The stock may react positively to the strong revenue guidance and headline EPS growth, but investors should monitor the margin pressure from tariff timing that is expected to reduce adjusted profitability in 2026. The goodwill impairment in the Heavy Duty segment warrants attention to that division's performance.
Price Chart
Executive Summary
Dorman Products reported full-year 2025 revenue of $2.13 billion (up 6.0% YoY) and diluted EPS of $6.64 (up 8% YoY), including a $51.1 million goodwill impairment. Adjusted EPS rose 24% to $8.87. For 2026, the company guided for revenue growth of 7-9% and diluted EPS of $7.57-$7.97, while adjusted EPS is expected to decline 4-9% due to tariff timing.
Key Financial Metrics
Key Facts
- Full-year 2025 revenue: $2.13 billion, up 6.0% YoY
- Full-year 2025 diluted EPS: $6.64, up 8% YoY (includes $51.1M goodwill impairment)
- Full-year 2025 adjusted EPS: $8.87, up 24% YoY
- 2026 guidance: revenue growth of 7-9%, diluted EPS of $7.57-$7.97 (up 14-20%)
- 2026 adjusted EPS guidance: $8.10-$8.50 (down 4-9%) due to tariff timing
Financial Impact
Revenue growth of 6% and EPS growth of 8% in 2025, with 2026 guidance showing strong top-line growth but declining adjusted profitability due to tariff impacts
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Light Duty | $1.7B | +8.0% |
| Heavy Duty | $232.6M | 0.0% |
| Specialty Vehicle | $205.7M | -3.0% |
Risk Factors
- 2026 adjusted EPS is expected to decline 4-9% due to tariff timing dynamics
- Heavy Duty segment showed declining sales (-3% YoY) and margin compression (-210 bps)
- Goodwill impairment of $51.1 million indicates potential challenges in the Heavy Duty segment
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0000868780-26-000010 |
| Document: dorm-20260225.htm | 0000868780-26-000010 |
| Document: 0000868780-26-000010-index-headers.html | 0000868780-26-000010 |
| Document: 0000868780-26-000010-index.html | 0000868780-26-000010 |
| Document: 0000868780-26-000010.txt | 0000868780-26-000010 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 3, 2026 8w ago | Press Release | $147.80 $127.18 | ▼ −13.95% | ▼ −12.71% | $125.25 (−15.26%) |
May 4, 2026 21w ago | Press Release | $119.52 $125.83 | ▼ −5.28% | ▼ −0.33% | $125.25 (−4.79%) |
Apr 13, 2026 24w ago | Press Release | $110.12 $121.01 | ▲ +9.89% | ▲ +3.59% | $125.25 (+13.74%) |
Feb 25, 2026 31w ago | 8-K | $114.50 $106.95 | ▼ −6.59% | ▼ −1.36% | $125.25 (+9.39%) |
US Market Status
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