Dorman Products

DORM

Market cap $3.6B

Dorman Products, Inc. (DORM) Q4 2025 Earnings Call Transcript

Highlights  (All comparisons are to the prior year period unless otherwise noted) :

Cost inflation and tariffs are putting pressure on the auto replacement space, but strong execution keeps GPC and DORM on investors' radar.

COLMAR, Pa., Feb. 04, 2026 (GLOBE NEWSWIRE) -- Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM) today announced the Company will report its financial results for the fourth quarter and full year ended December 31, 2025, after the closing of the Nasdaq Stock Market on February 25, 2026.

COLMAR, Pa., Jan. 19, 2026 (GLOBE NEWSWIRE) -- Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM), a leading supplier in the motor vehicle aftermarket industry, today announced several key leadership changes designed to accelerate the Company's growth strategy.

Dorman Products (DORM) remains rated 'hold' as shares appear fairly valued despite improving fundamentals and solid Q3 2025 performance. Revenue growth was driven by tariff-induced price increases, especially in the Light Duty segment, with limited volume gains and some segment weakness. Profitability surged, with adjusted net income and EBITDA both rising significantly, aided by supplier diversification and effective pricing.

LKQ, DORM and SMP are set to benefit as rising vehicle age boosts demand despite tariff and complexity pressures.

Dorman Products, Inc. (NASDAQ:DORM ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Alexander Whitelam Kevin Olsen - President, CEO & Director David Hession - Senior VP, CFO & Treasurer Conference Call Participants Scott Stember - ROTH Capital Partners, LLC, Research Division Jeffrey Lick - Stephens Inc., Research Division Tristan Thomas-Martin - BMO Capital Markets Equity Research Bret Jordan - Jefferies LLC, Research Division David Lantz - Wells Fargo Securities, LLC, Research Division Justin Ages - CJS Securities, Inc. Gary Prestopino - Barrington Research Associates, Inc., Research Division Presentation Operator Good morning, and thank you for standing by. Welcome to the Dorman Products Third Quarter 2025 Earnings Conference Call.

Dorman Products (DORM) came out with quarterly earnings of $2.62 per share, beating the Zacks Consensus Estimate of $2.31 per share. This compares to earnings of $1.96 per share a year ago.

Highlights (All comparisons are to the prior year period unless otherwise noted) :