DORM PRESS-RELEASE SEC Filing Analysis

Latest settled — T+20d

DORM ▲ +5.28% at T+20d

SHORT call ✗ call lost -5.28% · α vs SPY -0.33% · entry $119.52 → $125.83

Next anchor: T+60d in 6w

Last close $127.86 (close Jun 12) · -6.98% from $119.52 entry (call sign-flipped)

Entry anchored
May 4, 03:59 PM ET
via Databento tick

T+1d

0.00%

call 0.00% · α +1.38%

$119.52

settled 6w ago

T+5d

+1.25%

call -1.25% · α +0.74%

$121.01

settled 5w ago

T+20d

+5.28%

call -5.28% · α -0.33%

$125.83

settled 13d ago

T+60d

—

call — · α —

—

in 6w

Price Chart

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Executive Summary

Dorman Products reported Q1 2026 GAAP EPS of $1.43, missing consensus of $1.56 by 8.3%, while revenue of $528.8M slightly beat $524.5M. Gross margin contracted 490 bps to 36.0% due to higher tariff costs, and net income fell 24% YoY. The company reaffirmed full-year guidance, but the earnings miss and margin compression overshadow the 4.2% revenue growth.

Key Financial Metrics

Free Cash Flow

$35.4M

Gross Margin

36%

Actionable Insight

The EPS miss and margin erosion from tariffs are concerning. Watch for tariff escalation or relief; guidance assumes current tariffs. Any further tariff changes could pressure margins more. The share repurchase program provides some support but does not offset fundamental weakness.

Key Facts

GAAP diluted EPS of $1.43 vs consensus $1.56 (miss of 8.3%)
Revenue of $528.8M vs consensus $524.5M (in-line with 0.8% beat)
Net income of $43.6M down 24% YoY from $57.5M
Gross margin fell 490 bps to 36.0% from 40.9% due to tariffs
Operating cash flow of $43.8M down 14.6% from $51.2M
Repurchased $51M of shares at avg $118/share
Full-year 2026 guidance reaffirmed: GAAP EPS $7.57-$7.97, revenue growth 7-9%

Financial Impact

Net income decreased $13.9M YoY; gross margin compressed 490 bps; EPS declined 24%

epsnet incomegross marginoperating cash flow

Risk Factors

Further tariff increases could deepen margin contraction
Geopolitical uncertainty may impact supply chain and costs
Adjusted EPS guidance of $8.10-$8.50 implies continued profitability pressure

Market Snapshot

Exchange

Nasdaq

Sector

Motor Vehicle Parts & Accessories

Analyst Consensus

93% bullish (14 analysts)

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3287108

3 reports for DORM

T+1T+5T+20T+60

Filters

Reports for DORM — sortable, filterable
	Type				Now
May 4, 2026 5w ago	Press Release BEARISH ★ 6/10	$119.52 $125.83	▼ −5.28%	▼ −0.33%	$127.86 (−6.98%)
Apr 13, 2026 8w ago	Press Release NEUTRAL ★ 3/10	$110.12 $121.01	▲ +9.89%	▲ +3.59%	$127.86 (+16.11%)
Feb 25, 2026 15w ago	8-K MIXED ★ 6/10	$114.50 $106.95	▼ −6.59%	▼ −1.36%	$127.86 (+11.67%)

US Market Status

Market Closed — Opens in 4h 47m

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