The company benefits from sustained demand from an aging vehicle fleet and delayed new car purchases, driving stable recurring revenue and margin expansion through launching high-margin proprietary products and executing cost-saving initiatives. Dorman operates through three segments: Light Duty, Heavy Duty, and Specialty Vehicle.
Cyborg Score Rationale
Full-year 2025 net sales were $2.13B (+6.0%) and diluted EPS was $6.64 (+8%). Recent leadership changes and strong guidance for 2026 demonstrate operational momentum, though the company faced a recent goodwill impairment in its Heavy Duty segment.
Top Insights
2025 revenue grew 6.0% to $2.13B with diluted EPS up 8% to $6.64
2026 guidance projects 7-9% sales growth and diluted EPS of $7.57-$7.97
Key leadership changes in January 2026 include Charles W. Rayfield as CFO designate and Nathan J. Porter as Chief Operations Officer
Launched all-new OE FIX EPS rack for Ram trucks after multi-year development program, marking innovative product expansion
Named Competitors
Automotive Replacement Parts — Aftermarket engine and chassis components
Automotive Components — Remanufactured and replacement automotive parts
Vehicle Service/Maintenance — Automotive service and parts retail
Recent Developments
(February 2026) Q4 2025 earnings reported; heavy duty segment goodwill impairment of $51.1M partially offset strong Light Duty performance
(January 2026) Strategic leadership appointments: new CFO and Chief Operations Officer to accelerate growth
(October 2025) Launch of all-new OE FIX electronic power steering rack for Ram/Ram Classic trucks (2013-2024 models)
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