Equity Profile

DORM

Dorman Products, Inc.

Consumer DiscretionaryAutomotive Parts & Equipment$3.8B

May4Mon

Post-Earnings Recap

ReportedQ1-2026After Close4:01 PM EDT

Dorman Products, Inc. Beats on EPS, Stock Down 1.8%

Metric	Actual	Expected	Surprise
EPS	$1.57	$1.57	+3.63%
Revenue	N/A	$526M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Dorman Products, Inc. Beats on EPS, Stock Down 1.8%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$1.57	$1.57	+3.63%
Revenue	N/A	$526M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based solely on numerical results.

What It Means

Dorman Products, Inc. reported earnings that met expectations for EPS but did not provide revenue figures. The stock reacted negatively, declining by 1.8%. Investors may be concerned about the lack of revenue information and future guidance.

Company Snapshot

Dorman Products, Inc. (DORM) is a leading supplier of automotive parts and equipment, focusing on providing innovative solutions for vehicle repair....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well Dorman is managing costs and generating income.

$1.57

Revenue

Revenue growth is crucial for assessing the company's ability to expand its market share and meet consumer demand.

$526M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Dorman Products, Inc. (DORM) is a leading supplier of automotive parts and equipment, focusing on providing innovative solutions for vehicle repair. As a player in the consumer discretionary sector, Dorman's performance is closely tied to consumer spending trends and the overall health of the automotive market.

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+18.93%

Avg Stock Reaction

-1.88%

Last Quarter Recap

In Q4-2025, Dorman reported an EPS of $2.17, slightly above estimates, but the stock fell by 9.41% the following day. This decline suggests that investor expectations may have been set higher than the actual performance.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Dorman to report solid earnings this quarter, with a consensus EPS of $1.57. However, the stock's recent performance indicates that investors may be cautious about the company's ability to meet or exceed these expectations.

Bull Case

If Dorman can deliver an EPS above the consensus, it could signal strong operational efficiency and market demand, potentially leading to a positive stock reaction.

Bear Case

Conversely, if the company fails to meet earnings expectations or provides weak guidance, it could lead to a significant drop in stock price, especially given the recent history of stock declines following earnings.

Key Metrics to Watch

EPS

$1.57

Earnings per share is a key indicator of profitability and will show how well Dorman is managing costs and generating income.

Revenue

$526M

Revenue growth is crucial for assessing the company's ability to expand its market share and meet consumer demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Dorman's EPS exceed the consensus estimate of $1.57?

A beat on EPS could indicate strong operational performance, which is critical for investor confidence.

What guidance will management provide for revenue growth this quarter?

Investors will closely watch for any signs of future growth or challenges, which could significantly impact stock sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Dorman's ability to leverage its innovative product offerings, which could drive better-than-expected revenue growth.

Supporting Evidence

Dorman has consistently beaten EPS estimates in the past, indicating strong operational capabilities.

The options market is pricing in a significant move, suggesting that traders expect a surprise, either positive or negative.

Key Risk

If revenue growth comes in below $500M, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Dorman's ability to meet or exceed earnings expectations amid a competitive automotive parts market.

Bull Confirmed If

An EPS of $1.65 or higher would confirm the bull case, indicating strong demand and cost management.

Bear Confirmed If

An EPS below $1.50 would confirm the bear case, suggesting operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±7.99%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a nearly 8% move in either direction, indicating that traders expect significant volatility around the earnings report.

Options are pricing ±8.0% while DORM has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

30.6%

Calls (100)P/C Ratio: 3.00Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: X of Y (Z%)

This setup has occurred 30 times across Consumer Discretionary in the last 2 years. The average absolute 1-day move is 4.2%, with a raw directional average of +1.1% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dorman beats expectations, history suggests a potential average one-day move of +4.64%, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction, as investors assess management's commentary for future guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of -1.86% following earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches that could drive sales.
2Insights into supply chain management and its impact on costs.
3Management's commentary on consumer demand trends in the automotive sector.
4Any specific guidance on revenue expectations for the upcoming quarters.
5Responses to analyst questions regarding competitive pressures in the market.

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Company Snapshot

Dorman Products, Inc. (DORM) is a leading supplier of automotive parts and equipment, focusing on providing innovative solutions for vehicle repair....

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well Dorman is managing costs and generating income.

$1.57

Revenue

Revenue growth is crucial for assessing the company's ability to expand its market share and meet consumer demand.

$526M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

100%

Avg EPS Surprise

+18.93%

Avg Stock Reaction

-1.88%

Last Quarter Recap

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Dorman can deliver an EPS above the consensus, it could signal strong operational efficiency and market demand, potentially leading to a positive stock reaction.

Bear Case

Key Metrics to Watch

EPS

$1.57

Earnings per share is a key indicator of profitability and will show how well Dorman is managing costs and generating income.

Revenue

$526M

Revenue growth is crucial for assessing the company's ability to expand its market share and meet consumer demand.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Dorman's EPS exceed the consensus estimate of $1.57?

A beat on EPS could indicate strong operational performance, which is critical for investor confidence.

What guidance will management provide for revenue growth this quarter?

Investors will closely watch for any signs of future growth or challenges, which could significantly impact stock sentiment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Dorman's ability to leverage its innovative product offerings, which could drive better-than-expected revenue growth.

Supporting Evidence

Dorman has consistently beaten EPS estimates in the past, indicating strong operational capabilities.

The options market is pricing in a significant move, suggesting that traders expect a surprise, either positive or negative.

Key Risk

If revenue growth comes in below $500M, it could undermine the bullish sentiment surrounding the stock.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on Dorman's ability to meet or exceed earnings expectations amid a competitive automotive parts market.

Bull Confirmed If

An EPS of $1.65 or higher would confirm the bull case, indicating strong demand and cost management.

Bear Confirmed If

An EPS below $1.50 would confirm the bear case, suggesting operational challenges.

Pre-Earnings Positioning

Options Market

Implied Move

±7.99%

Historical Avg

±3.0%

Pricing rich

The options market is pricing in a nearly 8% move in either direction, indicating that traders expect significant volatility around the earnings report.

Options are pricing ±8.0% while DORM has averaged ±3.0% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.5%

30d HV

30.6%

Calls (100)P/C Ratio: 3.00Puts (300)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Consumer Discretionary

n=30

Fade rate: X of Y (Z%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Dorman beats expectations, history suggests a potential average one-day move of +4.64%, confirming strong operational health.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction, as investors assess management's commentary for future guidance.

Miss

A miss could lead to a decline, with historical patterns indicating an average drop of -1.86% following earnings misses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches that could drive sales.
2Insights into supply chain management and its impact on costs.
3Management's commentary on consumer demand trends in the automotive sector.
4Any specific guidance on revenue expectations for the upcoming quarters.
5Responses to analyst questions regarding competitive pressures in the market.