Ducommun（DUM）株式概要デュコム・インコーポレイテッドは、航空宇宙・防衛、産業、医療、その他の産業で使用される製品やアプリケーションのエンジニアリングおよび製造サービスを米国で提供している。 詳細DUM ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績0/6財務の健全性5/6配当金0/6報酬当社が推定した公正価値より33.3%で取引されている 収益は年間66.92%増加すると予測されています リスク分析過去3か月間に大規模なインサイダー売却が発生 すべてのリスクチェックを見るDUM Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€121.6037.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-59m1b2016201920222025202620282031Revenue US$1.2bEarnings US$100.5mAdvancedSet Fair ValueView all narrativesDucommun Incorporated 競合他社FrequentisSymbol: XTRA:FQTMarket cap: €936.9mTKMS & Co KGaASymbol: XTRA:TKMSMarket cap: €5.0bVincorionSymbol: XTRA:V1NCMarket cap: €938.5mOHBSymbol: XTRA:OHBMarket cap: €11.7b価格と性能株価の高値、安値、推移の概要Ducommun過去の株価現在の株価US$121.6052週高値US$128.8052週安値US$59.00ベータ1.071ヶ月の変化2.01%3ヶ月変化13.64%1年変化104.37%3年間の変化216.67%5年間の変化184.11%IPOからの変化182.69%最新ニュースRecent Insider Transactions • May 20Insider recently sold €751k worth of stockOn the 14th of May, Jerry Redondo sold around 6k shares on-market at roughly €132 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.お知らせ • May 06Ducommun Incorporated Appoints Mark A. Caylor as Independent Director, Effective May 4, 2026Ducommun Incorporated announced that in support of the Company's VISION 2027 Strategy and as part of its ongoing board refreshment process, Mark A. Caylor has been appointed as an independent member of the Company’s Board of Directors (the "Board"), effective May 4, 2026. Mr. Caylor is a seasoned aerospace and defense executive with over 35 years of experience in driving, planning and executing corporate strategy, and identifying and capitalizing on global market opportunities that drive revenue and profitable growth. Mr. Caylor has served as a director on the board of LightPath Technologies Inc., since October 2025 and retired as Corporate Vice President and President of Northrop Grumman’s Mission Systems Sector, a supplier of advanced sensing, processing and communications technologies for defense customers across the United States and Europe in 2024. Prior to that, Mr. Caylor served as President, Enterprise Services and Chief Strategy Officer, leading Northrop Grumman’s corporate strategy, mergers and acquisitions and shared services functions, joining Northrop Grumman in 2002. Mr. Caylor earned his bachelor’s degree in aeronautical and astronautical engineering from the Massachusetts Institute of Technology, and a master’s degree in aeronautics and astronautics from the California Institute of Technology. He later earned a master’s degree in business administration from UCLA’s Anderson School of Management before starting his career in 1988 at Hughes Aircraft Company, which was subsequently acquired by the Boeing Company. This appointment is part of Ducommun’s Board refreshment program designed to help ensure that the Company’s Board has the best mix of skills and experience necessary to support Ducommun’s leadership team in driving VISION 2027 and shareholder value. The Corporate Governance and Nominating Committee conducted a thorough search with the assistance of a leading independent search firm, who evaluated over fifty prospects for this role. This process spanned several months and culminated in Mr. Caylor being identified from among several highly qualified candidates.お知らせ • Apr 28Ducommun Incorporated to Report Q1, 2026 Results on May 12, 2026Ducommun Incorporated announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 12, 2026お知らせ • Mar 16Ducommun Incorporated, Annual General Meeting, Apr 29, 2026Ducommun Incorporated, Annual General Meeting, Apr 29, 2026.お知らせ • Feb 12Ducommun Incorporated to Report Q4, 2025 Results on Feb 26, 2026Ducommun Incorporated announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026お知らせ • Oct 23Ducommun Incorporated to Report Q3, 2025 Results on Nov 06, 2025Ducommun Incorporated announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025最新情報をもっと見るRecent updatesRecent Insider Transactions • May 20Insider recently sold €751k worth of stockOn the 14th of May, Jerry Redondo sold around 6k shares on-market at roughly €132 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.お知らせ • May 06Ducommun Incorporated Appoints Mark A. Caylor as Independent Director, Effective May 4, 2026Ducommun Incorporated announced that in support of the Company's VISION 2027 Strategy and as part of its ongoing board refreshment process, Mark A. Caylor has been appointed as an independent member of the Company’s Board of Directors (the "Board"), effective May 4, 2026. Mr. Caylor is a seasoned aerospace and defense executive with over 35 years of experience in driving, planning and executing corporate strategy, and identifying and capitalizing on global market opportunities that drive revenue and profitable growth. Mr. Caylor has served as a director on the board of LightPath Technologies Inc., since October 2025 and retired as Corporate Vice President and President of Northrop Grumman’s Mission Systems Sector, a supplier of advanced sensing, processing and communications technologies for defense customers across the United States and Europe in 2024. Prior to that, Mr. Caylor served as President, Enterprise Services and Chief Strategy Officer, leading Northrop Grumman’s corporate strategy, mergers and acquisitions and shared services functions, joining Northrop Grumman in 2002. Mr. Caylor earned his bachelor’s degree in aeronautical and astronautical engineering from the Massachusetts Institute of Technology, and a master’s degree in aeronautics and astronautics from the California Institute of Technology. He later earned a master’s degree in business administration from UCLA’s Anderson School of Management before starting his career in 1988 at Hughes Aircraft Company, which was subsequently acquired by the Boeing Company. This appointment is part of Ducommun’s Board refreshment program designed to help ensure that the Company’s Board has the best mix of skills and experience necessary to support Ducommun’s leadership team in driving VISION 2027 and shareholder value. The Corporate Governance and Nominating Committee conducted a thorough search with the assistance of a leading independent search firm, who evaluated over fifty prospects for this role. This process spanned several months and culminated in Mr. Caylor being identified from among several highly qualified candidates.お知らせ • Apr 28Ducommun Incorporated to Report Q1, 2026 Results on May 12, 2026Ducommun Incorporated announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 12, 2026お知らせ • Mar 16Ducommun Incorporated, Annual General Meeting, Apr 29, 2026Ducommun Incorporated, Annual General Meeting, Apr 29, 2026.お知らせ • Feb 12Ducommun Incorporated to Report Q4, 2025 Results on Feb 26, 2026Ducommun Incorporated announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026お知らせ • Oct 23Ducommun Incorporated to Report Q3, 2025 Results on Nov 06, 2025Ducommun Incorporated announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025お知らせ • Oct 10Ducommun Incorporated Reaches Settlement Agreement to Resolve Litigation Related to Guaymas Fire IncidentOn October 3, 2025, Ducommun Incorporated and certain of its wholly-owned subsidiaries entered into a binding settlement term sheet (the “Term Sheet”) to resolve the previously disclosed action captioned Williams International Co., LLC v. Ducommun Incorporated, et al. (No. 2:23-CV-9403-MEMF-AJR) filed in the U.S. District Court for the Central District of California (the “Litigation”) following a mediation held on that date. For additional information about the Litigation, see “Guaymas Performance Center Fire” in Note 10, Commitments and Contingencies, to the unaudited Condensed Consolidated Financial Statements included in the Company’s Quarterly Report on Form 10-Q for the quarterly period ended June 28, 2025, filed with the Securities and Exchange Commission (“SEC”) on August 7, 2025 (the “Q2 2025 Form 10-Q”). The Term Sheet provides for, among other things, the final dismissal of the Litigation with prejudice and a release of claims against the Company in exchange for the Company issuing a payment of $150 million, $56 million of which is expected to be funded by the Company’s insurance carriers. The Term Sheet also includes a mutual release of all of the plaintiff’s past, present and future claims arising from the June 2020 fire (the “Fire”) at the Company’s Guaymas, Mexico performance center and an indemnification in favor of the Company from any future subrogation claims that may be brought by the plaintiff’s insurers. The incident, claim and payment are all one-time events. Excluded from the scope of the Term Sheet are (1) releases from certain of the plaintiff’s insurers for amounts previously paid to the plaintiff for damages incurred from the Fire, in relation to which the company believe claims against the Company are likely time barred, and another insurer who intervened in the Litigation asserting a subrogation claim which it expect to settle in the amount of $1.35 million, and (2) a subrogation claim asserted by the insurer of the entity that provides the labor and facilities for its Guaymas performance center through an arbitration proceeding currently pending in Arizona for amounts it had previously paid to the plaintiff for damages from the Fire and for which it believe to have favorable arguments to successfully defend against the claim. The foregoing claims were previously disclosed in the Second Quarter 2025 Form 10-Q. Final dismissal of the Litigation is subject to the finalization of a definitive settlement agreement not inconsistent with the Term Sheet and the plaintiff dismissing all claims alleged in the Litigation with prejudice, with each of the parties bearing their own fees and expenses. In settling the case, the Company is not admitting any liability, and entry into the Term Sheet does not constitute an admission of liability or fault or an admission regarding the accuracy of any allegation made by the plaintiffs or plaintiffs’ counsel. The Company expects to record the one-time net settlement amount of $94 million (net of insurance recovery) as an expense for the quarter ending September 27, 2025 and to pay such settlement from its existing revolving credit facility within forty-five (45) days of the finalization of the definitive settlement agreement. In addition, the Company expects to record legal expenses of approximately $4 million and $3 million related to this matter in Third Quarter 2025 and Fourth Quarter 2025, respectively. Separately, the Company expects to incur additional expenses of approximately $3 million in future periods related to the subrogation claim asserted by the insurer of the entity that provides labor and facilities for its Guaymas performance center.お知らせ • Jul 24Ducommun Incorporated to Report Q2, 2025 Results on Aug 07, 2025Ducommun Incorporated announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025お知らせ • Jun 30Ducommun Incorporated(NYSE:DCO) dropped from Russell 2000 Dynamic IndexDucommun Incorporated(NYSE:DCO) dropped from Russell 2000 Dynamic Indexお知らせ • Apr 22Ducommun Incorporated to Report Q1, 2025 Results on May 06, 2025Ducommun Incorporated announced that they will report Q1, 2025 results Pre-Market on May 06, 2025お知らせ • Mar 17Ducommun Incorporated, Annual General Meeting, Apr 30, 2025Ducommun Incorporated, Annual General Meeting, Apr 30, 2025.お知らせ • Feb 13Ducommun Incorporated to Report Q4, 2024 Results on Feb 27, 2025Ducommun Incorporated announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.69 (vs US$0.22 in 3Q 2023)Third quarter 2024 results: EPS: US$0.69 (up from US$0.22 in 3Q 2023). Revenue: US$201.4m (up 2.6% from 3Q 2023). Net income: US$10.1m (up 216% from 3Q 2023). Profit margin: 5.0% (up from 1.6% in 3Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Nov 07Ducommun Incorporated Announces Board ChangesDucommun Incorporated announced that in support of the Company's VISION 2027 Strategy and as part of its ongoing board refreshment process, Daniel G. Korte and Daniel L. Boehle have been appointed as independent members of the Company’s Board of Directors (the "Board"), effective November 5, 2024. Mr. Korte is a seasoned aerospace and defense executive with demonstrated expertise in identifying and capitalizing on global market opportunities that drive revenue and profitable growth. Most recently, Mr. Korte served as Global Vice President of Aerospace at PPG Industries Inc. (“PPG”). Under his leadership, the division saw double-digit revenue growth and increased profitability by driving sales and operational efficiencies. Prior to joining PPG, he served as Chief Executive Officer of LMI Aerospace, where he oversaw the Company’s eventual sale to the Sonaca Group and was the President of the Rolls-Royce Defense Group. From 1985 through 2009, Mr. Korte held various senior level roles at The Boeing Company in supply chain, program management and general management. He currently serves on the Board of Directors of Woodward Inc., where he chairs the Human Capital & Compensation committee. Mr. Boehle is a talented finance executive with 25+ years of experience working with defense manufacturing companies, including serving as the Chief Financial Officer at two leading public companies in the industry. Mr. Boehle currently serves as the Executive Vice President and Chief Financial Officer of TTM Technologies Inc., a position that he has held since September 2023. Previously, Mr. Boehle served as Vice President and Chief Financial Officer for Aerojet Rocketdyne Inc., where he drove profitable growth and was actively involved in financial aspects of the strategic analysis that resulted in Aerojet Rocketdyne’s $4.7bn sale to L3Harris. Before joining Aerojet Rocketdyne, Mr. Boehle served in various financial leadership roles across corporate accounting, financial reporting and financial planning and analysis at Northrop Grumman Corporation. Ducommun also announced that Robert C. Ducommun and Dean M. Flatt will not, per Ducommun’s mandatory director retirement age policy, stand for reelection at Ducommun’s 2025 Annual Meeting. Mr. Ducommun and Mr. Flatt both successfully oversaw the Company’s transition to a more focused Aerospace and Defense platform that involved the streamlining of the organization and the successful acquisition of five companies. The Board will include ten members until Ducommun’s 2025 Annual Meeting, following which it will be comprised again of eight directors.お知らせ • Oct 24Ducommun Incorporated to Report Q3, 2024 Results on Nov 07, 2024Ducommun Incorporated announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024お知らせ • Jul 26Ignium LP. managed by Albion River Management LLC cancelled the acquisition of 90.98% stake in Ducommun Incorporated (NYSE:DCO).Ignium LP. managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million on April 1, 2024. Ignium LP. managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) for approximately $900 million on July 15, 2024. As reported, Albion River will pay $60.00 per share in cash. As of July 15, 2024, Albion River LLC submitted a revised bid to acquire all outstanding shares of Ducommun for $65 per share in cash. This non-binding indication of interest remains contingent upon, among other things (i) satisfactory completion of due diligence review of Ducommun, (ii) the receipt of financing for the transaction, and (iii) the negotiation and execution of a mutually acceptable definitive merger agreement containing customary terms and conditions. Execution of mutually acceptable definitive transaction and related agreements will be conditioned upon final board approval of both companies. On April 16, 2024, the Board of Directors of Ducommun has unanimously determined it is not in the best interests of Ducommun and its shareholders to pursue further discussions regarding the initial proposal of $60 per share and rejected the bid. As of July 15, 2024, Ducommun's Board of Directors received an unsolicited revised non-binding indication of interest from Albion River LLC to acquire all outstanding shares of Ducommun for $65 per share in cash. RBC Capital Markets, LLC is acting as a financial advisor to Ducommun, and Simpson Thacher & Bartlett LLP is acting as legal counsel. Ignium LP. managed by Albion River Management LLC cancelled the acquisition of 90.98% stake in Ducommun Incorporated (NYSE:DCO) on July 25, 2024. The Board of Directors has unanimously determined it is not in the best interests of the Company and Ducommun shareholders to pursue further discussions regarding the proposal. Ducommun's Board of Directors believes that Albion River’s revised proposal significantly undervalues Ducommun’s long-term value for shareholders.お知らせ • Jul 24Ducommun Incorporated to Report Q2, 2024 Results on Aug 08, 2024Ducommun Incorporated announced that they will report Q2, 2024 results Pre-Market on Aug 08, 2024お知らせ • Apr 19Ducommun Incorporated to Report Q1, 2024 Results on May 08, 2024Ducommun Incorporated announced that they will report Q1, 2024 results Pre-Market on May 08, 2024お知らせ • Apr 18Ignium LP. managed by Albion River Management LLC cancelled the acquisition of remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO).Ignium LP. managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million on April 1, 2024. As reported, Albion River will pay $60.00 per share in cash. This non-binding indication of interest remains contingent upon, among other things (i) satisfactory completion of due diligence review of Ducommun, (ii) the receipt of financing for the transaction, and (iii) the negotiation and execution of a mutually acceptable definitive merger agreement containing customary terms and conditions. Execution of mutually acceptable definitive transaction and related agreements will be conditioned upon final board approval of both companies. RBC Capital Markets, LLC is acting as a financial advisor to Ducommun, and Simpson Thacher & Bartlett LLP is acting as legal counsel.Ignium LP. managed by Albion River Management LLC cancelled the acquisition of remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) on April 16, 2024. The Board of Directors of Ducommun has unanimously determined it is not in the best interests of Ducommun and its shareholders to pursue further discussions regarding the proposal and rejected the bid. Ducommun Board of Directors believes that Albion River’s offered price and generic proposed actions significantly undervalues Ducommun and does not fully reflect the company’s proven, long-term growth initiatives.New Risk • Apr 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (20% increase in shares outstanding).Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €54.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Aerospace & Defense industry in Germany. Negligible returns to shareholders over past three years.お知らせ • Apr 08Ignium LP, fund managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire the remaining 90.97601% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million.Ignium LP, fund managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire the remaining 90.976012% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million on April 1, 2024. Albion River will pay $60.00 per share in cash. This non-binding indication of interest remains contingent upon, among other things (i) satisfactory completion of due diligence review of the Company, (ii) the receipt of financing for the transaction, and (iii) the negotiation and execution of a mutually acceptable definitive merger agreement containing customary terms and conditions. Execution of mutually acceptable definitive transaction and related agreements will be conditioned upon final board approval of both companies. RBC Capital Markets, LLC is acting as a financial advisor to Ducommun, and Simpson Thacher & Bartlett LLP is acting as legal counsel.お知らせ • Mar 14Ducommun Incorporated, Annual General Meeting, Apr 24, 2024Ducommun Incorporated, Annual General Meeting, Apr 24, 2024, at 09:00 Pacific Standard Time. Agenda: To consider Election of 12 nominated directors; to consider Ratification of the selection of PricewaterhouseCoopers LLP as PNC’s independent registered public accounting firm for 2024; to consider Advisory vote to approve named executive officer compensation; and to consider Approval of The PNC Financial Services Group, Inc. 2025 Employee Stock Purchase Plan; to consider Approve Ducommun’s executive compensation on an advisory basis; to consider Approve the Company’s 2024 Stock Incentive Plan; to Ratify the selection of PricewaterhouseCoopers LLP as Ducommun’s independent registered public accounting firm for the year ending December 31, 2024; and to consider other matters.Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$1.16 (vs US$2.38 in FY 2022)Full year 2023 results: EPS: US$1.16 (down from US$2.38 in FY 2022). Revenue: US$757.0m (up 6.2% from FY 2022). Net income: US$15.9m (down 45% from FY 2022). Profit margin: 2.1% (down from 4.0% in FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Feb 05Ducommun Incorporated Appoints David B. Carter as Independent Director and Member of the Innovation CommitteeDucommun Incorporated announced that its Board of Directors elected David B. Carter as an independent director of the company, effective February 1, 2024. Mr. Carter’s appointment expands the number of directors on Ducommun’s board to nine, eight of whom are independent. Mr. Carter will be a member of the company’s Innovation Committee. Mr. Carter is the retired Senior Vice President of Engineering, Pratt & Whitney Company Inc., currently a subsidiary of RTX Corporation, a position he occupied for four years until his retirement in 2019. Previously, Mr. Carter was the Senior Vice President, Engineering, Operations and Quality at UTC Aerospace Systems from 2015 to 2016 and served as its Vice President, Engineering and Technology from 2012 to 2015. Mr. Carter’s extensive knowledge of Tier 1 and 2 engineered product lines in the sector includes engines, electrical systems, aerostructures, actuation, brakes, sensors and controls, and he was involved in every aspect of product design, development and certification. He expertly managed supplier relationships and outsourcing partners, was responsible for expanding engineering team capabilities internationally and has extensive customer experience dealing with Boeing, Airbus and other original equipment manufacturers. Mr. Carter holds a Master of Science degree in Mechanical Engineering from the University of Virginia, Charlottesville.お知らせ • Jan 31Ducommun Incorporated to Report Q4, 2023 Results on Feb 15, 2024Ducommun Incorporated announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: US$0.22 (vs US$0.70 in 3Q 2022)Third quarter 2023 results: EPS: US$0.22 (down from US$0.70 in 3Q 2022). Revenue: US$196.3m (up 5.2% from 3Q 2022). Net income: US$3.21m (down 62% from 3Q 2022). Profit margin: 1.6% (down from 4.5% in 3Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31Ducommun Incorporated to Report Q3, 2023 Results on Nov 08, 2023Ducommun Incorporated announced that they will report Q3, 2023 results Pre-Market on Nov 08, 2023New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Shareholders have been diluted in the past year (21% increase in shares outstanding).Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.18 (vs US$0.34 in 2Q 2022)Second quarter 2023 results: EPS: US$0.18 (down from US$0.34 in 2Q 2022). Revenue: US$187.3m (up 7.5% from 2Q 2022). Net income: US$2.37m (down 43% from 2Q 2022). Profit margin: 1.3% (down from 2.4% in 2Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 26Ducommun Incorporated to Report Q2, 2023 Results on Aug 03, 2023Ducommun Incorporated announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023お知らせ • May 17Ducommun Incorporated has completed a Follow-on Equity Offering in the amount of $80 million.Ducommun Incorporated has completed a Follow-on Equity Offering in the amount of $80 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,000,000 Price\Range: $40Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €37.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 48% over the past three years.Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.43 (vs US$0.68 in 1Q 2022)First quarter 2023 results: EPS: US$0.43 (down from US$0.68 in 1Q 2022). Revenue: US$181.2m (up 11% from 1Q 2022). Net income: US$5.23m (down 35% from 1Q 2022). Profit margin: 2.9% (down from 5.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • May 05Ducommun Incorporated Announces Chief Financial Officer ChangesDucommun Incorporated announced the appointment of Suman Mookerji, the Company’s current vice president, corporate development & investor relations to chief financial officer. Suman will also continue to lead the corporate development function at the Company. Mr. Christopher D. Wampler, Ducommun’s former chief financial officer will continue his employment with the Company in a non-executive capacity to facilitate a smooth transition of responsibilities. Mr. Mookerji joined Ducommun in April 2017 as the vice president, strategy, acquisitions & integration. For the last year and a half, Mr. Mookerji served as vice president, corporate development & investor relations. Prior to joining Ducommun, Mr. Mookerji’s professional background included corporate strategy, M&A and post-acquisition integration leadership experience at United Technologies Corporation (now Raytheon Technologies Corporation), both at the corporate and business unit levels, and at Capital Safety. Suman started his career in public accounting in 1999 working for Arthur Andersen and then Ernst & Young. Mr. Mookerji holds an MBA from Babson College and a bachelor’s degree from the University of Mumbai.お知らせ • May 04Ducommun Incorporated Announces Executive ChangesDucommun Incorporated announced the appointment of Suman Mookerji, the Company’s current vice president, corporate development & investor relations to senior vice president, controller & treasurer. Suman will also continue to lead the corporate development function at the Company. Mr. Christopher D. Wampler, Ducommun’s former vice president, controller & treasurer will continue his employment with the Company in a non-executive capacity to facilitate a smooth transition of responsibilities. Mr. Mookerji joined Ducommun in April 2017 as the vice president, strategy, acquisitions & integration. For the last year and a half, Mr. Mookerji served as vice president, corporate development & investor relations. Prior to joining Ducommun, Mr. Mookerji’s professional background included corporate strategy, M&A and post-acquisition integration leadership experience at United Technologies Corporation (now Raytheon Technologies Corporation), both at the corporate and business unit levels, and at Capital Safety. Suman started his career in public accounting in 1999 working for Arthur Andersen and then Ernst & Young. Mr. Mookerji holds an MBA from Babson College and a bachelor’s degree from the University of Mumbai.Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$2.38 (vs US$11.41 in FY 2021)Full year 2022 results: EPS: US$2.38 (down from US$11.41 in FY 2021). Revenue: US$712.5m (up 10% from FY 2021). Net income: US$28.8m (down 79% from FY 2021). Profit margin: 4.0% (down from 21% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 01Ducommun Incorporated to Report Q4, 2022 Results on Feb 16, 2023Ducommun Incorporated announced that they will report Q4, 2022 results Pre-Market on Feb 16, 2023Recent Insider Transactions • Dec 22Chairman recently sold €113k worth of stockOn the 16th of December, Stephen Oswald sold around 3k shares on-market at roughly €45.30 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €214k.Recent Insider Transactions • Nov 16Chairman recently sold €100k worth of stockOn the 9th of November, Stephen Oswald sold around 2k shares on-market at roughly €50.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.Reported Earnings • Nov 08Third quarter 2022 earnings released: EPS: US$0.70 (vs US$0.80 in 3Q 2021)Third quarter 2022 results: EPS: US$0.70 (down from US$0.80 in 3Q 2021). Revenue: US$186.6m (up 14% from 3Q 2021). Net income: US$8.46m (down 12% from 3Q 2021). Profit margin: 4.5% (down from 5.9% in 3Q 2021). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 25Ducommun Incorporated to Report Q3, 2022 Results on Nov 07, 2022Ducommun Incorporated announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 07, 2022Recent Insider Transactions • Sep 17VP, CFO recently sold €66k worth of stockOn the 13th of September, Christopher Wampler sold around 2k shares on-market at roughly €44.15 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by €309k.Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$0.34 (vs US$0.71 in 2Q 2021)Second quarter 2022 results: EPS: US$0.34 (down from US$0.71 in 2Q 2021). Revenue: US$174.2m (up 8.7% from 2Q 2021). Net income: US$4.15m (down 51% from 2Q 2021). Profit margin: 2.4% (down from 5.3% in 2Q 2021). Over the next year, revenue is forecast to grow 7.8%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 23Ducommun Incorporated to Report Q2, 2022 Results on Aug 04, 2022Ducommun Incorporated announced that they will report Q2, 2022 results at 8:00 AM, Eastern Standard Time on Aug 04, 2022Recent Insider Transactions • May 17VP, CFO recently sold €176k worth of stockOn the 12th of May, Christopher Wampler sold around 4k shares on-market at roughly €44.03 per share. In the last 3 months, there was an even bigger sale from another insider worth €204k. Christopher has been a seller over the last 12 months, reducing personal holdings by €243k.Reported Earnings • May 04First quarter 2022 earnings released: EPS: US$0.68 (vs US$0.57 in 1Q 2021)First quarter 2022 results: EPS: US$0.68 (up from US$0.57 in 1Q 2021). Revenue: US$163.5m (up 4.0% from 1Q 2021). Net income: US$8.10m (up 21% from 1Q 2021). Profit margin: 5.0% (up from 4.3% in 1Q 2021). Over the next year, revenue is forecast to grow 8.9%, compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 09Ducommun Incorporated to Report Q1, 2022 Results on May 03, 2022Ducommun Incorporated announced that they will report Q1, 2022 results After-Market on May 03, 2022Recent Insider Transactions • Mar 28Independent Director recently sold €204k worth of stockOn the 24th of March, Robert Ducommun sold around 4k shares on-market at roughly €48.11 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €545k more than they bought in the last 12 months.Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$11.41 (up from US$2.50 in FY 2020). Revenue: US$645.4m (up 2.6% from FY 2020). Net income: US$135.5m (up 365% from FY 2020). Profit margin: 21% (up from 4.6% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.3%, compared to a 19% growth forecast for the industry in Germany.お知らせ • Feb 02Ducommun Incorporated to Report Q4, 2021 Results on Feb 23, 2022Ducommun Incorporated announced that they will report Q4, 2021 results After-Market on Feb 23, 2022Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Sheila Kramer was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Nov 17VP, CFO recently sold €67k worth of stockOn the 12th of November, Christopher Wampler sold around 2k shares on-market at roughly €44.52 per share. In the last 3 months, there was an even bigger sale from another insider worth €107k. Christopher has been a seller over the last 12 months, reducing personal holdings by €176k.Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS US$0.80 (vs US$0.56 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$163.2m (up 8.5% from 3Q 2020). Net income: US$9.58m (up 47% from 3Q 2020). Profit margin: 5.9% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue.Recent Insider Transactions • Sep 14VP & Chief Human Resources Officer recently sold €107k worth of stockOn the 10th of September, Rosalie Rogers sold around 3k shares on-market at roughly €42.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €552k more than they bought in the last 12 months.Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS US$0.71 (vs US$0.44 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$160.2m (up 8.7% from 2Q 2020). Net income: US$8.42m (up 66% from 2Q 2020). Profit margin: 5.3% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue.Recent Insider Transactions • Jun 09VP & Chief Human Resources Officer recently sold €57k worth of stockOn the 8th of June, Rosalie Rogers sold around 1k shares on-market at roughly €46.45 per share. In the last 3 months, there was an even bigger sale from another insider worth €109k. Insiders have been net sellers, collectively disposing of €445k more than they bought in the last 12 months.Recent Insider Transactions • May 18VP, CFO recently sold €109k worth of stockOn the 13th of May, Christopher Wampler sold around 2k shares on-market at roughly €45.37 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by €244k.Reported Earnings • May 06First quarter 2021 earnings released: EPS US$0.57 (vs US$0.68 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$157.2m (down 9.4% from 1Q 2020). Net income: US$6.70m (down 16% from 1Q 2020). Profit margin: 4.3% (down from 4.6% in 1Q 2020). The decrease in margin was driven by lower revenue.Executive Departure • Apr 27Independent Director has left the companyOn the 21st of April, Gregory Churchill's tenure as Independent Director ended after 8.1 years in the role. As of December 2020, Gregory personally held 17.90k shares (€784k worth at the time). A total of 2 executives have left over the last 12 months.お知らせ • Mar 09Ducommun Incorporated, Annual General Meeting, Apr 21, 2021Ducommun Incorporated, Annual General Meeting, Apr 21, 2021, at 09:00 Pacific Standard Time. Agenda: To consider the election of the one director named in the Proxy Statement to serve on the Board of Directors until the Company’s 2024 Annual Meeting of Shareholders and until her successor has been elected and qualified; to approve the Company’s executive compensation on an advisory basis; to ratify the selection of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the Company’s year ending December 31, 2021; and to transact any other business as may properly come before the meeting or any adjournment thereof.Is New 90 Day High Low • Feb 26New 90-day high: €47.60The company is up 16% from its price of €41.00 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €130 per share.Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$2.50 (vs US$2.82 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: US$628.9m (down 13% from FY 2019). Net income: US$29.2m (down 10% from FY 2019). Profit margin: 4.6% (up from 4.5% in FY 2019). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.02%. Over the next year, revenue is forecast to grow 3.8%, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany.Is New 90 Day High Low • Feb 10New 90-day high: €47.20The company is up 33% from its price of €35.60 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.38 per share.お知らせ • Jan 29Ducommun Incorporated to Report Q4, 2020 Results on Feb 11, 2021Ducommun Incorporated announced that they will report Q4, 2020 results After-Market on Feb 11, 2021お知らせ • Jan 28+ 1 more updateDucommun Incorporated Announces Appointment of Christopher D. Wampler as Chief Financial OfficerDucommun Incorporated ('Ducommun' or the 'Company') announced the appointment of Christopher D. Wampler, the company’s current Interim Chief Financial Officer & Treasurer to Chief Financial Officer, Controller & Treasurer. The appointment is effective January 27, 2021. Mr. Wampler will also continue in his role as Vice President, Chief Accounting Officer, a position he has held since 2016. Mr. Wampler has been with the Company since 2013. For the last year and a half, Mr. Wampler has served as Vice President, Interim Chief Financial Officer & Treasurer, and Controller and Chief Accounting Officer, positions he has held since 2016. Mr. Wampler was Vice President and Assistant Controller for several of the Company’s subsidiaries from 2013 to 2015.Is New 90 Day High Low • Jan 07New 90-day high: €45.80The company is up 54% from its price of €29.80 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €85.03 per share.Is New 90 Day High Low • Dec 04New 90-day high: €42.80The company is up 35% from its price of €31.80 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €70.03 per share.Valuation Update With 7 Day Price Move • Nov 25Market bids up stock over the past weekAfter last week's 15% share price gain to US$40.80, the stock is trading at a trailing P/E ratio of 19.1x, up from the previous P/E ratio of 16.5x. This compares to an average P/E of 23x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past year is a loss of 8.5%.Recent Insider Transactions • Nov 21Key Executive recently sold €53k worth of stockOn the 20th of November, Jerry Redondo sold around 1k shares on-market at roughly €37.45 per share. In the last 3 months, there was an even bigger sale from another insider worth €135k. This was Jerry's only on-market trade for the last 12 months.Recent Insider Transactions • Nov 13VP, Controller recently sold €135k worth of stockOn the 9th of November, Christopher Wampler sold around 4k shares on-market at roughly €33.81 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by €115k.Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 23% share price gain to US$36.60, the stock is trading at a trailing P/E ratio of 17.2x, up from the previous P/E ratio of 14x. This compares to an average P/E of 22x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past year is a loss of 16%.Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to US$34.80, the stock is trading at a trailing P/E ratio of 16.1x, up from the previous P/E ratio of 13.5x. This compares to an average P/E of 20x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past year is a loss of 19%.Is New 90 Day High Low • Oct 30New 90-day low: €27.00The company is down 6.0% from its price of €28.80 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Aerospace & Defense industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.47 per share.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.8% at US$150.4m. Revenue is expected to shrink by 2.1% over the next year, compared to a 8.8% decline forecast for the Aerospace & Defense industry in Germany.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$28.4m, up 17% from the prior year. Total revenue was US$658.1m over the last 12 months, down 5.7% from the prior year.お知らせ • Oct 13Ducommun Incorporated to Report Q3, 2020 Results on Oct 28, 2020Ducommun Incorporated announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 28, 2020お知らせ • Jul 17Ducommun Incorporated to Report Q2, 2020 Results on Jul 30, 2020Ducommun Incorporated announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Jul 30, 2020お知らせ • Jul 04Ducommun Incorporated(NYSE:DCO) dropped from Russell Microcap Growth IndexDucommun Incorporated(NYSE:DCO) dropped from Russell Microcap Growth Indexお知らせ • Jul 02Ducommun Incorporated(NYSE:DCO) dropped from Russell 2500 Growth IndexDucommun Incorporated(NYSE:DCO) dropped from Russell 2500 Growth Index株主還元DUMDE Aerospace & DefenseDE 市場7D-4.7%7.8%0.6%1Y104.4%-15.6%0.2%株主還元を見る業界別リターン: DUM過去 1 年間で-15.6 % の収益を上げたGerman Aerospace & Defense業界を上回りました。リターン対市場: DUM過去 1 年間で0.2 % の収益を上げたGerman市場を上回りました。価格変動Is DUM's price volatile compared to industry and market?DUM volatilityDUM Average Weekly Movement6.8%Aerospace & Defense Industry Average Movement8.8%Market Average Movement6.1%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.7%安定した株価: DUM 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DUMの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18492,130Steve Oswaldwww.ducommun.comデュコム・インコーポレイテッドは、航空宇宙・防衛、産業、医療、その他の産業で使用される製品やアプリケーションのエンジニアリングおよび製造サービスを米国で提供している。電子システム部門と構造システム部門の2つの部門で事業を展開している。電子システム部門は、ケーブルアセンブリおよび相互接続システム、プリント回路基板アセンブリ、電子、電気機械、機械部品およびアセンブリ、雷転用システム、レーダー筐体、航空機アビオニクスラック、船舶通信および制御筐体、ワイヤーハーネス、雷転用ストリップ、サージサプレッサ、コンフォーマルシールド、その他のアセンブリを提供している。また、航空システムおよび試験システム用の照光式押しボタンスイッチおよびパネル、無線周波数システムおよび試験機器用のマイクロ波およびミリ波スイッチおよびフィルター、モーションコントロール用のモーターおよびレゾルバなどのエンジニアリング製品も供給しており、航空宇宙システムの設計、開発、統合、試験サービスなどのエンジニアリングサービスも提供している。構造システム部門は、輪郭のあるアルミニウム、チタン、インコネル製航空構造部品、ウィングレット、エンジン部品、胴体構造パネルなどの構造アセンブリ製品、空力システム、航空機の翼スポイラー、大型胴体スキン、回転翼航空機のローターブレードおよび部品、飛行制御面、エンジン部品、弾薬処理システム、磁気シールからなる金属および複合材接合構造およびアセンブリの設計、エンジニアリング、製造を行っている。民間航空機、軍用固定翼機、軍用および民間回転翼機、宇宙計画にサービスを提供している。同社は1849年に設立され、カリフォルニア州コスタメサに本社を置いている。もっと見るDucommun Incorporated 基礎のまとめDucommun の収益と売上を時価総額と比較するとどうか。DUM 基礎統計学時価総額€1.86b収益（TTM）-€24.82m売上高(TTM)€724.26m2.6xP/Sレシオ-74.8xPER（株価収益率DUM は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DUM 損益計算書（TTM）収益US$841.38m売上原価US$613.98m売上総利益US$227.40mその他の費用US$256.24m収益-US$28.84m直近の収益報告Apr 04, 2026次回決算日該当なし一株当たり利益（EPS）-1.91グロス・マージン27.03%純利益率-3.43%有利子負債／自己資本比率45.2%DUM の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 11:22終値2026/05/21 00:00収益2026/04/04年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ducommun Incorporated 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関Michael CrawfordB. Riley Securities, Inc.Kenneth HerbertCanaccord GenuityJohn GodynCitigroup Inc10 その他のアナリストを表示
Recent Insider Transactions • May 20Insider recently sold €751k worth of stockOn the 14th of May, Jerry Redondo sold around 6k shares on-market at roughly €132 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
お知らせ • May 06Ducommun Incorporated Appoints Mark A. Caylor as Independent Director, Effective May 4, 2026Ducommun Incorporated announced that in support of the Company's VISION 2027 Strategy and as part of its ongoing board refreshment process, Mark A. Caylor has been appointed as an independent member of the Company’s Board of Directors (the "Board"), effective May 4, 2026. Mr. Caylor is a seasoned aerospace and defense executive with over 35 years of experience in driving, planning and executing corporate strategy, and identifying and capitalizing on global market opportunities that drive revenue and profitable growth. Mr. Caylor has served as a director on the board of LightPath Technologies Inc., since October 2025 and retired as Corporate Vice President and President of Northrop Grumman’s Mission Systems Sector, a supplier of advanced sensing, processing and communications technologies for defense customers across the United States and Europe in 2024. Prior to that, Mr. Caylor served as President, Enterprise Services and Chief Strategy Officer, leading Northrop Grumman’s corporate strategy, mergers and acquisitions and shared services functions, joining Northrop Grumman in 2002. Mr. Caylor earned his bachelor’s degree in aeronautical and astronautical engineering from the Massachusetts Institute of Technology, and a master’s degree in aeronautics and astronautics from the California Institute of Technology. He later earned a master’s degree in business administration from UCLA’s Anderson School of Management before starting his career in 1988 at Hughes Aircraft Company, which was subsequently acquired by the Boeing Company. This appointment is part of Ducommun’s Board refreshment program designed to help ensure that the Company’s Board has the best mix of skills and experience necessary to support Ducommun’s leadership team in driving VISION 2027 and shareholder value. The Corporate Governance and Nominating Committee conducted a thorough search with the assistance of a leading independent search firm, who evaluated over fifty prospects for this role. This process spanned several months and culminated in Mr. Caylor being identified from among several highly qualified candidates.
お知らせ • Apr 28Ducommun Incorporated to Report Q1, 2026 Results on May 12, 2026Ducommun Incorporated announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 12, 2026
お知らせ • Mar 16Ducommun Incorporated, Annual General Meeting, Apr 29, 2026Ducommun Incorporated, Annual General Meeting, Apr 29, 2026.
お知らせ • Feb 12Ducommun Incorporated to Report Q4, 2025 Results on Feb 26, 2026Ducommun Incorporated announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
お知らせ • Oct 23Ducommun Incorporated to Report Q3, 2025 Results on Nov 06, 2025Ducommun Incorporated announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025
Recent Insider Transactions • May 20Insider recently sold €751k worth of stockOn the 14th of May, Jerry Redondo sold around 6k shares on-market at roughly €132 per share. This transaction amounted to 8.4% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.2m. Insiders have been net sellers, collectively disposing of €3.1m more than they bought in the last 12 months.
お知らせ • May 06Ducommun Incorporated Appoints Mark A. Caylor as Independent Director, Effective May 4, 2026Ducommun Incorporated announced that in support of the Company's VISION 2027 Strategy and as part of its ongoing board refreshment process, Mark A. Caylor has been appointed as an independent member of the Company’s Board of Directors (the "Board"), effective May 4, 2026. Mr. Caylor is a seasoned aerospace and defense executive with over 35 years of experience in driving, planning and executing corporate strategy, and identifying and capitalizing on global market opportunities that drive revenue and profitable growth. Mr. Caylor has served as a director on the board of LightPath Technologies Inc., since October 2025 and retired as Corporate Vice President and President of Northrop Grumman’s Mission Systems Sector, a supplier of advanced sensing, processing and communications technologies for defense customers across the United States and Europe in 2024. Prior to that, Mr. Caylor served as President, Enterprise Services and Chief Strategy Officer, leading Northrop Grumman’s corporate strategy, mergers and acquisitions and shared services functions, joining Northrop Grumman in 2002. Mr. Caylor earned his bachelor’s degree in aeronautical and astronautical engineering from the Massachusetts Institute of Technology, and a master’s degree in aeronautics and astronautics from the California Institute of Technology. He later earned a master’s degree in business administration from UCLA’s Anderson School of Management before starting his career in 1988 at Hughes Aircraft Company, which was subsequently acquired by the Boeing Company. This appointment is part of Ducommun’s Board refreshment program designed to help ensure that the Company’s Board has the best mix of skills and experience necessary to support Ducommun’s leadership team in driving VISION 2027 and shareholder value. The Corporate Governance and Nominating Committee conducted a thorough search with the assistance of a leading independent search firm, who evaluated over fifty prospects for this role. This process spanned several months and culminated in Mr. Caylor being identified from among several highly qualified candidates.
お知らせ • Apr 28Ducommun Incorporated to Report Q1, 2026 Results on May 12, 2026Ducommun Incorporated announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 12, 2026
お知らせ • Mar 16Ducommun Incorporated, Annual General Meeting, Apr 29, 2026Ducommun Incorporated, Annual General Meeting, Apr 29, 2026.
お知らせ • Feb 12Ducommun Incorporated to Report Q4, 2025 Results on Feb 26, 2026Ducommun Incorporated announced that they will report Q4, 2025 results Pre-Market on Feb 26, 2026
お知らせ • Oct 23Ducommun Incorporated to Report Q3, 2025 Results on Nov 06, 2025Ducommun Incorporated announced that they will report Q3, 2025 results Pre-Market on Nov 06, 2025
お知らせ • Oct 10Ducommun Incorporated Reaches Settlement Agreement to Resolve Litigation Related to Guaymas Fire IncidentOn October 3, 2025, Ducommun Incorporated and certain of its wholly-owned subsidiaries entered into a binding settlement term sheet (the “Term Sheet”) to resolve the previously disclosed action captioned Williams International Co., LLC v. Ducommun Incorporated, et al. (No. 2:23-CV-9403-MEMF-AJR) filed in the U.S. District Court for the Central District of California (the “Litigation”) following a mediation held on that date. For additional information about the Litigation, see “Guaymas Performance Center Fire” in Note 10, Commitments and Contingencies, to the unaudited Condensed Consolidated Financial Statements included in the Company’s Quarterly Report on Form 10-Q for the quarterly period ended June 28, 2025, filed with the Securities and Exchange Commission (“SEC”) on August 7, 2025 (the “Q2 2025 Form 10-Q”). The Term Sheet provides for, among other things, the final dismissal of the Litigation with prejudice and a release of claims against the Company in exchange for the Company issuing a payment of $150 million, $56 million of which is expected to be funded by the Company’s insurance carriers. The Term Sheet also includes a mutual release of all of the plaintiff’s past, present and future claims arising from the June 2020 fire (the “Fire”) at the Company’s Guaymas, Mexico performance center and an indemnification in favor of the Company from any future subrogation claims that may be brought by the plaintiff’s insurers. The incident, claim and payment are all one-time events. Excluded from the scope of the Term Sheet are (1) releases from certain of the plaintiff’s insurers for amounts previously paid to the plaintiff for damages incurred from the Fire, in relation to which the company believe claims against the Company are likely time barred, and another insurer who intervened in the Litigation asserting a subrogation claim which it expect to settle in the amount of $1.35 million, and (2) a subrogation claim asserted by the insurer of the entity that provides the labor and facilities for its Guaymas performance center through an arbitration proceeding currently pending in Arizona for amounts it had previously paid to the plaintiff for damages from the Fire and for which it believe to have favorable arguments to successfully defend against the claim. The foregoing claims were previously disclosed in the Second Quarter 2025 Form 10-Q. Final dismissal of the Litigation is subject to the finalization of a definitive settlement agreement not inconsistent with the Term Sheet and the plaintiff dismissing all claims alleged in the Litigation with prejudice, with each of the parties bearing their own fees and expenses. In settling the case, the Company is not admitting any liability, and entry into the Term Sheet does not constitute an admission of liability or fault or an admission regarding the accuracy of any allegation made by the plaintiffs or plaintiffs’ counsel. The Company expects to record the one-time net settlement amount of $94 million (net of insurance recovery) as an expense for the quarter ending September 27, 2025 and to pay such settlement from its existing revolving credit facility within forty-five (45) days of the finalization of the definitive settlement agreement. In addition, the Company expects to record legal expenses of approximately $4 million and $3 million related to this matter in Third Quarter 2025 and Fourth Quarter 2025, respectively. Separately, the Company expects to incur additional expenses of approximately $3 million in future periods related to the subrogation claim asserted by the insurer of the entity that provides labor and facilities for its Guaymas performance center.
お知らせ • Jul 24Ducommun Incorporated to Report Q2, 2025 Results on Aug 07, 2025Ducommun Incorporated announced that they will report Q2, 2025 results Pre-Market on Aug 07, 2025
お知らせ • Jun 30Ducommun Incorporated(NYSE:DCO) dropped from Russell 2000 Dynamic IndexDucommun Incorporated(NYSE:DCO) dropped from Russell 2000 Dynamic Index
お知らせ • Apr 22Ducommun Incorporated to Report Q1, 2025 Results on May 06, 2025Ducommun Incorporated announced that they will report Q1, 2025 results Pre-Market on May 06, 2025
お知らせ • Mar 17Ducommun Incorporated, Annual General Meeting, Apr 30, 2025Ducommun Incorporated, Annual General Meeting, Apr 30, 2025.
お知らせ • Feb 13Ducommun Incorporated to Report Q4, 2024 Results on Feb 27, 2025Ducommun Incorporated announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: US$0.69 (vs US$0.22 in 3Q 2023)Third quarter 2024 results: EPS: US$0.69 (up from US$0.22 in 3Q 2023). Revenue: US$201.4m (up 2.6% from 3Q 2023). Net income: US$10.1m (up 216% from 3Q 2023). Profit margin: 5.0% (up from 1.6% in 3Q 2023). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Nov 07Ducommun Incorporated Announces Board ChangesDucommun Incorporated announced that in support of the Company's VISION 2027 Strategy and as part of its ongoing board refreshment process, Daniel G. Korte and Daniel L. Boehle have been appointed as independent members of the Company’s Board of Directors (the "Board"), effective November 5, 2024. Mr. Korte is a seasoned aerospace and defense executive with demonstrated expertise in identifying and capitalizing on global market opportunities that drive revenue and profitable growth. Most recently, Mr. Korte served as Global Vice President of Aerospace at PPG Industries Inc. (“PPG”). Under his leadership, the division saw double-digit revenue growth and increased profitability by driving sales and operational efficiencies. Prior to joining PPG, he served as Chief Executive Officer of LMI Aerospace, where he oversaw the Company’s eventual sale to the Sonaca Group and was the President of the Rolls-Royce Defense Group. From 1985 through 2009, Mr. Korte held various senior level roles at The Boeing Company in supply chain, program management and general management. He currently serves on the Board of Directors of Woodward Inc., where he chairs the Human Capital & Compensation committee. Mr. Boehle is a talented finance executive with 25+ years of experience working with defense manufacturing companies, including serving as the Chief Financial Officer at two leading public companies in the industry. Mr. Boehle currently serves as the Executive Vice President and Chief Financial Officer of TTM Technologies Inc., a position that he has held since September 2023. Previously, Mr. Boehle served as Vice President and Chief Financial Officer for Aerojet Rocketdyne Inc., where he drove profitable growth and was actively involved in financial aspects of the strategic analysis that resulted in Aerojet Rocketdyne’s $4.7bn sale to L3Harris. Before joining Aerojet Rocketdyne, Mr. Boehle served in various financial leadership roles across corporate accounting, financial reporting and financial planning and analysis at Northrop Grumman Corporation. Ducommun also announced that Robert C. Ducommun and Dean M. Flatt will not, per Ducommun’s mandatory director retirement age policy, stand for reelection at Ducommun’s 2025 Annual Meeting. Mr. Ducommun and Mr. Flatt both successfully oversaw the Company’s transition to a more focused Aerospace and Defense platform that involved the streamlining of the organization and the successful acquisition of five companies. The Board will include ten members until Ducommun’s 2025 Annual Meeting, following which it will be comprised again of eight directors.
お知らせ • Oct 24Ducommun Incorporated to Report Q3, 2024 Results on Nov 07, 2024Ducommun Incorporated announced that they will report Q3, 2024 results Pre-Market on Nov 07, 2024
お知らせ • Jul 26Ignium LP. managed by Albion River Management LLC cancelled the acquisition of 90.98% stake in Ducommun Incorporated (NYSE:DCO).Ignium LP. managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million on April 1, 2024. Ignium LP. managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) for approximately $900 million on July 15, 2024. As reported, Albion River will pay $60.00 per share in cash. As of July 15, 2024, Albion River LLC submitted a revised bid to acquire all outstanding shares of Ducommun for $65 per share in cash. This non-binding indication of interest remains contingent upon, among other things (i) satisfactory completion of due diligence review of Ducommun, (ii) the receipt of financing for the transaction, and (iii) the negotiation and execution of a mutually acceptable definitive merger agreement containing customary terms and conditions. Execution of mutually acceptable definitive transaction and related agreements will be conditioned upon final board approval of both companies. On April 16, 2024, the Board of Directors of Ducommun has unanimously determined it is not in the best interests of Ducommun and its shareholders to pursue further discussions regarding the initial proposal of $60 per share and rejected the bid. As of July 15, 2024, Ducommun's Board of Directors received an unsolicited revised non-binding indication of interest from Albion River LLC to acquire all outstanding shares of Ducommun for $65 per share in cash. RBC Capital Markets, LLC is acting as a financial advisor to Ducommun, and Simpson Thacher & Bartlett LLP is acting as legal counsel. Ignium LP. managed by Albion River Management LLC cancelled the acquisition of 90.98% stake in Ducommun Incorporated (NYSE:DCO) on July 25, 2024. The Board of Directors has unanimously determined it is not in the best interests of the Company and Ducommun shareholders to pursue further discussions regarding the proposal. Ducommun's Board of Directors believes that Albion River’s revised proposal significantly undervalues Ducommun’s long-term value for shareholders.
お知らせ • Jul 24Ducommun Incorporated to Report Q2, 2024 Results on Aug 08, 2024Ducommun Incorporated announced that they will report Q2, 2024 results Pre-Market on Aug 08, 2024
お知らせ • Apr 19Ducommun Incorporated to Report Q1, 2024 Results on May 08, 2024Ducommun Incorporated announced that they will report Q1, 2024 results Pre-Market on May 08, 2024
お知らせ • Apr 18Ignium LP. managed by Albion River Management LLC cancelled the acquisition of remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO).Ignium LP. managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million on April 1, 2024. As reported, Albion River will pay $60.00 per share in cash. This non-binding indication of interest remains contingent upon, among other things (i) satisfactory completion of due diligence review of Ducommun, (ii) the receipt of financing for the transaction, and (iii) the negotiation and execution of a mutually acceptable definitive merger agreement containing customary terms and conditions. Execution of mutually acceptable definitive transaction and related agreements will be conditioned upon final board approval of both companies. RBC Capital Markets, LLC is acting as a financial advisor to Ducommun, and Simpson Thacher & Bartlett LLP is acting as legal counsel.Ignium LP. managed by Albion River Management LLC cancelled the acquisition of remaining 90.98% stake in Ducommun Incorporated (NYSE:DCO) on April 16, 2024. The Board of Directors of Ducommun has unanimously determined it is not in the best interests of Ducommun and its shareholders to pursue further discussions regarding the proposal and rejected the bid. Ducommun Board of Directors believes that Albion River’s offered price and generic proposed actions significantly undervalues Ducommun and does not fully reflect the company’s proven, long-term growth initiatives.
New Risk • Apr 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (6.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.1% net profit margin). Shareholders have been diluted in the past year (20% increase in shares outstanding).
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €54.00, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 19x in the Aerospace & Defense industry in Germany. Negligible returns to shareholders over past three years.
お知らせ • Apr 08Ignium LP, fund managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire the remaining 90.97601% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million.Ignium LP, fund managed by Albion River Management LLC made an unsolicited non-binding indication of interest to acquire the remaining 90.976012% stake in Ducommun Incorporated (NYSE:DCO) for approximately $830 million on April 1, 2024. Albion River will pay $60.00 per share in cash. This non-binding indication of interest remains contingent upon, among other things (i) satisfactory completion of due diligence review of the Company, (ii) the receipt of financing for the transaction, and (iii) the negotiation and execution of a mutually acceptable definitive merger agreement containing customary terms and conditions. Execution of mutually acceptable definitive transaction and related agreements will be conditioned upon final board approval of both companies. RBC Capital Markets, LLC is acting as a financial advisor to Ducommun, and Simpson Thacher & Bartlett LLP is acting as legal counsel.
お知らせ • Mar 14Ducommun Incorporated, Annual General Meeting, Apr 24, 2024Ducommun Incorporated, Annual General Meeting, Apr 24, 2024, at 09:00 Pacific Standard Time. Agenda: To consider Election of 12 nominated directors; to consider Ratification of the selection of PricewaterhouseCoopers LLP as PNC’s independent registered public accounting firm for 2024; to consider Advisory vote to approve named executive officer compensation; and to consider Approval of The PNC Financial Services Group, Inc. 2025 Employee Stock Purchase Plan; to consider Approve Ducommun’s executive compensation on an advisory basis; to consider Approve the Company’s 2024 Stock Incentive Plan; to Ratify the selection of PricewaterhouseCoopers LLP as Ducommun’s independent registered public accounting firm for the year ending December 31, 2024; and to consider other matters.
Reported Earnings • Feb 16Full year 2023 earnings released: EPS: US$1.16 (vs US$2.38 in FY 2022)Full year 2023 results: EPS: US$1.16 (down from US$2.38 in FY 2022). Revenue: US$757.0m (up 6.2% from FY 2022). Net income: US$15.9m (down 45% from FY 2022). Profit margin: 2.1% (down from 4.0% in FY 2022). Revenue is forecast to grow 5.7% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Feb 05Ducommun Incorporated Appoints David B. Carter as Independent Director and Member of the Innovation CommitteeDucommun Incorporated announced that its Board of Directors elected David B. Carter as an independent director of the company, effective February 1, 2024. Mr. Carter’s appointment expands the number of directors on Ducommun’s board to nine, eight of whom are independent. Mr. Carter will be a member of the company’s Innovation Committee. Mr. Carter is the retired Senior Vice President of Engineering, Pratt & Whitney Company Inc., currently a subsidiary of RTX Corporation, a position he occupied for four years until his retirement in 2019. Previously, Mr. Carter was the Senior Vice President, Engineering, Operations and Quality at UTC Aerospace Systems from 2015 to 2016 and served as its Vice President, Engineering and Technology from 2012 to 2015. Mr. Carter’s extensive knowledge of Tier 1 and 2 engineered product lines in the sector includes engines, electrical systems, aerostructures, actuation, brakes, sensors and controls, and he was involved in every aspect of product design, development and certification. He expertly managed supplier relationships and outsourcing partners, was responsible for expanding engineering team capabilities internationally and has extensive customer experience dealing with Boeing, Airbus and other original equipment manufacturers. Mr. Carter holds a Master of Science degree in Mechanical Engineering from the University of Virginia, Charlottesville.
お知らせ • Jan 31Ducommun Incorporated to Report Q4, 2023 Results on Feb 15, 2024Ducommun Incorporated announced that they will report Q4, 2023 results Pre-Market on Feb 15, 2024
Reported Earnings • Nov 09Third quarter 2023 earnings released: EPS: US$0.22 (vs US$0.70 in 3Q 2022)Third quarter 2023 results: EPS: US$0.22 (down from US$0.70 in 3Q 2022). Revenue: US$196.3m (up 5.2% from 3Q 2022). Net income: US$3.21m (down 62% from 3Q 2022). Profit margin: 1.6% (down from 4.5% in 3Q 2022). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31Ducommun Incorporated to Report Q3, 2023 Results on Nov 08, 2023Ducommun Incorporated announced that they will report Q3, 2023 results Pre-Market on Nov 08, 2023
New Risk • Aug 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 24% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (3.0x net interest cover). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (3.2% net profit margin). Shareholders have been diluted in the past year (21% increase in shares outstanding).
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.18 (vs US$0.34 in 2Q 2022)Second quarter 2023 results: EPS: US$0.18 (down from US$0.34 in 2Q 2022). Revenue: US$187.3m (up 7.5% from 2Q 2022). Net income: US$2.37m (down 43% from 2Q 2022). Profit margin: 1.3% (down from 2.4% in 2Q 2022). Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 26Ducommun Incorporated to Report Q2, 2023 Results on Aug 03, 2023Ducommun Incorporated announced that they will report Q2, 2023 results Pre-Market on Aug 03, 2023
お知らせ • May 17Ducommun Incorporated has completed a Follow-on Equity Offering in the amount of $80 million.Ducommun Incorporated has completed a Follow-on Equity Offering in the amount of $80 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 2,000,000 Price\Range: $40
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €37.80, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 20x in the Aerospace & Defense industry in Germany. Total returns to shareholders of 48% over the past three years.
Reported Earnings • May 05First quarter 2023 earnings released: EPS: US$0.43 (vs US$0.68 in 1Q 2022)First quarter 2023 results: EPS: US$0.43 (down from US$0.68 in 1Q 2022). Revenue: US$181.2m (up 11% from 1Q 2022). Net income: US$5.23m (down 35% from 1Q 2022). Profit margin: 2.9% (down from 5.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • May 05Ducommun Incorporated Announces Chief Financial Officer ChangesDucommun Incorporated announced the appointment of Suman Mookerji, the Company’s current vice president, corporate development & investor relations to chief financial officer. Suman will also continue to lead the corporate development function at the Company. Mr. Christopher D. Wampler, Ducommun’s former chief financial officer will continue his employment with the Company in a non-executive capacity to facilitate a smooth transition of responsibilities. Mr. Mookerji joined Ducommun in April 2017 as the vice president, strategy, acquisitions & integration. For the last year and a half, Mr. Mookerji served as vice president, corporate development & investor relations. Prior to joining Ducommun, Mr. Mookerji’s professional background included corporate strategy, M&A and post-acquisition integration leadership experience at United Technologies Corporation (now Raytheon Technologies Corporation), both at the corporate and business unit levels, and at Capital Safety. Suman started his career in public accounting in 1999 working for Arthur Andersen and then Ernst & Young. Mr. Mookerji holds an MBA from Babson College and a bachelor’s degree from the University of Mumbai.
お知らせ • May 04Ducommun Incorporated Announces Executive ChangesDucommun Incorporated announced the appointment of Suman Mookerji, the Company’s current vice president, corporate development & investor relations to senior vice president, controller & treasurer. Suman will also continue to lead the corporate development function at the Company. Mr. Christopher D. Wampler, Ducommun’s former vice president, controller & treasurer will continue his employment with the Company in a non-executive capacity to facilitate a smooth transition of responsibilities. Mr. Mookerji joined Ducommun in April 2017 as the vice president, strategy, acquisitions & integration. For the last year and a half, Mr. Mookerji served as vice president, corporate development & investor relations. Prior to joining Ducommun, Mr. Mookerji’s professional background included corporate strategy, M&A and post-acquisition integration leadership experience at United Technologies Corporation (now Raytheon Technologies Corporation), both at the corporate and business unit levels, and at Capital Safety. Suman started his career in public accounting in 1999 working for Arthur Andersen and then Ernst & Young. Mr. Mookerji holds an MBA from Babson College and a bachelor’s degree from the University of Mumbai.
Reported Earnings • Feb 17Full year 2022 earnings released: EPS: US$2.38 (vs US$11.41 in FY 2021)Full year 2022 results: EPS: US$2.38 (down from US$11.41 in FY 2021). Revenue: US$712.5m (up 10% from FY 2021). Net income: US$28.8m (down 79% from FY 2021). Profit margin: 4.0% (down from 21% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 01Ducommun Incorporated to Report Q4, 2022 Results on Feb 16, 2023Ducommun Incorporated announced that they will report Q4, 2022 results Pre-Market on Feb 16, 2023
Recent Insider Transactions • Dec 22Chairman recently sold €113k worth of stockOn the 16th of December, Stephen Oswald sold around 3k shares on-market at roughly €45.30 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Stephen has been a net seller over the last 12 months, reducing personal holdings by €214k.
Recent Insider Transactions • Nov 16Chairman recently sold €100k worth of stockOn the 9th of November, Stephen Oswald sold around 2k shares on-market at roughly €50.13 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.
Reported Earnings • Nov 08Third quarter 2022 earnings released: EPS: US$0.70 (vs US$0.80 in 3Q 2021)Third quarter 2022 results: EPS: US$0.70 (down from US$0.80 in 3Q 2021). Revenue: US$186.6m (up 14% from 3Q 2021). Net income: US$8.46m (down 12% from 3Q 2021). Profit margin: 4.5% (down from 5.9% in 3Q 2021). Revenue is forecast to grow 6.0% p.a. on average during the next 2 years, compared to a 12% growth forecast for the Aerospace & Defense industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 25Ducommun Incorporated to Report Q3, 2022 Results on Nov 07, 2022Ducommun Incorporated announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 07, 2022
Recent Insider Transactions • Sep 17VP, CFO recently sold €66k worth of stockOn the 13th of September, Christopher Wampler sold around 2k shares on-market at roughly €44.15 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Christopher has been a net seller over the last 12 months, reducing personal holdings by €309k.
Reported Earnings • Aug 05Second quarter 2022 earnings released: EPS: US$0.34 (vs US$0.71 in 2Q 2021)Second quarter 2022 results: EPS: US$0.34 (down from US$0.71 in 2Q 2021). Revenue: US$174.2m (up 8.7% from 2Q 2021). Net income: US$4.15m (down 51% from 2Q 2021). Profit margin: 2.4% (down from 5.3% in 2Q 2021). Over the next year, revenue is forecast to grow 7.8%, compared to a 26% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 23Ducommun Incorporated to Report Q2, 2022 Results on Aug 04, 2022Ducommun Incorporated announced that they will report Q2, 2022 results at 8:00 AM, Eastern Standard Time on Aug 04, 2022
Recent Insider Transactions • May 17VP, CFO recently sold €176k worth of stockOn the 12th of May, Christopher Wampler sold around 4k shares on-market at roughly €44.03 per share. In the last 3 months, there was an even bigger sale from another insider worth €204k. Christopher has been a seller over the last 12 months, reducing personal holdings by €243k.
Reported Earnings • May 04First quarter 2022 earnings released: EPS: US$0.68 (vs US$0.57 in 1Q 2021)First quarter 2022 results: EPS: US$0.68 (up from US$0.57 in 1Q 2021). Revenue: US$163.5m (up 4.0% from 1Q 2021). Net income: US$8.10m (up 21% from 1Q 2021). Profit margin: 5.0% (up from 4.3% in 1Q 2021). Over the next year, revenue is forecast to grow 8.9%, compared to a 30% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 09Ducommun Incorporated to Report Q1, 2022 Results on May 03, 2022Ducommun Incorporated announced that they will report Q1, 2022 results After-Market on May 03, 2022
Recent Insider Transactions • Mar 28Independent Director recently sold €204k worth of stockOn the 24th of March, Robert Ducommun sold around 4k shares on-market at roughly €48.11 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €545k more than they bought in the last 12 months.
Reported Earnings • Feb 24Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: US$11.41 (up from US$2.50 in FY 2020). Revenue: US$645.4m (up 2.6% from FY 2020). Net income: US$135.5m (up 365% from FY 2020). Profit margin: 21% (up from 4.6% in FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.3%, compared to a 19% growth forecast for the industry in Germany.
お知らせ • Feb 02Ducommun Incorporated to Report Q4, 2021 Results on Feb 23, 2022Ducommun Incorporated announced that they will report Q4, 2021 results After-Market on Feb 23, 2022
Board Change • Dec 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. Independent Director Sheila Kramer was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Nov 17VP, CFO recently sold €67k worth of stockOn the 12th of November, Christopher Wampler sold around 2k shares on-market at roughly €44.52 per share. In the last 3 months, there was an even bigger sale from another insider worth €107k. Christopher has been a seller over the last 12 months, reducing personal holdings by €176k.
Reported Earnings • Nov 03Third quarter 2021 earnings released: EPS US$0.80 (vs US$0.56 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$163.2m (up 8.5% from 3Q 2020). Net income: US$9.58m (up 47% from 3Q 2020). Profit margin: 5.9% (up from 4.3% in 3Q 2020). The increase in margin was driven by higher revenue.
Recent Insider Transactions • Sep 14VP & Chief Human Resources Officer recently sold €107k worth of stockOn the 10th of September, Rosalie Rogers sold around 3k shares on-market at roughly €42.88 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €552k more than they bought in the last 12 months.
Reported Earnings • Aug 14Second quarter 2021 earnings released: EPS US$0.71 (vs US$0.44 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$160.2m (up 8.7% from 2Q 2020). Net income: US$8.42m (up 66% from 2Q 2020). Profit margin: 5.3% (up from 3.5% in 2Q 2020). The increase in margin was driven by higher revenue.
Recent Insider Transactions • Jun 09VP & Chief Human Resources Officer recently sold €57k worth of stockOn the 8th of June, Rosalie Rogers sold around 1k shares on-market at roughly €46.45 per share. In the last 3 months, there was an even bigger sale from another insider worth €109k. Insiders have been net sellers, collectively disposing of €445k more than they bought in the last 12 months.
Recent Insider Transactions • May 18VP, CFO recently sold €109k worth of stockOn the 13th of May, Christopher Wampler sold around 2k shares on-market at roughly €45.37 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by €244k.
Reported Earnings • May 06First quarter 2021 earnings released: EPS US$0.57 (vs US$0.68 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: US$157.2m (down 9.4% from 1Q 2020). Net income: US$6.70m (down 16% from 1Q 2020). Profit margin: 4.3% (down from 4.6% in 1Q 2020). The decrease in margin was driven by lower revenue.
Executive Departure • Apr 27Independent Director has left the companyOn the 21st of April, Gregory Churchill's tenure as Independent Director ended after 8.1 years in the role. As of December 2020, Gregory personally held 17.90k shares (€784k worth at the time). A total of 2 executives have left over the last 12 months.
お知らせ • Mar 09Ducommun Incorporated, Annual General Meeting, Apr 21, 2021Ducommun Incorporated, Annual General Meeting, Apr 21, 2021, at 09:00 Pacific Standard Time. Agenda: To consider the election of the one director named in the Proxy Statement to serve on the Board of Directors until the Company’s 2024 Annual Meeting of Shareholders and until her successor has been elected and qualified; to approve the Company’s executive compensation on an advisory basis; to ratify the selection of PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for the Company’s year ending December 31, 2021; and to transact any other business as may properly come before the meeting or any adjournment thereof.
Is New 90 Day High Low • Feb 26New 90-day high: €47.60The company is up 16% from its price of €41.00 on 27 November 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is flat over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €130 per share.
Reported Earnings • Feb 12Full year 2020 earnings released: EPS US$2.50 (vs US$2.82 in FY 2019)The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2020 results: Revenue: US$628.9m (down 13% from FY 2019). Net income: US$29.2m (down 10% from FY 2019). Profit margin: 4.6% (up from 4.5% in FY 2019). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 0.02%. Over the next year, revenue is forecast to grow 3.8%, compared to a 15% growth forecast for the Aerospace & Defense industry in Germany.
Is New 90 Day High Low • Feb 10New 90-day high: €47.20The company is up 33% from its price of €35.60 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €91.38 per share.
お知らせ • Jan 29Ducommun Incorporated to Report Q4, 2020 Results on Feb 11, 2021Ducommun Incorporated announced that they will report Q4, 2020 results After-Market on Feb 11, 2021
お知らせ • Jan 28+ 1 more updateDucommun Incorporated Announces Appointment of Christopher D. Wampler as Chief Financial OfficerDucommun Incorporated ('Ducommun' or the 'Company') announced the appointment of Christopher D. Wampler, the company’s current Interim Chief Financial Officer & Treasurer to Chief Financial Officer, Controller & Treasurer. The appointment is effective January 27, 2021. Mr. Wampler will also continue in his role as Vice President, Chief Accounting Officer, a position he has held since 2016. Mr. Wampler has been with the Company since 2013. For the last year and a half, Mr. Wampler has served as Vice President, Interim Chief Financial Officer & Treasurer, and Controller and Chief Accounting Officer, positions he has held since 2016. Mr. Wampler was Vice President and Assistant Controller for several of the Company’s subsidiaries from 2013 to 2015.
Is New 90 Day High Low • Jan 07New 90-day high: €45.80The company is up 54% from its price of €29.80 on 09 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 29% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €85.03 per share.
Is New 90 Day High Low • Dec 04New 90-day high: €42.80The company is up 35% from its price of €31.80 on 04 September 2020. The German market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Aerospace & Defense industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €70.03 per share.
Valuation Update With 7 Day Price Move • Nov 25Market bids up stock over the past weekAfter last week's 15% share price gain to US$40.80, the stock is trading at a trailing P/E ratio of 19.1x, up from the previous P/E ratio of 16.5x. This compares to an average P/E of 23x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past year is a loss of 8.5%.
Recent Insider Transactions • Nov 21Key Executive recently sold €53k worth of stockOn the 20th of November, Jerry Redondo sold around 1k shares on-market at roughly €37.45 per share. In the last 3 months, there was an even bigger sale from another insider worth €135k. This was Jerry's only on-market trade for the last 12 months.
Recent Insider Transactions • Nov 13VP, Controller recently sold €135k worth of stockOn the 9th of November, Christopher Wampler sold around 4k shares on-market at roughly €33.81 per share. This was the largest sale by an insider in the last 3 months. Christopher has been a seller over the last 12 months, reducing personal holdings by €115k.
Valuation Update With 7 Day Price Move • Nov 12Market bids up stock over the past weekAfter last week's 23% share price gain to US$36.60, the stock is trading at a trailing P/E ratio of 17.2x, up from the previous P/E ratio of 14x. This compares to an average P/E of 22x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past year is a loss of 16%.
Valuation Update With 7 Day Price Move • Nov 11Market bids up stock over the past weekAfter last week's 19% share price gain to US$34.80, the stock is trading at a trailing P/E ratio of 16.1x, up from the previous P/E ratio of 13.5x. This compares to an average P/E of 20x in the Aerospace & Defense industry in Europe. Total return to shareholders over the past year is a loss of 19%.
Is New 90 Day High Low • Oct 30New 90-day low: €27.00The company is down 6.0% from its price of €28.80 on 31 July 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Aerospace & Defense industry, which is down 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.47 per share.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 0.8% at US$150.4m. Revenue is expected to shrink by 2.1% over the next year, compared to a 8.8% decline forecast for the Aerospace & Defense industry in Germany.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$28.4m, up 17% from the prior year. Total revenue was US$658.1m over the last 12 months, down 5.7% from the prior year.
お知らせ • Oct 13Ducommun Incorporated to Report Q3, 2020 Results on Oct 28, 2020Ducommun Incorporated announced that they will report Q3, 2020 results at 5:00 PM, Eastern Standard Time on Oct 28, 2020
お知らせ • Jul 17Ducommun Incorporated to Report Q2, 2020 Results on Jul 30, 2020Ducommun Incorporated announced that they will report Q2, 2020 results at 5:00 PM, Eastern Standard Time on Jul 30, 2020
お知らせ • Jul 04Ducommun Incorporated(NYSE:DCO) dropped from Russell Microcap Growth IndexDucommun Incorporated(NYSE:DCO) dropped from Russell Microcap Growth Index
お知らせ • Jul 02Ducommun Incorporated(NYSE:DCO) dropped from Russell 2500 Growth IndexDucommun Incorporated(NYSE:DCO) dropped from Russell 2500 Growth Index
