The earnings call reflected a strong performance in the defense segment and record financial metrics, overshadowed by challenges in the commercial aerospace sector and decreased backlog. However, strategic initiatives and improved cash flow indicate a positive outlook.

Company Guidance

During the Q2 2025 Ducommun earnings call, the company provided detailed guidance and insights into its current performance and future outlook. Ducommun reported a record quarterly revenue of $202.3 million, marking a 2.7% increase year-over-year, with this being the 17th consecutive quarter of year-over-year growth. The company's defense business drove this growth, with a 16% increase, particularly noting a 39% rise in its missile franchise and a 46% growth in radar systems. Despite a 10% decline in the commercial aerospace segment, the outlook remains positive as Boeing is expected to improve build rates. Gross margin stood at 26.6%, matching a record high, supported by a 23% revenue contribution from engineered products. Adjusted EBITDA reached a record level of 16%, with a goal of achieving 18% by 2027. GAAP diluted EPS increased to $0.82, with adjusted EPS at $0.88, driven by improved operating income and lower interest expenses. The company's backlog was $1.02 billion, with strong pipeline prospects anticipated to boost orders in the latter half of the year. Looking ahead, Ducommun expects mid-single-digit growth in Q3 and low double-digit growth in Q4, buoyed by defense momentum and a recovering commercial aerospace sector.

Record-Breaking Revenue and Growth

Revenues reached a new quarterly record of $202.3 million, a 2.7% increase over the prior year. This marks the 17th consecutive quarter of year-over-year revenue growth.

Strong Defense Segment Performance

Defense business grew 16% during the quarter, driven by a 39% increase in the missile franchise and a 46% increase in the radar business.

Record Gross and Adjusted EBITDA Margins

Gross margin grew to 26.6%, and adjusted EBITDA hit a record 16% of revenue, representing an 80 basis point expansion over the prior year.

Improved Cash Flow and Lower Interest Costs

Generated $22.4 million in cash flow from operating activities, and interest expense decreased due to lower interest rates and debt balance.

Ducommun (DCO) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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DCO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	0.96 / -	0.99	―	―	―
Aug 07, 2025	2025 (Q2)	0.82 / 0.88	0.83	6.02% (+0.05)
May 06, 2025	2025 (Q1)	0.70 / 0.83	0.46	80.43% (+0.37)
Feb 27, 2025	2024 (Q4)	0.81 / 0.75	0.34	120.59% (+0.41)
Nov 07, 2024	2024 (Q3)	0.74 / 0.99	0.22	350.00% (+0.77)
Aug 08, 2024	2024 (Q2)	0.60 / 0.83	0.17	388.24% (+0.66)
May 08, 2024	2024 (Q1)	0.36 / 0.46	0.42	9.52% (+0.04)
Feb 15, 2024	2023 (Q4)	0.37 / 0.34	0.65	-47.69% (-0.31)
Nov 08, 2023	2023 (Q3)	0.36 / 0.22	0.69	-68.12% (-0.47)
Aug 03, 2023	2023 (Q2)	0.41 / 0.17	0.34	-50.00% (-0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

DCO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	$91.37	$91.86	+0.54%
May 06, 2025	$58.55	$60.86	+3.95%
Feb 27, 2025	$61.36	$57.42	-6.42%
Nov 07, 2024	$65.65	$67.72	+3.15%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Ducommun (DCO) report earnings?

Ducommun (DCO) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Ducommun (DCO) earnings time?

Ducommun (DCO) earnings time is at Nov 05, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is DCO EPS forecast?

DCO EPS forecast for the fiscal quarter 2025 (Q3) is 0.97.

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