Ducommun (DCO) Sidoti March Small-Cap Virtual Conference summary

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.