Dorman Products, Inc. (DORM) is a global supplier within the automotive aftermarket, providing an extensive range of replacement parts and fasteners for ...
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Est. EPS $2.00 · Revenue $565.34M · 5 analysts
Est. EPS $2.02 · Revenue $570.21M · 5 analysts
Est. EPS $8.66 · Revenue $2.21B · 4 analysts
Est. EPS $2.03 · Revenue $551.91M · 1 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.1B | +6.0% | +3.0% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $204.2M | +7.5% | +101.5% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +41.1% | +2.5% | +28.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +16.8% | +15.2% | +92.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +9.6% | +1.4% | +95.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $75.7M | -60.5% | +306.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +3.6% | -62.8% | +294.7% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 42.9% | -3.2% | -6.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.09x | +27.1% | +9.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.5B | +2.8% | +2.7% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 6.64 vs 8.82 | -24.7% | 2.93 vs 1.89 | +54.9% |
| Revenue Surprise | $2.1B vs $2.2B | -1.6% | $544.6M vs $582.2M | -6.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Long Donna M. | officer: SVP, CIO | Common Stock | D | 734 | $135.21 |
| Aug 5, 2026 | Bowen Gregory C. | officer: VP, Chief Accounting Officer | Common Stock | A | 1,557 | $91.28 |
| Aug 5, 2026 | Bowen Gregory C. | officer: VP, Chief Accounting Officer | Common Stock | A | 1,974 | $96.36 |
| Aug 5, 2026 | Bowen Gregory C. | officer: VP, Chief Accounting Officer | Common Stock | D | 1,974 | $145.23 |
| Aug 5, 2026 | Bowen Gregory C. | officer: VP, Chief Accounting Officer | Common Stock | D | 1,557 | $144.72 |
Operator: Good morning. My name is Nikki, and I will be your conference operator today. At this time, I would like to welcome everyone to the Dorman Products Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. [Operator Instructions] I will now turn the call over to Alex Whitelam, Vice President of Investor Relations. Please go ahead. Alexander Whitelam: Thank you. Good morning, everyone. Welcome to Dorman's Second Quarter 2026 Earnings Conference Call. I'm joined by Kevin Olsen, Dorman's Chairman, President and Chief Executive Officer; and Charles Rayfield, Dorman's Chief Financial Officer. Kevin will begin with a high-level overview of the quarter and current business environment, along with our segment level performance and market trends. Charles will walk through our second quarter financial results in more detail, discuss cash flow and capital allocation as well as our updated guidance before turning it back to Kevin for closing remarks. After that, we'll open the call for questions. By now, everyone should have access to our earnings release and earnings call presentation, which are available on our website at investors.dormanproducts.com. Before we begin, I would like to remind everyone that our prepared remarks, earnings release and investor presentation include forward-looking statements within the meaning of federal securities laws. We advise listeners to review the risk factors and cautionary statements in our most recent 10-Q, 10-K and earnings release for important material assumptions, expectations and factors that may cause actual results to differ materially from those anticipated and described in such forward-looking statements. We'll also reference certain non-GAAP measures. Reconciliations of these non-GAAP measures to the most directly comparable GAAP measures are contained in the schedules attached to our earnings release and in the appendix to this earnings call presentation, both of which can be found on our website. Throughout the presentation, we'll discuss the impact of the IEEPA tariff refunds that we received in the second quarter. I point everyone to the schedule we've included in the appendix of our presentation, which details the refunds' impact on our results. [Operator Instructions] And with that, I'll turn the call over to Kevin. Kevin Olsen: Thanks, Alex, and good morning, everyone. Thank you for joining us today. I'll begin with a brief overview of our second quarter results, spend some time on the current business environment and provide commentary on the performance and key trends we're seeing across our business segments. I'll then turn it over to Charles. Turning to Slide 3. We delivered a strong second quarter with record sales, earnings and robust cash flow generation. Our results were positively impacted by the recovery of IEEPA tariff costs, which Charles will cover in just a moment. We continue to be well positioned to make …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Kevin Olsen | Chairman, President & CEO | USD 2,539,759 | Male | 1972 | Active |
Jeffrey L. Darby | Senior Vice President of Enterprise Sales | USD 1,044,618 | Male | 1968 | Active |
Joseph Braun | Senior Vice President, General Counsel & Secretary | USD 990,582 | Male | 1974 | Active |
Eric Luftig | President of Light Duty | USD 874,364 | Male | 1974 | Active |
Scott D. Leff | Senior Vice President & Chief Human Resources Officer | USD 848,754 | Male | 1972 | Active |
Steven L. Berman | Founder & Director | USD 582,350 | Male | 1960 | Active |
Gregory C. Bowen | Vice President & Chief Accounting Officer | — | Male | 1969 | Active |
Nathan J. Porter | Senior VP & COO | — | Male | 1976 | Active |
Donna Long | Senior Vice President & Chief Information Officer | — | Female | 1968 | Active |
Charles W. Rayfield | Senior VP & Chief Financial Officer | — | Male | 1980 | Active |
American Capital Management Inc. purchased a new position in Dorman Products, Inc. (NASDAQ: DORM) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 284,244 shares of the auto parts company's stock, valued at approximately $38,785,000. Dorman Products
BlackRock Inc. purchased a new position in Dorman Products, Inc. (NASDAQ: DORM) during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 4,078,727 shares of the auto parts company's stock, valued at approximately $556,542,000. BlackRock Inc. owned 13.65% of Dorman Products at the
Aurora Investment Counsel acquired a new stake in Dorman Products, Inc. (NASDAQ: DORM) during the undefined quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 23,165 shares of the auto parts company's stock, valued at approximately $3,161,000. Dorman Products accounts for about 1.6% of Aurora
A Deep Dive into the Small-Cap Pioneer's Latest Moves, Including a -0.42% Impact from Exiting a Major StakeCharles M. Royce, a pioneer of small-cap investing an
Dorman Products, Inc. (NASDAQ: DORM - Get Free Report) CAO Gregory Bowen sold 3,531 shares of the company's stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $145.01, for a total transaction of $512,030.31. Following the transaction, the chief accounting officer owned 5,340 shares of the company's stock,
