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Sep 27, 2025
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.
Revenue by Segment
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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