 million for the quarter, up 7.9% compared to $503.8 million Diluted earnings per share ( EPS ) of $2.48, up 38% compared to $1.80 Adjusted diluted EPS* of $2.62, up 34% compared to $1.96 Reaffirms its full-year guidance for 2025 COLMAR, PA (October 27, 2025) Dorman Products, Inc.”
Revenue: “Segment results were as follows Net Sales Segment Profit Margin ($ in millions) Q3 2025 Q3 2024 Change Q3 2025 Q3 2024 Change Light Duty $ 430.3 $ 393.6 9 % 23.7 % 19.0 % 470 bps Heavy Duty $ 63.0 $ 59.6 6 % 4.5 % 4.5 % 0 bps Specialty Vehicle $ 50.4 $ 50.6 -0 % 12.8 % 17.0 % -420 bps 2025 Guidance The Company reaffirms its full-year 2025 guidance as detailed in the table below.”
EPS: “Non-GAAP Financial Measures (in thousands, except per-share amounts) 2025 Guidance The Company reaffirms the following guidance ranges related to its full year 2025 outlook Year Ending 12 31 2025 (unaudited) Low End* High End* Diluted earnings per share (GAAP) $ 8.05 $ 8.35 Pretax acquisition-related intangible assets amortization 0.69 0.69 Pretax acquisition transaction and other costs 0.03 0.03 Tax adjustment (related to above items) (0.17) (0.17) Adjusted diluted earnings per share (Non-GAAP) $ 8.60 $ 8.90 Weighted average diluted shares outstanding 30,800 30,800 *Data may not add due to rounding.”
Revenue — Reiterated (“Reaffirms”)
“Reports Third Quarter 2025 Results Highlights (All comparisons are to the prior year period unless otherwise noted) Net sales of $543.7 million for the quarter, up 7.9% compared to $503.8 million Diluted earnings per share ( EPS ) of $2.48, up 38% compared to $1.80 Adjusted diluted EPS* of $2.62, up 34% compared to $1.96 Reaffirms its full-year guidance for 2025 COLMAR, PA (October 27, 2025) Dorman Products, Inc.”
Revenue — Reiterated (“reaffirming”)
“With our performance through the first nine months of the year, and our positive outlook for the fourth quarter, we are reaffirming our net sales and EPS guidance ranges.”
Revenue — Reiterated (“reaffirms”)
“Segment results were as follows Net Sales Segment Profit Margin ($ in millions) Q3 2025 Q3 2024 Change Q3 2025 Q3 2024 Change Light Duty $ 430.3 $ 393.6 9 % 23.7 % 19.0 % 470 bps Heavy Duty $ 63.0 $ 59.6 6 % 4.5 % 4.5 % 0 bps Specialty Vehicle $ 50.4 $ 50.6 -0 % 12.8 % 17.0 % -420 bps 2025 Guidance The Company reaffirms its full-year 2025 guidance as detailed in the table below.”
EPS — Reiterated (“reaffirms”)
“Non-GAAP Financial Measures (in thousands, except per-share amounts) 2025 Guidance The Company reaffirms the following guidance ranges related to its full year 2025 outlook Year Ending 12 31 2025 (unaudited) Low End* High End* Diluted earnings per share (GAAP) $ 8.05 $ 8.35 Pretax acquisition-related intangible assets amortization 0.69 0.69 Pretax acquisition transaction and other costs 0.03 0.03 Tax adjustment (related to above items) (0.17) (0.17) Adjusted diluted earnings per share (Non-GAAP) $ 8.60 $ 8.90 Weighted average diluted shares outstanding 30,800 30,800 *Data may not add due to rounding.”
Classified from the release's primary full-year outlook statement.
Capital allocation
The Company's guidance includes the expected impact of tariffs enacted as of October 27, 2025, and excludes any supply chain disruptions, trade restrictions, significant inflation, future acquisitions and divestitures, potential impacts from tariff changes after October 27, 2025, interest rate changes, and share repurchases.
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Strategy & priorities
During the quarter, our Contributors did an excellent job developing and deploying new, innovative products, diversifying our supply chain, and advancing commercialization, automation, and productivity initiatives across the enterprise to drive long-term growth.
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Risks & headwinds
The Company's guidance includes the expected impact of tariffs enacted as of October 27, 2025, and excludes any supply chain disruptions, trade restrictions, significant inflation, future acquisitions and divestitures, potential impacts from tariff changes after October 27, 2025, interest rate changes, and share repurchases.
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Such forward-looking statements are based on current expectations that involve known and unknown risks, uncertainties, and other factors (many of which are outside of our control).
SEC original ↗Dorman Products, Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
32 documents- Q3 2026
- 8-KDORM
Oct 26, 2026
- Q2 2026
- 10-QDORM
- 8-KDORM
Aug 3, 2026
- Q1 2026
- 8-KDORM
Jun 17, 2026
- 8-KDORM
Jun 3, 2026
- 8-KDORM
May 18, 2026
- 8-KDORM
May 4, 2026
- 10-QDORM
- Q4 2025
- 10-KDORM
Feb 27, 2026
- 8-KDORM
Feb 25, 2026
- 8-KDORM
Jan 20, 2026
- Q3 2025
- 10-QDORM
Oct 28, 2025
- 8-KDORM
Oct 27, 2025
- Q2 2025
- 10-QDORM
- 8-KDORM
Aug 4, 2025
- Q1 2025
- 8-KDORM
Jun 5, 2025
- 8-KDORM
May 20, 2025
- 10-QDORM
- 8-KDORM
May 5, 2025
- Q4 2024
- 10-KDORM
Feb 27, 2025
- 8-KDORM
Feb 26, 2025
- Q3 2024
- 10-QDORM
- 8-KDORM
Oct 31, 2024
- Q2 2024
- 10-QDORM
- 8-KDORM
Aug 1, 2024
- Q1 2024
- 8-KDORM
May 20, 2024
- 8-KDORM
May 7, 2024
- 10-QDORM
- Q4 2023
- 10-KDORM
Feb 28, 2024
- 8-KDORM
Feb 26, 2024
- EX-99DORM
Feb 26, 2024
- Q3 2023
- 10-QDORM
Oct 31, 2023
Earnings releases
15 documentsPresentations
0 documentsNo presentations for Dorman Products, Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Dorman Products, Inc. are held in this edition of the library.
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