Consumer Discretionary·Automotive Parts & Equipment·$3.3B
Dorman Products Inc (DORM) operates in the consumer discretionary sector, focusing on automotive parts and equipment. The company plays a crucial role in the automotive aftermarket, providing a wide range of replacement parts that are essential for vehicle maintenance and repair.
Earnings Per Share (EPS)
EPS is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
Revenue growth is vital for understanding the company's market demand and overall performance.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
8Q
EPS Beat Rate
100%
Avg EPS Surprise
+25.88%
Avg Stock Reaction
-1.86%
In the last quarter (Q4-2025), Dorman reported an EPS of $2.17, slightly beating expectations. However, the stock fell by 9.41% the following day, indicating market concerns despite the earnings beat.
Management Promises & Guidance
Analysts expect Dorman to report solid earnings, with a consensus EPS of $1.57 and revenue of $526 million. The market is closely watching how the company navigates current supply chain challenges and consumer demand.
Bull Case
If Dorman exceeds EPS expectations and shows strong revenue growth, it could indicate robust demand and effective cost management, leading to a positive stock reaction.
Bear Case
Conversely, if the company fails to meet EPS or revenue expectations, it may raise concerns about market share and profitability, potentially leading to a negative stock reaction.
Earnings Per Share (EPS)
$1.57EPS is a key indicator of profitability and helps investors gauge the company's financial health.
Revenue
$526MRevenue growth is vital for understanding the company's market demand and overall performance.
The print will turn on these two things.
Q1
Will Dorman's EPS exceed the consensus estimate of $1.57?
A beat on EPS would reinforce the company's profitability and could lead to a positive market reaction.
Q2
How does Dorman expect to manage supply chain challenges impacting revenue?
Insight into supply chain management will be critical for understanding revenue stability and future growth potential.
Why consensus could be wrong
The market may be underestimating Dorman's ability to navigate supply chain issues effectively, which could lead to better-than-expected revenue.
Supporting Evidence
Dorman has consistently beaten EPS estimates in the past, indicating strong operational performance.
Recent trends in the automotive aftermarket suggest a rebound in consumer spending, which could benefit Dorman.
The company's commitment to expanding product lines may not be fully reflected in current revenue estimates.
Key Risk
If supply chain improvements lead to revenue above $530 million, it could challenge current bearish sentiment.
Pre-commit to what would confirm each case.
The market is debating Dorman's ability to maintain profitability amidst supply chain issues and fluctuating consumer demand.
Bull Confirmed If
An EPS of $1.60 or higher with revenue exceeding $530 million would confirm a strong bull case.
Bear Confirmed If
An EPS below $1.50 or revenue below $520 million would support a bear case.
Implied Move
±4.2%
The options market is pricing in a move of approximately 4.2% around the earnings report, suggesting some uncertainty among investors.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Dorman beats expectations, history suggests a potential average move of +3.02% in the stock price, confirming strong demand.
In-Line / Cautious
If results are in line with expectations, the stock may react cautiously, reflecting uncertainty about future growth.
Miss
In the event of a miss, history suggests a potential average move of -1.86%, indicating market disappointment.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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COLGATE PALMOLIVE CO
May 1, 2026