--- title: "Ducommun (NYSE:DCO) Issues Quarterly Earnings Results, Beats Estimates By $0.14 EPS" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/277122817.md" description: "Ducommun (NYSE:DCO) reported quarterly earnings of $1.05 per share, exceeding estimates by $0.14. Revenue reached $215.80 million, slightly below the expected $217.42 million, but showed a 9.4% year-over-year increase. The company achieved a positive return on equity of 7.70% despite a negative net margin of 4.29%. Ducommun's missile revenue is projected to grow significantly, and the company has completed restructuring efforts expected to yield annual savings. Analysts maintain a \"Moderate Buy\" consensus rating with a target price of $123.50." datetime: "2026-02-27T00:58:45.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/277122817.md) - [en](https://longbridge.com/en/news/277122817.md) - [zh-HK](https://longbridge.com/zh-HK/news/277122817.md) --- > 支持的语言: [English](https://longbridge.com/en/news/277122817.md) | [繁體中文](https://longbridge.com/zh-HK/news/277122817.md) # Ducommun (NYSE:DCO) Issues Quarterly Earnings Results, Beats Estimates By $0.14 EPS Ducommun (NYSE:DCO - Get Free Report) released its quarterly earnings results on Thursday. The aerospace company reported $1.05 earnings per share for the quarter, topping analysts' consensus estimates of $0.91 by $0.14, FiscalAI reports. The business had revenue of $215.80 million during the quarter, compared to analysts' expectations of $217.42 million. Ducommun had a positive return on equity of 7.70% and a negative net margin of 4.29%.The company's revenue was up 9.4% compared to the same quarter last year. During the same period in the prior year, the business posted $0.75 EPS. - Don’t Miss These 3 Hidden Aerospace Gems Before They Take Off Here are the key takeaways from Ducommun's conference call: - **Record Q4 revenue of $215.8M** (+9.4% YoY), the 19th consecutive quarter of growth, with record remaining performance obligations of $1.1B and strong booking momentum (Q4 book-to-bill 1.3x; full‑year bookings \>$915M). - Margins strengthened materially — GAAP gross margin 27.7% and adjusted EBITDA 17.5% (adjusted EPS $1.05) — putting the company on track toward its **VISION 2027** margin goals. - **Missiles and defense** are clear growth drivers: missile revenue up ~20% in 2025, Q4 missile bookings \>$130M with book-to-bill \>4x, and management says ~30% spare factory capacity with only modest incremental CapEx needed to scale for anticipated DoD production ramps. - Ducommun reached a settlement to resolve the 2020 **Guaymas fire litigation** requiring a $150M payment (insurers covered $56M), which generated $7.6M of Q4 charges and drove roughly $100M+ of cash litigation payments in 2025 that materially impacted operating cash flow this year. - Restructuring and consolidation are complete, expected to deliver $11–13M of annual run‑rate savings by end of 2026, and the company upgraded liquidity (new $650M credit facility, ~$390M available) to fund M&A and support growth. ## Ducommun Price Performance NYSE:DCO traded down $4.46 during mid-day trading on Thursday, hitting $122.31. 195,127 shares of the company's stock traded hands, compared to its average volume of 159,345. The firm's 50 day simple moving average is $111.80 and its 200 day simple moving average is $99.18. Ducommun has a 1 year low of $51.76 and a 1 year high of $128.17. The company has a market cap of $1.83 billion, a PE ratio of -52.27 and a beta of 1.05. The company has a debt-to-equity ratio of 0.33, a quick ratio of 1.46 and a current ratio of 2.04. ## Wall Street Analysts Forecast Growth - Top 3 Aerospace and Defense Stocks Flying Under the Radar DCO has been the topic of several analyst reports. B. Riley Financial reaffirmed a "buy" rating on shares of Ducommun in a report on Wednesday, January 28th. Citigroup raised their target price on Ducommun from $110.00 to $125.00 and gave the stock a "buy" rating in a research report on Tuesday, January 13th. Royal Bank Of Canada upped their price target on Ducommun from $100.00 to $142.00 and gave the company an "outperform" rating in a report on Friday, February 20th. Zacks Research raised Ducommun from a "strong sell" rating to a "hold" rating in a report on Monday, December 8th. Finally, The Goldman Sachs Group lifted their price target on Ducommun from $117.00 to $132.00 and gave the stock a "buy" rating in a research report on Tuesday, January 20th. Five research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, Ducommun presently has a consensus rating of "Moderate Buy" and a consensus price target of $123.50. **Read Our Latest Analysis on Ducommun** ## Key Headlines Impacting Ducommun Here are the key news stories impacting Ducommun this week: - Positive Sentiment: Q4 EPS beat — Ducommun reported $1.05 per share vs. the consensus ~$0.91, improving from $0.75 a year earlier, which shows operating leverage on the bottom line. Zacks: Ducommun (DCO) Q4 Earnings Top Estimates - Positive Sentiment: Year‑over‑year revenue growth — Revenue rose ~9.4% YoY, indicating continued top‑line expansion in aerospace and mission‑critical segments. GlobeNewswire: Ducommun Reports Fourth Quarter 2025 Results - Neutral Sentiment: Analyst attention — The name recently hit a 1‑year high after an analyst upgrade earlier this month, showing there is upward analyst interest but also higher expectations to meet. AmericanBankingNews: Analyst Upgrade/1‑Year High - Negative Sentiment: Revenue missed consensus — Q4 revenue was $215.8M versus analysts’ $217.4M estimate; the slight top‑line miss likely disappointed investors given the EPS beat. Yahoo Finance: Ducommun NYSE: DCO Misses Q4 CY2025 Sales Expectations - Negative Sentiment: Profitability profile and margins — The company reported a negative net margin (~‑4.3%) despite positive ROE, highlighting that non‑operating items or one‑time costs may be weighing profitability; investors often penalize mixed margin signals. MarketBeat: Ducommun Financial Snapshot - Negative Sentiment: Rising short interest — Short interest rose ~19% in February (to ~393k shares, ~2.9% of float), which can amplify downward moves on negative news and increase volatility. (February short‑interest data summarized in recent coverage.) - Neutral Sentiment: Conference materials available — Management hosted an earnings call and provided a slide deck; investors should review the transcript/slide deck for any commentary on backlog, margin drivers and FY26 outlook that will determine near‑term guidance sensitivity. Seeking Alpha: Q4 2025 Earnings Call Transcript ## Insider Buying and Selling at Ducommun In other news, VP Jerry L. Redondo sold 2,000 shares of Ducommun stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $92.86, for a total value of $185,720.00. Following the completion of the sale, the vice president owned 65,269 shares of the company's stock, valued at $6,060,879.34. The trade was a 2.97% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 8.90% of the stock is currently owned by corporate insiders. ## Institutional Investors Weigh In On Ducommun Institutional investors have recently added to or reduced their stakes in the company. State Street Corp boosted its position in shares of Ducommun by 10.4% in the fourth quarter. State Street Corp now owns 670,966 shares of the aerospace company's stock worth $63,829,000 after buying an additional 63,070 shares during the period. Geode Capital Management LLC boosted its stake in shares of Ducommun by 1.8% during the 4th quarter. Geode Capital Management LLC now owns 333,371 shares of the aerospace company's stock valued at $31,720,000 after buying an additional 5,899 shares during the last quarter. Alliancebernstein L.P. grew its position in shares of Ducommun by 5.4% during the third quarter. Alliancebernstein L.P. now owns 319,470 shares of the aerospace company's stock worth $30,711,000 after buying an additional 16,501 shares in the last quarter. Loomis Sayles & Co. L P bought a new stake in shares of Ducommun in the fourth quarter worth $26,028,000. Finally, Charles Schwab Investment Management Inc. grew its holdings in Ducommun by 10.1% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 191,314 shares of the aerospace company's stock worth $18,200,000 after acquiring an additional 17,495 shares in the last quarter. Hedge funds and other institutional investors own 92.15% of the company's stock. ## Ducommun Company Profile (Get Free Report) Ducommun Incorporated, through its Electronics and Structures segments, provides engineered products and integrated systems for the global aerospace, defense and space markets. The Electronics segment focuses on high-reliability electronic assemblies, cable and wire harnesses, connector systems and harsh environment electronics for flight-critical applications. In the Structures segment, Ducommun manufactures complex metallic and composite components such as flight control surfaces, skin panels, heat exchangers and other aerostructures for commercial and military platforms. Founded in 1849 in California as a hardware and stagecoach parts supplier, Ducommun expanded into aerospace manufacturing during World War II and has since grown its capabilities through targeted acquisitions and organic investments. ## See Also - Five stocks we like better than Ducommun - The Man Who Predicted the iPhone Says Buy These 3 Companies - Read this or regret it forever - Unlocked: Elon Musk’s Next Big IPO - This makes me furious - Buffett, Gates and Bezos Quietly Dumping Stocks—Here's Why _This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._ ## Should You Invest $1,000 in Ducommun Right Now? Before you consider Ducommun, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Ducommun wasn't on the list. While Ducommun currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. 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