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    Jeremy [Analyst] • Unknown

    Jeremy [Analyst]'s questions to Dorman Products Inc (DORM) leadership

    Jeremy [Analyst]'s questions to Dorman Products Inc (DORM) leadership • Q2 2025

    Question

    Jeremy, on behalf of Justin Ages, requested more detail on the specific initiatives driving continued margin growth in the light-duty segment. He also asked for a review of the company's capital allocation strategy.

    Answer

    Senior VP, CFO & Treasurer David Hession attributed the margin growth to supply chain diversification, productivity improvements, and automation efforts. President, CEO & Director Kevin Olsen added that new products, particularly new-to-the-aftermarket and OE-fix parts, are significant high-margin contributors. Hession then reiterated the capital allocation priorities: managing debt, funding internal investments, pursuing strategic M&A, and opportunistically repurchasing shares.

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    Jeremy [Analyst]'s questions to Astronics Corp (ATRO) leadership

    Jeremy [Analyst]'s questions to Astronics Corp (ATRO) leadership • Q1 2025

    Question

    Jeremy [Analyst] asked about the potential to mitigate the $10-$20 million tariff impact, the breakdown of direct vs. indirect tariffs, the nature of ongoing business reviews, and the company's expectations for Boeing's 737 production.

    Answer

    Peter Gundermann, an executive, explained that tariff mitigation plans are on hold pending clarity on the final tariff structure, but noted past success in moving the supply chain. He estimated the impact is roughly 75% direct and 25% indirect. Regarding business reviews, he stated all options are being considered, from restructuring to portfolio management, with the Test segment receiving particular focus. On the 737, Gundermann expressed that the company is pleased with Boeing's progress and is not concerned about the China delivery situation impacting 2025.

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