Dorman Products Inc (FRA:RAB)

Q2 2026 Dorman Products, Inc. Earnings Call Transcript

Aug 4, 2026 / 12:00 PM GMT

Release Date Price: €116 (+2.65%)

Transcript 10-Q8-K

Key Points

Positve

Dorman Products Inc (DORM) delivered record second-quarter sales of $545 million and record adjusted diluted EPS of $3.08, up 50% year over year.
The company received a one-time IEPA tariff refund of $1.18 per share, which significantly boosted quarterly profitability and cash flow.
Dorman Products Inc (DORM) generated robust free cash flow of $144 million in the quarter, driven by strong working capital improvements.
The company strengthened its balance sheet by refinancing debt, increasing its revolving credit facility to $800 million, and extending maturities to 2031 and 2034.
Dorman Products Inc (DORM) continues to innovate with new product launches, such as the aluminum oil pan for Ford F-150s and heavy-duty emission components, which are expected to drive volume growth in the second half of 2026.
The tariff landscape has stabilized, with a lower overall tariff environment, allowing the company to make targeted price reductions and improve certainty for customers.

Negative

Dorman Products Inc (DORM) lowered its full-year 2026 net sales growth guidance from 7-9% to 3-5%, reflecting weaker first-half volume and targeted price reductions.
Light duty segment net sales were flat year over year at $424 million, with lower volumes compared to a strong 10% growth in Q2 2025.
The company continues to see modest pressure on discretionary DIY-focused categories, as consumers face inflationary headwinds.
Heavy duty segment margins remain challenged, with a comparable operating margin of only 2.3% (excluding refunds), due to ongoing freight recession and investment costs.
Specialty vehicle segment net sales declined 1% year over year to $54 million, as higher fuel prices and inflation weighed on consumer demand.
The company expects gross margins to exit the year at a normalized rate of approximately 40%, down from the elevated levels seen in the first half due to tariff refunds.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DORM.OQ - Dorman Products, Inc.
Q2 2026 Dorman Products, Inc. Earnings Call
Aug 04, 2026 / 12:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Mm.

Mm.

Please stand by, your meeting is about to begin.

Good morning.

My name is Nikki, and I will be your conference operator today.

At this time, I would like to welcome everyone to the Dormant Products second quarter 2026 earnings conference call.

All participant lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session.

If you would like to ask a question at that time, please press star one on your telephone keypad.

Please be advised that today's conference is being recorded.

Lastly, if you should require operator assistance, please press 0.

I

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.