Dorman Products (NASDAQ:DORM) Releases FY 2026 Earnings Guidance

Dorman Products (NASDAQ:DORM) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided earnings per share guidance of 8.500-8.800 for the period, compared to the consensus EPS estimate of 8.270. The company issued revenue guidance of -, compared to the consensus revenue estimate of $2.3 billion.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on DORM shares. Weiss Ratings upgraded Dorman Products from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, July 10th. Barrington Research restated an “outperform” rating and set a $150.00 target price on shares of Dorman Products in a report on Monday, May 4th. Zacks Research raised Dorman Products from a “strong sell” rating to a “hold” rating in a report on Friday, May 15th. Finally, Wells Fargo & Company upped their price objective on Dorman Products from $140.00 to $155.00 and gave the stock an “overweight” rating in a report on Tuesday, July 21st. Six research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $159.50.

Dorman Products Trading Down 4.1%

NASDAQ DORM opened at $127.68 on Tuesday. The stock has a 50-day simple moving average of $132.06 and a 200 day simple moving average of $121.64. The company has a market capitalization of $3.82 billion, a PE ratio of 20.59 and a beta of 0.97. The company has a current ratio of 3.29, a quick ratio of 1.28 and a debt-to-equity ratio of 0.27. Dorman Products has a 12 month low of $98.44 and a 12 month high of $166.89.

Dorman Products (NASDAQ:DORM) last issued its earnings results on Monday, August 3rd. The auto parts company reported $3.08 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.89 by $1.19. The firm had revenue of $544.60 million for the quarter, compared to analysts’ expectations of $582.24 million. Dorman Products had a return on equity of 17.73% and a net margin of 8.84%.The company’s revenue was up .7% compared to the same quarter last year. During the same quarter last year, the business earned $2.06 earnings per share. Dorman Products has set its FY 2026 guidance at 8.500-8.800 EPS. Research analysts forecast that Dorman Products will post 8.22 EPS for the current year.

Key Dorman Products News

Here are the key news stories impacting Dorman Products this week:

• Positive Sentiment: Earnings beat expectations: Dorman reported quarterly EPS of $3.08, compared with the Zacks consensus estimate of $1.78 and $2.06 in the prior-year period. Net income increased to $87.8 million from $58.7 million. Dorman Products Q2 Earnings Top Estimates
• Positive Sentiment: 2026 outlook improved: The company provided full-year EPS guidance of $8.50 to $8.80, above the roughly $8.27 analyst consensus. It also expects full-year net sales growth of 3% to 5%, supporting the view that profitability will remain resilient. Dorman Products Reports Second Quarter Results and Updates Guidance
• Positive Sentiment: Cash generation and capital returns were strong: Operating cash flow reached $152.6 million, while Dorman repurchased approximately $47 million of its shares during the quarter.
• Neutral Sentiment: Revenue growth was limited: Second-quarter sales rose just 0.7% year over year to $544.6 million, with Light Duty sales of $424.3 million, Heavy Duty sales of $66.3 million and Specialty Vehicle sales of $54.0 million. Dorman Products Q2 Net Sales Rise
• Negative Sentiment: Sales missed estimates: Quarterly revenue of $544.6 million was below the approximately $582.3 million consensus forecast. This top-line shortfall likely outweighed the EPS beat for some investors.
• Negative Sentiment: Profitability benefited from tariff recovery: Dorman said earnings and operating cash flow benefited from recovery of IEEPA tariff costs. Investors may question how much of the earnings strength is recurring if tariff effects fade or costs cannot be passed through.

Hedge Funds Weigh In On Dorman Products

Hedge funds and other institutional investors have recently made changes to their positions in the company. EverSource Wealth Advisors LLC grew its stake in Dorman Products by 594.1% in the second quarter. EverSource Wealth Advisors LLC now owns 236 shares of the auto parts company’s stock valued at $29,000 after acquiring an additional 202 shares during the period. Miller Capital Partners Inc. bought a new stake in Dorman Products during the 4th quarter worth approximately $37,000. Kestra Advisory Services LLC acquired a new stake in Dorman Products during the 4th quarter worth approximately $48,000. Kemnay Advisory Services Inc. bought a new position in Dorman Products in the fourth quarter valued at approximately $60,000. Finally, Acadian Asset Management LLC acquired a new position in shares of Dorman Products in the first quarter valued at approximately $71,000. 84.70% of the stock is owned by institutional investors.

Dorman Products Company Profile

Dorman Products, Inc is a leading independent global supplier of automotive aftermarket parts and hardware. Headquartered in Colmar, Pennsylvania, the company specializes in the design, manufacture and distribution of replacement components for passenger cars, light trucks and commercial vehicles. Dorman’s offerings span both mechanical and electrical systems, providing solutions that help repair shops and retailers address wear-out and collision-related failures on domestic and import vehicles.

The company’s extensive product portfolio includes steering and suspension components, brake system parts, engine management and cooling products, exterior and body hardware, and an array of fasteners, clips and brackets.