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

EPS · Q3 2025
$2.48
EX-99 · Oct 27, 2025

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue7.9%——
Adjusted EPS38%——
EPS$2.48——

EX-99 · Oct 27, 2025

Guidance · company-stated

Direction: Reiterated

Revenue$543.7 million

“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.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

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.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

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

Documents

Filings

32 documents

Earnings releases

15 documents

Presentations

0 documents

No presentations for Dorman Products, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Dorman Products, Inc. are held in this edition of the library.

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