DO
DORM
DORM What Dorman Products promised, and what happened
Guidance
What management said, and what became of it
9 of 9 judged targets kept · 18 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Large Light Duty customer's ordering patterns stabilize | order fluctuations continue in Q1 2026 with stabilization returning in Q2 2026 | Dec 2025 | that's become more normalized. I believe that was back in the fourth quarter, Jeff, and we've seen more normalized kind of order rates in comparison to sellout | Achieved |
| Full-year adjusted diluted EPS | $8.10 to $8.50 | Dec 2025 | we now expect total adjusted diluted EPS to be in the range of $8.50 to $8.80, up from our prior range of $8.10 to $8.50 | Revised Up |
| Full-year free cash flow returns to normalized levels | operating and free cash flow continue improving, normalizing in the back half of 2026 | Dec 2025 | The business did an excellent job driving working capital improvements, which delivered comparable free cash flow of approximately $62 million, exclusive of the IEEPA refund | On Track |
The full ledger
Open Dorman Products’s full ledger
A free account opens 5 company ledgers a month. All 27 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 27 tracked commitments for Dorman Products
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.