Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.While many investors like to look for momentum i ...

A strong stock as of late has been Dorman Products (DORM) . Shares have been marching higher, with the stock up 24% over the past month. The stock hit a new 52-week high of $150.24 in the previous session. Dorman Products has gained 15.5% since the start of the year compared to the -8.5% gain for the Zacks Auto-Tires-Trucks sector and the -8.2% return for the Zacks Automotive - Replacement Parts industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it has ...

Dorman Products (DORM) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #2 (Buy). This rating change essentially reflects an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors often ...

Dorman Products (DORM) Q2 2025 Earnings Call August 05, 2025 08:00 AM ET Company ParticipantsAlexander Whitelam - VP - IR & Risk ManagementKevin Olsen - President, CEO & DirectorDavid Hession - Senior VP, CFO & TreasurerBret Jordan - Managing DirectorConference Call ParticipantsNone - AnalystOperatorGood morning, and thank you for standing by. Welcome to the Dorman Products Second Quarter twenty twenty five Earnings Conference Call. At this time, all participants are in a listen only mode. Please note that ...

Financial Data and Key Metrics Changes - Consolidated net sales for Q2 2025 grew 8% year over year to $541 million, driven by strong volume growth from increased customer demand, particularly in the light duty business [6][19] - Adjusted operating margin for Q2 2025 was 16.3%, a 70 basis point increase over the previous year [7][20] - Adjusted diluted EPS for the quarter was $2.06, reflecting a 23% year over year increase [20] Business Line Data and Key Metrics Changes - Light Duty business net sales increased 10% year over year in Q2, with segment operating margin rising to 18.5%, a 140 basis point improvement [21][22] - Heavy Duty segment achieved 1% net sales growth despite market pressures, with a slight positive operating margin of 80 basis points [23] - Specialty Vehicle segment saw a 3% decline in net sales compared to the previous year, but maintained strong engagement in UTV and ATV ridership [25] Market Data and Key Metrics Changes - Vehicle miles traveled increased year over year, and the average age of light duty vehicles rose to 12.8 years, contributing to strong volume growth [9] - Market conditions in the trucking and freight industry remained soft, impacting the Heavy Duty segment [23] Company Strategy and Development Direction - The company is focusing on diversifying its supplier base and implementing cost-saving measures to mitigate tariff impacts [12][13] - Long-term investments in product development and productivity initiatives are expected to drive sales growth and margin expansion [10][24] - The company aims to leverage its asset-light model and diversified supply chain as competitive advantages [9] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the future, citing strong performance in the first half of 2025 and an improved outlook for the remainder of the year [14][30] - The company anticipates net sales growth in the range of 7% to 9% for 2025, an increase from previous guidance [14] - Adjusted diluted EPS guidance was raised to a range of $8.6 to $8.9, reflecting strong performance and pricing strategies [16] Other Important Information - Operating cash flow in Q2 was $9 million, significantly impacted by higher tariff costs and increased inventory investments [27] - The company paused share repurchases to preserve cash amid market uncertainty [27][28] - Total liquidity at the end of the quarter was $656 million, up from $642 million at the end of 2024 [29] Q&A Session Summary Question: What are the incremental margins for every dollar of sales recovery in the heavy duty segment? - Management indicated that the heavy duty business is more manufacturing-weighted, and they expect mid-teen operating profit levels when normalized [34] Question: What is the impact of tariffs by segment? - Management noted that the light duty segment has less exposure due to a diversified supply chain, while heavy duty has a modest impact from tariffs [35][36] Question: Can you elaborate on light duty customer POS and inventory? - Management stated that sell-out was low single digits, but inventory levels were in line with historical data, with no significant pre-buying ahead of tariffs [40][41] Question: What initiatives are driving margin growth in light duty? - Management highlighted supply chain diversification, productivity improvements, and a focus on new products as key drivers of margin growth [52][54] Question: What is the capital allocation strategy? - The company aims to manage debt, invest internally for returns, pursue strategic M&A, and opportunistically repurchase shares [56]

DORMAN PRODUCTS, INC. could affect the Company's business, reputation, results of operations, financial condition, and stock price is included in the Company's filings with the Securities and Exchange Commission ("SEC"), including in the "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operations" sections of the Company's most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings. The Company is under no obligation to, and expressly ...

Dorman Products (DORM) came out with quarterly earnings of $2.06 per share, beating the Zacks Consensus Estimate of $1.76 per share. This compares to earnings of $1.67 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +17.05%. A quarter ago, it was expected that this distributor of parts to automotive retailers would post earnings of $1.48 per share when it actually produced earnings of $2.02, delivering a surprise of +36.49%.Ov ...

Exhibit 99.1 Dorman Products, Inc. Reports Second Quarter 2025 Results and Raises Full Year 2025 Guidance Highlights (All comparisons are to the prior year period unless otherwise noted): COLMAR, PA (August 4, 2025) – 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 28, 2025. Kevin Olsen, Dorman's President and Chief Executive Officer, stated, "We had an outs ...

Highlights (All comparisons are to the prior year period unless otherwise noted): Net sales of $541.0 million for the quarter, up 7.6% compared to $503.0 millionDiluted earnings per share (“EPS”) of $1.91, up 25% compared to $1.53Adjusted diluted EPS* of $2.06, up 23% compared to $1.67Raises its full year guidance for 2025 COLMAR, Pa., Aug. 04, 2025 (GLOBE NEWSWIRE) -- Dorman Products, Inc. (the “Company” or “Dorman”) (NASDAQ: DORM), a leading supplier in the motor vehicle aftermarket industry, today announ ...

One enterprise that has recently underperformed my expectations has been Dorman Products (NASDAQ: DORM ). You see, whenever I rate a company a "Hold," I'm making the claim that shares should experience returns that would be similar to the broader market as measuredCrude Value Insights offers you an investing service and community focused on oil and natural gas. We focus on cash flow and the companies that generate it, leading to value and growth prospects with real potential.Subscribers get to use a 50+ sto ...