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Revenue By Segment
Details revenue contributions from each business segment, indicating which areas are performing well and which may need strategic adjustments.
Light Duty is clearly the growth engine—pricing and product innovation are lifting ASPs and steadying sales—while Specialty Vehicles has scaled from zero into a meaningful, stabilizing revenue stream that diversifies the business. Heavy Duty remains the most cyclical and lumpy piece, susceptible to the freight recession and limiting near‑term margin recovery. Management is banking on pricing, supplier diversification and automation to claw back tariff‑driven margin pressure, so Heavy Duty volumes and any IEEPA refund outcome are the key swing factors for overall profitability.
DORM Revenue By Segment
| Date | Light Duty | Heavy Duty | Speciality Vehicle |
|---|---|---|---|
| Jun 27, 2026 | $424.32M | $66.27M | $54.01M |
| Mar 26, 2026 | $423.74M | $57.81M | $47.22M |
| Dec 31, 2025 | $428.60M | $55.80M | $53.50M |
| Sep 27, 2025 | $430.32M | $63.02M | $50.40M |
| Jun 28, 2025 | $424.33M | $62.06M | $54.57M |
| Mar 29, 2025 | $408.86M | $51.68M | $47.16M |
| Dec 31, 2024 | $427.37M | $52.90M | $53.50M |
| Sep 28, 2024 | $393.58M | $59.62M | $50.58M |
| Jun 29, 2024 | $385.36M | $61.19M | $56.40M |
| Mar 30, 2024 | $359.29M | $57.81M | $51.60M |
| Dec 31, 2023 | $385.86M | $57.42M | $51.02M |
| Sep 30, 2023 | $374.70M | $62.84M | $50.65M |
| Jul 01, 2023 | $353.84M | $69.01M | $57.72M |
| Apr 01, 2023 | $348.08M | $67.65M | $51.01M |
| Dec 31, 2022 | $386.21M | $65.43M | $49.64M |
| Sep 24, 2022 | $346.91M | $66.56M | $0.00 |
| Jun 25, 2022 | $349.72M | $67.70M | $0.00 |
| Mar 26, 2022 | $343.05M | $58.53M | $0.00 |