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
Ducommun Incorporated ( DCO ) Q3 2025 Earnings Call November 6, 2025 1:00 PM EST Company Participants Suman Mookerji - Senior VP, CFO, Controller & Treasurer Stephen Oswald - Chairman, President & CEO Conference Call Participants Kenneth Herbert - RBC Capital Markets, Research Division Michael Crawford - B. Riley Securities, Inc., Research Division Samuel Struhsaker - Truist Securities, Inc., Research Division George Bancroft - Gabelli Funds, LLC Noah Poponak - Goldman Sachs Group, Inc., Research Division Presentation Operator Good day, and thank you for standing by.
Ducommun (DCO) came out with quarterly earnings of $0.99 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.99 per share a year ago.
Ducommun has surged 31.6%, outperforming the S&P 500, driven by strong aerospace and defense sales and margin expansion initiatives. DCO benefits from robust commercial aerospace and defense demand, with growth supported by production ramp-ups and a focus on higher-margin engineered products. Despite transient pressures from delayed OEM ramp-ups, DCO is positioned for 6.5% annual sales growth and significant EBITDA margin improvement through 2027.
Ducommun (DCO) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Here is how Ducommun (DCO) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.
Ducommun Incorporated (NYSE:DCO ) Q2 2025 Earnings Conference Call August 7, 2025 1:00 PM ET Company Participants Stephen G. Oswald - Chairman, President & CEO Suman B.
Ducommun (DCO) came out with quarterly earnings of $0.88 per share, beating the Zacks Consensus Estimate of $0.8 per share. This compares to earnings of $0.83 per share a year ago.
Here is how Ducommun (DCO) and GE Aerospace (GE) have performed compared to their sector so far this year.