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
Ducommun Incorporated (DCO) Q1 2026 Earnings Call Transcript
Ducommun NYSE: DCO reported a stronger first quarter for fiscal 2026, with management pointing to growth in both commercial aerospace and defense, improving margins and continued progress toward the company's Vision 2027 targets.
Ducommun (DCO) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.44 per share. This compares to earnings of $0.83 per share a year ago.
Ducommun (DCO) remains a Buy, with a $159.94 price target and 12.7% annualized upside projected through 2028. DCO's growth is driven by robust defense sales, notably missiles, offsetting commercial aviation headwinds from Boeing's inventory destocking. Vision 2027 targets $950–$1,000M revenue and 18% margins by 2027, but achieving these likely requires successful M&A execution.
Woodward (NASDAQ: WWD - Get Free Report) and Ducommun (NYSE: DCO - Get Free Report) are both aerospace companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, earnings, valuation, analyst recommendations, dividends, profitability and risk. Profitability This table compares Woodward and Ducommun's net margins, return
Ducommun Incorporated (DCO) Q4 2025 Earnings Call Transcript
Ducommun (DCO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
Ducommun is downgraded from Strong Buy to Buy as shares are now fully valued for 2026, despite strong operational execution. Q3 sales rose 6% to $212.6M, with defense revenues up 13% but commercial revenues down 10% due to persistent destocking. DCO targets $950–$1,000M revenues and 18% margins by 2027, with organic growth, engineered products expansion, and cost-saving initiatives driving upside.
Ducommun Incorporated (DCO) Presents at Goldman Sachs Industrials and Materials Conference 2025 Transcript