earnings
confidence high
sentiment positive
materiality 0.75
Dorman Q2 EPS up 53% to $2.93; net sales +0.7% to $544.6M; guidance updated
Dorman Products, Inc.
- Diluted EPS $2.93 (up 53% YoY); adjusted diluted EPS $3.08 (up 50% YoY).
- Net sales $544.6M, up 0.7% YoY; gross margin expanded to 46.1% from 40.6%.
- Light Duty segment profit margin 24.7% (+620 bps); Heavy Duty profit margin 4.2% (+340 bps).
- Full-year 2026 guidance: net sales growth 3-5% (prior 7-9%); diluted EPS $7.93-$8.23 (prior $7.57-$7.97).
- Generated $152.6M operating cash flow; repurchased $47M of shares in Q2.