Ducommun (DCO) Is Down 5.7% After Strong Q1, New Credit Facility And ESOP Shelf Filing
Ducommun (DCO) reported strong first-quarter results with sales of US$209.02 million and net income of US$9.92 million, alongside securing a new US$650 million credit facility and filing an US$87.16 million ESOP shelf registration. Despite the positive news and a reaffirmed intent for strategic acquisitions, the stock dropped 5.7%. The company's investment narrative focuses on converting aerospace and defense demand into durable earnings and using leverage for growth, with a new credit facility enhancing its capacity for acquisitions.
INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of Ducommun Incorporated - DCO
Pomerantz LLP is investigating Ducommun Incorporated (NYSE: DCO) on behalf of investors for potential securities fraud or unlawful business practices. This investigation follows Ducommun's disclosure of an error in its historical consolidated financial statements from 2024 and 2025 regarding stock-based compensation expense recognition, causing a stock price drop of $4.23 per share. Investors are encouraged to contact Pomerantz LLP for information regarding joining the class action.
[Form 4] DUCOMMUN INC /DE/ Insider Trading Activity
Ducommun Inc. executive Rajiv A. Tata, V.P., General Counsel, and Corporate Secretary, reported an open-market sale of 1,612 shares of common stock at $145.00 per share, totaling $233,740. This sale was conducted to satisfy obligations under the company's Second Amended and Restated Clawback Policy, related to a restatement of previously issued financial statements. Following the transaction, Tata directly holds 33,171 shares of Ducommun common stock.
Ducommun VP, GC & corp. secretary sells $233,740 in stock
Rajiv A. Tata, Ducommun Inc.'s V.P., G.C. & Corp. Secretary, sold 1,612 shares of company stock for $233,740 to satisfy obligations under the company's clawback policy, triggered by restated financial statements. Following the transaction, he holds 33,171 shares. This comes as analysts forecast 2026 earnings per share of $4.35, despite a recent Q1 2026 EPS miss but a revenue beat.
Morgan Stanley Smith Barney files Form 144 for DCO (NYSE: DCO)
Morgan Stanley Smith Barney LLC Executive Financial Services has filed a Form 144 notice to dispose of restricted common stock of Ducommun Inc. (NYSE: DCO). The filing, dated May 20, 2026, indicates proposed sales of three restricted-stock tranches acquired in 2025 and 2026. This type of filing is a notification of intent to sell and does not confirm the execution of the sales.
A Look At Ducommun (DCO) Valuation After Earnings Beat And Strong Aerospace And Defense Momentum
Ducommun (DCO) recently surpassed earnings expectations, driven by robust commercial aerospace demand and defense activity, and management's focus on margin improvement. Despite a slight dip in the past week, the stock shows strong momentum with significant year-to-date and long-term shareholder returns. The article suggests DCO is currently undervalued at US$141.75 compared to a narrative-based fair value of US$146.60, primarily due to its strong position in defense spending and backlog visibility, though it highlights potential risks related to defense budgets and execution challenges.
Ducommun Posts Record Q1 as Margins Climb
Ducommun (DCO) reported record first-quarter revenue of $209.0 million, an increase of 9% year-over-year, marking its 20th consecutive quarter of growth. The company saw strong performance in commercial aerospace and defense missile programs, leading to improved margins and a significant rebound in earnings per share. While challenges like customer destocking and timing issues in some defense subsegments persist, Ducommun reaffirmed its full-year guidance for mid-to-high single-digit revenue growth.
5 Revealing Analyst Questions From Ducommun’s Q1 Earnings Call
Ducommun (DCO) exceeded Q1 investor expectations, driven by strong commercial aerospace recovery and defense sector growth. The earnings call highlighted key analyst questions covering inventory normalization, missile program sustainability, acquisition strategy, capacity constraints, and margin improvement. Management's responses indicate optimism for future growth, fueled by increasing OEM production rates and strategic cost savings.
Ducommun (NYSE: DCO) CFO option exercise and RSU clawback detailed
Ducommun's (NYSE: DCO) CFO, Suman B. Mookerji, exercised stock options for 7,500 shares. The transaction also involved the withholding of 6,022 shares to cover tax obligations and the return of 1,259 shares to the company under its Clawback Policy due to restated financial statements. Following these adjustments, Mookerji directly holds 32,066 shares of common stock.
Ducommun Is Maintained at Buy by Citigroup
Citigroup has maintained its "Buy" rating on Ducommun (DCO). The article also briefly mentions Unity Software's (U.US) fourth-quarter earnings, where revenue increased 35% year-over-year to $609 million, exceeding analyst expectations, despite reporting a quarterly loss of 66 cents per share.
Have Insiders Sold Ducommun Shares Recently?
A recent analysis of Ducommun Incorporated (NYSE:DCO) insider transactions reveals significant selling activity, with Senior Vice President Jerry Redondo selling shares worth US$877k and Independent Director Richard Baldridge selling US$1.4m. Despite these sales, insider ownership remains at 4.1% (around US$88m). The article concludes that the insider selling and moderate insider ownership make investors cautious about the company, advising against rushing to buy the stock.
Teton Advisors LLC Has $3.19 Million Stake in Ducommun Incorporated $DCO
Teton Advisors LLC reduced its stake in Ducommun Incorporated (NYSE:DCO) by 27.2% in the fourth quarter, but the aerospace company still represents its seventh-largest position, valued at $3.19 million. Despite this reduction, analysts maintain an optimistic outlook for Ducommun, with a consensus "Moderate Buy" rating and an average price target of $154. The company recently exceeded quarterly earnings expectations, reporting an EPS of $0.75 and revenue of $209.0 million, a 7.7% increase year-over-year.
Gamco Investors INC. ET AL Sells 33,316 Shares of Ducommun Incorporated $DCO
Gamco Investors INC. ET AL significantly reduced its stake in Ducommun Incorporated by selling 33,316 shares, bringing its total ownership to 517,100 shares valued at approximately $49.2 million. Despite this sale, institutional ownership remains high at 92.15%, and analysts have a "Moderate Buy" consensus rating with an average price target of $154. Insider selling has also been noted, with a director and a VP liquidating shares.
Ducommun Q1 2026 Results: Revenue Up 7.7%, EPS Beats Estimates - News and Statistics
Ducommun reported strong first-quarter 2026 results, exceeding market expectations with a 7.7% increase in sales to $209 million and adjusted EPS of $0.75, beating estimates by 4%. The company's performance was driven by a robust rebound in commercial aerospace and continued strength in defense markets, with significant growth in missile-related business. Strategic initiatives like facility consolidation and pricing improvements contributed to an improved operating margin, and the company is focused on its Vision 2027 strategy for continued growth.
Ducommun (NYSE:DCO) Upgraded at Wall Street Zen
Wall Street Zen has upgraded Ducommun (NYSE:DCO) from "hold" to "buy," contributing to a generally positive analyst outlook that assigns a consensus "Moderate Buy" rating and a $154 average price target. This upgrade follows Ducommun's strong quarterly earnings, where the company surpassed expectations with $0.75 EPS and $209.02 million in revenue, despite a 5.0% dip in shares on Friday. Several other brokerages have also recently increased their price targets or upgraded the stock, reflecting confidence in the aerospace supplier's performance.
Earnings Preview: Ducommun Inc to Report Financial Results Pre-market on May 12
Ducommun Inc. (DCO) is scheduled to release its financial results pre-market on May 12. Analysts are expecting the company to report earnings of $0.62 per share. Investors will be closely watching the report for insights into Ducommun's performance.
Clawback and tax withholding trim Ducommun (DCO) VP shareholding
Ducommun Inc. (DCO) reported insider transactions for VP Rajiv A. Tata, detailing the impact of a clawback policy and tax withholding on his shareholding. Due to a restatement of prior financial statements, 1,107 restricted stock units (RSUs) vested but were not delivered, and 558 common shares were returned to the company. Additionally, 549 shares were withheld for tax obligations related to the RSU settlement, leaving Tata with 34,783 Ducommun common shares directly.
Ducommun S.V.P. Jerry Redondo sells $877,073 in stock By Investing.com
Jerry L. Redondo, Senior Vice President at Ducommun Inc., sold 5,682 shares of company stock for $877,073 on May 14, 2026, to satisfy obligations under the company’s Clawback Policy following a restatement of financial statements. Additionally, 898 shares were withheld for tax obligations related to restricted stock units, and 912 shares were returned to the company under the Clawback Policy. After these transactions, Redondo directly holds 62,034 shares.
Ducommun (DCO) CFO exercises 7,500 options and returns shares under clawback
Ducommun Incorporated's CFO, Suman B. Mookerji, executed several equity transactions, including exercising options for 7,500 shares at $40.44 each. He also had 5,967 shares withheld for tax obligations and returned 1,259 shares to the company under its clawback policy following a restatement of financial statements. After these adjustments, Mookerji directly holds 32,066 shares of Ducommun common stock.
Ducommun (DCO) VP adjusts equity for clawback and tax withholding
Ducommun Inc.'s VP, CHRO, Laureen S. Gonzalez, reported two equity adjustments for common stock. She disposed of 326 shares back to the issuer under the company's Clawback Policy due to a restatement of past financial statements, and 321 shares were withheld for tax obligations related to vested restricted stock units. After these transactions, Gonzalez directly holds 11,761 shares of Ducommun common stock.
Goldman Sachs Maintains Ducommun Inc(DCO.US) With Buy Rating, Raises Target Price to $161
Goldman Sachs has reiterated its Buy rating for Ducommun Inc (DCO.US) and increased its price target to $161. This indicates a positive outlook from the investment bank on the company's future performance.
[144] DUCOMMUN INC /DE/ SEC Filing
This article reports on a Form 144 SEC filing by DUCOMMUN INC /DE/, detailing a proposed sale of 5682 shares of common stock with an aggregate market value of $877,073.52. The filing indicates these securities were acquired as performance shares from the issuer on February 17, 2021. The proposed sale date is May 14, 2026, through Morgan Stanley Smith Barney LLC on the NYSE.
Ducommun (DCO) Form 144: Director reports $363K in March share sales
A recently filed Form 144 indicates that Ducommun Inc. director Stephen G. Oswald sold 2,829 shares across three transactions in March 2026, totaling $363,842.16 (gross proceeds). These sales were routine notifications required under Rule 144, primarily consisting of equity compensation. The filing provides details on the number of shares sold and the gross proceeds for each transaction.
Will Record Q1, ESOP Shelf, and M&A Firepower Shift Ducommun's (DCO) Long-Term Narrative?
Ducommun (DCO) reported a record first quarter in 2026 with strong sales and net income, alongside significant financial activities including an ESOP-related shelf registration and an expanded credit facility for M&A. This activity reinforces the company's existing investment narrative tied to aerospace and defense growth and acquisition-driven margin improvements. While the expanded financial capacity supports future strategic moves, investors are advised to consider the potential risks associated with acquisition execution and integration.
Ducommun Incorporated to Host Investor Day on September 17, 2026
Ducommun Incorporated announced it will host an Investor Day on September 17, 2026, in New York City. The event will feature presentations from key executives, including CEO Stephen G. Oswald, who will provide updates on the VISION 2027 strategy and unveil the new VISION 2032 roadmap. This new strategy will focus on growth, investment, and capital allocation to strengthen the company and enhance shareholder value.
Ducommun Incorporated Announces Investor Day to Introduce VISION 2032 Strategy on September 17, 2026
Ducommun Incorporated will host an Investor Day on September 17, 2026, in New York City to unveil its new VISION 2032 strategy. The event will feature presentations from key executives, including CEO Stephen G. Oswald and CFO Suman Mookerji, providing updates on the VISION 2027 strategy and outlining new plans for growth, investment, and capital allocation. Registration will be required for both in-person attendance and the live webcast.
Vanguard Group Inc. Boosts Stock Position in Ducommun Incorporated $DCO
Vanguard Group Inc. increased its stake in Ducommun Incorporated (NYSE:DCO) by 2.3% in the fourth quarter, now holding 842,368 shares valued at approximately $80.1 million. Ducommun recently reported strong quarterly results, exceeding EPS and revenue estimates, with a 7.7% year-over-year revenue increase. Analyst sentiment remains largely positive, with an average "Moderate Buy" rating and several price target increases despite one recent downgrade.
Ducommun Incorporated Announces Investor Day to Introduce VISION 2032 Strategy on September 17, 2026
Ducommun Incorporated will host an Investor Day on September 17, 2026, in New York City to unveil its new five-year "VISION 2032" strategy. The event will feature presentations from CEO Stephen G. Oswald, CFO Suman Mookerji, and other senior leaders, focusing on growth, investment, and capital allocation to enhance shareholder value. Registration will be required for both in-person attendance and the live webcast.
Inside Ducommun’s Sept. 17 Investor Day: unveiling its VISION 2032 plan
Ducommun (NYSE: DCO) will host an Investor Day on September 17, 2026, in New York City. Senior leadership will present updates on the company's VISION 2027 progress and unveil a new five-year strategic roadmap, VISION 2032, detailing growth, investment, and capital allocation priorities. The event will include presentations from top executives, a product showcase, and will be accessible via in-person attendance or webcast, both requiring registration.
Ducommun Inc stock hits all-time high at 150.21 USD By Investing.com
Ducommun Inc. (DCO) stock reached an all-time high of $150.21, marking a 121.48% increase over the past year and a market capitalization of $2.21 billion. InvestingPro analysis indicates that while the stock is trading above its fair value, net income is expected to grow this year. The aerospace and defense company recently reported mixed Q1 2026 financial results, with EPS of $0.75 falling short of expectations but revenue exceeding forecasts at $209 million.
Ducommun Inc stock hits all-time high at 150.21 USD
Ducommun Inc. (DCO) stock reached an all-time high of $150.21, driven by a 121.48% increase over the past year and strategic initiatives. Despite trading above its InvestingPro Fair Value, the company's net income is expected to grow this year. The aerospace and defense company recently reported Q1 2026 EPS of $0.75, missing analyst expectations, but revenue exceeded forecasts at $209 million.
Ducommun Incorporated (NYSE:DCO) Q1 2026 Earnings Call Transcript
Ducommun Incorporated reported a strong Q1 2026, with revenues reaching a new first-quarter record of $209 million, an 9% increase over last year, and diluted EPS of $0.75, exceeding expectations. The company saw significant growth in both commercial aerospace and military end markets, driven by higher OEM production rates and increasing defense spending, especially in missile programs. Ducommun is optimistic about continued strength and growth in both sectors, with plans to detail a "Vision 2032" roadmap at an upcoming Investor Day.
Ducommun Q1 Earnings Call Highlights
Ducommun (DCO) reported a strong first quarter for fiscal 2026, with revenue reaching a record $209 million, up 9% year-over-year. The company saw growth in both commercial aerospace and defense segments, improved margins, and is on track with its Vision 2027 targets. Ducommun also reiterated its full-year 2026 revenue growth guidance and is actively discussing significant missile-related orders and M&A opportunities.
[Form 4] DUCOMMUN INC /DE/ Insider Trading Activity
Ducommun Inc. Chairman, President & CEO Stephen G. Oswald reported compensation-related share adjustments, not open-market trades. On May 8, 2026, 5,135 restricted stock units settled, with 2,546 shares withheld for tax obligations and 2,589 shares returned under the company's clawback policy due to a restatement of prior financial statements. These transactions, which are policy-driven, resulted in Oswald directly holding 416,838 shares of Ducommun common stock.
[Form 4] DUCOMMUN INC /DE/ Insider Trading Activity
Ducommun Inc.'s Senior Vice President and CFO, Suman B. Mookerji, reported two non-market share dispositions on May 8, 2026, related to equity compensation. These included the withholding of 1,155 shares for tax obligations on restricted stock units and the return of 1,174 shares under the company's clawback policy due to restated financial statements. The transactions are considered compensation adjustments rather than discretionary market trades, and Mookerji now directly holds 27,064 shares of Ducommun common stock.
[Form 4] DUCOMMUN INC /DE/ Insider Trading Activity
Ducommun Inc.'s Senior Vice President, Jerry L. Redondo, engaged in two non-market dispositions of common stock on May 8, 2026. These transactions included the withholding of 748 shares at $137.23 each to cover tax obligations from restricted stock unit settlement, and the return of 759 shares to the company under its clawback policy due to restated financial statements. Following these adjustments, Redondo directly holds 69,526 shares of Ducommun common stock.
Earnings call transcript: Ducommun Q1 2026 misses EPS forecast, revenue hits
Ducommun Incorporated reported a mixed Q1 2026, missing EPS forecasts with $0.75 against an expected $0.85, but exceeding revenue expectations with $209 million. The company showcased strong revenue growth, including an 8.6% year-over-year increase and improved gross and adjusted EBITDA margins, driven by its Vision 2027 strategic plan. Despite facing some destocking headwinds, Ducommun maintains an optimistic outlook for the rest of 2026 and beyond, particularly with anticipated growth in military and commercial aerospace sectors.
Ducommun Earnings Top Estimates
Ducommun Inc., an aerospace and defense company, reported first-quarter revenue of $199.8 million, exceeding analyst expectations, with adjusted earnings per share also surpassing estimates at 75 cents versus 44 cents. The company's revenue was up 9% from the same quarter in 2025, driven by strong growth in both commercial aerospace and defense sectors. Shares remained stable at $140.13, valuing the company at $2.1 billion.
Ducommun Releases Q1 2026 Financial Results
Ducommun Incorporated reported first-quarter 2026 results, missing Wall Street's EPS expectations with $0.75 per share against an estimated $0.79. Despite the miss, the company saw a 9.0% increase in revenue to $209.0M, driven by its Electronic Systems segment, and maintains positive analyst sentiment.
Ducommun (NYSE: DCO) posts record Q1 2026 revenue and sharply higher profit
Ducommun (NYSE: DCO) reported record Q1 2026 revenue of $209.0 million, a 9% increase year-over-year, driven by commercial aerospace and defense demand. The company saw a significant surge in net income to $9.9 million, up from $1.4 million in Q1 2025, and an Adjusted EBITDA of $35.4 million, reflecting strong margin expansion. Both its Electronic Systems and Structural Systems segments contributed to this growth, with management noting favorable demand trends into 2027 and 2028 despite potential destocking headwinds later in 2026.
Ducommun: Q1 Earnings Snapshot
Ducommun Inc. (DCO) reported its first-quarter earnings, announcing a net income of $9.9 million. The aerospace industry supplier achieved 64 cents per share, or 75 cents adjusted, and generated $209 million in revenue.
Ducommun reports Q1 2026: Revenue $209.0M, Adj. EBITDA $35.4M, EPS $0.64
Ducommun reported strong first-quarter 2026 results, with net revenue of $209.0 million, a 9% year-over-year increase, and adjusted EBITDA of $35.4 million. The company achieved GAAP net income of $0.64 per diluted share and non-GAAP adjusted net income of $0.75 per diluted share. Growth was driven by commercial aerospace recovery and sustained defense sector momentum, with notable margin expansion due to lower manufacturing costs and favorable product mix.
Ducommun reports mixed first quarter results
Ducommun Incorporated reported mixed first-quarter 2026 results, with revenue exceeding expectations but adjusted EPS missing analyst estimates. Revenue increased 9% year-over-year, driven by strong demand in commercial aerospace and military sectors, while net income significantly improved. The company's stock remained flat in after-hours trading despite the revenue beat.
Press Release: Ducommun Incorporated Reports First Quarter 2026 Results
This press release from Ducommun Incorporated reports the company's financial results for the first quarter of 2026. It likely details key financial metrics, operational highlights, and potentially provides an outlook for the upcoming periods.
Ducommun: Q1 Earnings Snapshot
Ducommun Inc. (DCO) reported its first-quarter earnings, announcing a net income of $9.9 million, or 64 cents per share. Adjusted earnings for the aerospace industry supplier were 75 cents per share, with total revenue reaching $209 million for the period.
Ducommun earnings loom as defense supplier faces EPS test
Ducommun Incorporated is set to announce its first-quarter earnings, with analysts expecting $0.85 per share on $199.7 million in revenue, representing year-over-year growth but a sequential decline. The company faces investor scrutiny due to lowered earnings estimates and disclosed internal control weaknesses related to accounting for stock-based awards. Despite these challenges, Wall Street analysts maintain a "Strong Buy" rating on the stock, which has seen significant gains over the past year.
Ducommun (DCO) Reports Earnings Tomorrow: What To Expect
Ducommun (DCO) is set to report its Q1 earnings before the bell on Tuesday. Analysts expect the company's revenue to grow by 2.7% year-on-year, and Ducommun has a history of meeting Wall Street's revenue estimates. Recent positive sentiment in the aerospace sector, with peers like Rocket Lab and Howmet reporting strong Q1 results, suggests a potentially favorable environment for Ducommun's upcoming announcement.
Ducommun Incorporated (NYSE:DCO) Given Average Recommendation of "Moderate Buy" by Brokerages
Ducommun Incorporated (NYSE:DCO) has received a consensus "Moderate Buy" rating from seven brokerages, with an average one-year price target of $144.50. The company recently reported strong Q4 earnings, beating expectations with $1.05 EPS against $0.91 estimates, and revenue increased by 9.4% year-over-year to $215.8 million. Analysts have recently adjusted their ratings and price targets, reflecting ongoing interest and performance evaluation of the aerospace and defense manufacturer.
Ducommun (NYSE:DCO) Rating Lowered to "Hold" at Wall Street Zen
Wall Street Zen has downgraded Ducommun (NYSE:DCO) from "buy" to "hold," despite the aerospace company's recent earnings beat and an overall "Moderate Buy" consensus from other analysts with an average price target of $144.50. Ducommun reported strong revenue growth of 9.4% year over year and an EPS of $1.05, surpassing expectations. The stock is currently trading near its 52-week high, with significant institutional ownership.
Ducommun Inc stock hits all-time high at 147.9 USD By Investing.com
Ducommun Inc. (DCO) stock reached an all-time high of $147.90, reflecting a significant 1-year growth of 128.67% and a 134.24% total return according to InvestingPro data. The company's recent strong performance includes exceeding adjusted EPS expectations in Q4 2025 and a raised price target from RBC Capital. However, InvestingPro analysis also suggests the stock might be overvalued relative to its Fair Value.
