DORM

Dorman Products, Inc.

7 filings tracked

consumer discretionaryauto partsMID ($2B-10B)

Company Intelligence Hub

Filing history, signal momentum, and bull/bear evolution

Chronological Filing Evolution (Click to filter / toggle)

Thesis (Bull Case Evolution)

Dorman Products is demonstrating a robust ability to navigate a challenging macroeconomic environment, leveraging its brand equity to pass through cost increases.…

Bullish Outlook

Antithesis (Bear Case / Structural Risks)

Despite the modest increase in top-line revenue, Dorman's bottom line is under severe pressure. Net income plunged 24% year-over-year to $43.6 million, as the company struggled to offset rising tariff costs and increased labor expenses.…

Risk Factors

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Synthesis (Verdict & Resolution)

The Q1 2026 filing reveals a company at a crossroads, balancing strong market demand and pricing power against eroding profitability and liquidity constraints. While the growth in the Heavy Duty segment and the ability to maintain sales volume during a tariff crisis are positive signals, the sharp decline in net income and operating margins indicates that the cost of doing business is rising faster than the company can adjust its prices. Investors are now weighing the benefits of an aging vehicle fleet and aggressive share buybacks against the risks of a fragile earnings base and high debt. The potential for IEEPA tariff refunds represents a possible catalyst, but management has prudently avoided booking any gains. Ultimately, the trajectory of the stock will likely depend on whether Dorman can stabilize its gross margins and reduce its reliance on expensive receivables factoring while continuing to scale its new product pipeline.

Selected Quarter

Core Takeaway

Dorman is successfully growing sales and returning capital, but net income is falling as tariff costs and factoring expenses eat into margins.

Investor Lens

The trade-off is between aggressive shareholder returns (buybacks) and the need to preserve cash for tariff-driven liquidity shocks.

Watch Next

The outcome of IEEPA tariff refund claims and the stability of gross margins in the next quarter.

View Full SEC Report

Signal Momentum Chart

Quarterly net bull/bear signal ratio. Click nodes to select a quarter.

Signal Timeline

Active Filters:Quarter: Q2 '26 (10-Q)

bearishMay 4

Gross margin fell 490 basis points due to higher tariff costs.

margin compression

70%

bearishMay 4

Net income decreased 24% year-over-year despite revenue growth.

earnings miss

80%

bullishMay 4

Significantly accelerated share repurchases to $50.5 million in the quarter.

buyback

60%

bullishMay 4

Heavy Duty segment revenue grew 11.9%, signaling a new growth vector.

guidance raise

40%

bearishMay 4

Gross margin fell 490 basis points due to higher tariff costs.

margin compression

70%

bearishMay 4

Net income decreased 24% year-over-year despite revenue growth.

earnings miss

80%

bullishMay 4

Significantly accelerated share repurchases to $50.5 million in the quarter.

buyback

60%

bullishMay 4

Heavy Duty segment revenue grew 11.9%, signaling a new growth vector.

guidance raise

40%

bearishMay 4

Gross margin fell 490 basis points due to higher tariff costs.

margin compression

70%

bearishMay 4

Net income decreased 24% year-over-year despite revenue growth.

earnings miss

80%

bullishMay 4

Significantly accelerated share repurchases to $50.5 million in the quarter.

buyback

60%

bullishMay 4

Heavy Duty segment revenue grew 11.9%, signaling a new growth vector.

guidance raise

40%

bearishMay 4

Gross margin fell 490 basis points due to higher tariff costs.

margin compression

70%

bearishMay 4

Net income decreased 24% year-over-year despite revenue growth.

earnings miss

80%

bullishMay 4

Significantly accelerated share repurchases to $50.5 million in the quarter.

buyback

60%

bullishMay 4

Heavy Duty segment revenue grew 11.9%, signaling a new growth vector.

guidance raise

40%

bearishMay 4

Gross margin fell 490 basis points due to higher tariff costs.

margin compression

70%

bearishMay 4

Net income decreased 24% year-over-year despite revenue growth.

earnings miss

80%

bullishMay 4

Significantly accelerated share repurchases to $50.5 million in the quarter.

buyback

60%

bullishMay 4

Heavy Duty segment revenue grew 11.9%, signaling a new growth vector.

guidance raise

40%

bearishMay 4

Gross margin fell 490 basis points due to higher tariff costs.

margin compression

70%

bearishMay 4

Net income decreased 24% year-over-year despite revenue growth.

earnings miss

80%

bullishMay 4

Significantly accelerated share repurchases to $50.5 million in the quarter.

buyback

60%

bullishMay 4

Heavy Duty segment revenue grew 11.9%, signaling a new growth vector.

guidance raise

40%

bearishMay 4

Gross margin fell 490 basis points due to higher tariff costs.

margin compression

70%

bearishMay 4

Net income decreased 24% year-over-year despite revenue growth.

earnings miss

80%

bullishMay 4

Significantly accelerated share repurchases to $50.5 million in the quarter.

buyback

60%

bullishMay 4

Heavy Duty segment revenue grew 11.9%, signaling a new growth vector.

guidance raise

40%

Filing History

10-QMay 4, 2026

Expand Sequence

Disclaimer: The synthesis provided is generated by AI models and should not be construed as investment advice. Analysis is based solely on regulatory data present at the time of publication. Consult a financial advisor for specific investment strategies.