Dorman Products (DORM) Earnings: Q3 Fiscal 2026 Results

The quarter ended September 26, 2026 and Dorman Products published the results on October 26, 2026. Revenue and diluted EPS are shown against Q3 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Dorman Products reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted diluted EPS, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Dorman's fiscal third quarter of 2026 ended September 26, 2026; the year-ago quarter ended September 27, 2025.
• Q4 2025 GAAP diluted EPS of $0.38 included a $51.1 million non-cash goodwill impairment charge related to the Heavy Duty segment.

Source: Dorman Products Q3 2026 results, October 26, 2026. Also in the Form 10-Q for the quarter ended September 26, 2026. Figures as reported; checked against the release on November 10, 2026.

How Dorman Products splits revenue in its own release, under its own labels, for Q3 fiscal 2026 against Q3 fiscal 2025. Indented lines are parts of the line above them.

• Dorman Products's Light Duty revenue was $444 million in Q3 fiscal 2026, up 3% from $430 million in Q3 fiscal 2025, 79% of total revenue.
• Dorman Products's Heavy Duty revenue was $66.1 million in Q3 fiscal 2026, up 5% from $63.0 million in Q3 fiscal 2025, 12% of total revenue.
• Dorman Products's Specialty Vehicle revenue was $51.8 million in Q3 fiscal 2026, up 3% from $50.4 million in Q3 fiscal 2025, 9% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

In its Q3 fiscal 2026 release, Dorman Products said:

“We now expect full-year net sales growth to be in the range of 2% to 3%, diluted EPS in the range of $7.95 to $8.15, and adjusted diluted EPS in the range of $8.50 to $8.70.”

“The Company's guidance includes the expected impact of tariffs enacted as of October 26, 2026.”

Source: Dorman Q3 2026 release, Oct 26, 2026.

This is the company's own guidance as of Oct 26, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the DORM forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Dorman Products's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 fiscal 2026 (this page), reported Oct 26, 2026

Dorman Products sells replacement parts to the motor vehicle aftermarket in three segments. In Q3 fiscal 2026 Light Duty, parts for cars and light trucks, brought in $443.7 million of $561.7 million in net sales. Heavy Duty contributed $66.1 million and Specialty Vehicle, which covers vehicles such as UTVs, $51.9 million. Total net sales rose 3.3% from $543.7 million. (Dorman Q3 2026 release, Oct 26, 2026; Dorman Form 10-Q, Q3 2026, Oct 27, 2026)

Dorman said the increase came mainly from volume in Light Duty, where new product sales and business wins lifted net sales $13.4 million, or 3.1%, partly offset by pricing decreases in certain categories. Heavy Duty grew $3.1 million, or 4.9%, on tariff-related pricing and volume, and Specialty Vehicle $1.4 million, or 2.9%, on a full quarter of tariff-related pricing enacted in Q3 2025. (Dorman Form 10-Q, Q3 2026, Oct 27, 2026)

Dorman's sales are concentrated among a few large retailers and distributors. In 2025 two customers each accounted for more than 10% of net sales and together about 40%, and the four largest customers held 78% of receivables at December 31, 2025. Dorman serviced approximately 9,000 active accounts. (Dorman Form 10-K, 2025, Feb 27, 2026)

Almost all of Dorman's sales are domestic: net sales to U.S. customers were $518.3 million in the quarter and to non-U.S. customers $43.4 million. About 77% of its products in 2025 were bought from suppliers in other countries, with the largest portion from China. (Dorman Form 10-Q, Q3 2026, Oct 27, 2026; Dorman Form 10-K, 2025, Feb 27, 2026)

Dorman Products' GAAP diluted EPS fell 20% to $1.98 in Q3 fiscal 2026, and adjusted diluted EPS fell 21% to $2.08 from $2.62. Gross margin dropped to 39.4% of net sales from 44.4%. Dorman said that was mainly higher tariff costs, and that the year-ago quarter had benefited from tariff pricing before the higher tariff costs came through. (Dorman Q3 2026 release, Oct 26, 2026; Dorman Form 10-Q, Q3 2026, Oct 27, 2026)

Adjusted EPS adds back $0.17 a share of acquisition-related intangible amortization and $0.03 of facility consolidation costs, and takes out a $0.05 bargain purchase gain, with a $0.05 tax adjustment on those items. Light Duty segment income fell to 18.5% of net sales from 23.7%, and Heavy Duty segment income was close to zero at a loss of $33 thousand. (Dorman Q3 2026 release, Oct 26, 2026; Dorman Form 10-Q, Q3 2026, Oct 27, 2026)

Dorman's share count fell. Diluted weighted average shares were 29,860 thousand against 30,782 thousand a year earlier. Dorman repurchased 115,120 shares for $14.6 million in the quarter and 931,333 shares for $111.1 million in the first nine months, leaving $348.3 million available under its program. (Dorman Q3 2026 release, Oct 26, 2026; Dorman Form 10-Q, Q3 2026, Oct 27, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Dorman Products gives full-year guidance in its release. With Q3 it narrowed the 2026 ranges to net sales growth of 2% to 3% (from 3% to 5%), diluted EPS of $7.95 to $8.15 and adjusted diluted EPS of $8.50 to $8.70 (from $8.50 to $8.80), with a tax rate estimate of 23.5% to 24.0%. (Dorman Q3 2026 release, Oct 26, 2026)

The guidance includes tariffs enacted as of October 26, 2026 and excludes later tariff changes, acquisitions, divestitures and additional share repurchases. Dorman's CEO said the outlook also assumes additional pricing actions in the fourth quarter. (Dorman Q3 2026 release, Oct 26, 2026)

A consensus figure is the average of the models published by the analysts who cover Dorman Products, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Dorman Products's own release and filings put weight on for Q3 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning DORM is on is DORM a buy or a sell?, what analysts expect next is on the DORM forecast, and what the company does is on the Dorman Products (DORM) stock page.

Every number on this page can be traced to a document Dorman Products published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.