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Edge20 Mar 2026
Tetra Pak: The Shape of Innovation
The story of Tetra Pak, the Rausing family, and how a paper tetrahedron gave rise to a company that now delivers almost 180 billion packages a year.
Ducommun
Ducommun (DCO) investor relations material
Ducommun Sidoti March Small-Cap Virtual Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Sidoti March Small-Cap Virtual Conference summary18 Mar, 2026
Company history and leadership
Oldest continuously operating company in California, evolving from a gold rush general store to aerospace and defense products over 177 years.
Current management team has led since 2017, driving significant growth and transformation.
Financial and operational performance
Market cap increased nearly 400% since 2017, with revenues up 50% despite commercial aerospace downturn.
EBITDA grew 144% with 600 basis points of margin expansion, and further margin growth is targeted.
Business mix for 2025: 58% defense, 38% commercial aerospace, 4% niche industrial.
Strategic focus and Vision 2027
Five-year plan targets revenue growth from $700M in 2022 to $950M–$1B and margin expansion from 13% to 18%.
Achieved 340 basis points of margin expansion in three years, mainly from gross margin improvements.
Key strategies: growth in Engineered Products, disciplined pricing, cost management, and facility consolidation.
Remaining levers for the 18% margin target
Scaling capacity for 10x missile production
Strategy for proprietary M&A deal sourcing
Partial view of Summaries dataset, powered by Quartr API
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Latest events from Ducommun
- Record revenues, strong returns, and major ESG gains set the stage for key 2026 proxy votes.DCO
Proxy Filing13 Mar 2026 - Virtual voting covers director elections, compensation, auditor, and stock plan approval.DCOProxy Filing13 Mar 2026
- Record revenue and margin growth driven by defense strength and operational efficiencies.DCOQ4 202526 Feb 2026
- VISION 2027 aims for $1B revenue and 18% margin, leveraging engineered products and operational efficiency.DCOInvestor presentation26 Feb 2026
- Record Q2 revenue, margin expansion, and strong backlog support positive 2025 outlook.DCOQ2 20242 Feb 2026
- Vision 2027 aims for $1B revenue and 18% margins, leveraging engineered products and M&A.DCOJefferies Global Industrial Conference 202422 Jan 2026
- Record Q3 revenue and margin gains driven by military and aerospace demand; backlog at $1.04B.DCOQ3 202415 Jan 2026
- Vision 2027 targets $950M–$1B revenue, 18% EBITDA margin, and growth in defense and aerospace.DCOGoldman Sachs Industrials and Materials Conference11 Jan 2026
- VISION 2027 targets $1B revenue, 18% margin, and growth in engineered aerospace products.DCOJefferies Mining and Industrials Conference 202531 Dec 2025
Next Ducommun earnings date
Q1 20265 May, 2026
Ducommun
Next Ducommun earnings date
Q1 20265 May, 2026
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Amina0781App Store
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