Inferra AI / Company / DCO
Ducommun Inc /De
DCO · Industrials
Last earnings Aug 6, 2026
Key results
Quarterly revenuequarter
$200M
htm EX-99.1 Document EXHIBIT 99.1 NEWS RELEASE Ducommun Incorporated Reports Second Quarter 2025 Results Quarterly Revenue Tops $200M Record Quarterly Gross Margin Net Income Increase of 63% Year-over-Year COSTA MESA, CALIFORNIA (August 7, 2025) Ducommun Incorporated (NYSE DCO) ( Ducommun or the Company ) today reported results for its second quarter ended June 28, 2025.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net incomequarter
63%
htm EX-99.1 Document EXHIBIT 99.1 NEWS RELEASE Ducommun Incorporated Reports Second Quarter 2025 Results Quarterly Revenue Tops $200M Record Quarterly Gross Margin Net Income Increase of 63% Year-over-Year COSTA MESA, CALIFORNIA (August 7, 2025) Ducommun Incorporated (NYSE DCO) ( Ducommun or the Company ) today reported results for its second quarter ended June 28, 2025.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Recap Net revenuequarter
$202.3 million
Recap Net revenue was $202.3 million, an increase of 3% over Q2 2024
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Gross marginquarter
26.6%
Gross margin of 26.6%, year-over-year growth of 60 bps
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net income of $12.6 million (increase of 63% year-over-year), or $0.82 per diluted share, or 6.2% of revenue, up 230 bps year-over-year Non-GAAP adjusted
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
net income of $13.4 million (increase of 8% year-over-year), or $0.88 per diluted share Adjusted EBITDA of $32.4 million (increase of 8% year-over-year), or 16.0% of revenue
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net revenuequarter
$202.3 million
1 Second Quarter Results Net revenue for the second quarter of 2025 was $202.3 million compared to $197.0 million for the second quarter of 2024.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Revenuequarter
$16.5 million
The year-over-year increase was primarily due to the following in the Company's key end-use markets $16.5 million higher revenue in the Company s military and space end-use markets due to higher rates on selected missile, rotary-wing aircraft, and radar platforms and a classified program partially offset by $9.0 million lower revenue in the Company s commercial aerospace end-use markets due to lower revenues from Boeing and lower rates on rotary-wing aircraft platforms.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Net income for the second quarter of 2025 was $12.6 million, or 6.2% of revenue, or $0.82 per diluted share, compared to $7.7 million, or 3.9% revenue, or $0.52 per diluted share, for the second quarter of 2024.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Selling, general, and administrativequarter
$35,959 thousand
Selling, General and Administrative Expenses 35,959 36,061 70,553 69,012
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Operating incomequarter
$17,171 thousand
Operating Income 17,171 13,924 33,748 26,546
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
EPSquarter
$ 0.82
Diluted earnings per share $ 0.82 $ 0.52 $ 1.52 $ 0.97
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
AI analysis
Q2 2025 · reported Aug 7, 2025
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
The quarter in charts
Headline figures
| Metric | Q2 2025 | Prior qtr | Year ago |
|---|---|---|---|
| Quarterly revenue | $200M | — | $197.0 million |
| Net income | 63% | — | — |
| Recap Net revenue | $202.3 million | — | — |
| Gross margin | 26.6% | — | — |
| Net revenue | $202.3 million | — | $197.0 million |
| Revenue | $16.5 million | — | — |
| Selling, general, and administrative | $35,959 thousand | — | — |
| Operating income | $17,171 thousand | — | — |
Guidance · company-stated
No guidance located in the held release
Margin
Capital allocation
The year-over-year decrease was primarily due lower interest rates along with a lower debt balance.
In November 2021, we entered into forward interest rate swap agreements with an aggregate notional amount of $ 150.0 million, all with an effective date of January 2024 ( Forward Interest Rate Swaps ), to manage our exposure to interest rate movements on a portion of our debt.
Event summary
Ducommun Inc /De Q2 2025 — htm EX-99.1 Document EXHIBIT 99.1 NEWS RELEASE Ducommun Incorporated Reports Second Quarter 2025 Results Quarterly Revenue Tops $200M Record Quarterly Gross Margin Net Income Increase of 63% Year-over…
Based on: Earnings release + parent 8-K + 10-Q — transcript not held
Guidance & outlook
No guidance located in the held release
Capital allocation
The year-over-year decrease was primarily due lower interest rates along with a lower debt balance.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
In November 2021, we entered into forward interest rate swap agreements with an aggregate notional amount of $ 150.0 million, all with an effective date of January 2024 ( Forward Interest Rate Swaps ), to manage our exposure to interest rate movements on a portion of our debt.
SEC original ↗Ducommun Inc /De — 10-Q Quarterly report10-QAug 6, 2026
In July 2022, as a result of refinancing all our existing debt, which allowed borrowing based on a Secured Overnight Financing Rate ( SOFR ), we were required to complete an amendment of the Forward Interest Rate Swaps from One Month London Interbank Offered Rate ( LIBOR ) to One Month Term SOFR ( Amended Forward Interest Rate Swaps ), which occurred on the same day.
SEC original ↗Ducommun Inc /De — 10-Q Quarterly report10-QAug 6, 2026
After the transition of the Forward Interest Rate Swaps and debt to SOFR was completed, we determined the hedging relationships were still highly effective as of the amendment date.
SEC original ↗Ducommun Inc /De — 10-Q Quarterly report10-QAug 6, 2026
Strategy & priorities
The Company continues to make strong progress in its margin expansion journey as well with gross margins expanding 60 bps year-over-year from 26.0% to 26.6%, which is an excellent achievement.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Forward Looking Statements This press release and any attachments include forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, in particular, expectations relating to increased demand in the single aisle and wide-body commercial aerospace market, any statements about the Company's VISION 2027 Strategy and its progress towards the financial goals stated therein, as well as expectations relating to the impact of the current tariff environment on the Company's financial outlook.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
In November 2025, the FASB issued ASU 2025-09, Derivatives and Hedging (Topic 815): Hedge Accounting Improvements ( ASU 2025-09 ), which clarifies certain aspects of the guidance on hedge accounting and to address several incremental hedge accounting issues arising from the global reference rate reform initiative.
SEC original ↗Ducommun Inc /De — 10-Q Quarterly report10-QAug 6, 2026
In October 2023, the FASB issued ASU 2023-06, Disclosure Improvements: Codification Amendments in Response to the SEC s Disclosure Update and Simplification Initiative, which incorporates updates to the Accounting Standards Codification ( Codification ) to align certain Securities and Exchange Commission ( SEC ) disclosure requirements.
SEC original ↗Ducommun Inc /De — 10-Q Quarterly report10-QAug 6, 2026
Risks & headwinds
Net revenue grew 3% to $202.3 million as anticipated, led by strength in our defense business which offset the continued headwinds in commercial aerospace OEM demand, said Stephen G.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
The tariff environment continues to evolve and we currently do not expect it to have any material impact on our financial outlook.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
With the recent EU agreement this also clears the way, tariff free with DCO's Airbus business.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
In addition, we are making progress in putting in plans to largely mitigate raw materials tariff exposures through either duty exemptions on military products or by passing through to our customers under the terms of our contracts.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Forward Looking Statements This press release and any attachments include forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended, including, in particular, expectations relating to increased demand in the single aisle and wide-body commercial aerospace market, any statements about the Company's VISION 2027 Strategy and its progress towards the financial goals stated therein, as well as expectations relating to the impact of the current tariff environment on the Company's financial outlook.
SEC original ↗Ducommun Inc /De — Earnings release (8-K exhibit)EX-99Aug 7, 2025
Legal Proceedings 45 Item 1A.
SEC original ↗Ducommun Inc /De — 10-Q Quarterly report10-QAug 6, 2026
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
31 documents- Q2 2026
- 8-KDCO
Aug 6, 2026
- 10-QDCO
Aug 6, 2026
- Q1 2026
- 8-KDCO
May 12, 2026
- 10-QDCO
May 12, 2026
- 8-KDCO
May 4, 2026
- 8-KDCO
May 1, 2026
- 8-KDCO
Apr 30, 2026
- Q4 2025
- 8-KDCO
Feb 26, 2026
- 10-KDCO
Feb 26, 2026
- 8-KDCO
Jan 9, 2026
- Q3 2025
- 8-KDCO
Dec 1, 2025
- EX-99DCO
Dec 1, 2025
- 10-QDCO
Nov 6, 2025
- 8-KDCO
Nov 6, 2025
- 8-KDCO
Oct 9, 2025
- Q2 2025
- 8-KDCO
Aug 7, 2025
- 10-QDCO
Aug 7, 2025
- Q1 2025
- 8-KDCO
May 6, 2025
- 10-QDCO
May 6, 2025
- 8-KDCO
May 2, 2025
- Q4 2024
- 8-KDCO
Feb 27, 2025
- 10-KDCO
Feb 27, 2025
- Q3 2024
- 8-KDCO
Nov 7, 2024
- 8-KDCO
Nov 7, 2024
- 10-QDCO
Nov 7, 2024
- Q2 2024
- 8-KDCO
Aug 8, 2024
- 10-QDCO
Aug 8, 2024
- 8-KDCO
Jul 25, 2024
- 8-KDCO
Jul 18, 2024
- Q1 2024
- 8-KDCO
Jun 28, 2024
- 8-KDCO
May 10, 2024
Earnings releases
10 documentsPresentations
0 documentsNo presentations for Ducommun Inc /De are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Ducommun Inc /De are held in this edition of the library.
Mentioned by
1 companyOther tracked companies whose held documents mention Ducommun Inc /De by name or ticker. A mention is counted once per document, from the document text the library holds.
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