Ducommun Incorporated (DCO)
NYSE:DCO
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Earnings Data
Report Date
Aug 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.97Last Year’s EPS
0.88Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strongly positive operational and financial start to 2026: record first-quarter revenue, double-digit improvement in adjusted EBITDA margin toward Vision 2027 goals, robust commercial aerospace recovery, solid defense/missile momentum, improved EPS and cash generation, and ample liquidity. Key near-term headwinds include remaining destocking, timing-related softness in some defense subsegments, and the timing uncertainty of booking large missile framework orders and M&A execution. On balance, the positive execution, margin expansion and sizable backlog/RPO outweigh the manageable near-term challenges.Company Guidance
Record Q1 Revenue and Continued Quarter Streak
Q1 2026 revenue of $209.0M, up ~8.6%–9% year-over-year (vs. $192.5M prior year); fourth consecutive quarter above $200M and 20th consecutive quarter of year-over-year revenue growth.
Strong Commercial Aerospace Recovery
Commercial aerospace revenue of $84M, up ~17.5%–18% year-over-year, driven by A220, A320 and 737 MAX platforms and ramp at Bell/Coxsackie.
Defense Growth and Missile Momentum
Military & Space revenue $118M, up ~5% year-over-year; missile business grew 22% in Q1 Y/Y. Book-to-bill for defense ~1.2 (last 12 months) and management expects large missile program ramps (Tomahawk, PAC-3, SM-3/6) to be significant multi-year growth drivers.
Improving Margins and Profitability
Gross margin expanded to 26.9% (vs. 26.2% prior year). Adjusted operating income margin improved to 8.6% (vs. 4.0% prior year). Adjusted EBITDA rose to 16.9% ($35.4M), up $5.7M versus Q1 2025 and moving toward the Vision 2027 target of 18%.
Earnings Per Share Improvement
GAAP diluted EPS $0.64 vs $0.09 prior year; adjusted diluted EPS $0.75 vs $0.23 prior year—driven by higher operating income.
Order Momentum and Backlog
Closed >$175M bookings in Q1 and $925M in the trailing 12 months; trailing 12-month book-to-bill ~1.1. Remaining performance obligations (RPO) nearly $1.1B, +$86M year-over-year.
Improved Cash Generation and Liquidity
Operating cash flow $11.2M in Q1 2026 vs $0.8M prior year. New amended credit facility totaling $650M ($200M term loan + $450M revolver) and available liquidity of $384M.
Facility Consolidation Savings and Efficiency
Facility consolidation synergies expected to deliver a $13M annual run-rate of savings by end of 2026; gross margin benefits cited from strategic pricing and restructuring/productivity initiatives.
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 |
|---|---|---|---|
May 12, 2026 | $140.68 | $145.03 | +3.09% |
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% |
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 Aug 06, 2026, After Close (Confirmed).
What is Ducommun Incorporated (DCO) earnings time?
Ducommun Incorporated (DCO) earnings time is at Aug 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is DCO EPS forecast?
DCO EPS forecast for the fiscal quarter 2026 (Q2) is 0.97.