Ducommun

Q2 FY2026 EarningsQ2 FY2026 results significantly exceeded consensus estimates across all key metrics. Net revenue reached a record $224.5M (+4.75% vs. consensus), driven by double-digit growth in commercial aerospace and strong missile franchise performance. Gross margin hit a record 28.0%, surpassing expectations by 65 bps, while adjusted diluted EPS of $1.18 beat the $0.98 mean estimate by 20.20%. Strong demand is further evidenced by an all-time high backlog (RPO) of $1.2B and a robust 1.4x book-to-bill ratio, supporting the company's VISION 2027 goals.