Every material Form 8-K Dorman Products has filed with the SEC since February 26, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
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.
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
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
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.
Dorman Products reported fourth quarter and full year 2025 results on February 25, 2026. Full-year net sales rose 6.0% to $2.13 billion and adjusted diluted EPS rose 24% to $8.87, but fourth-quarter diluted EPS fell 79% to $0.38 after a $51.1 million non-cash goodwill impairment tied to the Heavy Duty segment. For 2026, the company guided to adjusted diluted EPS of $8.10 to $8.50, a decline of 9% to 4% from 2025, while GAAP diluted EPS is guided to rise 14% to 20%.
Q4 2025 net sales were $537.9 million, up 0.8%; adjusted diluted EPS was $2.17, down 1%.
Full-year 2025 net sales were $2.13 billion, up 6.0%; diluted EPS was $6.64, up 8%.
2026 guidance: net sales up 7% to 9%; diluted EPS $7.57 to $7.97; adjusted diluted EPS $8.10 to $8.50.
Conference call and webcast scheduled for February 26, 2026, at 8:00 a.m. Eastern time.
Dorman Products appointed Charles W. Rayfield as Senior Vice President, Chief Financial Officer Designate and Treasurer effective January 19, 2026, and he will become CFO after the company files its 2025 Form 10-K. David M. Hession, who previously announced his retirement, will remain CFO until that filing, then serve as Advisor to the President and CEO through March 5, 2027, with his base salary reduced to $50,000.
Rayfield's annualized base salary is $525,000, with a target annual bonus of 75% of base salary and a sign-on cash bonus of $350,000 payable in March 2026.
Rayfield's target equity award is $500,000, or $600,000 for the March 2026 annual grant cycle.
Hession's base salary will be adjusted to $50,000 effective at the Transition Date, and he will no longer be eligible for the annual cash bonus program.
Jeffrey L. Darby's role changes to Senior Vice President, Enterprise Sales, effective January 19, 2026.
Dorman Products reported third-quarter 2025 net sales of $543.7 million, up 7.9%, and diluted EPS of $2.48, up 38% from a year earlier. The company reaffirmed its full-year 2025 net sales and EPS guidance, which it says reflects a positive outlook for the fourth quarter.
Q3 2025 net sales $543.7 million, up 7.9% from $503.8 million
Diluted EPS $2.48 vs. $1.80 a year earlier; adjusted diluted EPS $2.62 vs. $1.96
Full-year 2025 guidance reaffirmed: net sales growth 7% to 9%, diluted EPS $8.05 to $8.35
Conference call and webcast scheduled for October 28, 2025, at 8:00 a.m. Eastern time
Dorman Products reported second-quarter 2025 net sales of $541.0 million, up 7.6% from a year earlier, and diluted EPS of $1.91, up 25%. The company raised its full-year 2025 guidance for net sales growth and diluted EPS, which is a positive signal for shareholders because both headline measures improved and the outlook was lifted.
Net sales were $541.0 million, up 7.6% from $503.0 million in the second quarter of 2024.
Diluted EPS was $1.91 versus $1.53; adjusted diluted EPS was $2.06 versus $1.67.
2025 net sales growth guidance rose to 7% to 9% from 3% to 5%; diluted EPS guidance rose to $8.05 to $8.35 from $7.00 to $7.30.
Management will hold a conference call and webcast on August 5, 2025, at 8:00 a.m. Eastern time.
Dorman Products said its Chief Financial Officer, David M. Hession, plans to retire later in 2025. He will stay in the role until a successor is appointed, then serve in an advisory role for a transition period. For shareholders, the change means a new CFO will take over the finance function, and the filing gives no financial figures or guidance changes.
Mr. Hession notified the company of his retirement intention on June 2, 2025, and the company announced it on June 5, 2025.
The company has retained an executive search firm to find a successor and is implementing a comprehensive transition plan.
Mr. Hession will remain CFO until his successor is appointed, then serve in an advisory role for a transition period.
CEO Kevin Olsen thanked Mr. Hession for his work, which he said drove Dorman's strong financial performance over the last six years.
On May 19, 2025, Dorman Products appointed Gregory Bowen, its Vice President, Controller since August 2020, as Vice President, Chief Accounting Officer and principal accounting officer. At the May 16, 2025 annual meeting, shareholders elected all eight director nominees to one-year terms, approved executive pay on an advisory basis, and ratified KPMG LLP as the independent auditor for fiscal 2025.
Bowen's annualized base salary is $375,000, with a target cash incentive of 40% of base salary and a target long-term equity award of 50% of base salary.
Bowen received a one-time restricted stock unit award valued at $100,000, with a grant date on or about June 2, 2025, vesting in thirds over three years.
Executive pay was approved with 27,363,510 votes for and 981,787 against.
KPMG LLP was ratified with 27,816,621 votes for and 1,399,161 against.
Dorman Products reported first-quarter 2025 results for the quarter ended March 29, 2025, with net sales of $507.7 million, up 8.3% from a year earlier, and diluted EPS of $1.87, up 78%. The company reaffirmed its full-year 2025 guidance, which excludes the impact of U.S. tariffs, and management said the tariffs are expected to have a significant impact on the motor vehicle aftermarket.
Net sales were $507.7 million, up 8.3% from $468.7 million, led by Light Duty segment sales of $408.8 million, up 14%.
Diluted EPS was $1.87 versus $1.05; adjusted diluted EPS was $2.02 versus $1.31, up 54%.
Full-year 2025 guidance reaffirmed: net sales growth of 3% to 5%, diluted EPS of $7.00 to $7.30, excluding tariffs.
Operating cash flow was $51 million; the company repaid $20 million of debt and repurchased $12 million of shares.
Dorman Products reported fourth quarter 2024 net sales of $533.8 million, up 8.0%, and diluted EPS of $1.77, up 11%. For full year 2024, net sales were $2.0 billion, up 4.1%, and diluted EPS was $6.14, up 50%. The company also issued 2025 guidance calling for net sales growth of 3% to 5% and diluted EPS of $7.00 to $7.30.
Q4 2024 net sales $533.8 million, up 8.0%; Q4 diluted EPS $1.77, up 11% from $1.60
Full year 2024 net sales $2,009.2 million, up 4.1%; full year diluted EPS $6.14, up 50%
2025 guidance: net sales growth 3% to 5%; diluted EPS $7.00 to $7.30; adjusted diluted EPS $7.55 to $7.85
Conference call and webcast scheduled for February 27, 2025 at 8:00 a.m. Eastern time
Dorman Products reported third-quarter 2024 net sales of $503.8 million, up 3.2%, and diluted EPS of $1.80, up 41% from $1.28. The company raised its full-year 2024 diluted EPS guidance to $6.15 to $6.25 from $5.32 to $5.52 and announced a new share repurchase program of up to $500 million, effective January 1, 2025 and running through December 31, 2027.
Q3 2024 net sales were $503.8 million, up 3.2% from $488.2 million in Q3 2023
Diluted EPS was $1.80 versus $1.28; adjusted diluted EPS was $1.96 versus $1.40
2024 diluted EPS guidance raised to $6.15 to $6.25 from $5.32 to $5.52; net sales growth guidance narrowed to 3.5% to 4.5%
New share repurchase program of up to $500 million runs January 1, 2025 to December 31, 2027; prior program expires December 31, 2024
Dorman Products reported second-quarter 2024 net sales of $503.0 million, up 4.7%, and diluted EPS of $1.53, up 47% from a year earlier. The company raised its full-year 2024 diluted EPS guidance to $5.32 to $5.52, from $4.71 to $5.01, which gives shareholders a higher profit outlook. Heavy Duty and Specialty Vehicle sales declined in the quarter.
Net sales were $503.0 million, up 4.7% from $480.6 million; Light Duty rose 9%, while Heavy Duty fell 11% and Specialty Vehicle fell 2%.
Diluted EPS was $1.53 versus $1.04; adjusted diluted EPS was $1.67 versus $1.01.
2024 diluted EPS guidance was raised to $5.32 to $5.52 from $4.71 to $5.01; adjusted diluted EPS guidance is $6.00 to $6.20.
The company repurchased $25 million of its shares and will hold a conference call on August 2, 2024 at 8:00 a.m. Eastern.
Dorman Products reported first quarter 2024 results for the period ended March 30, 2024, with net sales of $468.7 million, up 0.4% from $466.7 million a year earlier. Diluted EPS rose to $1.05 from $0.18, and adjusted diluted EPS rose to $1.31 from $0.56. The company confirmed its full-year 2024 guidance, including diluted EPS of $4.71 to $5.01 and adjusted diluted EPS of $5.40 to $5.70.
Net sales were $468.7 million, up 0.4% from $466.7 million; Light Duty sales rose 3% while Heavy Duty fell 15%
Diluted EPS was $1.05 versus $0.18; adjusted diluted EPS was $1.31 versus $0.56
Operating cash flow was $52 million; the company repaid $15 million of debt and repurchased $27 million of shares
Full-year 2024 guidance was confirmed, with net sales growth of 3% to 5% and adjusted diluted EPS of $5.40 to $5.70
Dorman Products reported fourth-quarter 2023 net sales of $494.3 million, down 1% from a year earlier because the prior-year quarter included an extra week, while diluted EPS rose to $1.60 from $0.57. For full year 2023, net sales rose 11% to $1.93 billion, but adjusted diluted EPS fell 5% to $4.54, and the company issued 2024 guidance for diluted EPS of $4.71 to $5.01.
Q4 2023 net sales were $494.3 million, down 1% from $501.3 million; the company estimates the extra week in Q4 2022 contributed $19 million, and excluding it sales rose 3%.
Q4 2023 diluted EPS was $1.60 versus $0.57, and adjusted diluted EPS was $1.57 versus $1.01.
Full year 2023 diluted EPS was $4.10 versus $3.85, while adjusted diluted EPS was $4.54 versus $4.76.
2024 guidance calls for net sales growth of 3% to 5%, diluted EPS of $4.71 to $5.01, and adjusted diluted EPS of $5.40 to $5.70; the company also reorganized into three segments and will hold a conference call on February 27, 2024.
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