Dorman Products (NasdaqGS:DORM) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAlex Whitelam - VP of Investor RelationsDavid Hession - CFOKevin Olsen - CEOTristan Thomas-Martin - Equity Research AssociateConference Call ParticipantsBret Jordan - Managing Director and Senior Equity Research AnalystDavid Lentz - Managing Director and Senior Research AnalystGary Prestopino - Senior Research AnalystJeff Lee - AnalystJustin Ages - Director and Equity Research AnalystScott Stember - Manag ...

Dorman Products (NasdaqGS:DORM) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Company ParticipantsAlex Whitelam - VP of Investor RelationsDavid Hession - CFOKevin Olsen - CEOTristan Thomas-Martin - Equity Research AssociateConference Call ParticipantsBret Jordan - Managing Director and Senior Equity Research AnalystDavid Lentz - Managing Director and Senior Research AnalystGary Prestopino - Senior Research AnalystJeff Lee - AnalystJustin Ages - Director and Equity Research AnalystScott Stember - Manag ...

Dorman Products (NasdaqGS:DORM) Q4 2025 Earnings call February 26, 2026 08:00 AM ET Speaker8Good morning. Thank you for standing by. Welcome to the Dorman Products Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. A question and answer session will follow the formal presentation. Please note that this conference is being recorded. I would now like to turn the conference over to Alex Whitelam, Vice President of Investor Relations. Thank you, sir. Please g ...

DORMAN PRODUCTS, INC. Q4 2025 EARNINGS PRESENTATION FEBRUARY 26, 2026 TDORMANT Forward-Looking Statements & Non-GAAP Financial Measures FORWARD-LOOKING STATEMENTS This presentation contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements, other than statements of historical facts, may be forward-looking statements. Words such as "may," "will," "should," "likely," "probably," "anticipates," "expects," "intends," "plans," "projects," "bel ...

Exhibit 99.1 Dorman Products, Inc. Reports Fourth Quarter and Full Year 2025 Results; Issues 2026 Guidance Highlights (All comparisons are to the prior year period unless otherwise noted): Fourth Quarter Full Year COLMAR, PA (February 25, 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 fourth quarter and full year ended December 31, 2025. Kevin Olsen, Dorman's President and C ...

Highlights (All comparisons are to the prior year period unless otherwise noted): Fourth Quarter Net sales of $537.9 million, up 0.8%Diluted earnings per share (“EPS”) of $0.38, down 79%, reflecting a $51.1 million non-cash goodwill impairment charge related to the Heavy Duty segmentAdjusted diluted EPS* of $2.17, down 1%Generated $41.6 million of cash from operating activities Full Year Net sales of $2.13 billion, up 6.0%Diluted EPS of $6.64, up 8%, inclusive of a $51.1 million non-cash goodwill impairment ...

Industry Overview - The Zacks Automotive Replacement Parts industry is facing challenges due to persistent cost inflation, intensifying competition, and increasing vehicle complexity, which dampen margins and pricing power [1][3][4] - The aging vehicle fleet serves as a stabilizing demand factor, as consumers maintain older cars amid high vehicle prices [1][7] - The industry is undergoing a transition influenced by evolving consumer expectations, rising vehicle complexity, and technological innovation [2] Key Challenges - Margin pressure is driven by elevated labor, freight, and sourcing costs, with incomplete cost pass-through limiting margin recovery, especially for smaller distributors [3] - Rising vehicle complexity, including advanced electronics and EV-specific systems, increases repair costs and execution risks for aftermarket players [4] - Tariff exposure from reliance on imported parts adds cost volatility, impacting margins and increasing earnings volatility for manufacturers and distributors [5] - Intensifying competition from private-label expansion and aggressive promotions limits pricing power, while elevated investments in technology raise operating costs [6] Demand Drivers - The aging vehicle fleet, with an average age of nearly 12.8 years in the U.S., supports demand for replacement parts as older vehicles require more frequent repairs [7] Industry Performance - The Zacks Automotive Replacement Parts industry ranks 208, placing it in the bottom 14% of around 240 Zacks industries, indicating weak near-term prospects [8][9] - The industry has underperformed compared to the Auto, Tires, and Truck sector and the S&P 500, declining approximately 5% over the past year [11] Valuation Metrics - The industry is currently trading at an EV/EBITDA ratio of 9.64X, significantly lower than the S&P 500's 17.29X and the sector's 28.92X [14] Company Highlights - Genuine Parts Company (GPC) is expanding through acquisitions and restructuring initiatives, enhancing operational efficiency and maintaining a shareholder-friendly approach with a 3% dividend increase for 2025 [18][19] - GPC has a Zacks Rank 2 (Buy), with a consensus estimate implying 4% sales growth and 10% EPS growth for 2026 [20] - Dorman Products focuses on product innovation and market expansion, with a recent acquisition strengthening its growth profile [23] - Dorman has a Zacks Rank 3 (Hold), with a consensus estimate indicating 6% sales growth and 9% EPS growth for 2026 [25]

Core Viewpoint - Dorman Products, Inc. will report its financial results for Q4 and the full year of 2025 on February 25, 2026, after the market closes [1] Financial Reporting - The company will conduct a conference call and webcast on February 26, 2026, at 8:00 a.m. ET to discuss the financial results [2] - Access to the conference call is available via phone or through a live audio webcast on the company's website [2] Company Overview - Dorman Products has been providing aftermarket replacement products for over 100 years, focusing on solutions that save time and money for vehicle repairs [3] - The company offers a diverse catalog of products for cars, trucks, and specialty vehicles, covering various components from chassis to electronics [4]

Core Insights - Dorman Products, Inc. announced key leadership changes aimed at accelerating its growth strategy in the motor vehicle aftermarket industry [1][2] Leadership Changes - Charles W. Rayfield has been appointed as Senior Vice President, Chief Financial Officer Designate, succeeding David M. Hession, with his formal appointment effective after the filing of the Annual Report for fiscal 2025 [2][3] - Nathan J. Porter has joined as Senior Vice President, Chief Operations Officer, overseeing operations for both Light Duty and Heavy Duty segments, previously serving at ADI Global Distribution and Snap One [4] - Eric B. Luftig has been promoted to President, Light Duty, after serving as Senior Vice President of Product, Engineering, Quality and Manufacturing since 2021, bringing 30 years of experience in various sectors [5] - Steven A. Bashir has been appointed as President, Heavy Duty, succeeding John R. McKnight, with a background in sales leadership at ZF Services and other companies [6] Company Overview - Dorman Products has been a leading supplier in the motor vehicle aftermarket for over 100 years, providing a wide range of aftermarket replacement products designed to enhance convenience and reliability [7][8]

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