The earnings call highlighted record-breaking revenue and strong growth in the defense segment, with improvements in gross margin and cash flow. However, challenges persist in the commercial aerospace sector and backlog reduction. The overall sentiment leans towards optimism with strategic initiatives showing progress, despite some ongoing headwinds.

Company Guidance -

Q3 2025

During the Q2 2025 Ducommun earnings call, a strong performance was highlighted, with revenues reaching a record $202.3 million, a 2.7% increase year-over-year. This growth was driven by a 16% surge in the defense sector, particularly within the missile and radar divisions, which saw increases of 39% and 46%, respectively. Ducommun also achieved record gross and adjusted EBITDA margins, with adjusted EBITDA reaching $32.4 million, or 16% of revenue, up 80 basis points from the previous year. The company's VISION 2027 strategy aims to increase the revenue share from engineered products, now holding steady at 23%, with a goal of reaching 25%. Furthermore, the commercial aerospace segment experienced a 10% decline due to destocking, but the outlook remains positive with anticipated improvements in Boeing production rates. For the remainder of 2025, Ducommun projects mid-single-digit revenue growth in Q3 and low double-digit growth in Q4, driven by both defense and expected recovery in commercial aerospace markets.

Record Revenue Achievement

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

Defense Segment Growth

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

Gross Margin Improvement

Gross margin grew by $2.5 million to 26.6%, up 60 basis points year-over-year from 26%, attributed to engineered product portfolio growth and strategic pricing initiatives.

Adjusted EBITDA Record

Adjusted EBITDA reached 16% of revenue for the first time, increasing by $2.4 million to $32.4 million, representing an expansion of 80 basis points above the prior year.

Strong Cash Flow

Generated $22.4 million in cash flow from operating activities, a significant improvement from $3.5 million in Q2 2024, due to higher net income and better working capital management.

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

Daily Earnings Calendar >

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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