Ducommun (DCO) Panoramica del titolo
Ducommun Incorporated fornisce servizi di ingegneria e produzione per prodotti e applicazioni utilizzati nei settori aerospaziale e della difesa, industriale, medico e altri negli Stati Uniti. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 2/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 5/6 |
| Dividendi | 0/6 |
DCO Community Fair Values
Create NarrativeSee what 17 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Concorrenti di Ducommun Incorporated
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$201.39 |
| Massimo di 52 settimane | US$210.39 |
| Minimo di 52 settimane | US$84.76 |
| Beta | 1.05 |
| Variazione di 1 mese | 23.17% |
| Variazione a 3 mesi | 32.85% |
| Variazione di 1 anno | 118.05% |
| Variazione a 3 anni | 354.61% |
| Variazione a 5 anni | 279.27% |
| Variazione dall'IPO | 1,296.92% |
Notizie e aggiornamenti recenti
Nuova narrativa • Aug 09
Missile Backlog And Engineered Products Will Reshape This Aerospace Supplier’s Long-Term Prospects
Catalysts About Ducommun Ducommun supplies engineered products and complex electronic and structural solutions to Commercial Aerospace, Military and Space customers. What are the underlying business or industry changes driving this perspective?
Aggiornamento narrativa • Aug 07
DCO: Missile Upside And Aero Recovery Will Balance Defense Budget Pressure
Ducommun's analyst fair value estimate has been updated from $181 to $190.80 as analysts factor in higher profit margin assumptions, a slightly lower future P/E multiple, and ongoing discussion around missile and munitions exposure versus potential budget pressure on legacy defense programs. Analyst Commentary Recent Street research on Ducommun gives you a mixed picture that focuses on execution in missiles and munitions, exposure to commercial aerospace, and how much of this is already captured in the valuation.Aggiornamento narrativa • Jul 23
DCO: Missile Demand And Aero Recovery Will Offset Defense Budget Concerns
Analysts have lifted their fair value estimate for Ducommun stock from $173.80 to $181.00, reflecting updated views that incorporate recent price target increases across the Street, along with expectations for continued benefits from commercial aerospace strength and missile and munitions demand, tempered by potential budget pressure on parts of the legacy defense portfolio. Analyst Commentary Recent research on Ducommun points to a split view, with bullish analysts highlighting earnings execution and exposure to commercial aerospace and missiles, while more cautious analysts focus on valuation and defense budget risk.Recent updates
Nuova narrativa • Aug 09
Missile Backlog And Engineered Products Will Reshape This Aerospace Supplier’s Long-Term Prospects
Catalysts About Ducommun Ducommun supplies engineered products and complex electronic and structural solutions to Commercial Aerospace, Military and Space customers. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Aug 07
DCO: Missile Upside And Aero Recovery Will Balance Defense Budget Pressure
Ducommun's analyst fair value estimate has been updated from $181 to $190.80 as analysts factor in higher profit margin assumptions, a slightly lower future P/E multiple, and ongoing discussion around missile and munitions exposure versus potential budget pressure on legacy defense programs. Analyst Commentary Recent Street research on Ducommun gives you a mixed picture that focuses on execution in missiles and munitions, exposure to commercial aerospace, and how much of this is already captured in the valuation.Aggiornamento narrativa • Jul 23
DCO: Missile Demand And Aero Recovery Will Offset Defense Budget Concerns
Analysts have lifted their fair value estimate for Ducommun stock from $173.80 to $181.00, reflecting updated views that incorporate recent price target increases across the Street, along with expectations for continued benefits from commercial aerospace strength and missile and munitions demand, tempered by potential budget pressure on parts of the legacy defense portfolio. Analyst Commentary Recent research on Ducommun points to a split view, with bullish analysts highlighting earnings execution and exposure to commercial aerospace and missiles, while more cautious analysts focus on valuation and defense budget risk.Seeking Alpha • Jul 14
Ducommun Incorporated: Real Defense Tailwinds, Few Good Reasons To Wait
Summary Ducommun Incorporated is shifting revenue toward defense, now comprising 58% of FY25 revenues, driving recent stock rerating. I rate DCO a Hold, citing limited current upside, ongoing litigation overhang, and a need for a more defense-centric revenue mix. Valuation remains below peers like Hexcel, but further upside depends on a stronger defense shift and litigation resolution. Existing holders may continue to hold, but new buyers should wait for a better entry price and clearer catalysts. Read the full article on Seeking AlphaAggiornamento narrativa • Jul 09
DCO: Missile Demand And Aero Recovery Will Balance Defense Budget And Execution Risks
For Ducommun, the analyst fair value estimate has been revised to $173.80 from $164.00. Analysts point to updated price targets, expectations around missiles and munitions demand, and recent earnings and sector research as the key drivers of this change.
Nuova narrativa • Jul 02
Missile Demand And Engineered Content Shifts Will Expose Overvaluation Risks
Catalysts About Ducommun Ducommun supplies engineered components and assemblies for commercial aerospace, defense and related industrial applications. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jun 25
DCO: Q1 Execution And Aero Recovery Will Balance Restatement Governance Risks
Analysts have lifted their blended price target on Ducommun to approximately $164, reflecting updated models following the company’s Q1 earnings beat and improving commercial aerospace trends, alongside ongoing destocking concerns. Analyst Commentary on Ducommun Recent research on Ducommun points to a generally constructive tone, with price targets raised across multiple firms following the Q1 report and sector model updates, while still flagging a few key risks around end market trends and inventory normalization.Aggiornamento narrativa • Jun 11
DCO: Q1 Execution And Defense Outlook Will Offset Restatement Governance Risks
Narrative Update on Ducommun Analysts have collectively raised their price targets on Ducommun into a range of about $150 to $187, citing Q1 earnings outperformance, better than expected commercial aerospace demand despite ongoing destocking, and updated aerospace and defense sector models that still indicate potential upside following recent selloffs. Analyst Commentary Recent research updates reflect a generally constructive stance on Ducommun, with higher price targets supported by Q1 execution and expectations around aerospace and defense demand, while still flagging some execution and end market risks.Aggiornamento narrativa • May 28
DCO: Vision 2032 And Defense Backlog Will Offset Aerospace Destocking Risks
Analysts have lifted the Ducommun fair value estimate from $146.60 to $164.00, reflecting higher sector price targets after Q1 earnings beats and updated assumptions around revenue growth, profit margins, and future P/E multiples. Analyst Commentary Recent Street research on Ducommun highlights a broadly constructive tone after the latest Q1 earnings and earlier Q4 results, with several firms revisiting their models and price targets.Aggiornamento narrativa • Apr 29
DCO: Defense Backlog And Vision 2032 Framework Will Steady Fair Outlook
Ducommun's updated fair value estimate has moved from $143.20 to $146.60 as analysts factor in a series of higher price targets tied to defense exposure, missile program visibility, and recent margin and backlog trends. Analyst Commentary Recent Street research on Ducommun centers on defense exposure, missile program visibility, and margin execution, which together are feeding into higher fair value estimates and revised price targets.Aggiornamento narrativa • Apr 10
DCO: Defense Exposure And Vision 2032 Plan Will Shape Balanced Outlook
Analysts have made a slight trim to the Ducommun price target, lowering it by about $0.40. They are balancing recent target hikes tied to defense exposure, missile demand and margin plans with a modest reset following the latest Citi update.Aggiornamento narrativa • Mar 27
DCO: Defense Exposure And Vision 2032 Plan Will Drive Long Term Upside
Analysts have nudged the Ducommun fair value estimate higher from $142.00 to $143.60. This reflects recent price target increases that are tied to expectations around defense exposure, missile related demand and updated margin ambitions discussed in recent research.Aggiornamento narrativa • Mar 12
DCO: Defense Momentum And Vision 2032 Plan Will Shape Upside Through 2026
Narrative Update on Ducommun The analyst price target embedded in our fair value framework for Ducommun has been raised from $130 to $142. This change reflects analysts' higher published targets in the $136 to $155 range, supported by recent commentary around margin expansion, record Q4 revenue and EBITDA, defense program visibility, and the Vision 2032 plan focused on proprietary products and free cash flow.Aggiornamento narrativa • Feb 26
DCO: Defense Agreements And Sector Momentum Will Shape Risk Balance Through 2026
The fair value estimate for Ducommun has been raised from $121.60 to $130.00 as analysts factor in higher Street price targets and improved visibility tied to long term defense agreements and updated aerospace and defense group estimates. Analyst Commentary Recent Street research on Ducommun focuses on higher price targets and updated expectations tied to the defense portfolio and broader aerospace and defense coverage.Aggiornamento narrativa • Feb 11
DCO: Sector Momentum And Refined Assumptions Will Shape Risk Balance Through 2026
Narrative update on Ducommun The analyst price target for Ducommun has been lifted by $3.80 to $121.60. Analysts point to recent sector wide target increases from firms covering aerospace and defense as support for the higher fair value, as well as a slightly adjusted discount rate and future P/E assumptions.Aggiornamento narrativa • Jan 28
DCO: Sector Momentum And M&A Plans Will Shape Risk Balance Through 2026
Analysts have increased their Ducommun fair value estimate from US$111.40 to US$117.80. This reflects updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple in the context of recent sector-wide price target increases.Aggiornamento narrativa • Jan 13
DCO: Sector Momentum And Accounting Concerns Will Shape Risk Balance Through 2026
Analysts have lifted their price target on Ducommun to about US$111 from roughly US$106, reflecting updated assumptions on revenue growth, profit margins and a lower expected future P/E, alongside recent sector research indicating momentum in aerospace and defense through the first half of 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$125 price target as reflecting confidence that Ducommun can support a richer valuation while still using a lower future P/E, given their updated revenue and margin assumptions.Aggiornamento narrativa • Aug 08
Defense Modernization And Aerospace Recovery Will Reshape Markets
Ducommun's upward price target revision reflects notable improvements in both net profit margin and revenue growth forecasts, resulting in an increased consensus fair value from $99.25 to $106.25. What's in the News Ducommun dropped from the Russell 2000 Dynamic Index.Seeking Alpha • Apr 22
Duocommun: A Good Candidate For A Multi-Year Compounder
Summary Ducommun (DCO) is a promising investment in the aerospace and defense sector, with strong revenue growth potential despite economic challenges. The company’s diverse product offerings and strong financial position support organic growth and acquisitions, with significant contributions from military, space, and commercial aerospace. DCO's backlog and notable contracts with major players like RTX, Boeing, and Airbus indicate robust future revenue and earnings growth. The recent share price drop presents a compelling entry point, with a near-term price target of $75.50 and long-term growth potential. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Ducommun: Revenue Growth, Airbus Strength, And Vision 2027 Progress
Summary Ducommun reported 2.6% revenue growth, driven by military, space, and Airbus programs. Margins improved, with adjusted EBITDA margin expanding to 15.8% and adjusted EPS up 41%. Robust performance in Airbus A220 and A320 programs offset challenges from Boeing’s strike. Boeing’s recovery is expected to support growth in 2025-2026, especially for the 737 MAX and 787. Facility consolidations and operational streamlining are delivering initial savings, with projected annual savings of $11-13M. Defense backlog increased to $592M, driven by demand for TOW missiles and surveillance. Margin improvements align with DCO’s Vision 2027 goal of 18% adjusted EBITDA margin, supported by strong end markets, cost reductions, and improving aerospace production outlook. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Ducommun: Aerospace Growth And Strategic Restructuring Amid Boeing Challenges
Summary Ducommun continues to report revenue growth for 2Q24, driven by both commercial aerospace and military end markets. Additionally, margins expanded, driven by engineered products, pricing actions, and restructuring efforts. Despite ongoing challenges with Boeing and Spirit AeroSystems related to the 737 MAX, it achieved 12 consecutive quarters of revenue growth in commercial aerospace. Additionally, DCO's fuselage skin project for the 737 MAX, expected to start production by late 2024, is expected to bolster the company's aerospace business outlook. While the Boeing strike presents near-term headwinds, DCO's strategic restructuring and cost-saving initiatives, combined with improving production rates, are expected to boost margins and profitability in the long term. Read the full article on Seeking Alpha
Nuova narrativa • Sep 16
Strategic Moves And Aerospace Focus Set To Skyrocket Efficiency And Earnings
Consolidating facilities and increasing engineered products and aftermarket content are key strategies to boost operational efficiency and net margins.Seeking Alpha • Jul 16
Ducommun: Robust Air Travel Demand And Defence Backlog
Summary DCO's historical financial results have shown consistent top-line growth. However, margins were contracting modestly. For 1Q24, net revenue continued to grow. Additionally, its margins expanded when compared to previous period. DCO's defence backlog is growing, which is a sign that its defence business is growing. Additionally, DCO raised the run rate of the SPY-6 and other defence programmes. Currently, air travel demand is strong, and ICAO forecasts it to continue growing. The robust air travel demand is expected to bolster the DCO outlook. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Ducommun: Management Expects Margin Expansion And Revenue Growth
Summary Although Ducommun's commercial aerospace business faced substantial headwinds given the beginning of the pandemic, demand from the market has continued to recover in recent years. On April 16, 2024, Ducommun's board rejected an unsolicited, non-binding indication of interest from Albion River LLC offering $60 in cash per share. Ducommun's board feels the offer doesn't fully reflect the company's Vision 2027 plan where the company sees meaningful adjusted EBITDA margin expansion and continued revenue growth. I rate Ducommun a 'Buy' and I would own it in a diversified portfolio given the company's growth potential and relatively attractive valuation with forward EV/EBITDA ratio of 9.18. Read the full article on Seeking AlphaArticolo di analisi • Apr 17
We Think Shareholders May Want To Consider A Review Of Ducommun Incorporated's (NYSE:DCO) CEO Compensation Package
Key Insights Ducommun to hold its Annual General Meeting on 24th of April Salary of US$959.7k is part of CEO Steve...Articolo di analisi • Feb 18
Ducommun Incorporated Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shareholders might have noticed that Ducommun Incorporated ( NYSE:DCO ) filed its annual result this time last week...Seeking Alpha • Feb 06
Ducommun Stock Is Still A Buy On End Market Growth
Summary Ducommun Incorporated has gained 12.9% since September 2023, outperforming the S&P 500. The company operates in the aerospace industry, serving major companies such as Boeing and Airbus. Ducommun has significant growth drivers, including exposure to commercial airplane programs and increased defense budgets. Read the full article on Seeking AlphaSeeking Alpha • Sep 14
Ducommun Aims For A Bigger Piece Of A Growth Pie
Summary Ducommun Incorporated provides engineering and manufacturing services for various industries, including aerospace and defense. Ducommun aims to achieve significant revenue growth and increase its EBITDA through restructuring, cost-cutting measures and accretive acquisitions. The company aims to expand its portfolio and extract more value from that portfolio. Read the full article on Seeking AlphaArticolo di analisi • Aug 04
What Does Ducommun Incorporated's (NYSE:DCO) Share Price Indicate?
While Ducommun Incorporated ( NYSE:DCO ) might not be the most widely known stock at the moment, it received a lot of...Rendimenti per gli azionisti
| DCO | US Aerospace & Defense | US Mercato | |
|---|---|---|---|
| 7D | 5.0% | -0.07% | 1.0% |
| 1Y | 118.0% | 26.9% | 18.4% |
Ritorno vs Industria: DCO ha superato il US Aerospace & Defense che ha restituito 26.9 % nell'ultimo anno.
Rendimento vs Mercato: DCO ha superato il mercato US che ha restituito 18.4 % nell'ultimo anno.
Volatilità dei prezzi
| DCO volatility | |
|---|---|
| DCO Average Weekly Movement | 6.3% |
| Aerospace & Defense Industry Average Movement | 9.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: DCO non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di DCO è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1849 | 2,130 | Steve Oswald | www.ducommun.com |
Ducommun Incorporated fornisce servizi di ingegneria e produzione per prodotti e applicazioni utilizzati nei settori aerospaziale e della difesa, industriale, medico e altri negli Stati Uniti. Opera attraverso due segmenti, Sistemi elettronici e Sistemi strutturali. Il segmento Sistemi elettronici fornisce gruppi di cavi e sistemi di interconnessione; gruppi di circuiti stampati; componenti e gruppi elettronici, elettromeccanici e meccanici, nonché sistemi di deviazione dei fulmini; involucri per radar, rack per l'avionica degli aerei, involucri per le comunicazioni e il controllo a bordo delle navi, cablaggi, sistemi di interconnessione, strisce di deviazione dei fulmini, soppressori di sovratensione, schermi conformi e altri gruppi.
Ducommun Incorporated Riepilogo dei fondamenti
| DCO statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$2.98b |
| Utili (TTM) | -US$21.19m |
| Ricavi(TTM) | US$865.07m |
3.5x
Rapporto P/S-143.5x
Rapporto P/EDCO è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| DCO Conto economico (TTM) | |
|---|---|
| Ricavi | US$865.07m |
| Costo del fatturato | US$627.75m |
| Profitto lordo | US$237.32m |
| Altre spese | US$258.52m |
| Utili | -US$21.19m |
Ultimi utili riportati
Jul 04, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -1.40 |
| Margine lordo | 27.43% |
| Margine di profitto netto | -2.45% |
| Rapporto debito/patrimonio netto | 40.0% |
Come si è comportato DCO nel lungo periodo?
Vedi performance storica e confrontoAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/12 19:03 |
| Prezzo dell'azione a fine giornata | 2026/08/12 00:00 |
| Utili | 2026/07/04 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Ducommun Incorporated è coperta da 12 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Michael Crawford | B. Riley Securities, Inc. |
| Kenneth Herbert | Canaccord Genuity |
| John Godyn | Citigroup Inc |