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Dorman Products
Dorman Products (DORM) investor relations material
Dorman Products Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary26 Feb, 2026
Executive summary
Achieved record sales from new products and launched thousands of new SKUs, especially in complex electronics, supporting long-term growth initiatives.
Advanced operational excellence through automation and supply chain diversification, reducing China sourcing below 40% and targeting 30% in 2026.
Delivered on strategic priorities in innovation, operational excellence, supply chain optimization, and channel expansion, driving growth across diverse end markets.
Net sales for 2025 reached $2.13 billion, up 6% year-over-year, with strong light-duty demand and effective tariff-related pricing.
Q4 diluted EPS dropped 79% to $0.38 due to a $51.1M non-cash goodwill impairment in the Heavy Duty segment; adjusted EPS was $2.17, down 1%.
Financial highlights
Q4 2025 net sales were $538 million, up 0.8% year-over-year, but below internal expectations due to a major customer’s order pattern shift.
Adjusted gross margin for Q4 was 42.6%, up 90 basis points year-over-year, driven by pre-tariff inventory and productivity gains.
Full-year adjusted diluted EPS was $8.87, up 24% year-over-year; operating income rose 17% and operating margin expanded 170 basis points to 17.8%.
Operating cash flow for Q4 was $42 million, improving $30 million sequentially; full-year operating cash flow was $114 million.
Net debt at year-end was $391 million, net leverage ratio at 0.89x adjusted EBITDA, and total liquidity at $648 million.
Outlook and guidance
2026 net sales growth expected at 7%-9% across all segments, driven by volume improvement and full-year pricing impact.
Adjusted diluted EPS guidance for 2026 is $8.10-$8.50, representing a 4%-9% decrease year-over-year.
Operating margin expected at 15%-16% for 2026, with normalization to high teens by year-end as tariff impacts subside.
Guidance assumes no net change in tariff impacts and excludes potential tariff refunds, future M&A, and share repurchases.
Estimated 2026 tax rate: 23.5%.
What factors led to Heavy Duty goodwill impairment?
Explain 2026 adjusted EPS decline vs. 2025.
How do tariffs impact 2026 sales and cost outlook?
When will 2026 cash flow normalize
Complex electronics margin profile
Heavy-duty growth drivers beyond pricing
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Next Dorman Products earnings date
Q1 20265 May, 2026
Dorman Products
Next Dorman Products earnings date
Q1 20265 May, 2026
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Frequently asked questions
Dorman Products, Inc. specializes in the manufacture and distribution of aftermarket automotive parts. The company provides a wide range of products including engine, chassis, suspension, and electrical components, as well as parts for off-road and utility vehicles. Dorman's products cater to various vehicle types, including passenger cars, light trucks, and heavy-duty trucks. The company is headquartered in Colmar, Pennsylvania, and its shares are listed on the NASDAQ.
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