earnings
confidence high
sentiment negative
materiality 0.80
Dorman Q1 net sales up 4.2% to $528.8M; EPS down 24% on tariff headwinds; reaffirms 2026 guide
Dorman Products, Inc.
2026-Q1 EPS reported
$1.43
revenue$528,770,000
- Net sales $528.8M (+4.2% YoY); diluted EPS $1.43 (-24%), adjusted EPS $1.57 (-22%).
- Gross margin 36.0% vs 40.9% prior year, driven by tariff-related cost increases.
- Light Duty segment profit margin fell 580 bps to 14.1%; Heavy Duty improved to 0.8%.
- Generated $43.8M operating cash; repurchased $51M shares at avg $118/sh.
- Reaffirmed FY2026 guidance: net sales growth 7-9%, adj. diluted EPS $8.10-$8.50.
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