Ducommun Incorporated

NYSE:DCO 株式レポート

時価総額：US$2.3b

Ducommun 将来の成長

Future 基準チェック /36

Ducommun利益と収益がそれぞれ年間66.9%と7.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.1% 60.7%なると予測されています。

主要情報

66.9%

収益成長率

60.75%

EPS成長率

Aerospace & Defense 収益成長18.8%
収益成長率7.9%
将来の株主資本利益率10.11%
アナリストカバレッジ

Low

最終更新日14 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • Apr 29

DCO: Defense Backlog And Vision 2032 Framework Will Steady Fair Outlook

Ducommun's updated fair value estimate has moved from $143.20 to $146.60 as analysts factor in a series of higher price targets tied to defense exposure, missile program visibility, and recent margin and backlog trends. Analyst Commentary Recent Street research on Ducommun centers on defense exposure, missile program visibility, and margin execution, which together are feeding into higher fair value estimates and revised price targets.
ナラティブの更新 • Apr 10

DCO: Defense Exposure And Vision 2032 Plan Will Shape Balanced Outlook

Analysts have made a slight trim to the Ducommun price target, lowering it by about $0.40. They are balancing recent target hikes tied to defense exposure, missile demand and margin plans with a modest reset following the latest Citi update.
Seeking Alpha • Apr 02

Ducommun Stock: Missile Growth Offsets Boeing Destocking Headwinds

Summary Ducommun (DCO) remains a Buy, with a $159.94 price target and 12.7% annualized upside projected through 2028. DCO’s growth is driven by robust defense sales, notably missiles, offsetting commercial aviation headwinds from Boeing’s inventory destocking. Vision 2027 targets $950–$1,000M revenue and 18% margins by 2027, but achieving these likely requires successful M&A execution. EBITDA margins are expanding, net leverage is expected to drop to 1.5x, and DCO trades at a discount to peers, supporting further multiple expansion. Read the full article on Seeking Alpha
ナラティブの更新 • Mar 27

DCO: Defense Exposure And Vision 2032 Plan Will Drive Long Term Upside

Analysts have nudged the Ducommun fair value estimate higher from $142.00 to $143.60. This reflects recent price target increases that are tied to expectations around defense exposure, missile related demand and updated margin ambitions discussed in recent research.
ナラティブの更新 • Mar 12

DCO: Defense Momentum And Vision 2032 Plan Will Shape Upside Through 2026

Narrative Update on Ducommun The analyst price target embedded in our fair value framework for Ducommun has been raised from $130 to $142. This change reflects analysts' higher published targets in the $136 to $155 range, supported by recent commentary around margin expansion, record Q4 revenue and EBITDA, defense program visibility, and the Vision 2032 plan focused on proprietary products and free cash flow.
ナラティブの更新 • Feb 26

DCO: Defense Agreements And Sector Momentum Will Shape Risk Balance Through 2026

The fair value estimate for Ducommun has been raised from $121.60 to $130.00 as analysts factor in higher Street price targets and improved visibility tied to long term defense agreements and updated aerospace and defense group estimates. Analyst Commentary Recent Street research on Ducommun focuses on higher price targets and updated expectations tied to the defense portfolio and broader aerospace and defense coverage.
ナラティブの更新 • Feb 11

DCO: Sector Momentum And Refined Assumptions Will Shape Risk Balance Through 2026

Narrative update on Ducommun The analyst price target for Ducommun has been lifted by $3.80 to $121.60. Analysts point to recent sector wide target increases from firms covering aerospace and defense as support for the higher fair value, as well as a slightly adjusted discount rate and future P/E assumptions.
ナラティブの更新 • Jan 28

DCO: Sector Momentum And M&A Plans Will Shape Risk Balance Through 2026

Analysts have increased their Ducommun fair value estimate from US$111.40 to US$117.80. This reflects updated assumptions on the discount rate, revenue growth, profit margins, and a higher future P/E multiple in the context of recent sector-wide price target increases.
ナラティブの更新 • Jan 13

DCO: Sector Momentum And Accounting Concerns Will Shape Risk Balance Through 2026

Analysts have lifted their price target on Ducommun to about US$111 from roughly US$106, reflecting updated assumptions on revenue growth, profit margins and a lower expected future P/E, alongside recent sector research indicating momentum in aerospace and defense through the first half of 2026. Analyst Commentary Bullish Takeaways Bullish analysts see the higher US$125 price target as reflecting confidence that Ducommun can support a richer valuation while still using a lower future P/E, given their updated revenue and margin assumptions.
ナラティブの更新 • Aug 08

Defense Modernization And Aerospace Recovery Will Reshape Markets

Ducommun's upward price target revision reflects notable improvements in both net profit margin and revenue growth forecasts, resulting in an increased consensus fair value from $99.25 to $106.25. What's in the News Ducommun dropped from the Russell 2000 Dynamic Index.
Seeking Alpha • Apr 22

Duocommun: A Good Candidate For A Multi-Year Compounder

Summary Ducommun (DCO) is a promising investment in the aerospace and defense sector, with strong revenue growth potential despite economic challenges. The company’s diverse product offerings and strong financial position support organic growth and acquisitions, with significant contributions from military, space, and commercial aerospace. DCO's backlog and notable contracts with major players like RTX, Boeing, and Airbus indicate robust future revenue and earnings growth. The recent share price drop presents a compelling entry point, with a near-term price target of $75.50 and long-term growth potential. Read the full article on Seeking Alpha
Seeking Alpha • Nov 22

Ducommun: Revenue Growth, Airbus Strength, And Vision 2027 Progress

Summary Ducommun reported 2.6% revenue growth, driven by military, space, and Airbus programs. Margins improved, with adjusted EBITDA margin expanding to 15.8% and adjusted EPS up 41%. Robust performance in Airbus A220 and A320 programs offset challenges from Boeing’s strike. Boeing’s recovery is expected to support growth in 2025-2026, especially for the 737 MAX and 787. Facility consolidations and operational streamlining are delivering initial savings, with projected annual savings of $11-13M. Defense backlog increased to $592M, driven by demand for TOW missiles and surveillance. Margin improvements align with DCO’s Vision 2027 goal of 18% adjusted EBITDA margin, supported by strong end markets, cost reductions, and improving aerospace production outlook. Read the full article on Seeking Alpha
Seeking Alpha • Sep 19

Ducommun: Aerospace Growth And Strategic Restructuring Amid Boeing Challenges

Summary Ducommun continues to report revenue growth for 2Q24, driven by both commercial aerospace and military end markets. Additionally, margins expanded, driven by engineered products, pricing actions, and restructuring efforts. Despite ongoing challenges with Boeing and Spirit AeroSystems related to the 737 MAX, it achieved 12 consecutive quarters of revenue growth in commercial aerospace. Additionally, DCO's fuselage skin project for the 737 MAX, expected to start production by late 2024, is expected to bolster the company's aerospace business outlook. While the Boeing strike presents near-term headwinds, DCO's strategic restructuring and cost-saving initiatives, combined with improving production rates, are expected to boost margins and profitability in the long term. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 16

Strategic Moves And Aerospace Focus Set To Skyrocket Efficiency And Earnings

Consolidating facilities and increasing engineered products and aftermarket content are key strategies to boost operational efficiency and net margins.
Seeking Alpha • Jul 16

Ducommun: Robust Air Travel Demand And Defence Backlog

Summary DCO's historical financial results have shown consistent top-line growth. However, margins were contracting modestly. For 1Q24, net revenue continued to grow. Additionally, its margins expanded when compared to previous period. DCO's defence backlog is growing, which is a sign that its defence business is growing. Additionally, DCO raised the run rate of the SPY-6 and other defence programmes. Currently, air travel demand is strong, and ICAO forecasts it to continue growing. The robust air travel demand is expected to bolster the DCO outlook. Read the full article on Seeking Alpha
Seeking Alpha • Apr 21

Ducommun: Management Expects Margin Expansion And Revenue Growth

Summary Although Ducommun's commercial aerospace business faced substantial headwinds given the beginning of the pandemic, demand from the market has continued to recover in recent years. On April 16, 2024, Ducommun's board rejected an unsolicited, non-binding indication of interest from Albion River LLC offering $60 in cash per share. Ducommun's board feels the offer doesn't fully reflect the company's Vision 2027 plan where the company sees meaningful adjusted EBITDA margin expansion and continued revenue growth. I rate Ducommun a 'Buy' and I would own it in a diversified portfolio given the company's growth potential and relatively attractive valuation with forward EV/EBITDA ratio of 9.18. Read the full article on Seeking Alpha
分析記事 • Apr 17

We Think Shareholders May Want To Consider A Review Of Ducommun Incorporated's (NYSE:DCO) CEO Compensation Package

Key Insights Ducommun to hold its Annual General Meeting on 24th of April Salary of US$959.7k is part of CEO Steve...
分析記事 • Feb 18

Ducommun Incorporated Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Shareholders might have noticed that Ducommun Incorporated ( NYSE:DCO ) filed its annual result this time last week...
Seeking Alpha • Feb 06

Ducommun Stock Is Still A Buy On End Market Growth

Summary Ducommun Incorporated has gained 12.9% since September 2023, outperforming the S&P 500. The company operates in the aerospace industry, serving major companies such as Boeing and Airbus. Ducommun has significant growth drivers, including exposure to commercial airplane programs and increased defense budgets. Read the full article on Seeking Alpha
Seeking Alpha • Sep 14

Ducommun Aims For A Bigger Piece Of A Growth Pie

Summary Ducommun Incorporated provides engineering and manufacturing services for various industries, including aerospace and defense. Ducommun aims to achieve significant revenue growth and increase its EBITDA through restructuring, cost-cutting measures and accretive acquisitions. The company aims to expand its portfolio and extract more value from that portfolio. Read the full article on Seeking Alpha
分析記事 • Aug 04

What Does Ducommun Incorporated's (NYSE:DCO) Share Price Indicate?

While Ducommun Incorporated ( NYSE:DCO ) might not be the most widely known stock at the moment, it received a lot of...
Seeking Alpha • Jun 19

Ducommun Is Prepared To Face Current And Potential Headwinds

Summary Ducommun's sales have recovered strongly in 2022 and are expected to continue increasing in 2023 and 2024. Margins remain stable despite ongoing headwinds and are expected to improve as the company is moving production capacity to a lower-cost location. The company's debt is highly manageable as it will sell two facilities and land, and annual savings derived from the restructuring process should more than offset increased interest expenses. This represents a good opportunity for long-term patient investors. Read the full article on Seeking Alpha
分析記事 • May 17

Ducommun (NYSE:DCO) Hasn't Managed To Accelerate Its Returns

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
分析記事 • Feb 21

Is Ducommun (NYSE:DCO) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Feb 16

Ducommun Non-GAAP EPS of $0.85 in-line, revenue of $188.3M beats by $3.1M

Ducommun press release (NYSE:DCO): Q4 Non-GAAP EPS of $0.85 in-line. Revenue of $188.3M (+14.3% Y/Y) beats by $3.1M. Adjusted EBITDA for the fourth quarter of 2022 was $24.5M, or 13.0% of revenue, compared to $24.4M, or 14.8% of revenue, for the comparable period in 2021. Cash flow from operating activities of $32.1M. Backlog of $961M.
分析記事 • Jan 12

Is Now The Time To Look At Buying Ducommun Incorporated (NYSE:DCO)?

While Ducommun Incorporated ( NYSE:DCO ) might not be the most widely known stock at the moment, it led the NYSE...
Seeking Alpha • Dec 24

Ducommun: Today's Best Aerospace Near-Term Capital Gain Prospect

Summary This article focuses primarily on Ducommun Incorporated (DCO), refreshing an analysis made in July of this year. 7/18/22 forecast: A 3-5 month prospect from here of DCO share prices could reasonably range from a $43.01 low to a $52.48 high. From its $42.63 present price, +23.1% gain. It did, to $53.03 on 11/10/2022. Now the outlook renewed is for a +24% gain to $60.05 from $48.43. 89% of the past 5 years' 48 prior positions from forecasts like today’s were profitable with average net gains at 8.1%, an annual rate of +78% CAGR. Those prior holding periods had worst price draw-downs, averaging only -8.5%. How We Use Price Forecasts The fund invests in equities whenever Market-Maker hedging activity forecasts that 80% or more of the near-coming price range is expected to be to the upside and 10% or less may be to the downside. At the time of each purchase, a GTC sell order for all of those just bought shares is placed with the broker where bought. His system will monitor and direct us to the sale confirmation when accomplished, probably with encouragement for reinvestment. At the time of the buy, only on our own personal private calendar, at 3 months after the purchase we make a note to review this holding. If not yet sold, but at a loss, sell we put the proceeds into the reinvestment stream. If at a gain, after considering alternatives, decide to sell or move the calendar note a month further forward. This is near-term, active investment strategy. Description of Primary Investment Candidate "Ducommun Incorporated provides engineering and manufacturing products and services primarily to the aerospace and defense, industrial, medical, and other industries in the United States. It operates through two segments, Electronic Systems and Structural Systems. The Electronic Systems segment provides cable assemblies and interconnect systems. The Structural Systems segment designs, engineers, and manufactures contoured aluminum, titanium, and Inconel aero structure components; structural assembly products. It serves commercial aircraft, military fixed-wing aircraft, military and commercial rotary-wing aircraft, and space programs, as well as industrial, medical, and other end-use markets. The company was founded in 1849 and is headquartered in Santa Ana, California." Source: Yahoo Finance Yahoo Finance Alternative Aerospace Investments Compared Here are several businesses similar to Ducommun Incorporated (DCO). Following the same analysis as with DCO, historic sampling of today’s Risk~Reward balances were taken for each of the alternative investments. They are mapped out in Figure 1. Figure 1. blockdesk.com (used with permission). Expected rewards for these securities are the greatest gains from current closing market price seen worth protecting short positions. Their measure is on the horizontal green scale. The risk dimension is of actual price draw-downs at their most extreme point while being held in previous pursuit of upside rewards similar to the ones currently being seen. They are measured on the red vertical scale. Both scales are of percent change from zero to 25%. Any stock or ETF whose present risk exposure exceeds its reward prospect will be above the dotted diagonal line. Capital-gain attractive to-buy issues are in the directions down and to the right. Our principal interest is in DCO at location [13], at the edge of the green area marking 5-to-1 ratio reward-to-risk candidates. A "market index" norm of reward~risk tradeoffs is offered by SPY at [7]. Most appealing (to own) by this Figure 1 view is DCO. Comparing features of Alternative Investment Stocks The Figure 1 map provides a good visual comparison of the two most important aspects of every equity investment in the short term. There are other aspects of comparison which this map sometimes does not communicate well, particularly when general market perspectives like those of SPY are involved. Where questions of 'how likely' are present other comparative tables, like Figure 2, may be useful. Yellow highlighting of the table's cells emphasize factors important to securities valuations and the security DCO, most promising of near capital gain as ranked in column [R]. Figure 2 blockdesk.com (used with permission) Why do all this math? Figure 2's purpose is to attempt universally comparable answers, stock by stock, of a) How BIG the prospective price gain payoff may be, b) how LIKELY the payoff will be a profitable experience, c) how SOON it may happen, and d) what price draw-down RISK may be encountered during its holding period. Readers familiar with our analysis methods after quick examination of Figure 2 may wish to skip to the next section viewing Price range forecast trends for DCO. Column headers for Figure 2 define investment-choice preference elements for each row stock whose symbol appears at the left in column [A]. The elements are derived or calculated separately for each stock, based on the specifics of its situation and current-day MM price-range forecasts. Data in red numerals are negative, usually undesirable to "long" holding positions. Table cells with yellow fills are of data for the stocks of principal interest and of all issues at the ranking column, [R]. The price-range forecast limits of columns [B] and [C] get defined by MM hedging actions to protect firm capital required to be put at risk of price changes from volume trade orders placed by big-$ "institutional" clients. [E] measures potential upside risks for MM short positions created to fill such orders, and reward potentials for the buy-side positions so created. Prior forecasts like the present provide a history of relevant price draw-down risks for buyers. The most severe ones actually encountered are in [F], during holding periods in effort to reach [E] gains. Those are where buyers are emotionally most likely to accept losses. The Range Index [G] tells where today's price lies relative to the MM community's forecast of upper and lower limits of coming prices. Its numeric is the percentage proportion of the full low to high forecast seen below the current market price. [H] tells what proportion of the [L] sample of prior like-balance forecasts have earned gains by either having price reach its [B] target or be above its [D] entry cost at the end of a 3-month max-patience holding period limit. [ I ] gives the net gains-losses of those [L] experiences. What makes DCO most attractive in the group at this point in time is its basic strength of reward to risk ratio of 2.8 to 1 in [T]. Further, Reward~Risk tradeoffs involve using the [H] odds for gains with the 100 - H loss odds as weights for N-conditioned [E] and for [F], for a combined-return score [Q]. The typical position holding period [J] on [Q] provides a figure of merit [fom] ranking measure [R] useful in portfolio position preferencing. Figure 2 is row-ranked on [R] among alternative candidate securities, with DCO in top rank. Along with the candidate-specific stocks these selection considerations are provided for the averages of some 3000+ stocks for which MM price-range forecasts are available today, and 20 of the best-ranked (by fom) of those forecasts, as well as the forecast for S&P500 Index ETF (SPY) as an equity-market proxy. Current-market index SPY is not competitive as an investment alternative with its Range Index of 35 indicates 2/3rds of its forecast range is to the upside, but little more than 3/4ths of previous SPY forecasts at this range index produced profitable outcomes, with enough losers to put its average in single-digit positive result.

業績と収益の成長予測

NYSE:DCO - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,043931101224
12/31/202796177851035
12/31/20268836173933
4/4/2026841-29-36-23N/A
12/31/2025825-37-49-33N/A
9/27/2025804-544560N/A
6/28/2025793214156N/A
3/29/2025788162337N/A
12/31/2024786222034N/A
9/28/2024781302842N/A
6/29/2024776232643N/A
3/30/2024767182948N/A
12/31/2023757161231N/A
9/30/2023753191537N/A
7/1/202374324-517N/A
4/1/2023730261233N/A
12/31/2022713291333N/A
10/1/2022689132-812N/A
7/2/2022666133523N/A
4/2/2022652137-134N/A
12/31/2021645136-17-1N/A
10/2/202163834-16-1N/A
7/3/202162631-17-2N/A
4/3/202161328-121N/A
12/31/202062929013N/A
9/26/2020658282132N/A
6/27/2020689302440N/A
3/28/202072233N/A41N/A
12/31/201972132N/A51N/A
9/28/201969824N/A33N/A
6/29/201967720N/A28N/A
3/30/201965114N/A34N/A
12/31/20186299N/A46N/A
9/29/201860718N/A41N/A
6/30/201858618N/A45N/A
3/31/201857221N/A33N/A
12/31/201755820N/A35N/A
9/30/201755813N/A43N/A
7/1/201755214N/A47N/A
4/1/201754514N/A51N/A
12/31/201655125N/A43N/A
10/1/2016565-43N/A39N/A
7/2/2016594-57N/A18N/A
4/2/2016635-59N/A26N/A
12/31/2015666-75N/A24N/A
10/3/2015697-5N/A45N/A
7/4/20157248N/A56N/A

アナリストによる今後の成長予測

収入対貯蓄率: DCOは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.5% ) よりも高い成長率であると考えられます。

収益対市場: DCO今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: DCO今後 3 年以内に収益を上げることが予想されます。

収益対市場: DCOの収益 ( 7.9% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: DCOの収益 ( 7.9% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: DCOの 自己資本利益率 は、3年後には低くなると予測されています ( 10.1 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/14 23:48
終値2026/05/14 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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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 Genuity
John GodynCitigroup Inc