Every 8-K that Dorman Products, Inc. New (DORM) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DORM and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DORM filings page.
Dorman Products reported second-quarter 2026 net sales of $544.6 million, up 0.7% from $541.0 million a year earlier. Gross profit increased to $251.2 million, or 46.1% of sales, versus 40.6%, lifting income from operations to $116.2 million and net income to $87.8 million. Diluted EPS was $2.93, up 53% from $1.91, and adjusted diluted EPS was $3.08, up 50%.
Results and cash flow benefited from IEEPA tariff cost recovery. Operating cash flow rose to $152.6 million in the quarter and $196.4 million year-to-date; the company repurchased $47 million of shares and ended June 27, 2026 with $132.0 million of cash and $440.5 million of long-term debt. Management now expects full-year 2026 net sales growth of 3%–5%, diluted EPS of $7.93–$8.23, and adjusted diluted EPS of $8.50–$8.80, assuming a 23.5% tax rate and tariffs enacted as of August 3, 2026.
Dorman Products, Inc. entered into major financing transactions. The company issued $450,000,000 of 6.250% senior notes due June 15, 2034, paying interest semi-annually starting December 15, 2026. The notes are senior unsecured obligations guaranteed by certain wholly owned subsidiaries and include optional redemption features and a change of control repurchase at 101% of principal plus accrued interest.
Dorman also amended its credit agreement, replacing the prior revolving facility with a new $800,000,000 five-year revolving credit facility maturing June 16, 2031, and repaid all outstanding term loans using proceeds from the notes. The amended facility is secured by substantially all personal property of the company and key domestic subsidiaries and includes financial covenants, including a maximum consolidated secured net leverage ratio of 3.50 to 1.00 (temporarily 4.00 to 1.00 after certain acquisitions) and a minimum consolidated interest coverage ratio of 2.00 to 1.00.
Dorman Products, Inc. entered into a purchase agreement to issue and sell $450 million aggregate principal amount of 6.250% Senior Notes due 2034 in a private offering to institutional and non‑U.S. investors under Rule 144A and Regulation S. The Notes will be issued at 100.000% of par, bear interest at 6.250% payable semi‑annually on June 15 and December 15 starting December 15, 2026, and mature on June 15, 2034. Existing and future wholly‑owned domestic subsidiaries that guarantee the company’s credit agreement and certain other indebtedness will guarantee the Notes. Dorman intends to use the net proceeds primarily to repay indebtedness under existing credit facilities and, if any remains, for general corporate purposes. Closing is expected on June 16, 2026, subject to customary conditions.
Dorman Products, Inc. held its 2026 Annual Meeting of Shareholders on May 15, 2026. Shareholders voted on director elections, executive pay, auditor ratification, and a new incentive plan.
All eight director nominees were elected, each receiving over 25.9 million votes in favor, with broker non-votes of 1,514,853 on each election. Shareholders approved, on an advisory basis, the compensation of named executive officers with 26,322,500 votes in favor versus 1,042,754 against. They also ratified KPMG LLP as independent registered public accounting firm for 2026 with 28,315,138 votes in favor. In addition, the Dorman Products, Inc. 2026 Omnibus Incentive Plan was approved, receiving 27,005,093 votes in favor against 364,902 votes opposed.
Dorman Products reported first-quarter 2026 net sales of $528.8 million, up 4.2% from $507.7 million a year earlier, as demand grew across its segments. Net income was $43.6 million and diluted EPS was $1.43, down 24% from $1.87, mainly due to higher tariff-related costs. Adjusted diluted EPS was $1.57, down 22% from $2.02. Gross margin declined to 36.0% of sales from 40.9%, while SG&A leverage modestly improved on an adjusted basis. The company generated $43.8 million of operating cash flow and repurchased $51 million of shares at an average price of $118. For full-year 2026, Dorman reaffirmed guidance for net sales growth of 7%–9%, GAAP diluted EPS of $7.57–$7.97, and adjusted diluted EPS of $8.10–$8.50.
Dorman Products reported modest fourth quarter growth but a stronger full year for 2025 and issued detailed 2026 guidance. Fourth quarter 2025 net sales were $537.9 million, up 0.8% from 2024, while gross margin improved to 42.6% of sales. A $56.7 million goodwill impairment in the Heavy Duty segment drove diluted EPS down 79% to $0.38, though adjusted diluted EPS was $2.17, just 1% lower than a year earlier.
For full year 2025, net sales rose 6.0% to $2.13 billion and gross margin expanded to 42.1%. Diluted EPS increased to $6.64, up 8%, and adjusted diluted EPS grew 24% to $8.87, reflecting higher profitability after excluding amortization, transaction costs, workforce actions and the impairment charge. Operating cash flow was $113.6 million, down from $231.0 million in 2024.
Management expects 2026 net sales to grow 7%–9% versus 2025, with diluted EPS between $7.57 and $7.97, implying 14%–20% growth. Adjusted diluted EPS is projected between $8.10 and $8.50, or a 9%–4% decline, based on assumptions about tariffs and excluding future acquisitions, divestitures and share repurchases.
Dorman Products, Inc. is making planned leadership changes in its finance organization. The company appointed Charles W. Rayfield as Senior Vice President, Chief Financial Officer Designate and Treasurer effective January 19, 2026. Under an offer letter dated December 10, 2025, he will become Senior Vice President, Chief Financial Officer, Treasurer and principal financial officer on the first business day after the company files its Form 10-K for the year ended December 31, 2025.
Mr. Rayfield’s compensation includes an annualized base salary of $525,000, a target annual bonus equal to 75% of base salary, a sign-on cash bonus of $350,000 payable in March 2026 subject to prorated repayment conditions, and target equity award opportunities of $500,000, increasing to $600,000 for the March 2026 grant cycle. He will also be subject to non-disclosure and post-employment non-competition and non-solicitation covenants.
Current Chief Financial Officer David M. Hession will remain CFO and principal financial officer until the transition date, then move to an Advisor role to the President and CEO, with a reduced annualized base salary of $50,000 and continued, but limited, bonus eligibility and equity vesting through an expected retirement around March 5, 2027. In addition, Jeffrey L. Darby will shift from leading Sales & Marketing for the Light Duty segment to a broader role as Senior Vice President, Enterprise Sales.
Dorman Products (DORM) filed an 8-K announcing quarterly results communications. The company issued a press release with operating results for the third fiscal quarter ended September 27, 2025. It also scheduled a conference call and webcast on October 28, 2025, with access details provided in the press release attached as Exhibit 99.1.