Dorman Products (DORM) Q4 FY25 earnings call

Dorman Products demonstrated strategic execution in FY25, achieving record new product sales and diversifying its supply chain, reducing China exposure to below 40%. Despite tariff-related complexities and a significant customer ordering shift impacting Q4 sales, the company delivered strong adjusted EPS and margin expansion. Management is confident in its 2026 outlook, anticipating sales growth of 7% to 9% and leveraging its playbook to navigate continued tariff nuances and drive long-term profitable growth.