DORM

EX-99.1

2 dorm-20260627xexx991.htm

EX-99.1

Document

Exhibit 99.1

Dorman Products, Inc. Reports Second Quarter 2026 Results; Updates 2026 Guidance

Highlights (All comparisons are to the prior year period unless otherwise noted):

•Net sales of $544.6 million for the quarter, up 0.7%

•Diluted earnings per share (“EPS”) of $2.93, up 53%, and adjusted diluted EPS* of $3.08, up 50%

•Generated $152.6 million of cash from operating activities; repurchased $47 million of shares

•Earnings and cash from operating activities benefited from IEEPA tariff cost recovery*

•Updates its full-year guidance for 2026

COLMAR, PA (August 3, 2026) – Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM), a leading supplier in the motor vehicle aftermarket industry, today announced its financial results for the second quarter ended June 27, 2026.

Kevin Olsen, Dorman’s Chairman, President, and Chief Executive Officer, stated, “Our second quarter results included record earnings and strong cash flow generation, reflecting both solid operating performance and the recovery of IEEPA tariff costs recognized in prior periods. Year-over-year, net sales for the quarter increased 1% to $545 million, diluted EPS increased 53% to $2.93, and adjusted diluted EPS increased 50% to $3.08. In addition, we generated $153 million of operating cash flow in the quarter and returned capital to shareholders through $47 million of share repurchases. We believe our cash flow generation positions the company well to make strategic investments and drive long-term growth.

“Given our performance through the first half of the year and targeted pricing actions we are taking as a result of a more stable tariff environment, we are updating our full-year 2026 guidance. We now expect net sales growth of 3% to 5%, diluted EPS in the range of $7.93 to $8.23, and adjusted diluted EPS in the range of $8.50 to $8.80.

“Supported by our strengthened balance sheet, expanded liquidity from our recent debt refinancing, and the strategic advantages of our diversified supplier network and innovation engine, we remain confident in our ability to deliver differentiated solutions for our customers and strong value for our shareholders.”

Second Quarter Financial Results

The Company reported second quarter 2026 net sales of $544.6 million, up 0.7% compared to net sales of $541.0 million in the second quarter of 2025.

Gross profit was $251.2 million in the second quarter of 2026, or 46.1% of net sales, compared to $219.5 million, or 40.6% of net sales, in the same quarter last year.

Selling, general, and administrative (“SG&A”) expenses were $135.0 million, or 24.8% of net sales, in the second quarter of 2026, compared to $137.0 million, or 25.3% of net sales, in the same quarter last year. Adjusted SG&A expenses* were $129.6 million, or 23.8% of net sales, in the second quarter of 2026, compared to $131.3 million, or 24.3% of net sales, in the same quarter last year.

Diluted EPS was $2.93 in the second quarter of 2026, up 53% compared to diluted EPS of $1.91 in the same quarter last year. Adjusted diluted EPS* was $3.08 in the second quarter of 2026, up 50% compared to adjusted diluted EPS* of $2.06 in the same quarter last year.

Segment results were as follows:

Net SalesSegment Profit Margin

($ in millions)Q2 2026Q2 2025ChangeQ2 2026Q2 2025Change

Light Duty$424.3 $424.4 0 %24.7 %18.5 %620 bps

Heavy Duty$66.3 $62.1 7 %4.2 %0.8 %340 bps

Specialty Vehicle$54.0 $54.5 -1 %26.1 %17.3 %880 bps

2026 Guidance

The Company updates its full-year 2026 guidance as detailed in the table below. The Company's guidance includes the expected impact of tariffs enacted as of August 3, 2026. The Company’s guidance excludes the impact of potential tariff changes after August 3, 2026, future acquisitions and divestitures, and additional share repurchases.

Updated 2026 Guidance Prior 2026 Guidance

Net Sales Growth vs. 20253% – 5%7% – 9%

Diluted EPS $7.93 – $8.23$7.57 – $7.97

Growth vs. 202519% – 24%14% – 20%

Adjusted Diluted EPS* $8.50 – $8.80$8.10 – $8.50

Growth vs. 2025(4)% – (1)%(9)% – (4)%

Tax Rate Estimate 23.5%23.5%

Conference Call and Webcast

The Company will hold a conference call and webcast for investors on Tuesday, August 4, 2026, beginning at 8:00 a.m. Eastern Time. The conference call can be accessed by telephone at (800) 420-1459 within the U.S. or +1 (203) 518-9861 outside the U.S. When prompted, enter the conference ID “DORMQ226”. A live audio webcast and accompanying presentation materials can be accessed on the Company’s website at investors.dormanproducts.com. A replay of the webcast will be made available on the website shortly after the conclusion of the call.

About Dorman Products

Dorman gives professionals, enthusiasts, and owners greater freedom to fix motor vehicles. For over 100 years, we have been driving new solutions, releasing tens of thousands of aftermarket replacement products engineered to save time and money and increase conve

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dorm-20260225FALSE000086878000008687802026-02-252026-02-25

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): February 25, 2026

DORMAN PRODUCTS, INC.

(Exact name of registrant as specified in its charter)

Pennsylvania000-1891423-2078856 (State or other jurisdiction of incorporation) (Commission File Number)(IRS Employer Identification No.)

3400 East Walnut Street, Colmar, Pennsylvania 18915 (Address of principal executive offices) (Zip Code) Registrant’s telephone number, including area code:  (215) 997-1800

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading Symbol(s) Name of each exchange on which registered Common Stock, $0.01 Par ValueDORMThe Nasdaq Stock Market LLC

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company  o If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.  o

Item 2.02    Results of Operation and Financial Condition On February 25, 2026, Dorman Products, Inc. (the “Company”) issued a press release announcing its financial results for the fourth quarter and full year ended December 31, 2025. A copy of the press release is attached hereto as Exhibit 99.1 and incorporated by reference herein. The Company will hold a conference call and webcast on February 26, 2026 (see information in the press release attached hereto as Exhibit 99.1 under “Conference Call and Webcast”).

Item 9.01    Financial Statements and Exhibits. (d)    Exhibits

Exhibit NumberDescription

99.1Press Release dated February 25, 2026

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

DORMAN PRODUCTS, INC.

Date: February 25, 2026By:/s/ David M. Hession Name:David M. Hession Title:Senior Vice President, and Chief Financial Officer