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

Key Points

• FY2026 EPS guidance set at 8.10–8.50, roughly in line with the consensus of 8.25, while the company did not provide revenue guidance (consensus revenue is ~$2.3 billion).
• Dorman beat the latest quarter estimates with $1.57 EPS versus $1.52 expected and revenue of $528.8 million (vs. $524.9M), with a net margin of 9.59% and ROE of 19.15%.
• Shares fell about 1.8% to $110.85 after the update; the stock carries a market cap of $3.34 billion and a P/E of 16.7, while analysts' consensus rating is a "Moderate Buy" with a $157 target.

Dorman Products (NASDAQ:DORM - Get Free Report) issued an update on its FY 2026 earnings guidance on Monday morning. The company provided EPS guidance of 8.100-8.500 for the period, compared to the consensus EPS estimate of 8.250. The company issued revenue guidance of -, compared to the consensus revenue estimate of $2.3 billion.

Dorman Products Stock Down 1.8%

Shares of NASDAQ:DORM traded down $2.03 during trading on Monday, hitting $110.85. 227,116 shares of the company were exchanged, compared to its average volume of 235,800. Dorman Products has a fifty-two week low of $98.44 and a fifty-two week high of $166.89. The company has a current ratio of 3.09, a quick ratio of 1.14 and a debt-to-equity ratio of 0.27. The firm has a fifty day moving average price of $108.90 and a two-hundred day moving average price of $122.90. The stock has a market cap of $3.34 billion, a price-to-earnings ratio of 16.69 and a beta of 0.97.

Dorman Products (NASDAQ:DORM - Get Free Report) last released its earnings results on Monday, May 4th. The auto parts company reported $1.57 earnings per share for the quarter, beating the consensus estimate of $1.52 by $0.05. Dorman Products had a net margin of 9.59% and a return on equity of 19.15%. The business had revenue of $528.77 million during the quarter, compared to analysts' expectations of $524.85 million. Dorman Products has set its FY 2026 guidance at 8.100-8.500 EPS. As a group, research analysts anticipate that Dorman Products will post 8.2 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on DORM shares. Wells Fargo & Company decreased their price objective on shares of Dorman Products from $150.00 to $140.00 and set an "overweight" rating for the company in a research report on Friday, February 27th. Wall Street Zen downgraded shares of Dorman Products from a "buy" rating to a "hold" rating in a research report on Saturday, February 28th. Stephens reiterated an "overweight" rating and set a $150.00 target price on shares of Dorman Products in a research note on Wednesday, March 18th. Weiss Ratings downgraded Dorman Products from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, January 30th. Finally, Zacks Research downgraded Dorman Products from a "hold" rating to a "strong sell" rating in a research note on Tuesday, March 3rd. Six investment analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $157.00.

Insider Activity at Dorman Products

In related news, SVP Donna M. Long sold 947 shares of Dorman Products stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $103.07, for a total transaction of $97,607.29. Following the completion of the sale, the senior vice president owned 20,073 shares of the company's stock, valued at approximately $2,068,924.11. The trade was a 4.51% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 7.70% of the company's stock.

Institutional Trading of Dorman Products

Institutional investors have recently bought and sold shares of the business. AQR Capital Management LLC lifted its position in shares of Dorman Products by 37.4% during the 1st quarter. AQR Capital Management LLC now owns 4,220 shares of the auto parts company's stock valued at $509,000 after acquiring an additional 1,148 shares during the period. Integrated Wealth Concepts LLC lifted its position in shares of Dorman Products by 14.2% during the 1st quarter. Integrated Wealth Concepts LLC now owns 3,755 shares of the auto parts company's stock valued at $453,000 after acquiring an additional 468 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Dorman Products by 4.5% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 15,381 shares of the auto parts company's stock valued at $1,854,000 after acquiring an additional 662 shares during the period. Millennium Management LLC lifted its position in shares of Dorman Products by 74.6% during the 1st quarter. Millennium Management LLC now owns 33,021 shares of the auto parts company's stock valued at $3,980,000 after acquiring an additional 14,110 shares during the period. Finally, United Services Automobile Association bought a new stake in shares of Dorman Products during the 1st quarter worth approximately $215,000. Institutional investors own 84.70% of the company's stock.

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.

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