DORM · Dorman Products, Inc.
Price & Indicators
Up next
Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. Dorman reported record Q2 earnings and cash flow, boosted by a one-time IEEPA tariff refund, and updated full-year 2026 guidance: cutting net sales growth outlook to 3%–5% from 7%–9% while raising adjusted EPS range to $8.50–$8.80 (from $8.10–$8.50), with ~$0.30 of the EPS lift tied to the tariff recovery.
- + Adjusted diluted EPS rose 50% YoY to a record $3.08 in Q2
- + Operating cash flow reached $152.6 million in Q2 and free cash flow $144 million
- + Raised full-year 2026 adjusted EPS guidance to $8.50–$8.80 from $8.10–$8.50
- + Targeted full-year adjusted operating margin of 15.5%–16.5%, raised from 15%–16%
- − Comparable adjusted operating margin (ex-refund) of 14.2% was down 210 bps YoY on volume deleverage in light duty
- − Light-duty volume was lower in Q2 against a tough 10% prior-year comp
- − Specialty vehicle sales fell 1% YoY as higher fuel prices and inflation weighed on volume
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Auto Parts — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
DORM
this stock
Dorman Products, Inc.
|
$3.73B | -0.1% | +6.0% | 17.4 | 5.3% |
|
ORLY
O Reilly Automotive Inc
|
$69.66B | -6.9% | +6.4% | 27.3 | 3.2% |
|
AZO
Autozone Inc
|
$46.95B | -17.7% | +2.4% | — | 3.0% |
|
SMTOY
Sumitomo Electric Industries Ltd/Adr/
|
$43.43B | — | — | — | 0.0% |
|
HSAI
Hesai Group
|
$20.43B | -31.3% | +52.1% | — | 0.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| DORM | -0.8% | -5.1% | +12.2% | +0.4% | -0.1% |
| SPY | -0.2% | -0.5% | +12.2% | +0.9% | +12.9% |
| vs SPY | -0.6% | -4.6% | 0.0% | -0.5% | -13.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.