Dorman Products(NASDAQ) DORM

Dorman Products, Inc. makes replacement parts for cars and trucks. It helps drivers fix their vehicles when original parts break or wear out. The company supplies everything from simple door handles to complex engine electronics.

Keeping Cars on the Road

• Light Duty Parts: Engine components, complex electronics, and chassis parts for passenger cars; accounted for $424.3 million in net sales in the second quarter of 2026.
• Heavy Duty Parts: Lighting, cooling, and engine management solutions for commercial trucks; generated $66.3 million in net sales in the second quarter of 2026.
• Specialty Vehicle Parts: Performance accessories and repair items for all-terrain vehicles; contributed $54.0 million in net sales in the second quarter of 2026.
• Hardware and Fasteners: Essential items like bolts, oil drain plugs, and wheel hardware used for diverse automotive repairs.
• Proprietary Brands: Replacement products marketed under names such as OE Solutions, HELP!, OE FIX, and HD Solutions.

Building a Bigger Catalog

• Introduced 1,885 new distinct parts to customers during the first six months of 2026.
• Launched 528 parts categorized as "New-to-the-Aftermarket" in the first half of 2026.
• Invested in a complex electronics program to address the average of 100 electronic modules found in modern vehicles.
• Expanded the heavy-duty sector to provide parts traditionally available only through original equipment manufacturers.

What Makes Dorman Different?

Dorman specializes in providing parts that consumers previously could only find at dealerships or salvage yards. The company maintains an in-house engineering team to design and test complex electronic modules for consistent performance.

The Latest Numbers

• Net sales were $1,073.4 million for the six months ended June 27, 2026, up 2.4% year over year.
• Gross profit rose to 46.1% of net sales in the second quarter of 2026, up 550 basis points year over year.
• The company recorded $98.1 million in tariff refunds during the second quarter of 2026.
• Net income reached $87.8 million for the three months ended June 27, 2026.
• Cash and cash equivalents totaled $132.0 million as of June 27, 2026.

Bottom Line

Dorman has evolved from a general hardware supplier into a provider of complex automotive components for various vehicle sectors. Its focus on internal engineering and a wide distribution network supports its relevance in the repair market.