Ducommun (DCO) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Ducommun remains a Buy as dual commercial aerospace and defense growth drivers justify higher valuation multiples. DCO's Q1 revenues rose 8.6% to $209M, with adjusted operating income up 135% and EBITDA margins improving to 16.9%. Missile defense exposure—Patriot, Tomahawk, THAAD—positions DCO for robust medium-term defense demand.
Ducommun Incorporated (DCO) Presents at Bank of America 33rd Annual Industrials, Transportation and Airlines Key Leaders Conference Transcript
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABB Alexander Bjornager Bonde Danske Bank A/S | 2,387 | $259,964 | $413,643.23 | $153,679.23 | 59.12% |
| BG Bart Gancher Intech Investment Management LLC | 4,449 | $259,785.65 | $765,962.08 | $506,176.43 | 194.84% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 120,973 | $5.09M | $20.78M | $15.69M | 308.47% |
Blake Harper Orchard Capital Management LLC | 28,907 | $1.89M | $4.97M | $3.08M | 162.81% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 48,885 | $4.02M | $8.42M | $4.4M | 109.35% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Michael Ciarmoli Truist Securities | 25,161.29 | $3.77M | $4.31M | $531,753.37 | 14.09% |
John Godyn Citigroup | 26.35 | $4,350.23 | $4,401.06 | $50.83 | 1.17% |
| Aerospace & Defense Industry | Industrials Sector | Stephen G. Oswald CEO | NYSE Exchange | 264147109 CUSIP |
| US Country | 2,180 Employees | 4 Mar 2011 Last Dividend | 11 Jun 1998 Last Split | - IPO Date |
Ducommun Incorporated stands as a pivotal engineering and manufacturing service provider with a focus on the aerospace and defense, industrial, medical, and numerous other sectors within the United States. The company's offerings are spread across two critical segments: Electronic Systems and Structural Systems. With a history dating back to 1849 and having its headquarters nestled in Santa Ana, California, Ducommun has etched its name as a reliable partner for delivering sophisticated and high-quality solutions tailored to meet the demanding specifications of its clients' projects.
Ducommun Incorporated boasts a broad spectrum of products and services delivered through its Electronic Systems and Structural Systems segments, catering to various industries and applications.
This segment is synonymous with an array of high-tech electronic components and assemblies crucial for aerospace, defense, and other specialized market applications. Key offerings include:
Focusing on the structural integrity and component manufacture for aerospace and other applications, this segment includes:
Its clientele spans across commercial and military aerospace sectors, including both fixed-wing and rotary-wing aircraft, as well as space programs. The segment also caters to industrial, medical, and additional markets, demonstrating the company's versatile manufacturing capability.