Dorman's Q1 2026: Navigating Tariffs, Growing Sales

Dorman Products kicked off 2026 with a solid first quarter, reporting a four percent increase in net sales to $529 million, driven by strategic pricing moves. Despite softer volumes, adjusted operating margin dipped to 12.1%, mainly due to peak tariff costs. Earnings per share decreased by 22% but met expectations. Light duty sales grew four percent on pricing, while heavy duty jumped twelve percent with pricing and commercialization wins. Specialty vehicles held steady, and cash flow strengthened with $44 million in operating cash. Dorman repurchased $51 million in shares and reaffirmed full-year guidance, expecting sales to grow seven to nine percent and EPS between $8.10 and $8.50. Support the show:Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/95f75936d6777f9e