Earnings Releases·Oct 26, 2026, 4:32 PM ET

Dorman Products, Inc. — Third Quarter 2026 Earnings Summary

Net sales rose 3.3% year-over-year to $561.7 million, while diluted EPS declined 20% to $1.98 and adjusted diluted EPS fell 21% to $2.08, driven by lower gross margins and prior-year tariff-related pricing benefits.
Full-year 2026 guidance was narrowed: net sales growth is now projected at 2% to 3% (down from 3% to 5%), with diluted EPS guidance adjusted to $7.95–$8.15 and adjusted diluted EPS to $8.50–$8.70, reflecting tariffs enacted October 26, 2026.
Year-to-date share repurchases reached a record $112 million, including $15 million in the third quarter, while cash and cash equivalents increased to $167.0 million and inventories decreased to $787.4 million.
Management expects to implement additional pricing actions in the fourth quarter to address margin pressures, though future tariff changes, acquisitions, and divestitures remain excluded from current outlooks.