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

Dorman Products (NASDAQ:DORM) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 8.100-8.50 for the period, compared to the consensus earnings per share estimate of 9.500. The company issued revenue guidance of $2.3 billion-$2.3 billion, compared to the consensus revenue estimate of $2.3 billion.

Wall Street Analysts Forecast Growth

DORM has been the topic of a number of analyst reports. Weiss Ratings lowered shares of Dorman Products from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, January 30th. Wall Street Zen downgraded Dorman Products from a “buy” rating to a “hold” rating in a research report on Friday, January 23rd. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Dorman Products has an average rating of “Moderate Buy” and a consensus target price of $180.50.

Dorman Products Stock Performance

DORM traded down $2.05 during mid-day trading on Thursday, reaching $112.46. 236,155 shares of the company traded hands, compared to its average volume of 187,072. Dorman Products has a 52-week low of $106.95 and a 52-week high of $166.89. The company’s fifty day moving average price is $126.54 and its 200-day moving average price is $138.55. The stock has a market capitalization of $3.44 billion, a P/E ratio of 13.90 and a beta of 0.92. The company has a quick ratio of 1.19, a current ratio of 2.94 and a debt-to-equity ratio of 0.28.

Dorman Products (NASDAQ:DORM) last issued its quarterly earnings data on Wednesday, February 25th. The auto parts company reported $2.17 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.15 by $0.02. The business had revenue of $537.93 million for the quarter, compared to analysts’ expectations of $573.38 million. Dorman Products had a return on equity of 19.85% and a net margin of 11.62%.The company’s revenue for the quarter was up .8% on a year-over-year basis. During the same period in the prior year, the firm earned $2.20 EPS. Dorman Products has set its FY 2026 guidance at 8.100-8.50 EPS. On average, sell-side analysts expect that Dorman Products will post 6.9 EPS for the current year.

Insider Buying and Selling at Dorman Products

In other news, SVP Donna M. Long sold 812 shares of the firm’s stock in a transaction on Friday, January 2nd. The stock was sold at an average price of $123.75, for a total value of $100,485.00. Following the completion of the sale, the senior vice president owned 17,856 shares of the company’s stock, valued at $2,209,680. This trade represents a 4.35% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider John Mcknight sold 2,000 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $128.80, for a total transaction of $257,600.00. Following the completion of the transaction, the insider owned 9,112 shares in the company, valued at approximately $1,173,625.60. This trade represents a 18.00% decrease in their position. The SEC filing for this sale provides additional information. Corporate insiders own 8.90% of the company’s stock.

Dorman Products News Roundup

Here are the key news stories impacting Dorman Products this week:

• Positive Sentiment: Small EPS beat and margin recovery: Dorman reported Q4 EPS of $2.17, slightly above consensus, while gross profit and operating profit improved year‑over‑year—evidence margins are stabilizing. Dorman Products, Inc. Reports Fourth Quarter and Full Year 2025 Results; Issues 2026 Guidance
• Neutral Sentiment: Top‑line and FY revenue outlook roughly flat: Q4 revenue rose only ~0.8% year‑over‑year to ~$538M and the company’s revenue guide centers near ~$2.3B — roughly in line with prior expectations, so revenue trajectory is broadly stable but uninspiring. Dorman Products: Q4 Earnings Snapshot
• Negative Sentiment: FY‑2026 EPS guidance materially below Street: Management issued EPS guidance of $8.10–$8.50 versus a consensus near $9.50 — the outlook shortfall is the primary driver of the stock weakness. Dorman Products falls on weak 2026 forecast despite Q4 beat
• Negative Sentiment: Quarterly revenue missed analyst estimates: Q4 sales of ~$537.9M came in below consensus (~$573–585M), which combined with the weak guide amplified investor concern. Dorman Products Inc. (DORM) Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Cash flow and balance‑sheet items flagged: operating cash flow plunged year‑over‑year (to roughly $12.2M) and cash fell, while insiders have been net sellers — items investors view as cautionary even though leverage improved. Dorman Products Inc. (DORM) Stock Falls on Q4 2025 Earnings

Institutional Investors Weigh In On Dorman Products

A number of institutional investors have recently modified their holdings of the business. Corient Private Wealth LLC boosted its position in Dorman Products by 7.2% during the fourth quarter. Corient Private Wealth LLC now owns 4,503 shares of the auto parts company’s stock worth $557,000 after acquiring an additional 301 shares during the last quarter. NewEdge Advisors LLC increased its position in shares of Dorman Products by 2,481.0% during the fourth quarter. NewEdge Advisors LLC now owns 2,710 shares of the auto parts company’s stock valued at $334,000 after acquiring an additional 2,605 shares during the last quarter. XTX Topco Ltd purchased a new position in shares of Dorman Products during the fourth quarter worth $1,081,000. Voloridge Investment Management LLC boosted its holdings in Dorman Products by 9.1% during the 4th quarter. Voloridge Investment Management LLC now owns 44,579 shares of the auto parts company’s stock valued at $5,492,000 after acquiring an additional 3,715 shares during the period. Finally, Wellington Management Group LLP lifted its position in shares of Dorman Products by 8.8% during the fourth quarter. Wellington Management Group LLP now owns 507,662 shares of the auto parts company’s stock worth $62,539,000 after purchasing an additional 40,928 shares in the last quarter. 84.70% of the stock is currently owned by institutional investors and hedge funds.

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.