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Dec 31, 2025
Dorman Q4 2025 Earnings Report
Dorman Products, Inc. reported its fourth quarter 2025 financial results, showing slight revenue growth and a significant non-cash goodwill impairment charge.
Key Takeaways
Dorman Products reported a 0.8% increase in Q4 net sales to $537.9 million. However, GAAP net income and EPS fell sharply due to a $51.1 million non-cash goodwill impairment charge in the Heavy Duty segment. Despite this, adjusted EPS remained relatively stable at $2.17, and the company issued 2026 guidance projecting 7% to 9% revenue growth.
Net sales increased 0.8% year-over-year to $537.9 million in Q4 2025.
GAAP EPS dropped 79% to $0.38, primarily due to a $51.1 million non-cash goodwill impairment charge in the Heavy Duty segment.
Adjusted diluted EPS was $2.17, down 1% compared to $2.20 in the prior year quarter.
The company generated $41.6 million in cash from operating activities during the fourth quarter.
Revenue by Segment
Forward Guidance
Dorman expects 2026 net sales growth of 7% to 9% and GAAP diluted EPS between $7.57 and $7.97.
Positive Outlook
- Expected net sales growth of 7% to 9% year-over-year.
- Projected GAAP diluted EPS growth of 14% to 20%.
- Continued focus on new, innovative solutions and aftermarket leadership.
- Expansion of commercial and operational excellence initiatives.
- Strategic investments in organic growth opportunities.
Challenges Ahead
- Adjusted diluted EPS expected to decrease by 4% to 9% compared to 2025.
- Uncertainty regarding the timing dynamics of tariff pricing and costs.
- Potential impacts from changes in trade policy and replacement tariffs.
- Risks related to information security and potential cyberattacks.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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