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Ducommun (DCO) investor relations material
Ducommun Jefferies Mining and Industrials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Jefferies Mining and Industrials Conference 2025 summary3 Sep, 2025
Company History and Leadership
Oldest continuous company in California, founded in 1849, with a strong heritage and recent 175th anniversary.
CEO joined in 2017, bringing experience from private equity and large-cap industrials.
Significant transformation since 2017, including margin expansion and portfolio diversification.
Business Segments and Market Position
Revenue split: 60% defense, 40% commercial, with tier one status for over half of revenue.
Two main segments: electronic systems (55% of revenue) and structural systems (45%), each with distinct product lines and customers.
Electronic Systems accounted for 55% of 2024 revenue with a 21% margin, while Structural Systems contributed 45% with a 15% margin.
Key customers include major aerospace and defense primes such as Boeing, Airbus, Lockheed Martin, RTX, and Northrop Grumman.
Focus on engineered products and aftermarket, now 23% of revenue, with a goal to reach 30%+.
Financial Performance and Targets
Stock price increased from ~$25 in 2017 to ~$90, with strong enterprise value and revenue growth.
Market capitalization grew 350% from $286M in 2016 to $1.3B in Q2 2025, with net revenues rising 44% to $795M and adjusted EBITDA up 121% to $123M.
EBITDA margin improved from 13% post-COVID to 16.5%, targeting 18% by 2027.
Adjusted EBITDA margin improved from 10% in 2016 to 15% in Q2 2025, with a leverage ratio declining from 3.0x to 1.7x.
Revenue for 2024 expected around $950M, with double-digit growth guidance for Q4.
How does the engineered product mix impact valuation?
What drives missile business growth in 2026-27?
How to gain share amid Boeing destocking?
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Next Ducommun earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
Ducommun Incorporated is a provider of engineering and manufacturing services for the aerospace, defense, and industrial sectors. The company specializes in producing complex structural components, electronic systems, and high-performance materials used in commercial and military aircraft, space systems, and industrial equipment. Ducommun’s offerings include aerostructures, avionics, mission-critical assemblies, and precision machining services. The company supports customers with design, development, and production solutions tailored to demanding applications. The company is headquartered in Santa Ana, California, and its shares are listed on the NYSE.
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