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.
Ducommun CEO Oswald sells $1.16m in stock
Stephen G. Oswald, CEO of Ducommun Inc. (NYSE:DCO), sold 5,766 shares of stock for $1.16 million after exercising options. These transactions, including shares disposed to cover tax liabilities and a gifted amount, resulted in him beneficially owning 382,475 shares and 17,500 derivative securities. The news follows Ducommun's stronger-than-expected second-quarter 2026 results, driven by growth in missiles and commercial aerospace sectors.
Ducommun (DCO) CEO Oswald exercises 15,000 options, sells and gifts stock
Ducommun Incorporated's Chairman, President, and CEO Stephen G. Oswald engaged in several equity transactions in August 2026. He exercised options for 15,000 shares, sold 5,766 shares at a weighted average price of $201.15, and made a bona fide gift of 3,400 shares. Additionally, 9,234 shares were delivered or withheld to cover the exercise price or tax liabilities related to the option exercise.
Ducommun (DCO) CEO sells 5,766 shares after exercising 15,000 options
Ducommun Inc.'s Chairman, President & CEO, Stephen G. Oswald, reported exercising options for 15,000 common shares and subsequently selling 5,766 shares at a weighted average price of $201.15. Additionally, 9,234 shares were withheld for tax liability, and a bona fide gift of 2,244 shares was made. These transactions highlight insider activity following a stock incentive plan.
Ducommun (NYSE:DCO) CEO Stephen Oswald Sells 5,766 Shares of Stock
Ducommun CEO Stephen Oswald sold 5,766 shares of DCO stock for approximately $1.16 million, reducing his ownership by 1.47% but still retaining a significant stake. The sale occurred as Ducommun's stock traded near its 12-month high and above key moving averages, following strong quarterly earnings that surpassed analyst expectations. Analysts maintain a "Moderate Buy" rating for DCO, with institutional investors holding over 92% of the company's shares.
5 Must-Read Analyst Questions From Ducommun’s Q2 Earnings Call
Ducommun (DCO) reported Q2 earnings that surpassed Wall Street expectations, driven by strong demand in aerospace and defense markets, particularly from missile programs and commercial aerospace recovery. The article highlights key analyst questions from the earnings call, focusing on the growth drivers, M&A strategy, and margin expansion, and identifies catalysts for upcoming quarters.
DUCOMMUN INC /DE/ SEC Filing (Aug 12, 2026)
This article reports on a Form 144 SEC filing by DUCOMMUN INC /DE/ (DCO) on August 12, 2026, concerning a proposed sale of securities. The filing details the sale of 5,766 shares of common stock with an aggregate market value of $1,159,804.38, acquired through exercise on August 11, 2026. The transaction was facilitated by Morgan Stanley Smith Barney LLC and is expected to occur on the NYSE.
Ducommun (NYSE:DCO) Upgraded to "Strong-Buy" at Zacks Research
Zacks Research has upgraded Ducommun (NYSE:DCO) to a "Strong-Buy" rating, while other analysts generally maintain a "Moderate Buy" consensus with an average price target of $180.80. The upgrade follows Ducommun's strong quarterly performance, where it exceeded EPS estimates by reporting $1.18 and saw revenue increase by 11% year-over-year to $224.49 million. Despite some recent insider stock sales, institutional investors hold a significant majority of the shares.
Ducommun (DCO) Beats On Earnings As Fair Value Debate Tightens
Ducommun (DCO) reported strong second-quarter 2026 results, exceeding analyst expectations with increased sales and net income driven by missile program demand and commercial aerospace recovery. Despite a significant share price increase, the stock's valuation is tightly debated, with a common narrative suggesting it's slightly overvalued at $190.80, while a discounted cash flow model indicates it might be undervalued at $221.74. The company's focus on higher-margin products and cost restructuring is boosting profitability, though risks from commercial aerospace destocking and defense budget changes exist.
Ducommun (DCO) Beats On Earnings As Fair Value Debate Tightens
Ducommun (DCO) reported strong second-quarter 2026 results, surpassing analyst expectations due to demand in missile programs, higher engineered product content, and commercial aerospace recovery. Despite a significant increase in its share price and strong price momentum, a debate exists on its fair value, with a narrative suggesting it's 3.4% overvalued while a Discounted Cash Flow model indicates it's about 11% undervalued. Investors are advised to consider these mixed signals and assess opportunities and risks.
FMR LLC Buys Ducommun Inc (DCO) -- Shares Look 180% Overvalued on GF Value
FMR LLC (Fidelity) recently acquired 620,839 shares of Ducommun Inc (DCO), increasing its stake to 5.10%, despite the stock appearing significantly overvalued according to GuruFocus's GF Value calculation. Ducommun, an aerospace and defense supplier, has seen its stock price surge by over 103% year-to-date, trading at $197.26 against an estimated intrinsic value of $70.44. While Fidelity's investment reflects a growth-oriented strategy, the substantial overvaluation and mixed financial metrics like negative ROE suggest potential risks for value investors, even as institutional interest in the company persists.
Goldman Sachs Maintains Ducommun Inc(DCO.US) With Buy Rating, Raises Target Price to $201
Goldman Sachs has reiterated its Buy rating on Ducommun Inc (DCO.US) and increased its target price to $201. This indicates a positive outlook from the investment bank regarding the company's future stock performance.
Ducommun (DCO) Is Up 10.1% After Strong Q2 Earnings And Expanding Missile Backlog - What's Changed
Ducommun (DCO) saw a 10.1% increase after strong Q2 2026 earnings, with sales reaching US$224.49 million and net income of US$20.40 million. The company's performance has been boosted by higher defense and missile-related work, leading to a significant increase in its missile-related backlog. While this growth has led to substantial share price gains, investors are cautioned about the critical risk of potential shifts or slowdowns in U.S. defense spending.
Oliver Luxxe Assets LLC Cuts Holdings in Ducommun Incorporated $DCO
Oliver Luxxe Assets LLC significantly reduced its stake in Ducommun Incorporated by 46.8% in Q2, selling 14,504 shares. Despite this, Ducommun reported strong Q2 results with earnings exceeding estimates and revenue up 11% year over year. The stock has a "Moderate Buy" consensus rating, but risks include a negative net margin and elevated valuation.
Ducommun (DCO) Stock Sees Modest Fair Value Lift As Analysts Weigh Aerospace And Defense
Analysts have adjusted Ducommun's fair value from US$181.00 to US$190.80, attributing the change to factors like expectations for missiles and munitions execution, commercial aerospace exposure, and current valuation reflection. While some analysts maintain a bullish outlook due to aerospace and defense multiples, others are more cautious, citing potential budget pressures and the current valuation already capturing significant opportunities. Key financial assumptions for revenue growth, net profit margin, future P/E, and discount rate have been updated, influencing the new fair value.
Net income before discontinued operations of Ducommun Incorporated – HAM:DUM
This article provides financial data for Ducommun Incorporated (HAM:DUM), specifically focusing on its net income before discontinued operations. The information is presented in a period value and change format. It also indicates that the market is currently closed with no trades.
Ducommun (NYSE:DCO) Stock Rating Upgraded by Wall Street Zen
Wall Street Zen has upgraded Ducommun (NYSE:DCO) stock from a "hold" to a "buy" rating. This upgrade follows Ducommun's strong second-quarter results, where the company surpassed EPS and revenue expectations, and multiple other analysts have also raised their price targets on the stock. Despite the positive news and an average "Moderate Buy" rating from analysts, the company maintains a negative net margin, and insiders have recently sold shares.
B. Riley Securities Maintains Ducommun Inc(DCO.US) With Buy Rating, Raises Target Price to $222
B. Riley Securities has reiterated its Buy rating for Ducommun Inc (DCO.US) and increased the target price to $222. This indicates a positive outlook from the firm regarding Ducommun's future performance.
Ducommun Q2 Earnings Call Highlights
Ducommun (DCO) reported record second-quarter revenue, reaching $224.5 million, an increase of 12% year-over-year, driven by commercial aerospace and military programs. The company achieved improved margins and earnings, with adjusted operating income up to $26.7 million and adjusted EBITDA to $38.4 million. Ducommun expects to meet its full-year revenue outlook despite anticipating lower growth rates in the second half due to production being pulled forward into the first half.
State Street Corporation (NYSE: DCO) discloses 6.3% beneficial stake in Ducommun
State Street Corporation, through its asset management subsidiaries, has reported a beneficial ownership of 6.3% in Ducommun Inc., holding 945,113 shares of common stock. The filing indicates shared voting power over 904,931 shares and shared dispositive power over all 945,113 shares, with no sole voting or dispositive authority. These holdings are managed by various State Street Global Advisors entities acting as investment advisers for their clients.
ETFs Investing in Ducommun Incorporated Stocks
This article lists Exchange Traded Funds (ETFs) that hold Ducommun Incorporated (DUM) stocks, providing detailed information about each fund. The list is sorted by market value and includes data such as weight, issuer, management style, expense ratio, assets under management (AUM), price, change percentage, and 3-year total return. The ETFs listed vary in their focus, ranging from aerospace and defense to small-cap and thematic investments, offering diverse options for investors interested in Ducommun Incorporated.
RBC Capital Maintains Ducommun Inc(DCO.US) With Hold Rating, Raises Target Price to $200
RBC Capital has reiterated its Hold rating on Ducommun Inc. (DCO.US) and increased its price target for the company's stock to $200. This adjustment reflects RBC Capital's updated valuation for Ducommun Inc.
RBC Adjusts PT on Ducommun to $200 From $175, Maintains Sector Perform Rating
RBC Capital has increased its price target on Ducommun Incorporated (NYSE: DCO) to $200 from $175, while maintaining a Sector Perform rating. This adjustment follows Ducommun's Q2 2026 earnings call and report, which showed rising adjusted earnings and revenue for the quarter and the first six months of the year.
DUCOMMUN INCORPORATED : RBC RAISES TARGET PRICE TO $200 FROM $175
RBC has increased its target price for DUCOMMUN INCORPORATED (DCO.N) to $200, up from the previous target of $175. This adjustment indicates a more positive outlook from RBC regarding the company's stock performance. The news was reported by Reuters.
Ducommun 2Q Net $20.4M >DCO
This article states that Ducommun's net income for the second quarter was $20.4 million. No further details are provided in the content.
Ducommun Q2 2026 EPS Tops Expectations, Revenue Up 12%
Ducommun Incorporated (DCO) reported strong Q2 2026 results, with adjusted EPS of $1.18 significantly beating the $0.99 forecast and revenue increasing by 12.0% to $224.5M. The Electronic Systems segment was a key driver, showing a 19.8% year-over-year revenue increase. Despite the strong financial performance and positive analyst sentiment, the market reaction to DCO shares was muted.
FMR LLC and Abigail Johnson disclose 5.1% Ducommun Inc. (DCO) ownership in 13G filing
FMR LLC and Abigail Johnson have disclosed a 5.1% ownership stake in Ducommun Inc. (DCO) through a Schedule 13G filing. FMR LLC beneficially owns 776,200.58 shares, with sole voting power over 770,484 shares and sole dispositive power over all shares. Abigail P. Johnson is also reported as a beneficial owner of the same share count with sole dispositive power.
Ducommun Incorporated Reports Earnings Results for the Second Quarter and Six Months Ended July 04, 2026
Ducommun Incorporated announced strong financial results for the second quarter and six months ended July 04, 2026. For the second quarter, sales increased to $224.49 million from $200.8 million year-over-year, with net income rising significantly to $20.4 million from $12.75 million. The company also reported higher diluted earnings per share of $1.31, up from $0.84 in the prior year, reflecting robust performance.
Ducommun (DCO) Q2 Earnings and Revenues Surpass Estimates
Ducommun (DCO) reported strong Q2 results, with earnings of $1.18 per share and revenues of $224.49 million, both surpassing Zacks Consensus Estimates. The company has a positive track record of beating EPS estimates over the last four quarters and its stock has significantly outperformed the S&P 500 this year, gaining 101.5% compared to the S&P 500's 12.8%.
Earnings Flash (DCO) Ducommun Incorporated Posts Q2 Adjusted EPS $1.18 per Share
Ducommun Incorporated (DCO) reported its Q2 adjusted earnings per share (EPS) of $1.18. This financial update indicates the company's performance for the second quarter, providing key earnings data for investors and analysts. The article also notes other recent news concerning Ducommun, including revenue figures and analyst rating changes.
Form 8K Ducommun Inc For: 6 August By Investing.com
Investing.com published a report on August 6, 2026, detailing a Form 8K filing by Ducommun Inc. The article also provides financial market data and related news.
Earnings Flash (DCO) Ducommun Incorporated Reports Q2 Revenue $224.5M
Ducommun Incorporated reported its Q2 revenue at $224.5 million. This financial update indicates the company's performance for the second quarter of 2026. The article notes that this content is reserved for members.
Ducommun beats second quarter estimates on record revenue
Ducommun Incorporated reported strong second quarter results, exceeding analyst expectations with adjusted earnings per share of $1.18 and record revenue of $224.5 million. This growth was fueled by increased demand in commercial aerospace and defense sectors, contributing to a record gross margin and adjusted EBITDA. The company also achieved an all-time high in remaining performance obligations, indicating robust future growth.
