Ducommun Incorporated Announces Follow-On Award of Significant Content Supporting PAC-3 MSE Missile Platform
Ducommun Incorporated has announced a follow-on agreement with Simmonds Precision Products, Inc. to provide electronic assemblies for Lockheed Martin's PAC-3 missile family. This award, valued at over $35 million, will see production at Ducommun's facility in Tulsa, Oklahoma, further supporting the growth of its defense business and its VISION 2027 Strategy. Stephen G. Oswald, CEO, emphasized the company's commitment to flawless execution and delivering long-term shareholder value.
How Investors May Respond To Ducommun (DCO) $35 Million PAC 3 Contract
Ducommun secured a significant US$35 million contract from Simmonds Precision Products Inc. to supply electronic assemblies for Lockheed Martin’s PAC-3 missile family. This win reinforces Ducommun's defense electronics narrative, aligns with rising global defense spending, and supports its long-term strategy for higher-margin engineered products and improved cash conversion. While analysts remain optimistic about Ducommun's growth trajectory, investors should monitor execution on facility consolidations and the potential concentration risk of increased missile program exposure.
Ducommun to unveil VISION 2032 strategy at Sept 17 investor day
Ducommun Incorporated is hosting an Investor Day on September 17, 2026, to introduce its new five-year strategic plan, VISION 2032, and update on VISION 2027 progress. CEO Stephen G. Oswald and CFO Suman Mookerji will lead presentations focusing on growth, investment, and capital allocation strategies. The event will be held in New York and streamed live, aiming to strengthen Ducommun's market position and enhance shareholder value.
Ducommun reaffirms $950M+ 2027 revenue goal, targets up to $500M deals
Ducommun reaffirmed its long-term financial outlook, projecting over $950 million in revenue by 2027 and significant margin expansion, driven by high-margin engineered products. The company also introduced its VISION 2032 plan, which aims for acquisitions in the $300M - $500M range, a substantial increase from previous targets. CEO Stephen G. Oswald expressed confidence in the company's strong position in defense and commercial aerospace sectors, highlighting its potential to create substantial shareholder value and reinforce American aerospace and defense capabilities.
Ducommun's CEO Sets the Stage for Continued Success, Unveiling the VISION 2032 Game Plan at Investor Day
Ducommun's CEO, Stephen Oswald, presented the "VISION 2032 Game Plan" at the company's Investor Day. The plan aims to build upon recent successes, including significant growth, margin expansion, and a strong balance sheet. It focuses on continued financial and operational improvements to drive future value for shareholders.
Ducommun Unveils VISION 2032 at Investor Day, Highlights Progress Toward VISION 2027 Goals
Ducommun hosted its Investor Day, unveiling its VISION 2032 growth strategy while highlighting significant progress toward its VISION 2027 goals. The company confirmed it is on track to meet or exceed its 2027 financial targets, including $950M+ in revenue and 18% adjusted EBITDA margins, and has achieved a 245% total shareholder return since late 2022. The new VISION 2032 plan focuses on expanding its defense franchise, capturing commercial aerospace recovery, and investing in proprietary technologies, with plans for increased acquisition targets in the $300M to $500M range.
Truist Financial Maintains Ducommun Inc(DCO.US) With Buy Rating, Maintains Target Price $209
Truist Financial has reiterated its Buy rating on Ducommun Inc (DCO.US) and maintained its target price at $209. This indicates a continued positive outlook from the firm regarding the company's stock performance.
Goldman Sachs Maintains Ducommun Inc(DCO.US) With Buy Rating, Maintains Target Price $201
Goldman Sachs has reiterated its Buy rating on Ducommun Inc (DCO.US), keeping its target price at $201. This indicates continued confidence from the firm in the company's financial performance and future prospects.
RBC Capital Maintains Ducommun Inc(DCO.US) With Hold Rating, Maintains Target Price $200
RBC Capital has reaffirmed its Hold rating for Ducommun Inc (DCO.US), maintaining a target price of $200. This indicates a consistent outlook from the firm regarding the company's stock performance.
Ducommun Incorporated Announces Follow-On Award of Significant Content Supporting PAC-3 MSE Missile Platform
Ducommun Incorporated has received a follow-on award valued at over $35 million from Simmonds Precision Products, Inc. to provide electronic assemblies for Lockheed Martin's PAC-3 family of missiles. This award strengthens Ducommun's existing relationship with the PAC-3 missile program and supports the growth of its defense business as part of its VISION 2027 Strategy. The company emphasizes its commitment to flawless execution and delivering long-term value for shareholders.
Ducommun wins $35M+ award supporting Lockheed Martin missiles
Ducommun (DCO) has secured a follow-on award exceeding $35 million from Simmonds Precision Products to supply electronic assemblies for Lockheed Martin's PAC-3 missile family. This agreement reinforces Ducommun's defense-focused revenue and aligns with its VISION 2027 Strategy, with production taking place at its Tulsa, Oklahoma facility. The news was met with a mild positive market reaction for DCO stock.
Goldman Sachs Maintains Ducommun Inc(DCO.US) With Buy Rating, Maintains Target Price $201
Goldman Sachs has reiterated its Buy rating for Ducommun Inc (DCO.US) and maintained its target price at $201. This indicates a continued positive outlook from the investment bank for the company's stock.
Ducommun Incorporated Receives Agreement from Simmonds Precision Products, Inc. to Provide Electronic Assemblies Supporting Lockheed Martin PAC-3 MSE Missile Platform
Ducommun Incorporated announced it has secured an agreement valued at over $35 million from Simmonds Precision Products Inc. to supply electronic assemblies for the Lockheed Martin PAC-3 family of missiles. This new award strengthens Ducommun's existing franchise with the PAC-3 missile program, with production taking place at their Tulsa, Oklahoma facility. The news was published on September 15, 2026, at 07:36 am EDT.
Ducommun wins $35M contract for PAC-3 missile assemblies By Investing.com
Ducommun Incorporated has secured a contract valued at over $35 million from Simmonds Precision Products to manufacture electronic assemblies for Lockheed Martin’s PAC-3 missile family. This contract expands Ducommun’s existing work on the PAC-3 missile program, supporting the growth of its defense business and its VISION 2027 Strategy. Ducommun will produce the assemblies at its Tulsa, Oklahoma facility.
Ducommun Secures More Than $35 Million Agreement to Supply PAC-3 Missile Electronic Assemblies for Simmonds Precision Products
Ducommun Incorporated has secured a significant $35 million agreement with Simmonds Precision Products to supply electronic assemblies for Lockheed Martin's PAC-3 missile family. This contract enhances Ducommun's existing involvement with the PAC-3 program and aligns with its VISION 2027 Strategy for growth in the defense sector. Production will take place at Ducommun's manufacturing center in Tulsa, Oklahoma, further solidifying its role as a key supplier in aerospace and defense.
Ducommun Incorporated $DCO Shares Bought by California State Teachers Retirement System
California State Teachers Retirement System significantly increased its stake in Ducommun Incorporated ($DCO) during the second quarter, now holding approximately 18.93% of the company's shares. Ducommun surpassed quarterly earnings expectations and maintains a "Moderate Buy" consensus rating from analysts. Despite a recent insider sale by the CEO, institutional investors and hedge funds collectively own a substantial portion of the stock.
Wellington Management Group LLP Has $9.01 Million Stock Position in Ducommun Incorporated $DCO
Wellington Management Group LLP recently reduced its stake in Ducommun Incorporated (NYSE:DCO) by 30.3%, holding 48,639 shares valued at $9.01 million. Despite this, institutional investors collectively own 92.15% of the aerospace company. Ducommun reported strong quarterly results, exceeding EPS and revenue estimates, and analysts maintain a "Moderate Buy" rating with an average target price of $192.60.
3 Under-the-Radar Defense Stocks With Record Backlogs
This article examines three under-the-radar defense stocks—ATI, Astronics, and Ducommun—that have reported record backlogs amid increased U.S. military spending. While backlogs indicate future business, the article cautions that they don't always guarantee immediate profits. It highlights ATI's strong pricing power and clean chart, Astronics' rapid growth balanced by high leverage, and Ducommun's record backlog offset by decelerating guidance, guiding investors to scrutinize beyond headline numbers.
Legal & General Group Plc Purchases Shares of 18,085 Ducommun Incorporated $DCO
Legal & General Group Plc has acquired 18,085 shares of Ducommun Incorporated (NYSE:DCO) for approximately $3.35 million, representing a 0.12% stake in the aerospace company. Institutional investors now own 92.15% of DCO, which analysts rate as a "Moderate Buy" with an average price target of $192.60. Ducommun recently reported strong quarterly earnings, exceeding EPS and revenue estimates, with shares currently trading at $167.93.
Hsbc Holdings PLC Takes $4.05 Million Position in Ducommun Incorporated $DCO
HSBC Holdings PLC has acquired a new position in Ducommun Incorporated, purchasing 21,760 shares valued at approximately $4.05 million, representing a 0.14% stake. The aerospace company has a "Moderate Buy" rating from analysts with an average price target of $192.60, and recently exceeded quarterly earnings expectations with an EPS of $1.18 against a $0.98 consensus. Despite the institutional buying, Ducommun's CEO, Stephen Oswald, sold 2,500 shares worth over half a million dollars.
Algert Global LLC Sells 12,660 Shares of Ducommun Incorporated $DCO
Algert Global LLC significantly reduced its stake in Ducommun Incorporated ($DCO) by selling 12,660 shares, leaving them with 8,729 shares valued at $1.6 million. Despite this, institutional ownership remains high at 92.15%, with other major firms like BlackRock and Vanguard increasing their positions. Ducommun reported strong Q2 earnings, beating analyst expectations with an 11% revenue increase, and analysts maintain a "Moderate Buy" rating with a price target of $192.60.
Penn Capital Management Company LLC Purchases 72,630 Shares of Ducommun Incorporated $DCO
Penn Capital Management Company LLC significantly increased its stake in Ducommun Incorporated, buying 72,630 shares, bringing their total holding to 84,906 shares valued at $15.8 million. This comes as Ducommun reported strong quarterly earnings, beating analyst estimates with $1.18 EPS and 11% year-over-year revenue growth. Despite a recent insider sale by the CEO, analysts maintain a "Moderate Buy" consensus with an average price target of $192.60.
Van ECK Associates Corp Boosts Stake in Ducommun Incorporated $DCO
Van ECK Associates Corp significantly increased its stake in Ducommun Incorporated (NYSE:DCO) by 68.4% in the second quarter, now holding 427,603 shares valued at approximately $79.2 million. This move comes as institutional investors collectively own 92.15% of the company, and analysts maintain a "Moderate Buy" rating with an average price target of $192.60. Ducommun recently surpassed earnings expectations, reporting $1.18 EPS against a $0.98 consensus and an 11% year-over-year revenue increase to $224.49 million.
Meros Investment Management LP Makes New Investment in Ducommun Incorporated $DCO
Meros Investment Management LP has acquired a new stake in Ducommun Incorporated (NYSE:DCO) during the second quarter, purchasing 118,423 shares valued at approximately $21.9 million. This investment makes Ducommun its largest position, representing 0.78% of Meros's portfolio. Other institutional investors have also adjusted their holdings in Ducommun, while the company recently reported strong quarterly earnings and has received several "buy" ratings from analysts.
BlackRock Inc. Buys Shares of 1,940,474 Ducommun Incorporated $DCO
BlackRock Inc. has acquired 1,940,474 shares of Ducommun Incorporated (NYSE:DCO), valued at approximately $359.4 million, giving it a 12.86% stake in the aerospace company. This purchase contributes to the 92.15% institutional ownership of Ducommun's stock. Analysts maintain a "Moderate Buy" consensus rating for DCO, with an average price target of $192.60, following the company's strong Q2 earnings report which surpassed expectations.
J. Goldman & Co LP Invests $3.65 Million in Ducommun Incorporated $DCO
J. Goldman & Co LP has invested $3.65 million in Ducommun Incorporated, acquiring 19,693 shares and now owning 0.13% of the company. Ducommun exceeded quarterly expectations with $1.18 adjusted EPS and $224.49 million in revenue, leading to several analysts maintaining or upgrading their ratings with an average price target of $192.60. Despite positive institutional investment and analyst sentiment, company insiders sold 8,855 shares worth approximately $1.76 million in the last quarter.
Buy 3 Mid-Sized Defense Equipment Stocks Amid Geopolitical Conflicts
The defense equipment industry is experiencing resilience and growth due to increased defense spending and strategic mergers. This article recommends three mid-sized defense equipment stocks with a Zacks Rank #1 (Strong Buy) that have shown double-digit returns: AAR Corp. (AIR), Astronics Corp. (ATRO), and Ducommun Inc. (DCO). Each company is highlighted for its strong performance, growth projections, and strategic market positioning within the aerospace and defense sectors.
Paradigm Capital Management Inc. NY Purchases New Holdings in Ducommun Incorporated $DCO
Paradigm Capital Management Inc. NY has acquired new holdings in Ducommun Incorporated (NYSE:DCO), purchasing 770,500 shares valued at approximately $142.7 million, making it their seventh-largest portfolio holding. Ducommun reported strong quarterly results, beating analyst expectations with adjusted EPS of $1.18 and revenue of $224.49 million, an 11% increase year-over-year. Despite
Orchard Capital Management LLC Invests $4.39 Million in Ducommun Incorporated $DCO
Orchard Capital Management LLC has acquired a new stake of 23,718 shares in Ducommun Incorporated (NYSE:DCO) worth approximately $4.39 million, making it their fifth-largest holding. Ducommun reported strong quarterly results, exceeding EPS and revenue expectations, and has a "Moderate Buy" consensus rating from analysts with a $192.60 price target. Despite this, company insiders have sold shares totaling $1.76 million in the last 90 days.
B. Metzler seel. Sohn & Co. AG Makes New $3.48 Million Investment in Ducommun Incorporated $DCO
B. Metzler seel. Sohn & Co. AG has acquired a new stake of 18,772 shares in Ducommun Incorporated, valued at approximately $3.48 million, making them an institutional investor in the aerospace company. Ducommun recently reported strong quarterly earnings, surpassing analyst estimates with $1.18 EPS and 11% year-over-year revenue growth. Despite a "Moderate Buy" consensus rating from analysts, company insiders have sold approximately $1.76 million worth of shares in the past 90 days.
Deutsche Bank AG Buys New Shares in Ducommun Incorporated $DCO
Deutsche Bank AG has acquired 221,884 shares of Ducommun Incorporated, valued at approximately $41.1 million, representing about 1.47% of the company's stock. This purchase comes as institutional investors collectively own 92.15% of Ducommun, and analysts maintain a "Moderate Buy" rating with a target price of $192.60. Despite strong quarterly results that exceeded expectations, some insiders have recently sold shares.
Ducommun Incorporated to Host Investor Day on September 17, 2026 - Registration Now Open
Ducommun Incorporated (NYSE: DCO) announced that registration is open for its Investor Day on September 17, 2026, which will feature presentations from key executives about the company's progress on VISION 2027 and the unveiling of the new 5-year roadmap, VISION 2032. This event will outline strategic growth, investment, and capital allocation plans aimed at strengthening Ducommun and enhancing shareholder value. The event will be held in New York and streamed live, with registration required for webcast access.
AAR and Ducommun Shares Plummet, What You Need To Know
Shares of aerospace companies AAR and Ducommun plummeted following surging oil prices and rising long-term interest rates, which are stoking fears of an industry slowdown. President Donald Trump’s "Economic Warfare" announcement against Iran pushed Brent crude to $93.55 a barrel, while a 10-year Treasury yield rise above 4.7% suggests tighter monetary policy. These factors lead to increased jet fuel and financing costs for airlines, likely resulting in delayed fleet upgrades and maintenance, thus pressuring manufacturers.
Insider Selling: Ducommun (NYSE:DCO) CEO Sells 2,500 Shares of Stock
Ducommun (NYSE:DCO) CEO Stephen Oswald sold 2,500 shares of the company's stock for approximately $509,875, reducing his holdings by 0.65%. Despite this insider selling, the company recently surpassed quarterly earnings and revenue expectations, reporting $1.18 EPS against a $0.98 consensus and an 11% year-over-year revenue increase to $224.5 million. Analyst sentiment remains positive with a "Moderate Buy" rating, and institutional investors own a significant portion of the stock.
Ducommun Incorporated Announces Registration Open for Investor Day on September 17, 2026, to Unveil VISION 2032 Strategy
Ducommun Incorporated has announced that registration is open for its Investor Day on September 17, 2026, in New York. The event will feature key executives, including CEO Stephen G. Oswald, presenting updates on the company's VISION 2027 progress and unveiling the new five-year strategy, VISION 2032. This strategy will focus on growth, investment, and capital allocation to strengthen the company and enhance shareholder value.
CM Wealth Advisors LLC Makes New $1.40 Million Investment in Ducommun Incorporated $DCO
CM Wealth Advisors LLC has reported a new investment of $1.40 million in Ducommun Incorporated, purchasing 7,579 shares during the second quarter. This move makes CM Wealth Advisors LLC the owner of approximately 0.05% of Ducommun's stock. Other institutional investors have also adjusted their positions in DCO, while company insiders have recently sold shares.
Diversify Advisory Services LLC Purchases New Stake in Ducommun Incorporated $DCO
Diversify Advisory Services LLC has acquired a new stake of 9,500 shares in Ducommun Incorporated, valued at approximately $1.74 million. Other institutional investors like BlackRock Inc. and Vanguard Group Inc. have also adjusted their holdings in Ducommun. The article also notes recent insider selling by the CEO and VP, as well as updated analyst ratings and price targets for the company's stock.
Ducommun CEO Stephen Oswald Executes Stock Options and Sells Shares in August 2026
Stephen G. Oswald, CEO of Ducommun Inc. (NYSE: DCO), exercised 10,000 stock options and sold a total of 8,611 shares between August 17 and 18, 2026. The sales included shares withheld for tax purposes and an open-market transaction. After these transactions, Oswald's direct beneficial ownership in Ducommun stands at 383,864 shares, with 7,500 stock options remaining outstanding.
Ducommun (NYSE: DCO) CEO exercises 10,000 options, sells stock
Ducommun Inc. CEO Stephen G. Oswald exercised 10,000 stock options at $32.90 per share on August 17, 2026. Following this, 6,111 shares were delivered or withheld for tax liability, and he sold 2,500 shares of common stock at a weighted average price of $203.95 per share on August 18, 2026. After these transactions, Oswald holds 383,864 shares of common stock and 7,500 options from the original grant.
The Bull Case For Ducommun (DCO) Could Change Following Strong Q2 2026 Earnings Momentum - Learn Why
Ducommun (DCO) reported strong Q2 2026 earnings, with increased sales and net income, improving its profitability. This performance strengthens the company's investment narrative as an aerospace and defense supplier, providing greater financial flexibility through its expanded credit facility. While the earnings beat supports a bullish outlook, risks remain concerning execution on consolidations, product transitions, and exposure to commercial aerospace and defense budgets.
3 Defense Stocks Retail Investors Are Watching After Indo Pacific Military Moves
The article discusses three defense stocks—Park Aerospace (PKE), Ducommun (DCO), and Aerospace Industrial Development (TWSE:2634)—that are gaining investor attention due to increased US military activity in the Indo-Pacific region. It highlights each company's involvement in defense, financial performance, and potential risks, urging investors to consider these factors in their research. The piece suggests that geopolitical developments are shifting focus towards defense spending and supply chain resilience, making these stocks relevant for further investigation.
Ducommun (NYSE: DCO) executive plans 2,500-share sale after prior 5,766-share disposal
Stephen G. Oswald, an officer/director at Ducommun Inc. (DCO), has filed a Rule 144 notice indicating his plan to sell 2,500 shares of common stock on or after August 18, 2026. These shares were acquired as "Exercised Shares" for cash on August 17, 2026. This planned sale follows a previous disposal of 5,766 shares of Ducommun common stock by Oswald within the last three months, specifically on August 12, 2026, for an aggregate amount of $1,159,804.38.
23,911 Shares in Ducommun Incorporated $DCO Bought by Rice Hall James & Associates LLC
Rice Hall James & Associates LLC recently acquired 23,911 shares of Ducommun Incorporated (NYSE:DCO), valued at approximately $4.43 million, increasing institutional ownership to 92.15%. Despite some insider selling, analysts maintain a "Moderate Buy" rating with a consensus price target of $192.60, following the aerospace company's strong quarterly earnings beat. Ducommun reported EPS of $1.18 against an estimated $0.98 and revenues of $224.49 million, an 11% year-over-year increase.
Ducommun Incorporated (NYSE:DCO) Receives Average Recommendation of "Moderate Buy" from Analysts
Ducommun Incorporated (NYSE:DCO) has received a "Moderate Buy" consensus recommendation from analysts, with an average 12-month price target of $192.60. The company recently surpassed quarterly expectations, reporting $1.18 EPS against an anticipated $0.98, and revenues of $224.49 million, an 11% increase year-over-year. Despite insider sales totaling approximately $1.48 million over the last quarter, institutional investors hold a significant 92.15% stake in the company.
A Look at Ducommun Inc (DCO) After 4.0% Gain -- GF Value $70.42 vs Price $206.98
Ducommun Inc (DCO) shares increased by 4.0% to $206.98, but GuruFocus assesses the stock as significantly overvalued with a GF Value of $70.42. Despite an above-average GF Score of 64/100, its valuation rank is very low at 1/10, indicating the current price is not supported by fundamentals. Furthermore, insiders have sold $2.6 million in shares over the last three months with no buying activity, raising concerns about future performance.
Ducommun chairman, president & CEO Oswald sells $1.16m in stock
Stephen G. Oswald, Chairman, President & CEO of Ducommun Inc. (NASDAQ:DCO), sold 5,766 shares totaling $1,159,830 on August 12, 2026, following the exercise of options for 15,000 shares on August 11, 2026. The options were part of the company's Stock Incentive Plan, and he also disposed of additional shares on August 11 and August 12. These transactions occurred after Ducommun reported stronger-than-expected second-quarter 2026 results, with adjusted earnings surpassing forecasts and record revenue driven by growth in the missiles and commercial aerospace sectors.
Ducommun CEO Oswald sells $1.16m in stock By Investing.com
Stephen G. Oswald, CEO of Ducommun Inc. (NYSE:DCO), sold 5,766 shares of common stock for $1.16 million after exercising stock options and disposing of shares to cover tax liabilities. Following these transactions, Oswald beneficially owns 382,475 shares and 17,500 derivative securities. This news comes after Ducommun reported stronger-than-expected Q2 2026 results, with record revenue and adjusted earnings surpassing analyst forecasts.
Ducommun chairman, president & CEO Oswald sells $1.16m in stock
Stephen G. Oswald, Chairman, President & CEO of Ducommun Inc., sold 5,766 shares of the company’s common stock for $1,159,830 on August 12, 2026. This sale followed an acquisition of 15,000 shares through option exercise on August 11, 2026, and other dispositions. Ducommun recently reported stronger-than-expected Q2 2026 results with record revenue, driven by aerospace and defense sectors.
Ducommun chairman, president & CEO Oswald sells $1.16m in stock
Stephen G. Oswald, Chairman, President & CEO of Ducommun Inc., sold 5,766 shares of the company’s common stock for $1,159,830 on August 12, 2026. This sale followed his acquisition of 15,000 shares through option exercise on August 11, 2026, and other dispositions. These transactions occurred amidst Ducommun reporting stronger-than-expected Q2 2026 results with record revenue and adjusted earnings.
Ducommun chairman, president & CEO Oswald sells $1.16m in stock
Stephen G. Oswald, Ducommun Inc.'s Chairman, President & CEO, sold 5,766 shares of company stock for $1.16 million at prices between $200.15 and $202.08 on August 12, 2026, following the exercise of options on August 11. These transactions occurred after the company reported stronger-than-expected Q2 2026 results, with adjusted earnings surpassing forecasts by 20.4% and record revenue of $224.5 million. Oswald now directly holds 383,631 shares and 17,500 derivative securities.
