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Sep 27
Dorman Q3 2025 Earnings Report
Dorman reported strong Q3 2025 results with revenue growth and higher profitability across segments.
Key Takeaways
Dorman Products delivered a solid Q3 2025, reporting $543.7 million in revenue and $76.4 million in net income. The company saw margin improvements and confirmed its full-year guidance, reflecting continued operational strength.
Revenue rose 7.9% YoY to $543.7 million, driven by Light Duty and Heavy Duty segments.
Diluted EPS increased 38% to $2.48; adjusted EPS was $2.62.
Gross margin expanded to 44.4%, up from 40.5% in Q3 2024.
The company reaffirmed its full-year 2025 guidance for revenue and earnings.
Dorman
Dorman
Dorman Revenue by Segment
Revenue by Segment
Light Duty Revenue
CapyFin.comHeavy Duty Revenue
CapyFin.comSpecialty Vehicle Revenue
CapyFin.com Forward Guidance
Dorman reaffirmed its 2025 full-year guidance, anticipating 7–9% net sales growth and GAAP EPS between $8.05 and $8.35.
Positive Outlook
- Full-year net sales growth expected at 7–9%.
- GAAP EPS guidance of $8.05 to $8.35 maintained.
- Adjusted EPS expected between $8.60 and $8.90.
- Tax rate estimate holds steady at 23.5%.
- Confidence backed by nine-month performance and Q4 outlook.
Challenges Ahead
- Continued exposure to tariff impacts and trade policy shifts.
- No adjustments for future acquisitions or divestitures in guidance.
- Supply chain disruptions not factored into outlook.
- Inflation and interest rate changes may affect costs.
- Potential volatility in demand across specialty vehicle segment.
Revenue & Expenses
Visualization of income flow from segment revenue to net income