Dorman Products (DORM) Q2 FY26 earnings call

Dorman Products delivered record Q2 FY26 earnings, significantly benefiting from IEEPA tariff refunds which also enabled targeted price reductions. While full-year sales guidance was lowered due to these pricing actions and first-half performance, the company demonstrated robust cash flow and strengthened its balance sheet. Management highlighted the stability of the tariff environment and continued focus on innovation and strategic investments for long-term growth.