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Ducommun Incorporated (DCO)
NYSE:DCO
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.89Last Year’s EPS
0.83Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was largely positive: record quarterly and full-year revenue, record gross and adjusted EBITDA margins, strong missile and defense bookings, improving profitability and liquidity, and completed restructuring with visible run-rate savings. Near-term concerns include a large litigation settlement that pressured cash flow, ongoing commercial aerospace destocking (impacting H1 2026), some margin benefit from nonrecurring mix, and the need for continued M&A to fully achieve Vision 2027 revenue assumptions. On balance, the company demonstrated strong operational momentum and a constructive outlook, while acknowledging identifiable near-term headwinds and timing risks.Company Guidance
Record Quarterly Revenue and Extended Growth Streak
Q4 revenue reached a record $215.8M, up 9.4% year-over-year, marking the 19th consecutive quarter of year-over-year revenue growth.
Strong Full-Year Revenue and Segment Growth
Full-year 2025 revenue was a record $825M, up 5% YoY; Military & Space grew 14% in 2025 while missile business grew ~20% YoY.
Record Margins and EBITDA Progress
Q4 gross margin improved to 27.7% (from 23.5% a year ago; ~420 bps improvement) and adjusted EBITDA was 17.5% ($37.9M), up $10.6M vs Q4 2024; full-year adjusted EBITDA margin expanded 160 bps to 16.4%.
Improved Profitability Per Share
GAAP diluted EPS was $0.48 in Q4 2025 vs $0.45 a year ago; adjusted diluted EPS was $1.05 vs $0.75 in Q4 2024 (up $0.30).
Robust Order Momentum and Backlog
Q4 book-to-bill was 1.3x; full-year bookings > $915M (book-to-bill 1.1x); remaining performance obligations (RPO) reached a record $1.1B, up $75M sequentially.
Major Program Wins — Missiles and MIR
Booked >$130M in missile franchise orders in Q4 with book-to-bill >4x; MIR program orders for Tulsa and Huntsville totaled more than $80M at good margins.
Facility Consolidation and Run-Rate Savings
Restructuring and facility consolidation are complete; expected annual run-rate savings of $11M–$13M by end of 2026, with roughly half already realized and only $0.6M of restructuring charges in Q4.
Strengthened Liquidity and Capital Position
Amended credit facility providing $650M capacity ($200M term loan + $450M revolver); available liquidity at quarter-end was $390M. Non-GAAP operating cash (ex-litig.) was $26.5M in Q4 and $69.8M for full year ex-litigatory payments.
DCO Earnings History
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 |
|---|---|---|---|
Feb 26, 2026 | $126.77 | $122.40 | -3.45% |
Nov 06, 2025 | $91.86 | $89.15 | -2.95% |
Aug 07, 2025 | $91.37 | $91.86 | +0.54% |
May 06, 2025 | $58.55 | $60.86 | +3.95% |
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 Incorporated (DCO) report earnings?
Ducommun Incorporated (DCO) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Ducommun Incorporated (DCO) earnings time?
Ducommun Incorporated (DCO) earnings time is at Apr 30, 2026, 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 2026 (Q1) is 0.89.