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Dorman Products (DORM) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Oct 27, 2026 · Dorman Products (DORM) Q3 2026 earnings results →

Q3 2026 Revenue up 3% year over year to $562M · 11¢ of every $1 of revenue kept as net profit · operating margin 14.8%

Dorman Products made $562M in Q3 2026 (+3% Y/Y). Operating margin 14.8%, net earnings $59.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Oct 27, 2026.

Revenue$562M
Year over year+3%
Operating margin14.8%
Net earnings$59.2M
Operating cash flow$64.6M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $561.7M in Q3 2026, up 3% year over year and up 3% from the previous quarter.

Gross margin was 39.4%, down 5.0 points from Q3 2025. Operating profit was $82.9M, a 14.8% margin (down 4.7 points year over year). Operating profit fell $22.8M even though revenue rose $18.0M versus Q3 2025, so costs grew faster than sales. Operating expenses grew 2% against revenue growth of 3%. Net earnings were $59.2M, down 23% year over year. The effective tax rate was 23.5%.

Operating cash flow was $64.6M (up 429% year over year), 109% of net earnings. Non-cash charges added back $13.8M of depreciation and amortization and $6.3M of share-based compensation. Working capital and other items used $14.6M. Capital expenditures of $7.7M left free cash flow of $56.9M.

Quarterly history

Dorman Products revenue by quarterDorman Products revenue by quarter$508MQ1 2025$541MQ2 2025$544MQ3 2025$538MQ4 2025$529MQ1 2026$545MQ2 2026$562MQ3 2026
Dorman Products net earnings by quarterDorman Products net earnings by quarter$57.5MQ1 2025$58.7MQ2 2025$76.4MQ3 2025$11.6MQ4 2025$43.6MQ1 2026$87.8MQ2 2026$59.2MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QOct 27, 2026$562M+3%14.8%$59.2M$64.6M
Q2 202610-QAug 4, 2026$545M+0.7%21.3%$87.8M$153M
Q1 202610-QMay 4, 2026$529M+4%11.1%$43.6M$43.8M
Q4 202510-KFeb 27, 2026$538M+0.8%5.8%$11.6M$41.6M
Q3 202510-QOct 28, 2025$544M+8%19.4%$76.4M$12.2M
Q2 202510-QAug 5, 2025$541M+8%15.2%$58.7M$8.5M
Q1 202510-QMay 6, 2025$508M+8%15.8%$57.5M$51.2M

Charts

Dorman Products: revenue growth, year over year and quarter over quarterDorman Products: revenue growth, year over year and quarter over quarterY/YQ/Q+8%Q1 2025+8%+7%Q2 2025+8%+1%Q3 2025+1%-1%Q4 2025+4%-2%Q1 2026+1%+3%Q2 2026+3%+3%Q3 2026
Latest (Q3 2026): Y/Y +3%, Q/Q +3%.
Dorman Products: where the cash came from (+) and went (−), TTM to Q3 2026Dorman Products: where the cash came from (+) and went (−), TTM to Q3 2026Net borrowing (+) / repaid (−)−$471MOther financing$308MOperating cash flow$303MCash drawn (+) / kept (−)−$112MCapital spending−$33.4MOther investing$2.7MShares issued$2.2MExchange rates$157K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Dorman Products: profit against cash, quarter by quarterDorman Products: profit against cash, quarter by quarterNet incomeOperating cash flow$54.5M$71.4MQ4 2024$57.5M$51.2MQ1 2025$58.7M$8.5MQ2 2025$76.4M$12.2MQ3 2025$11.6M$41.6MQ4 2025$43.6M$43.8MQ1 2026$87.8M$153MQ2 2026$59.2M$64.6MQ3 2026
Latest (Q3 2026): Net income $59.2M, Operating cash flow $64.6M.
Dorman Products: diluted shares by fiscal yearDorman Products: diluted shares by fiscal year32MFY202032MFY202132MFY202232MFY202331MFY202431MFY2025
-5.0% since FY2020: buybacks shrank the count.
Dorman Products: long-term debt falling due (FY2024)Dorman Products: long-term debt falling due (FY2024)$28.1M2025$37.5M2026$403M2027
Cash $57.1M, short-term investments —, long-term debt $469M at 2024-12-31.
Dorman Products in its industry: growth against margin (35 companies, SIC 3714)Dorman Products in its industry: growth against margin (35 companies, SIC 3714)revenue growth, year over year →↑ operating marginmedian +2%median 4%LEAADNTBWAAPTVDCHALVVGNTDANALSNMODLCIIPATKVCGTXPHINCPSGNTXATMUSMPTHRMPlatinum SpinCo, Inc.CVGIMPAASRISTRTHLLYAEVAWKSPXOSAZIOLIDROMTKECXJATVKDORM (+3%, 15%)
Motor Vehicle Parts & Accessories; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Dorman Products

We are one of the leading suppliers of replacement and upgrade parts in the motor vehicle aftermarket industry, serving passenger cars, light-, medium-, and heavy-duty trucks, as well as specialty vehicles, including utility terrain vehicles ("UTVs") and all-terrain vehicles ("ATVs"). As of December 31, 2025, we marketed approximately 144,000 distinct parts compared to approximately 138,000 as of December 31, 2024, many of which we designed and engineered. This number excludes private-label stock keeping units and other variations in how we market, package, and distribute our products, includes distinct parts of acquired companies, and reflects distinct parts that have been discontinued at the end of their lifecycle. Our products are sold under our various brand names, under our customers’ private-label brands, or in bulk.

In its own words, from its 10-K, filed Feb 27, 2026.

Dorman Products against its Motor Vehicle Parts & Accessories peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +3% against the peers' median +2%. Operating margin: 14.8% against the peers' median 7.6%.

CompanyQuarterRevenueY/YOp. margin
DORM Dorman ProductsQ3 2026$562M+3%14.8%
LEA LearQ3 2026$5.8B+2%3.4%
ADNT AdientQ4 FY26$3.7B+1%-0.1%
BWA BorgwarnerQ3 2026$3.5B-3%8.7%
APTV AptivQ3 2026$3.2B+2%8.8%
DCH DauchQ3 2026$2.9B+93%2.5%
ALV AutolivQ3 2026$2.7B-0.5%9.4%
VGNT VersigentQ3 2026$2.5B+7%7.6%
DAN DanaQ3 2026$2.0B+6%4.5%

Source: Dorman Products 10-Q on SEC EDGAR · CIK 868780 · Motor Vehicle Parts & Accessories

Guidance and outlook

Dorman Products Tax rate: guidance against what was reportedDorman Products Tax rate: guidance against what was reportedguided rangereported (above / within / below)FY202425.9%FY202525.9%FY2026
Met or beat 0 of 2 guided periods. Grey: the last range guided before the figures came out; dot: the reported figure.

13F: who owns DORM and who is buying

Largest holders of DORM (13F)Largest holders of DORM (13F)BlackRock$557MVanguard Group$366MVanguard Portfolio Management LLC$209MMorgan Stanley$197MVanguard Capital Management LLC$166MState Street$156MDimensional Fund Advisors LP$155MRoyce & Associates LP$112MJennison Associates LLC$111MKTF Investments, LLC$106M
Funds' net buying of DORM by quarter (13F)Funds' net buying of DORM by quarter (13F)−$12.3M2024-09−$56.8M2024-12$127M2025-03$100M2025-06−$43.9M2025-09$185M2025-12−$135M2026-03$249M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on DORM

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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