Oct 26, 4:32 PM ET
Dorman Products reported third-quarter 2026 net sales of $561.7 million, up 3.3%, but diluted EPS fell 20% to $1.98 and adjusted diluted EPS fell 21% to $2.08. The company narrowed its full-year 2026 guidance, lowering the top end of its net sales growth range to 2% to 3% from 3% to 5%, which matters to shareholders because sales growth is slowing while profit is down from the prior year.
- Net sales of $561.7 million, up 3.3% from $543.7 million; gross margin fell to 39.4% from 44.4%.
- Diluted EPS of $1.98 vs. $2.48 a year earlier; adjusted diluted EPS of $2.08 vs. $2.62.
- Full-year 2026 net sales growth guidance narrowed to 2% to 3% from 3% to 5%; adjusted diluted EPS guidance is $8.50 to $8.70, down from $8.50 to $8.80.
- Repurchased $15 million of shares in the quarter; year-to-date repurchases total $112 million, a company record.
Read the filing on SEC.gov ↗
Aug 3, 4:32 PM ET
Dorman Products reported second-quarter 2026 net sales of $544.6 million, up 0.7%, and diluted EPS of $2.93, up 53%, helped by IEEPA tariff cost recovery. The company raised its 2026 diluted and adjusted EPS guidance but lowered its net sales growth outlook to 3% to 5% from 7% to 9%.
- Q2 net sales of $544.6 million, up 0.7%; gross margin 46.1% vs. 40.6% a year earlier
- Diluted EPS $2.93 vs. $1.91; adjusted diluted EPS $3.08 vs. $2.06, with IEEPA tariff recovery adding $1.18 per share
- 2026 guidance: net sales growth cut to 3% to 5% from 7% to 9%; diluted EPS raised to $7.93 to $8.23 from $7.57 to $7.97
- Repurchased $47 million of shares in the quarter; conference call on August 4, 2026 at 8:00 a.m. ET
Read the filing on SEC.gov ↗
Jun 16, 8:27 PM ET
Dorman Products issued $450 million of 6.250% senior notes due June 15, 2034, and used the proceeds to repay in full its term loans under the original credit agreement. The company also amended its credit agreement, replacing the revolving facility with a new five-year $800 million facility maturing June 16, 2031. The filing adds $450 million of long-term debt, which shareholders should weigh against the company's leverage and the new covenant limits.
- $450 million aggregate principal of 6.250% senior notes due June 15, 2034; interest paid semi-annually starting December 15, 2026
- Notes may be redeemed before June 15, 2029 at a premium; from June 15, 2029 the redemption price steps down from 103.125% to 100.000%
- New five-year revolving credit facility of $800 million, maturing June 16, 2031, secured by substantially all personal property and assets of the company and material domestic subsidiaries
- Amended credit agreement requires a secured net leverage ratio of not more than 3.50 to 1.00 and an interest coverage ratio of not less than 2.00 to 1.00
Read the filing on SEC.gov ↗
May 4, 4:02 PM ET
Dorman Products reported first-quarter 2026 net sales of $528.8 million, up 4.2%, but diluted EPS fell 24% to $1.43 and adjusted diluted EPS fell 22% to $1.57, which the company attributed largely to higher costs from tariffs implemented in 2025. The company reaffirmed its full-year 2026 net sales and earnings guidance, which shareholders will weigh against the margin pressure seen in the quarter.
- Net sales were $528.8 million, up 4.2% from $507.7 million in the first quarter of 2025.
- Gross margin fell to 36.0% of net sales from 40.9% a year earlier; diluted EPS was $1.43 versus $1.87.
- Full-year 2026 guidance reaffirmed: net sales up 7% to 9%, diluted EPS $7.57 to $7.97, adjusted diluted EPS $8.10 to $8.50.
- The company repurchased $51 million of its shares at an average price of $118 and generated $43.8 million in operating cash flow; a conference call is set for May 5, 2026 at 8:00 a.m. Eastern time.
Read the filing on SEC.gov ↗
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
