Dorman Products Stock DORM
Dorman Products is a supplier of automotive replacement parts, fasteners, and service line products for the light vehicle, heavy-duty, and specialty vehicle aftermarket. Dorman Products stock (DORM): Quarterly and annual results since 2023 from Quarterly Report and SEC filings: revenue, earnings, balance sheet, cash flow and management guidance, every figure with its source. As of 08/2026, quarterly reporting. Stock analysis by NadirAlpha. Dorman Products stock (DORM): listed on Nasdaq. NadirAlpha has evaluated 48 original documents, cross-checked every figure automatically and linked each to its source; sources as of 08/2026. Revenue Q2 2026: USD 545 million (+1% year on year). Latest reported (Q2 2026): Net sales growth, Gross profit margin, Cash from operating activities (Q2). Latest reading: Margin expanding, Cash flow inflection, Guidance raised.
AI-generated report · not investment advice · figures extracted automatically; please verify against the linked original more
Dorman Products Current Status
Where Dorman Products stands after the report for Q2 2026: what changed in revenue, earnings and outlook, written editorially from the original report. NadirAlpha methodology
Assessment by NadirAlpha, as of Q2 2026.
“We believe our cash flow generation positions the company well to make strategic investments and drive long-term growth.”
“We now expect net sales growth of 3% to 5%, diluted EPS in the range of $7.93 to $8.23, and adjusted diluted EPS in the range of $8.50 to $8.80.”
Dorman Products Stock: Key Figures ($ million)
NadirAlpha shows fiscal years, half-years and quarters of Dorman Products one below the other, most recently Q2 2026; every figure is clickable and leads to raw value, location and source. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology
All figures serve only to support your own investment decision and are not a recommendation; the company's original reports are authoritative.
Fiscal years
| Period | Revenue | Op. income | Net income | EPS ($) | EPS adj. ($) | OCF | Source |
|---|---|---|---|---|---|---|---|
| FY2025 | 2,130.3 | 299.5 | 204.2 | 6.64 | 8.87 | 113.6 | 26 |
| FY2024 | 2,009.2 | 292.9 | 190 | 6.14 | 7.13 | 231 | 18 |
| FY2023 | 1,929.8 | 214.8 | 129.3 | 4.10 | 4.54 | 208.8 | 10 |
Quarters
| Period | Published | Revenue | Op. income | Net income | EPS ($) | EPS adj. ($) | FCF | Cash | Net Debt | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-Q2* | 2026-08-03 | 544.6 | 116.2 | 87.8 | 2.93 | 3.08 | 143.5 | 132 | 308.5 | 29 |
| 2026-Q1* | 2026-05-04 | 528.8 | 58.8 | 43.6 | 1.43 | 1.57 | 35.3 | 43.1 | 412 | 27 |
| 2025-Q4* | 2026-02-25 | 537.9 | 31.2 | 11.6 | 0.38*≈ | – | 33.5 | 49.4 | 390.5 | 25 |
| 2025-Q3* | 2025-10-27 | 543.7 | 105.8 | 76.4 | 2.48 | 2.62 | 1.8 | 55.5 | 399.9 | 23 |
| 2025-Q2* | 2025-08-04 | 541 | 82.5 | 58.7 | 1.91 | 1.67 | 0.1 | 56.8 | 404.7 | 21 |
| 2025-Q1* | 2025-05-05 | 507.7 | 80.1 | 57.5 | 1.87 | 1.31 | 40.3 | 60.6 | 400.9 | 19 |
| 2024-Q4* | 2025-02-26 | 533.8 | 86.7 | 54.5 | 1.76*≈ | 2.20 | 63.2 | 57.1 | 424.5 | 17 |
| 2024-Q3* | 2024-10-31 | 503.8 | 79.3 | 55.3 | 1.80 | 1.96 | 35.7 | 45.1 | 490.4 | 15 |
| 2024-Q2* | 2024-08-01 | 503 | 72.5 | 47.4 | 1.53 | 1.67 | 51.4 | 47.5 | 498.8 | 13 |
| 2024-Q1* | 2024-05-07 | 468.7 | 54.4 | 32.8 | 1.05 | 1.31 | 41.2 | 34.4 | 526.6 | 11 |
| 2023-Q4* | 2024-02-26 | 494.3 | 77.2 | 50.3 | 1.59*≈ | 1.01 | 48.6 | 36.8 | 538.8 | 9 |
| 2023-Q3* | 2023-10-31 | 488.2 | 64.2 | 40.5 | 1.28 | 1.40 | 46.6 | 32 | 573.6 | 7 |
| 2023-Q2* | 2023-08-01 | 480.6 | 55.2 | 32.8 | 1.04 | 1.29 | 53.9 | 35.7 | 619.8 | 5 |
| 2023-Q1* | 2023-05-02 | 466.7 | 18.1 | 5.7 | 0.18 | – | 15.7 | 33.3 | 674.1 | 3 |
Dorman Products Balance Sheet & Cash Flow ($ million)
Balance sheet and cash flow of Dorman Products up to Q2 2026 in $ million: net debt = financial debt minus cash, free cash flow = operating cash flow minus capex, every input sourced. NadirAlpha extracts all values automatically from the filings; errors are possible; please verify decision-relevant figures yourself by clicking through to the linked original. NadirAlpha methodology
Fiscal years
| Period | Published | Cash | Debt | Net Debt | D&A | OCF | Capex | FCF | Source |
|---|---|---|---|---|---|---|---|---|---|
| FY2025 | 2026-02-27 | 49.4 | 439.9 | 390.5 | 55.7 | 113.6 | 38 | 75.7 | 26 |
| FY2024 | 2025-02-26 | 57.1 | 481.6 | 424.5 | 56.7 | 231 | 39.4 | 191.6 | 17 |
| FY2023 | 2024-02-28 | 36.8 | 575.6 | 538.8 | 54.7 | 208.8 | 44 | 164.8 | 10 |
Quarters
| Period | Published | Cash | Debt | Net Debt | D&A | OCF | Capex | FCF | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026-Q2 | 2026-08-03 | 132 | 440.5 | 308.5 | 13.9 | 152.6 | 9.1 | 143.5 | 29 |
| 2026-Q1 | 2026-05-04 | 43.1 | 455 | 412 | 14 | 43.8 | 8.4 | 35.3 | 27 |
| 2025-Q4 | 2026-02-27 | 49.4 | 439.9 | 390.5 | 13.9 | 41.6 | 8.2 | 33.5 | 26 |
| 2025-Q3 | 2025-10-27 | 55.5 | 455.4 | 399.9 | 14 | 12.2 | 10.4 | 1.8 | 23 |
| 2025-Q2 | 2025-08-05 | 56.8 | 461.6 | 404.7 | 13.9 | 8.5 | 8.4 | 0.1 | 22 |
| 2025-Q1 | 2025-05-06 | 60.6 | 461.5 | 400.9 | 13.8 | 51.2 | 11 | 40.3 | 20 |
| 2024-Q4 | 2025-02-26 | 57.1 | 481.6 | 424.5 | 13.7 | 71.4 | 8.2 | 63.2 | 17 |
| 2024-Q3 | 2024-10-31 | 45.1 | 535.5 | 490.4 | 14.8 | 44.3 | 8.6 | 35.7 | 15 |
| 2024-Q2 | 2024-08-01 | 47.5 | 546.3 | 498.8 | 14.4 | 63.3 | 11.9 | 51.4 | 13 |
| 2024-Q1 | 2024-05-07 | 34.4 | 561 | 526.6 | 13.9 | 52 | 10.8 | 41.2 | 11 |
| 2023-Q4 | 2024-02-28 | 36.8 | 575.6 | 538.8 | 13.9 | 59.6 | 11 | 48.6 | 10 |
| 2023-Q3 | 2023-10-31 | 32 | 605.5 | 573.6 | 13.8 | 56.2 | 9.7 | 46.6 | 7 |
| 2023-Q2 | 2023-08-01 | 35.7 | 655.5 | 619.8 | 13.4 | 66.7 | 12.7 | 53.9 | 5 |
| 2023-Q1 | 2023-05-02 | 33.3 | 707.4 | 674.1 | 13.5 | 26.2 | 10.5 | 15.7 | 3 |
Dorman Products Guidance Tracking (latest per metric/period · 6/11)
All forecasts (guidance) of the Dorman Products management and their later outcome: per metric and period the most recent statement applies, the status is checked against the reported actuals. NadirAlpha methodology
Actuals: EPS in $ per share · ratios in %
Direction: confirmedcutinitiatedraised Verdict: beatin linemisspending
| For period | Guided on | Metric | Guided | Actual | Verdict | Direction | Source |
|---|---|---|---|---|---|---|---|
| FY2026 | 2026-08-03 | EPS (GAAP) | 7.93–8.23 | – | 29 | ||
| FY2026 | 2026-08-03 | EPS (non-GAAP) | 8.5–8.8 | – | 29 | ||
| FY2026 | 2026-02-25 | Revenue growth (YoY) | 7–9% | – | 25 | ||
| FY2025 | 2025-08-04 | EPS (GAAP) | 8.05–8.35 | 6.64 | 23 | ||
| FY2025 | 2025-08-04 | EPS (non-GAAP) | 8.6–8.9 | 8.87 | 23 | ||
| FY2025 | 2025-08-04 | Revenue growth (YoY) | 7–9% | 6 | 21 | ||
| FY2024 | 2024-10-31 | EPS (GAAP) | 6.15–6.25 | 6.14 | 15 | ||
| FY2024 | 2024-10-31 | EPS (non-GAAP) | 6.85–6.95 | 7.13 | 15 | ||
| FY2024 | 2024-10-31 | Revenue growth (YoY) | 3.5–4.5% | 4.1 | 15 | ||
| FY2023 | 2023-10-31 | EPS (non-GAAP) | 4.35–4.55 | 4.54 | 8 | ||
| FY2023 | 2023-05-02 | EPS (GAAP) | 4.35–4.55 | 4.1 | 6 |
Dorman Products Stock: Price & Chart
Interactive price chart of Dorman Products stock (TradingView) and the trend of key figures from the core tables; the chart loads only after a click and then connects to TradingView. NadirAlpha methodology
Daily candles with news and earnings markers. Loads only on click.
Dorman Products Event Timeline
What happened at Dorman Products since 2023: events from the filings, grouped by quarter, with the source date and a clickable source number. NadirAlpha methodology
2026 · 6 events
Gross margin rate increased 550 basis points in Q2 2026, with IEEPA tariff refunds of $98.1 million adding 820 basis points 30
Full-year 2026 guidance raised: net sales growth 3%-5%, diluted EPS $7.93-$8.23, adjusted diluted EPS $8.50-$8.80 29
Operating cash flow reached USD 152.6 million vs USD 8.5 million in 2025-Q2 (×18.0). 29
“Based on our first-quarter performance and our positive outlook across all three of our segments, we are reaffirming our net sales and earnings guidance for 2026.”
Gross margin decreased 490 basis points to 36.0%, primarily due to higher tariff costs, partially offset by supplier diversification and productivity initiatives 27
Full-year 2026 net sales and earnings guidance reaffirmed with positive outlook across all three segments 28
Supreme Court ruled against certain IEEPA tariffs in February 2026; Court of International Trade ordered refund process in March 2026, subject to government challenge 27
2025 · 13 events
“As we look forward, our strategy remains focused and unchanged. We'll continue leading the aftermarket with new, innovative solutions, expanding our commercial and operational excellence initiatives, and investing in strategic opportunities to drive long-term growth. For 2026, considering the timing dynamics of tariff pricing and costs, we expect net sales to increase 7% to 9% year-over-year, diluted EPS to be in the range of $7.57 to $7.97, and adjusted diluted EPS to be in the range of $8.10 to $8.50.”
Operating income more than halved YoY (86.7 to USD 31.2 million, -64%). 26
$51.1M non-cash goodwill impairment charge recorded for the Heavy Duty segment, depressing Q4 net income to $11.6M 25
“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.”
Gross margin expanded 390bps to 44.4%; expansion driven by tariff-related pricing actions applied to inventory purchased before higher tariffs took effect, a temporary timing benefit expected to reverse in Q4 as higher-tariff-cost inventory is recognized in operations 24
Adjusted diluted EPS +34% to $2.62; nine-month diluted EPS +43% to $6.26 compared to prior year period 23
“With our strong performance through the first half of the year, along with our improved outlook, and the timing dynamics of when pricing and costs will be recognized from tariffs, we are raising our net sales and diluted EPS guidance ranges. For 2025, we now expect net sales growth to be in the range of 7% to 9%, diluted EPS to be in the range of $8.05 to $8.35, and adjusted diluted EPS to be in the range of $8.60 to $8.90.”
Gross margin improved to 40.6% from 39.6%; H1 gross margin +150bps to 40.7%, supported by favorable product mix from new products and supplier diversification cost savings 22
Net sales +7.6% to $541.0M driven by Light Duty volume growth and new product sales; Specialty Vehicle soft on reduced demand 21 22
Full-year 2025 net sales growth guidance raised to 7%-9% from prior 3%-5%; adjusted diluted EPS guidance raised to $8.60-$8.90 21
“We started the year with outstanding performance, including solid top- and bottom-line growth in the first quarter. Total net sales increased 8.3%, driven by strong customer demand in our Light Duty segment. This top-line growth, along with our continuing operational excellence initiatives, drove an impressive 78% increase in diluted EPS and a 54% increase in adjusted diluted EPS. These results further support our outlook for continued growth in our underlying business in 2025.”
Gross margin expanded 220bps to 40.9%, driven by sales growth, favorable product mix from new products, and cost savings from supplier diversification 20
Adjusted diluted EPS +54% to $2.02; diluted EPS +78% to $1.87 19
2024 · 14 events
“These results, coupled with our asset-light operating model, drove significant cash generation. Cash from operating activities for the year was $231 million, allowing us to reduce debt by $94 million and return capital to shareholders through the repurchase of $78 million in common stock at an average price of $91.”
Full-year net income increased 47% to $190.0 million and diluted EPS rose 50% to $6.14; full-year adjusted diluted EPS increased 57% to $7.13 17
Q4 net sales increased 8.0% to $533.8 million, the strongest quarterly growth of the year; full-year net sales reached $2,009.2 million, up 4.1% 17
2025 guidance initiated: net sales growth 3%-5%, diluted EPS $7.00-$7.30, adjusted diluted EPS $7.55-$7.85 17
“We are pleased with our results through the third quarter and look forward to delivering solid sales and earnings growth for the year. Our performance is a testament to the hard work and dedication of our Contributors, the strength of our customer relationships, and our unwavering commitment to driving innovation for our end users.”
Q3 gross margin improved to 40.5% from 37.5%; nine-month gross margin expanded 540bps driven by lower-cost inventory sell-through and cost savings 16
Net sales increased 3.2% to $503.8 million; Light Duty segment grew 5% with profit margin expanding to 19.0% from 16.1% 15
FY2024 diluted EPS guidance raised to $6.15-$6.25 from prior $5.00-$5.25, and adjusted diluted EPS raised to $6.85-$6.95 from prior $5.85-$6.10 15
“We are confident that our growth and innovation strategy, coupled with the dedication and hard work of our Contributors, will enable us to continue driving momentum for our customers and other stakeholders.”
Net sales increased 4.7% to $503.0 million, driven by volume growth in Light Duty and new product introductions 13
Gross margin improved to 39.6% from 34.0% in Q2 2023, driven by easing inflationary pressures and cost-saving initiatives 13
FY2024 diluted EPS guidance raised to $5.32-$5.52 and adjusted diluted EPS raised to $6.00-$6.20 13
“Our results were in line with our expectations, as Light Duty industry fundamentals remained strong while the Heavy Duty and Specialty Vehicle industries experienced softness. I'm confident that our ongoing initiatives and our team of dedicated Contributors will enable us to navigate industry challenges and continue to drive success.”
Heavy Duty segment net sales declined 15% to $57.8 million, reflecting lower freight industry shipping volumes 11
Gross margin expanded 770bps to 38.7%, primarily attributable to sell-through of lower-cost inventory reversing prior-year elevated inventory costs, and cost-saving initiatives 11
FY2024 guidance confirmed: net sales growth 3%-5%, adjusted diluted EPS $5.40-$5.70 12
Operating income more than doubled YoY (18.1 to USD 54.4 million, +201%). 11
2023 · 17 events
“We delivered record profits and robust cash flow in the fourth quarter. These results were driven by the continued improvement of our gross margin, which increased 780 basis points year-over-year. As a result, we achieved fourth quarter adjusted diluted EPS of $1.57, which increased 55% over last year. Net sales declined 1% in the quarter due to a comparison to the prior year period that included an extra week. We estimate the extra week in the fourth quarter of 2022 contributed $19 million in net sales for that period. Excluding this impact, net sales for the fourth quarter of 2023 would have increased 3%. In addition, we had another quarter of healthy cash flow, with cash from operations of $60 million. Over the last few quarters, we focused on reducing our debt, repaying $30 million in the quarter and $159 million in the year. During the fourth quarter, we also acquired $15 million of our stock under our share repurchase program at an average price of $76. These results were only made possible by the effort of our incredible group of Contributors who continue to work tirelessly to drive innovation for both our customers and installers.”
Operating income more than doubled YoY (32.8 to USD 77.2 million, +135%). 10
Record diluted EPS of $1.60 in Q4 2023, up 182% year-over-year; prior-year Q4 base was depressed by high-cost 2022 inventory sell-through 9
Net sales $494.3M in Q4, down 1% year-over-year including the impact of an extra week in the prior-year period 9
“The SuperATV integration continues to go well and is substantially complete. We are on track to meet our year one expectations and the team has done a solid job executing on the many growth initiatives that were identified, which are expected to result in profitable growth in the future.”
Record diluted EPS of $1.28, up 32% year-over-year; adjusted diluted EPS of $1.40, up 20% year-over-year and 39% sequentially 8
Adjusted gross margin expanded 550 basis points year-over-year to 37.5%, driven by lower-cost inventory sales, pricing actions, and SuperATV contribution 8
Full-year net sales and earnings guidance cut due to softer-than-expected demand from larger light-duty customers and economic uncertainties 8
“SuperATV, our latest acquisition, continues to perform well. The business generated high-single-digit year-over-year sales growth and was accretive to both our overall operating margin and EPS in the quarter. We couldn't be happier with the team, which continues to deliver on our integration and synergy plans.”
Net sales up 15% to $480.6M; organic growth excluding SuperATV slowed to 1%, down from 3.5% in Q1 6
Adjusted gross margin expanded 110 basis points to 35.1% as lower-cost inventory began flowing through, supported by pricing actions and SuperATV's higher-margin contribution 6
Full-year 2023 guidance confirmed: net sales $1.95-$2.00B, diluted EPS $4.35-$4.55, adjusted diluted EPS $5.15-$5.35 6
Operating cash flow reached USD 66.7 million vs USD 14.2 million in 2022-Q2 (×4.7). 5
“I am pleased to report that 2023 got off to a solid start made possible by the dedication and hard work of our Contributors. We delivered net sales in line with our expectations although the quarter started slowly due to certain customers normalizing their inventory levels early in the quarter, which we saw through customer point-of-sale (POS) performance outpacing our net sales. However, as the quarter progressed, our net sales increased and realigned with customer POS, which we expect to continue throughout 2023. Earnings per share for the quarter were aligned with our expectations, excluding the impact of two SG&A expense items totaling approximately $4 million. As expected, inventory played an important role in our results this quarter. Margins continued to be depressed as we sold through a large portion of our high-cost inventory over the last two quarters that was sourced during peak inflationary times. However, we believe the high-water mark is behind us as our inventory balance dropped substantially in the quarter. Starting in the second quarter, we expect to see lower cost inventory selling through, which will drive sequential margin expansion and solid free cash flow throughout the remainder of 2023. In addition, we were able to reduce our debt in the quarter by $27 million. The positive trends we are seeing around inventory, coupled with favorable industry dynamics and new product execution that we expect to drive demand, give us the confidence to confirm our full-year guidance. Operationally, we executed well against our strategic priorities. The integration of SuperATV is on schedule and their first quarter results were in line with our expectations. We made meaningful progress against our initiatives to roll out state-of-the-art automation technology across our warehouses as well as diversifying our supply chain geographically. Finally, we continue to focus on new product innovation. During the quarter we launched numerous products including two new Dorman® OE FIXTM control arms for certain EVs, a 4WD front differential housing, and a new air suspension upfit kit for millions of trucks and SUVs. We continue to deliver products that not only drive sales and profits for our customers, but also provide the solutions that professional technicians and do-it-yourselfers want.”
Net sales up 16% to $466.7M; organic growth 3.5%, with SuperATV acquisition contributing the remainder 4
Adjusted gross margin declined to 32.4% from 34.1% due to sell-through of high-cost inventory purchased in 2022, partially offset by pricing actions and SuperATV contribution 4
Full-year 2023 guidance confirmed: net sales $1.95-$2.00B, diluted EPS $4.35-$4.55, adjusted diluted EPS $5.15-$5.35 4
Operating income more than halved YoY (46.7 to USD 18.1 million, -61%). 3
Dorman Products Business Model
What Dorman Products does and how the company earns its money, written AI-editorially from the original reports alone, without any assessment of our own. NadirAlpha methodology
Dorman Products is a supplier of automotive replacement parts, fasteners, and service line products for the light vehicle, heavy-duty, and specialty vehicle aftermarket. Dorman Products designs, engineers, and sources a broad parts catalog -- approximately 77% of purchases from non-U.S. suppliers, with 38% from China -- and sells through automotive parts retailers, warehouse distributors, and related channels. Revenue is driven by the ongoing need for replacement parts in the aging vehicle parc, particularly vehicles in the 7-to-14-year age range. Dorman Products operates three reportable segments: Passenger Car & Light Duty, Heavy Duty, and Specialty Vehicle. The company continuously expands its catalog with new and reintroduced parts, including New-to-the-Aftermarket items, and competes partly on breadth and availability of hard-to-find parts. Pricing is subject to negotiation with major retail customers, and profitability is influenced by tariff costs on imported goods, procurement efficiency, and the mix of segments served.
Dorman Products Stock: Share-Price Drivers
Factors Dorman Products itself names as material for its business development, reproduced neutrally, without price forecast and without assessment of our own. NadirAlpha methodology
Dorman's revenue base rests on steadily introducing replacement and complementary parts; the company reported a broad FY2025 launch slate spanning OE FIX solutions, complex electronics, chassis and heavy-duty components, and hundreds of new products in prior periods 26 18 8.
Light Duty is Dorman's largest segment at 423.8, growing 4.0% with a 14.1% margin 28; the company continues to expand active suspension, loaded knuckles, control modules and sensors for complex automotive electronics 26.
Heavy Duty grew 12.0% to 57.8 28 and is gaining traction through new EGR coolers, fuel dosing modules, air disc rotors, consolidated brake shoe kits and branded front displays for heavy-duty retail customers, with further heavy-duty expansion planned 26 30 27.
Specialty Vehicle was broadly flat at 47.2 (0.0% growth) with an 8.7% margin 28; the company keeps adding performance parts, rugged utility vehicle doors, a redesigned power flip windshield and SuperATV-related products 26 30 16.
In 2026-Q2 Dorman reported operating income of USD 116.2 million on revenue of USD 544.6 million, with adjusted EPS of 3.08 and diluted EPS of 2.93 29, a higher level than the prior quarter's USD 58.8 million 28.
Free cash flow was USD 143.5 million in 2026-Q2 against capex of USD 9.1 million, and net debt fell to USD 308.5 million from USD 412 million the prior quarter 29 28.
Sector trend: Aftermarket parts demand looks steady, with Dorman's quarterly revenue broadly stable around the mid-500s 29 28. Segment margins diverge, with light-duty in the mid-teens and heavy-duty still thin, and the company points to continued product expansion in the heavy-duty sector and complex electronics as the direction of travel 28 30 27.
Dorman Products Revenue by Type (as of 2026-Q2 · USD million · 3/3)
The segments of Dorman Products in the company's own definition, each row with its basis (3, 6 or 12 months), rows in grey are no longer reported separately. NadirAlpha methodology
| Segment | Since | Revenue | Growth | Margin | Source |
|---|---|---|---|---|---|
| Period 2026-Q1 (3M) | |||||
| Light Duty | 2023-Q2 | 423.8 | 4% | 14.1% | 28 |
| Heavy Duty | 2023-Q2 | 57.8 | 12% | 0.8% | 28 |
| Specialty Vehicle | 2023-Q2 | 47.2 | 0% | 8.7% | 28 |
Dorman Products Products & announcements (16/43 active+recent)
Product announcements of Dorman Products from the reports: market launches, approvals, partnerships, with first mention and source; discontinued products are shown in grey. NadirAlpha methodology
Status: PlannedLaunched
| Product/Line | Since | Status | Source |
|---|---|---|---|
| 2026 | |||
| Specialty vehicle performance parts and accessories development | 2026-03 | 30 | |
| Heavy-duty sector product expansion (2x) | 2026-03 | 30 | |
| 2025 | |||
| Complex electronics program expansion | 2025-06 | 30 | |
| XR Optic Hard Coating for scratch-resistant polycarbonate windshields | 2025 | 26 | |
| Two new tire lines with advanced proprietary tread designs | 2025 | 26 | |
| Rugged utility vehicle doors for specialty vehicles | 2025 | 26 | |
| Redesigned power flip windshield for improved ergonomics | 2025 | 26 | |
| OE FIX solutions for exhaust manifolds, metal heater hose connectors, and aluminum oil filter housings | 2025 | 26 | |
| New water pumps, fuel pumps, radiator assemblies, and brake calipers for specialty vehicles | 2025 | 26 | |
| New branded front displays for heavy-duty retail customers | 2025 | 26 | |
| New EGR coolers, fuel dosing modules, and branded air tanks for heavy-duty | 2025 | 26 | |
| Expanded active suspension components, loaded knuckles, and chassis components | 2025 | 26 | |
| Branded shock absorber program expansion | 2025 | 26 | |
| Air disc rotors and consolidated brake shoe kits for heavy-duty sector | 2025 | 26 | |
| Advanced turn signal kits that integrate with machine electronics | 2025 | 26 | |
| Active grille shutters, front impact sensors, and various control modules and sensors for complex automotive electronics | 2025 | 26 | |
| 2024 | |||
| Turbo accessories, coolers, and chassis components expansion | 2024 | 18 | |
| Transmission control modules | 2024 | 18 | |
| Roof-mounted fan system for specialty vehicles | 2024 | 18 | |
| Rear steer kit for specialty vehicles | 2024 | 18 | |
| Ready Fit winch line expansion | 2024 | 18 | |
| OE FIX turbo line replacement kits | 2024 | 18 | |
| OE FIX fully loaded knuckle assemblies (2x) | 2024 | 18 | |
| Leaf spring coverage enhancements | 2024 | 18 | |
| King pin program for connecting trucks and trailers | 2024 | 18 | |
| Heavy-duty brake components including drums and rotors | 2024 | 18 | |
| Geared reverse direct replacement transmissions for ATVs and UTVs | 2024 | 18 | |
| Engine sensors for heavy-duty vehicles | 2024 | 18 | |
| Electronic thermostat bypass heaters for specialty vehicles | 2024 | 18 | |
| Electronic power steering racks | 2024 | 18 | |
| EGR coolers for heavy-duty vehicles | 2024 | 18 | |
| Driver-adjustable electronic power steering for specialty vehicles | 2024 | 18 | |
| Dayton Exhaust components line for Class 7 and Class 8 trucks | 2024 | 18 | |
| Control modules and sensors for complex electronics | 2024 | 18 | |
| After-treatment injectors | 2024 | 18 | |
| 2023 | |||
| Hundreds of new products launched | 2023-09 | 8 | |
| Torque converter lock-up solenoid launch | 2023-06 | 6 | |
| Suspension sway bar bracket kit launch | 2023-06 | 6 | |
| Electric Vehicle market product offerings launch | 2023-06 | 6 | |
| Dorman OE FIX engine heater hose assembly launch | 2023-06 | 6 | |
| Two new Dorman OE FIX control arms for certain EVs | 2023-03 | 4 | |
| Air suspension upfit kit | 2023-03 | 4 | |
| 4WD front differential housing | 2023-03 | 4 | |
Dorman Products Transactions & Events (3)
3 transactions and events of Dorman Products from the original reports, financing measures and management changes are not listed here, cancelled items in grey. NadirAlpha methodology
Acquisitions by Dorman Products
Dorman Products Risks (67 since the annual report of 2026-02-27, 160 tracked in total)
Risk factors Dorman Products itself names in its reports, merged by topic across periods, with category, first mention and source; new risks of the latest period come first. NadirAlpha methodology
Category: Supply chainMacroMarketFinancialTechnologyESGRegulatoryCompetitionCustomersLegalPeopleCyberqualität
| Risk | Category | Last reported |
|---|---|---|
| Dorman Products: first mention in 10-Q quarterly report of 2026-08-04 (2026-Q2), source 30 | ||
| 77% of product purchases sourced from non-U.S. suppliers; 38% from China; tariffs impact procurement costs | = | |
| Current tariff environment remains uncertain; additional tariffs may be imposed under Section 301 of Trade Act | = | |
| Company's products primarily purchased for 7-to-14-year-old vehicles; demand dependent on vehicle parc age | = | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2026-08-03 (2026-Q2), source 29 | ||
| Company has debt obligations; indebtedness levels and interest rate fluctuations impact financial position | = | |
| Widespread public health pandemics could impact operations | = | |
| Ability to develop, market, and sell new and existing products remains critical | = | |
| Dorman Products: first mention in 10-Q quarterly report of 2025-10-28 (2025-Q3), source 24 | ||
| Company offers limited lifetime warranty on light-duty products; warranty returns and overstock allowances impact profitability | 2026-Q2 2026-08-04 30 | |
| Dorman Products: first mention in 10-K annual report of 2025-02-27 (FY2024), source 18 | ||
| Climate regulation changes could affect business | 2026-Q2 2026-08-03 29 | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2025-02-26 (2024-Q4), source 17 | ||
| Political and regulatory changes including trade policy and tariffs create uncertainty | 2026-Q2 2026-08-03 29 | |
| Ability to protect information security systems and defend against cyberattacks is critical | 2026-Q2 2026-08-03 29 | |
| Competition in motor vehicle aftermarket industry continues to evolve | 2026-Q2 2026-08-03 29 | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2024-08-01 (2024-Q2), source 13 | ||
| Company exposed to changes in relationships with customers and suppliers | 2026-Q2 2026-08-03 29 | |
| Dorman Products: first mention in 10-K annual report of 2024-02-28 (FY2023), source 10 | ||
| High global gasoline prices may reduce miles driven and negatively impact demand for replacement parts | 2026-Q2 2026-08-04 30 | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2023-08-01 (2023-Q2), source 6 | ||
| Inflation impacts costs and financial performance | 2026-Q2 2026-08-03 29 | |
| Company must protect intellectual property and defend against infringement claims | 2026-Q2 2026-08-03 29 | |
| Dorman Products: first mention in 10-Q quarterly report of 2023-08-01 (2023-Q2), source 5 | ||
| IEEPA tariff recovery benefited Q2 results; guidance includes tariff impact as of August 3, 2026 | 2026-Q2 2026-08-03 29 | |
| Company must purchase necessary materials from suppliers and manage logistics | 2026-Q2 2026-08-03 29 | |
| Geopolitical events, labor costs, material costs, and supply chain disruptions may negatively impact results | 2026-Q2 2026-08-04 30 | |
| Dorman Products: first mention in 10-Q quarterly report of 2023-05-02 (2023-Q1), source 3 | ||
| Larger retail customers exert pressure on margins; company has granted pricing concessions and extended payment terms | 2026-Q2 2026-08-04 30 | |
| Variable-rate debt and accounts receivable factoring bear interest tied to Term SOFR; increases affect borrowing costs | 2026-Q2 2026-08-04 30 | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2026-05-04 (2026-Q1), source 28 | ||
| Tariff costs implemented in 2025 significantly impacting gross margins and earnings | = | |
| Ongoing uncertainty in broader economy and geopolitical environment | = | |
| Dorman Products: first mention in 10-Q quarterly report of 2026-05-04 (2026-Q1), source 27 | ||
| Extended payment terms with certain customers result in increased receivables and significant cash usage; factoring costs tied to interest rate fluctuations. | = | |
| Approximately 77% of product purchases sourced from non-U.S. suppliers; 38% from China; tariff costs recognized in Q1 2026 decreased gross margin. | = | |
| Company is importer of record for certain IEEPA-tariffed products; pursuing refunds but no assurance of receipt of all or any portion. | = | |
| Reduced customer demand in specialty vehicle sector offset tariff-related pricing actions in Q1 2026. | = | |
| Persistently high global gasoline prices through Q1 2026 may negatively impact vehicle miles driven and parts demand. | = | |
| Dorman Products: first mention in 10-K annual report of 2026-02-27 (FY2025), source 26 | ||
| Credit agreement covenants restrict operational flexibility; non-compliance could trigger default and acceleration of debt. | = | |
| Significant portion of accounts receivable concentrated among few large retailers; customer financial stress increases doubtful accounts risk. | = | |
| Operations depend on effective supplier performance; failures could cause production delays and quality issues. | = | |
| Approximately 77% of products sourced from non-US suppliers; 38% from China exposes to tariffs and trade risks. | = | |
| Losing key executives or highly skilled employees could adversely affect business performance. | = | |
| Claims of intellectual property infringement from OEMs or competitors could increase legal costs and delay product development. | = | |
| Rapid technological change and complexity in motor vehicles requires significant product development investment. | = | |
| OEMs sell replacement parts through dealerships that compete with our products. | = | |
| Current or former suppliers may compete by supplying directly to our customers. | = | |
| Use of AI technologies creates risks for loss or misuse of company data and biased AI-generated content. | = | |
| Cyber-attacks or data breaches could disrupt operations and expose sensitive business and customer information. | = | |
| Outstanding borrowings of $440.6 million under credit agreement; variable interest rates and tariff-driven cash needs increase debt service pressure. | = | |
| Variable interest rate exposure on term loan and revolving facility; one-point rate increase would add ~$4.6 million in 2025 interest expense. | = | |
| Operating results depend on third-party logistics providers; strikes and disruptions could impact capacity and costs. | = | |
| Majority of raw materials and parts sourced from non-U.S. suppliers; tariff changes and trade negotiations create supply chain uncertainty. | = | |
| Public health pandemics could disrupt supply chains, increase costs, and reduce product demand. | = | |
| Vehicle and component quality improvements could reduce part replacement frequency and demand. | = | |
| Decline in brand reputation from product defects or recalls could reduce demand and harm business. | = | |
| Operating in regions with corruption risks exposes to Foreign Corrupt Practices Act violations and penalties. | = | |
| Failure to comply with NHTSA and CPSC safety regulations could result in enforcement actions and recalls. | = | |
| Substantial uncertainty regarding duration, levels, and changes to tariffs following Supreme Court decision and new administration tariff announcements. | = | |
| Motor vehicle aftermarket industry faces intense price competition with larger competitors possessing greater financial resources. | = | |
| Soft market conditions in heavy duty and specialty vehicle sectors impacting demand; heavy-duty aftermarket faces macroeconomic headwinds. | = | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2025-08-04 (2025-Q2), source 21 | ||
| Intellectual property infringement claims could disrupt business operations | = | |
| Dorman Products: first mention in 10-Q quarterly report of 2025-05-06 (2025-Q1), source 20 | ||
| Substantial uncertainty regarding duration, levels, and scope of existing and newly announced tariffs; potential for further modifications or suspensions impacting business performance. | 2026-Q1 2026-05-04 27 | |
| Dorman Products: first mention in 10-K annual report of 2025-02-27 (FY2024), source 18 | ||
| Approximately 77% of product purchases sourced internationally, 38% from China; exposed to tariff impacts on costs and demand. | FY2025 2026-02-27 26 | |
| Product liability claims and legal proceedings from normal business activities could result in costly judgments. | FY2025 2026-02-27 26 | |
| Dorman Products: first mention in 10-Q quarterly report of 2024-11-01 (2024-Q3), source 16 | ||
| Foreign operations expose to currency fluctuations; Chinese yuan fluctuations could affect supplier costs. | FY2025 2026-02-27 26 | |
| Dorman Products: first mention in 10-K annual report of 2024-02-28 (FY2023), source 10 | ||
| Accounts receivable concentrated among few large retailers; four largest customers represent 78% of receivables. | FY2025 2026-02-27 26 | |
| Industry consolidation has increased customer leverage in negotiating pricing and terms. | FY2025 2026-02-27 26 | |
| Design or quality issues could harm reputation, lead to recalls, customer loss, and litigation. | FY2025 2026-02-27 26 | |
| Extreme weather events could disrupt operations, increase insurance costs, and reduce product demand. | FY2025 2026-02-27 26 | |
| Adverse economic conditions may reduce demand for products and increase operating costs. | FY2025 2026-02-27 26 | |
| Import and export control violations could result in government investigations, fines, and trade restrictions. | FY2025 2026-02-27 26 | |
| Dorman Products: first mention in 10-Q quarterly report of 2023-10-31 (2023-Q3), source 7 | ||
| Assets, liabilities, sales, and expenses in non-U.S. currencies must be converted to U.S. dollars; currency fluctuations may impact financial results. | 2026-Q1 2026-05-04 27 | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2023-08-01 (2023-Q2), source 6 | ||
| US tariffs on steel, aluminum, copper, and vehicle parts have raised costs; further tariffs could increase prices. | FY2025 2026-02-27 26 | |
| Dorman Products: first mention in 8-K-EX99.1 earnings release of 2023-05-02 (2023-Q1), source 4 | ||
| Company undertaking supplier diversification and negotiating cost concessions to mitigate tariff impact; no assurance of success. | 2026-Q1 2026-05-04 27 | |
| Competition in motor vehicle aftermarket industry evolution | 2026-Q1 2026-05-04 28 | |
| Extended payment terms to customers result in increased accounts receivable and cash usage; dependent on accounts receivable sales programs. | FY2025 2026-02-27 26 | |
| Dorman Products: first mention in 10-Q quarterly report of 2023-05-02 (2023-Q1), source 3 | ||
| Operating in highly competitive market; company maintains brand protection policies and pursues legal remedies for intellectual property violations. | 2026-Q1 2026-05-04 27 | |
Dorman Products Reported KPIs (as disclosed) (277)
Figures Dorman Products discloses itself in addition to the standard financials, such as order intake, recurring revenue or unit counts, as reported and with no calculation of our own. NadirAlpha methodology
| KPI | Value / change | Source |
|---|---|---|
| Dorman Products, published 2026-08-03, period 2026-Q2 | ||
| Share repurchases | $47 million | 29 |
| Net sales growth | 0.7% | 29 |
| Gross profit margin | 46.1% | 29 |
| Cash from operating activities (Q2) | $152.6 million | 29 |
| Adjusted SG&A as % of net sales | 23.8% | 29 |
| Dorman Products, published 2026-05-04, period 2026-Q1 | ||
| Working capital | 1,027,275 | 27 |
| Vehicles in operation | 302.7 million | 27 |
| Term loan outstanding | 440.6 million | 27 |
| Shareholders equity | 1,466,703 | 27 |
| Revolving credit facility outstanding | 15.0 million | 27 |
| New to aftermarket parts Q1 | 229 | 27 |
| New distinct parts introduced Q1 | 936 | 27 |
| Miles driven increase | 1.0% | 27 |
| Letters of credit | 1.1 million | 27 |
| Foreign product purchases pct | 77% | 27 |
| Distinct parts marketed | approximately 144,000 | 27 |
| China sourcing pct | 38% | 27 |
| cash and equivalents | 43,056 | 27 |
| average age vio | 12.9 years | 27 |
| available credit facility | 583.9 million | 27 |
| Share repurchases | 51 million | 28 |
| share repurchase average price | 118 | 28 |
| operating cash flow | 43.8 million | 28 |
| Dorman Products, published 2026-02-27, period FY2025 | ||
| Working capital | $1,028,699 | 26 |
| vio growth yoy | 1% | 26 |
| Vehicles in operation | 302.7 million | 26 |
| top two customers pct of sales | 40% | 26 |
| Term loan outstanding | $440.6 million | 26 |
| shares repurchased | 313,334 | 26 |
| Shareholders equity | $1,477,075 | 26 |
| share repurchase cost | $39.8 million | 26 |
| revolving credit facility | $600.0 million | 26 |
| products from US suppliers pct | 23% | 26 |
| products from non-US suppliers pct | 77% | 26 |
| products from China pct | 38% | 26 |
| pending patent applications | 82 | 26 |
| patents held | 132 | 26 |
| operating lease obligations | $138.8 | 26 |
| new to aftermarket | 1,608 | 26 |
| new products introduced | 5,560 | 26 |
| miles driven growth yoy | 1.0% | 26 |
| line extensions | 3,952 | 26 |
| Light Duty products sold under owned brands % | 76% | 26 |
| Letters of credit | $1.1 million | 26 |
| Factoring costs | $58,309 | 26 |
| Distinct parts marketed | 144,000 | 26 |
| Debt repaid | $42.1 million | 26 |
| Credit agreement obligations | $440.6 | 26 |
| Cash flows from operations | $113.6 million | 26 |
| cash and equivalents | $49,436 | 26 |
| Berman family ownership % | 13% | 26 |
| Average vehicle age | 12.9 years | 26 |
| Active accounts | 9,000 | 26 |
| Dorman Products, published 2026-02-25, period 2025-Q4 | ||
| Specialty Vehicle Segment Profit Margin | 11.4% | 25 |
| Specialty Vehicle Segment Profit Margin | 13.1% | 25 |
| Specialty Vehicle Net Sales | $53.5 | 25 |
| Specialty Vehicle Net Sales | $205.7 | 25 |
| Light Duty Segment Profit Margin | 19.9% | 25 |
| Light Duty Segment Profit Margin | 20.5% | 25 |
| Light Duty Net Sales | $428.6 | 25 |
| Light Duty Net Sales | $1,692.0 | 25 |
| Heavy Duty Segment Profit Margin | 3.4% | 25 |
| Heavy Duty Segment Profit Margin | 2.2% | 25 |
| Heavy Duty Net Sales | $55.8 | 25 |
| Heavy Duty Net Sales | $232.6 | 25 |
| Dorman Products, published 2025-10-28, period 2025-Q3 | ||
| Working Capital | 1,000,273 | 24 |
| Vehicles in Operation | 298.5 million | 24 |
| Shareholders' equity | 1,482,581 | 24 |
| Products sourced from non-U.S. countries | approximately 72% | 24 |
| Products sourced from China | approximately 45% | 24 |
| Outstanding letters of credit | 1.1 million | 24 |
| Outstanding borrowings under term loan | 456.3 million | 24 |
| New-to-the-Aftermarket parts introduced | 1,199 | 24 |
| New distinct parts introduced | 4,357 | 24 |
| Miles driven increase year over year | 1.0% | 24 |
| Factoring costs | 14,590 | 24 |
| Factoring costs | 43,744 | 24 |
| Distinct parts marketed | 138,000 | 24 |
| Cash and cash equivalents | 55,505 | 24 |
| Average age of vehicles in operation | 12.8 years | 24 |
| Available under credit facility | 598.9 million | 24 |
| Dorman Products, published 2025-08-05, period 2025-Q2 | ||
| Working Capital | 906,657 | 22 |
| Working Capital | 805,958 | 22 |
| VIO | 298.5 million | 22 |
| Term loan | 500.0 million | 22 |
| Shareholders' equity | 1,399,746 | 22 |
| Shareholders' equity | 1,293,470 | 22 |
| Revolving credit facility | 600.0 million | 22 |
| Products sourced from non-U.S. countries | approximately 72% | 22 |
| Products sourced from China | approximately 45% | 22 |
| Outstanding letters of credit | 1.1 million | 22 |
| Outstanding borrowings under term loan | 462.5 million | 22 |
| New-to-the-Aftermarket parts (six months) | 914 | 22 |
| New-to-the-Aftermarket parts | 1,659 | 22 |
| New distinct parts introduced (six months) | 2,588 | 22 |
| New distinct parts introduced | 5,335 | 22 |
| Miles driven increase | 1.0% | 22 |
| Electronic modules in new vehicles (average) | approximately 100 | 22 |
| Distinct parts marketed | approximately 138,000 | 22 |
| Distinct parts marketed | approximately 133,000 | 22 |
| Cash and cash equivalents | 56,845 | 22 |
| Cash and cash equivalents | 57,137 | 22 |
| Average age of VIO | 12.8 years | 22 |
| Available under credit facility | 598.9 million | 22 |
| Dorman Products, published 2025-08-04, period 2025-Q2 | ||
| Gross profit margin | 40.6% | 21 |
| Gross profit margin | 39.6% | 21 |
| Adjusted SG&A expenses | 131.3 million | 21 |
| Adjusted SG&A expenses | 120.7 million | 21 |
| Adjusted SG&A as % of sales | 24.3% | 21 |
| Adjusted SG&A as % of sales | 24.0% | 21 |
| Dorman Products, published 2025-05-06, period 2025-Q1 | ||
| Vehicles in operation | 298.5 million | 20 |
| Shares repurchased | 93,800 | 20 |
| Potential impact of 1% increase in reference/base rate on interest expense | approximately $1.4 million | 20 |
| Potential impact of 1% increase in reference/base rate on interest expense | approximately $1.2 million | 20 |
| Potential impact of 1% increase in Term SOFR on factoring costs | approximately $2.3 million | 20 |
| Potential impact of 1% increase in Term SOFR on factoring costs | approximately $2.7 million | 20 |
| Percentage of products purchased from non-U.S. suppliers | approximately 72% | 20 |
| Percentage of products purchased from China | approximately 45% | 20 |
| Outstanding letters of credit | $1.2 million | 20 |
| Outstanding borrowings under term loan | $462.5 million | 20 |
| New-to-the-Aftermarket parts | 492 | 20 |
| New-to-the-Aftermarket parts | 1,659 | 20 |
| New distinct parts introduced | 1,185 | 20 |
| New distinct parts introduced | 5,335 | 20 |
| Miles driven | 1.0% | 20 |
| Electronic modules in new vehicles | approximately 100 | 20 |
| Distinct parts marketed | approximately 138,000 | 20 |
| Average age of vehicles in operation | 12.8 years | 20 |
| Available under credit facility | $598.8 million | 20 |
| Amount paid for share repurchase | $11.8 million | 20 |
| Dorman Products, published 2025-05-05, period 2025-Q1 | ||
| operating cash flow | $51 million | 19 |
| Cash provided by operating activities | 51,237 | 19 |
| Dorman Products, published 2025-02-27, period FY2024 | ||
| Working capital | 805,958 | 18 |
| Vehicles in Operation (VIO) | 298.5 million | 18 |
| Shares repurchased | 865,283 | 18 |
| Shareholders' equity | 1,293,470 | 18 |
| Share repurchases | 78.9 million | 18 |
| Outstanding borrowings under term loan | 468.8 million | 18 |
| Outstanding borrowings under revolving credit facility | 14.0 million | 18 |
| Operating leases obligations | 146.0 million | 18 |
| Operating leases due within | 25.1 million | 18 |
| New-to-the-Aftermarket parts | 1,659 | 18 |
| New distinct parts introduced | 5,335 | 18 |
| Net sales | 2,009.2 million | 18 |
| Miles driven (year-over-year increase) | 1.0% | 18 |
| Income from operations | 292.909 million | 18 |
| Factoring costs | 51.3 million | 18 |
| Debt repaid | 94.4 million | 18 |
| Credit agreement obligations | 482.8 million | 18 |
| Credit agreement due within | 28.1 million | 18 |
| Cash and cash equivalents | 57,137 | 18 |
| Average age of VIO | 12.8 years | 18 |
| Available capacity under credit agreement | 584.8 million | 18 |
| Dorman Products, published 2025-02-26, period 2024-Q4 | ||
| Share repurchases | 78 | 17 |
| Debt repaid | 94 | 17 |
| Cash from operating activities | 71 | 17 |
| Cash from operating activities | 231 | 17 |
| Dorman Products, published 2024-11-01, period 2024-Q3 | ||
| Working Capital | 754,753 | 16 |
| Vehicles in Operation (VIO) | 295.9 million | 16 |
| Shareholders' equity | 1,234,602 | 16 |
| New-to-the-Aftermarket parts introduced (nine months) | 1,374 | 16 |
| New distinct parts introduced (nine months) | 4,498 | 16 |
| Miles driven increase | 2.1% | 16 |
| Cash and cash equivalents | 45,127 | 16 |
| Average age of VIO | 12.6 years | 16 |
| Available credit facility capacity | 537.0 million | 16 |
| Dorman Products, published 2024-08-02, period 2024-Q2 | ||
| Vehicles in Operation | 295.9 million | 14 |
| Term loan | 500.0 million | 14 |
| Shares repurchased | 581,880 | 14 |
| Revolving credit facility | 600.0 million | 14 |
| New-to-the-Aftermarket parts introduced | 997 | 14 |
| New-to-the-Aftermarket parts introduced | 1,791 | 14 |
| New distinct parts introduced | 3,096 | 14 |
| New distinct parts introduced | 6,106 | 14 |
| Miles driven year-over-year increase | 2.1% | 14 |
| Distinct parts marketed | 133,000 | 14 |
| Credit agreement maturity date | October 4, 2027 | 14 |
| Average age of VIO | 12.6 years | 14 |
| Amount paid to repurchase shares | 51.2 million | 14 |
| Dorman Products, published 2024-08-01, period 2024-Q2 | ||
| Share repurchases | $25 million | 13 |
| operating cash flow | $63 million | 13 |
| Debt repaid | $15 million | 13 |
| Capital expenditures | $12 million | 13 |
| Dorman Products, published 2024-05-07, period 2024-Q1 | ||
| Working capital | 697,199 | 11 |
| Shares repurchased | 316,285 | 11 |
| Shareholders equity | 1,174,495 | 11 |
| Selling, general & administrative expenses | 127,008 | 11 |
| Repurchase costs | 26.9 | 11 |
| Outstanding term loan borrowings | 481.3 | 11 |
| Outstanding revolving credit facility borrowings | 81.2 | 11 |
| New to aftermarket parts | 522 | 11 |
| New distinct parts introduced | 1,440 | 11 |
| Net sales | 468,701 | 11 |
| Net income | 32,828 | 11 |
| Income from operations | 54,438 | 11 |
| Gross profit | 181,446 | 11 |
| Gross margin | 38.7% | 11 |
| Factoring costs | 13,610 | 11 |
| Cash used in investing activities | (10,755) | 11 |
| Cash used in financing activities | (43,567) | 11 |
| Cash provided by operating activities | 51,980 | 11 |
| Cash and cash equivalents | 34,433 | 11 |
| available credit facility | 517.5 | 11 |
| Dorman Products, published 2024-02-28, period FY2023 | ||
| Working capital | 686.6 | 10 |
| Vehicles in operation | 295.9 million | 10 |
| Shareholders' equity | 1,168.2 | 10 |
| New-to-the-Aftermarket parts | 1,791 | 10 |
| New distinct parts introduced | 6,106 | 10 |
| Miles driven increase | 2.1% | 10 |
| Distinct parts marketed | 133,000 | 10 |
| Cash and cash equivalents | 36.8 | 10 |
| Average age of VIO | 12.6 years | 10 |
| Dorman Products, published 2024-02-26, period 2023-Q4 | ||
| Share repurchase | $15 million | 9 |
| Net sales | $494.3 million | 9 |
| Net sales | $1,929.8 million | 9 |
| gross margin | 39.3% | 9 |
| gross margin | 35.5% | 9 |
| debt repaid | $30 million | 9 |
| debt repaid | $159 million | 9 |
| cash from operations | $60 million | 9 |
| cash from operations | $208.8 million | 9 |
| adjusted gross margin | 39.3% | 9 |
| adjusted gross margin | 36.1% | 9 |
| Dorman Products, published 2023-10-31, period 2023-Q3 | ||
| Working capital | 662.3 | 7 |
| term loan outstanding borrowings | 487.5 | 7 |
| Shareholders' equity | 1,128.1 | 7 |
| revolving credit facility outstanding borrowings | 119.7 | 7 |
| Outstanding letters of credit | 1.3 | 7 |
| Factoring costs | 37.7 | 7 |
| Cash and cash equivalents | 32.0 | 7 |
| available credit facility | 479.0 | 7 |
| Dorman Products, published 2023-08-01, period 2023-Q2 | ||
| Working capital | 618.4 million | 5 |
| vehicles in operation (VIO) | 293.4 million | 5 |
| term loan outstanding | 490.6 million | 5 |
| Shareholders' equity | 1,086.1 million | 5 |
| revolving credit facility outstanding | 166.6 million | 5 |
| new-to-the-aftermarket parts | 621 | 5 |
| new distinct parts introduced | 1,841 | 5 |
| Net sales | 480.6 million | 6 |
| miles driven increase | 1.5% | 5 |
| letters of credit | 1.3 million | 5 |
| Factoring costs | 25.4 million | 5 |
| Distinct parts marketed | approximately 129,000 | 5 |
| debt repayment | 79 million | 6 |
| cash provided by operating activities (three months ended 7/1/23) | 66,676 | 6 |
| Cash provided by operating activities (Six Months Ended 7/1/23) | 92,886 | 6 |
| Cash and cash equivalents | 35.7 million | 5 |
| Average age of VIO | 12.4 years | 5 |
| available credit facility | 432.1 million | 5 |
| Dorman Products, published 2023-05-02, period 2023-Q1 | ||
| Working capital December 31 | 590.8 million | 3 |
| Working capital April 1 | 582.8 million | 3 |
| VIO | 293.4 million | 3 |
| Term loan amount | 500.0 million | 3 |
| Tariff relief expiration date | September 30, 2023 | 3 |
| Tariff range China | 7.5% to 25% | 3 |
| Shareholders equity December 31 | 1042.6 million | 3 |
| Shareholders equity April 1 | 1049.1 million | 3 |
| Revolving credit facility amount | 600.0 million | 3 |
| Outstanding term loan April 1 | 493.8 million | 3 |
| Outstanding revolving credit April 1 | 215.5 million | 3 |
| Outstanding letters of credit April 1 | 1.0 million | 3 |
| New to aftermarket parts | 360 | 3 |
| New to aftermarket parts fiscal | 1565 | 3 |
| New distinct parts introduced | 984 | 3 |
| New distinct parts introduced fiscal | 4443 | 3 |
| Miles driven increase October | 1.5% | 3 |
| Medium heavy duty truck parts introduced fiscal | 486 | 3 |
| Factoring Costs | 4.9 million | 3 |
| Factoring Costs | 13.5 million | 3 |
| Distinct Parts Marketed December 31 | 129000 | 3 |
| Distinct Parts Marketed December 25 | 118000 | 3 |
| Credit Agreement Maturity | October 4, 2027 | 3 |
| Cash and Cash Equivalents December 31 | 46.0 million | 3 |
| Cash and Cash Equivalents April 1 | 33.3 million | 3 |
| Average Age VIO October | 12.4 years | 3 |
| Average Age VIO October | 12.2 years | 3 |
| Available Credit Facility April 1 | 383.5 million | 3 |
Dorman Products Development
How Dorman Products has developed since 2023: one paragraph per period on revenue, earnings, cash flow and drivers, most recent period first, grouped by year. NadirAlpha methodology
FY2026: Dorman Products
Dorman Products posted net sales of 528.8 million in Q1 2026 and 544.6 million in Q2 2026, with year-over-year growth in both periods supported by tariff-related pricing actions 27 29. In Q1, gross margin was compressed by higher tariff costs, while Q2 margin recovered sharply as IEEPA tariff refunds of $98.1 million, which added 820 basis points to the Q2 gross margin rate, were recognised following a Court of International Trade refund order 30. Diluted EPS was 1.43 in Q1 and 2.93 in Q2 28 29. In June 2026, Dorman refinanced its credit facility with a new $800.0 million five-year revolving credit agreement and issued $450.0 million of 6.25% Senior Notes due 2034, using the proceeds to retire the outstanding term loan 30. Dorman Products subsequently raised its full-year 2026 guidance to net sales growth of 3% to 5% and adjusted diluted EPS of $8.50 to $8.80 29.
FY2025: Dorman Products
Dorman Products reported FY 2025 net sales of $2,130.3 million, a 6.0% increase from $2,009.2 million in 2024, driven by Light Duty segment volume growth and tariff-related pricing actions implemented from Q3 onward, partially offset by continued weakness in Heavy Duty and Specialty Vehicle segments 26. Net income rose 7% to $204.2 million and adjusted diluted EPS grew 24% to $8.87, though results include a $56.7 million non-cash goodwill impairment charge for the Heavy Duty reporting unit reflecting macroeconomic pressures in the heavy-duty aftermarket 25 26. Full-year gross profit margin expanded 200 basis points to 42.1%, a gain the company attributes partly to a timing benefit from tariff-related price increases applied to inventory purchased before higher tariffs took effect, with margin expected to decline in 2026 as higher-tariff-cost inventory flows through operations 26. Operating cash flow decreased $117.4 million to $113.6 million, driven by elevated inventory investments and tariff cost payments 26. Dorman Products introduced 5,560 new distinct parts in 2025, including 1,608 new-to-the-aftermarket parts, and entered 2026 with guidance for net sales growth of 7% to 9% year-over-year 25 26.
FY2024: Dorman Products
Dorman Products reported full-year 2024 net sales of $2,009.2 million, a 4.1% increase from $1,929.8 million in 2023, led by volume growth and new product introductions in the Light Duty segment while the Heavy Duty segment remained under pressure from reduced freight industry shipping volumes throughout the year 18. Full-year gross profit margin expanded 460 basis points to 40.1%, primarily driven by the sell-through of lower-cost inventory, relieving a prior-year period of elevated inventory costs, and ongoing cost-saving initiatives 18. Net income rose 47% to $190.0 million and diluted EPS increased 50% to $6.14, with the magnitude of year-over-year gains reflecting both operational improvement and a depressed prior-year base 17 18. Dorman Products generated $231.0 million in operating cash flow, repaid $94.4 million of debt, and repurchased 865,283 common shares for $78.9 million in 2024 18. Dorman expanded its product portfolio to approximately 138,000 distinct parts, including 1,659 new-to-the-aftermarket introductions, and issued 2025 guidance for net sales growth of 3% to 5% and adjusted diluted EPS of $7.55 to $7.85 17 18.
FY2023: Dorman Products
Dorman Products reported record full-year net sales of $1,929.8 million in fiscal 2023, up 11% from $1,733.7 million in fiscal 2022, driven by the October 2022 SuperATV acquisition, pricing actions implemented to offset inflationary costs, and new product introductions that expanded the catalog to approximately 133,000 distinct parts 10. Gross profit margin widened to 35.5% from 32.6% in the prior year, reflecting SuperATV's higher-margin contribution, cost savings initiatives, and pricing actions, partially offset by sell-through of high-cost inventory procured during 2022 10. Net income increased 6% to $129.3 million, and the company generated $208.8 million in operating cash flow, supporting repayment of $159.1 million in outstanding debt obligations 10. Margin recovery progressed sequentially through the year as high-cost 2022 inventory was depleted, with gross margin reaching 39.3% in Q4 2023 9. Full-year adjusted diluted EPS was $4.54, down 5% from $4.76 in the prior year, primarily reflecting higher interest expense on acquisition-related debt 9.
Glossary
- Revenue: Revenue from contracts with customers, net of sales deductions, as the company itself reports it; not total output, gross revenue, GMV or order intake.
- Op. income: The operating line of the income statement; EBIT only as a marked fallback, never pre-tax or ordinary income.
- Net income: Net income attributable to the shareholders of the parent, after discontinued operations; not the result including minority interests, not comprehensive income.
- EPS: Diluted earnings per share attributable to the shareholders of the parent; a printed figure always beats a calculated one, calculated values are marked.
- EPS adj.: Adjusted earnings per share, verbatim and company-defined (non-GAAP).
- FCF: Free cash flow = operating cash flow minus capital expenditure on property, plant and equipment; the company's own free cash flow figure is shown separately.
- OCF: Cash flow from operating activities as reported; IFRS companies may show interest paid in financing cash flow, so the figure is not always comparable.
- Cash: Cash and cash equivalents, without securities unless the company reports them as part of the position.
- Net Debt: Net debt = financial debt excluding lease liabilities minus cash at the same reporting date; the company's own net position may differ.
- *: derived, the formula is in the hover
- ≈: calculated, approximation
- ~: uncertain; the value stays visible, verdicts do not use it
- °: repaired by a targeted query against the document, or curated with documentary evidence
- EBIT: EBIT as a fallback: the income statement carries no operating line
- basic: basic earnings per share as a fallback when diluted is missing
Sources: quarterly reports, annual reports and investor relations documents
All original documents NadirAlpha used for this report on Dorman Products stock: quarterly and annual reports, earnings releases and investor relations documents, sorted by publication, the document type is the link. NadirAlpha methodology
Older sources (+18)
| # | Document type | Published |
|---|---|---|
| #202 | 10-K annual report | 2016-04-28 |
| #201 | 10-Q quarterly report | 2016-07-28 |
| #203 | 10-Q quarterly report | 2017-02-27 |
| #205 | 10-K annual report | 2017-02-27 |
| #204 | 10-Q quarterly report | 2017-08-03 |
| #207 | 10-K annual report | 2018-02-27 |
| #206 | 10-Q quarterly report | 2018-08-01 |
| #211 | 10-K annual report | 2019-02-26 |
| #208 | 10-Q quarterly report | 2019-05-01 |
| #209 | 10-Q quarterly report | 2019-07-31 |
| #210 | 10-Q quarterly report | 2019-10-28 |
| #215 | 10-K annual report | 2020-02-26 |
| #212 | 10-Q quarterly report | 2020-04-27 |
| #213 | 10-Q quarterly report | 2020-07-30 |
| #214 | 10-Q quarterly report | 2020-10-29 |
| #216 | 10-Q quarterly report | 2021-04-26 |
| #217 | 10-Q quarterly report | 2021-07-26 |
| #218 | 10-Q quarterly report | 2021-10-25 |
Dorman Products Stock FAQ
Is there a management forecast (guidance) for FY2026?
Yes. Management has issued targets for FY2026, including EPS (GAAP). The guidance tracking chapter shows all targets and checks them against the actuals reported later; neutral, with no estimate of our own.
Which additional key figures does Dorman Products report?
As reported for Q2 2026: Net sales growth, Gross profit margin, Cash from operating activities (Q2), Adjusted SG&A as % of net sales. The chapter Reported KPIs lists every value with its source. Revenue is broken down by Light Duty, Heavy Duty, Specialty Vehicle.
Where can I find the official investor relations documents of Dorman Products?
NadirAlpha links all 48 original filings used (SEC filings) in the sources chapter: quarterly report, earnings release, annual report, each with type, publication date and a direct link; every figure in the report carries a source number.