Dorman Products sets Q3FY26 earnings release for Oct 26

1 min read | Published on 06 Oct 2026, 02:12 AM |Updated on 06 Oct 2026, 02:12 AM

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Ashish TScanX News Team

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Key Highlights

Dorman Products will release Q3FY26 results on October 26, 2026
Conference call scheduled for October 27, 2026, at 8:00 am ET
Webcast available via Investor Relations website with replay access

*this image is generated using AI for illustrative purposes only.

Dorman Products announced it will report financial results for the third quarter ended September 26, 2026, after market close on October 26, 2026.

The company plans to host a conference call to discuss these results on October 27, 2026, at 8:00 am ET. Investors can access the live audio webcast and presentation materials via the company's Investor Relations website. A replay of the webcast will be available shortly after the call concludes.

Conference call details

Participants can join the discussion by dialing (800) 420-1459 within the United States or +1 (203) 518-9861 for international callers. The conference ID required for entry is DORMQ326.

About Dorman Products

Dorman provides aftermarket replacement products for motor vehicles, serving professionals, enthusiasts, and owners. The company has been operating for over 100 years, offering a catalog that covers cars, trucks, and specialty vehicles. Their product range extends from chassis to body and from hardware to complex electronics.

Forward-looking statements

The press release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements are based on current expectations and involve risks and uncertainties that may cause actual events to differ materially. For more information, see Dorman’s filings with the U.S. Securities and Exchange Commission, including its most recent annual report on Form 10-K.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How might Dorman's Q3 2026 revenue reflect the ongoing shift toward electric vehicle aftermarket parts?

What impact could current supply chain constraints have on Dorman's gross margins for the quarter?

Will Dorman provide updated guidance for full-year 2026 following the third-quarter results?

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Dorman Products raises FY26 GAAP and adjusted EPS guidance

2 min read | Published on 04 Aug 2026, 02:45 AM |Updated on 04 Aug 2026, 02:47 AM

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Naman SScanX News Team

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Key Highlights

Dorman Products raised its full-year 2026 GAAP EPS guidance to $7.93-$8.23 and adjusted EPS to $8.50-$8.80, exceeding analyst estimates. This follows Q2 results with $3.08 adjusted EPS and significant margin expansion across segments.

*this image is generated using AI for illustrative purposes only.

Dorman Products, Inc., a leading supplier in the motor vehicle aftermarket industry, raised its full-year 2026 financial guidance on both GAAP and adjusted bases. The company increased its GAAP diluted earnings per share (EPS) guidance to a range of $7.93 to $8.23, surpassing the consensus analyst estimate of $7.66. Simultaneously, Dorman lifted its adjusted diluted EPS guidance to $8.50 to $8.80, exceeding the prior estimate of $8.28. These upward revisions signal strong confidence in profitability despite a more conservative outlook for top-line revenue growth.

The updated guidance follows the company’s second-quarter results, where adjusted diluted EPS reached $3.08, beating the consensus estimate of $1.92 by 60.42%. While net sales of $544.598 million missed analyst expectations of $582.205 million, they reflected a modest 0.67% year-over-year increase from $540.959 million. The strong earnings performance was driven by substantial margin expansion rather than volume growth, with gross profit increasing to $251.2 million and a gross margin of 46.1%, up from 40.6% in Q2 2025.

Updated 2026 Guidance

Dorman revised its full-year 2026 financial outlook, citing targeted pricing actions resulting from a more stable tariff environment. The company lowered its net sales growth expectation to 3% to 5%, down from the prior guidance of 7% to 9%. However, profitability metrics were raised across the board. The tax rate estimate remains unchanged at 23.5%.

Metric	Prior Guidance	Updated Guidance	Analyst Estimate
Net Sales Growth	7% - 9%	3% - 5%	N/A
GAAP Diluted EPS	$7.57 - $7.97	$7.93 - $8.23	$7.66
Adjusted Diluted EPS	$8.10 - $8.50	$8.50 - $8.80	$8.28

Segment Performance

Segment-level data reveals divergent trends across Dorman’s business units. The Light Duty segment saw flat sales at $424.3 million but achieved a substantial margin improvement, with its segment profit margin jumping 620 basis points to 24.7% from 18.5% in Q2 2025. The Heavy Duty segment posted sales growth of 7% to $66.3 million, with its profit margin expanding 340 basis points to 4.2%. Conversely, the Specialty Vehicle segment experienced a 1% decline in sales to $54.0 million, although it delivered the strongest margin leverage, with profit margins increasing 880 basis points to 26.1%.

What the Numbers Show

The most critical insight from this filing is the decoupling of top-line growth from bottom-line profitability. While net sales grew only marginally by 0.7%, diluted EPS more than doubled. This divergence is largely attributable to the one-time benefit from IEEPA tariff cost recoveries, which boosted adjusted gross profit by $44.4 million in the quarter. Without this recovery, comparable adjusted gross margin would have been 38.0%, closer to historical norms. Investors should note that the full-year guidance excludes the impact of potential future tariff changes enacted after August 3, 2026, introducing uncertainty into the sustained margin trajectory beyond the current quarter.

Disclaimer: This article is AI-generated using data from ViewTrade. ScanX is not liable for any inaccuracies.

How sustainable is Dorman's margin expansion given that a significant portion of the Q2 boost came from one-time IEEPA tariff cost recoveries rather than organic operational efficiency?

What specific pricing strategies is Dorman implementing to offset the lowered net sales growth guidance of 3% to 5% while maintaining elevated EPS targets?

How might potential future tariff changes enacted after August 3, 2026, impact the company's ability to sustain its revised profitability metrics?

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