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Dorman Products Hits $562 Million in Sales — Why Did Earnings Drop 21%?

Dorman Products, Inc. reported third-quarter 2026 results marked by top-line gains across all three business segments, with consolidated net sales reaching a record $562 million, a 3% increase year over year. Growth was driven primarily by volume increases in the light-duty and heavy-duty segments, while pricing pressures continued to weigh on certain categories, particularly as tariff-related pricing adjustments played a role in the quarter’s performance. Adjusted operating margin stood at 15.8%, and adjusted EBITDA margin was 18.5%, reflecting difficult comparisons to the prior year’s quarter, which had tariff-driven price benefits without associated costs. Adjusted diluted earnings per share declined 21% to $2.08 compared to the prior year, impacted by tariff timing differences, higher tax rates, and lower other income.