Ducommun (DCO) 주식 개요
듀컴문은 미국의 항공우주 및 방위, 산업, 의료 및 기타 산업에서 사용되는 제품 및 애플리케이션을 위한 엔지니어링 및 제조 서비스를 제공합니다. 자세히 보기
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Analyst Price Targets
Ducommun Incorporated 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$151.15 |
| 52주 최고가 | US$153.96 |
| 52주 최저가 | US$65.16 |
| 베타 | 1.07 |
| 1개월 변동 | 7.18% |
| 3개월 변동 | 25.79% |
| 1년 변동 | 128.15% |
| 3년 변동 | 264.66% |
| 5년 변동 | 188.23% |
| IPO 이후 변동 | 948.44% |
최근 뉴스 및 업데이트
Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • Aug 08
Defense Modernization And Aerospace Recovery Will Reshape Markets
Ducommun's upward price target revision reflects notable improvements in both net profit margin and revenue growth forecasts, resulting in an increased consensus fair value from $99.25 to $106.25. What's in the News Ducommun dropped from the Russell 2000 Dynamic Index.Seeking Alpha • Apr 22
Duocommun: A Good Candidate For A Multi-Year Compounder
Summary Ducommun (DCO) is a promising investment in the aerospace and defense sector, with strong revenue growth potential despite economic challenges. The company’s diverse product offerings and strong financial position support organic growth and acquisitions, with significant contributions from military, space, and commercial aerospace. DCO's backlog and notable contracts with major players like RTX, Boeing, and Airbus indicate robust future revenue and earnings growth. The recent share price drop presents a compelling entry point, with a near-term price target of $75.50 and long-term growth potential. Read the full article on Seeking AlphaSeeking Alpha • Nov 22
Ducommun: Revenue Growth, Airbus Strength, And Vision 2027 Progress
Summary Ducommun reported 2.6% revenue growth, driven by military, space, and Airbus programs. Margins improved, with adjusted EBITDA margin expanding to 15.8% and adjusted EPS up 41%. Robust performance in Airbus A220 and A320 programs offset challenges from Boeing’s strike. Boeing’s recovery is expected to support growth in 2025-2026, especially for the 737 MAX and 787. Facility consolidations and operational streamlining are delivering initial savings, with projected annual savings of $11-13M. Defense backlog increased to $592M, driven by demand for TOW missiles and surveillance. Margin improvements align with DCO’s Vision 2027 goal of 18% adjusted EBITDA margin, supported by strong end markets, cost reductions, and improving aerospace production outlook. Read the full article on Seeking AlphaSeeking Alpha • Sep 19
Ducommun: Aerospace Growth And Strategic Restructuring Amid Boeing Challenges
Summary Ducommun continues to report revenue growth for 2Q24, driven by both commercial aerospace and military end markets. Additionally, margins expanded, driven by engineered products, pricing actions, and restructuring efforts. Despite ongoing challenges with Boeing and Spirit AeroSystems related to the 737 MAX, it achieved 12 consecutive quarters of revenue growth in commercial aerospace. Additionally, DCO's fuselage skin project for the 737 MAX, expected to start production by late 2024, is expected to bolster the company's aerospace business outlook. While the Boeing strike presents near-term headwinds, DCO's strategic restructuring and cost-saving initiatives, combined with improving production rates, are expected to boost margins and profitability in the long term. Read the full article on Seeking Alpha
새로운 내러티브 • Sep 16
Strategic Moves And Aerospace Focus Set To Skyrocket Efficiency And Earnings
Consolidating facilities and increasing engineered products and aftermarket content are key strategies to boost operational efficiency and net margins.Seeking Alpha • Jul 16
Ducommun: Robust Air Travel Demand And Defence Backlog
Summary DCO's historical financial results have shown consistent top-line growth. However, margins were contracting modestly. For 1Q24, net revenue continued to grow. Additionally, its margins expanded when compared to previous period. DCO's defence backlog is growing, which is a sign that its defence business is growing. Additionally, DCO raised the run rate of the SPY-6 and other defence programmes. Currently, air travel demand is strong, and ICAO forecasts it to continue growing. The robust air travel demand is expected to bolster the DCO outlook. Read the full article on Seeking AlphaSeeking Alpha • Apr 21
Ducommun: Management Expects Margin Expansion And Revenue Growth
Summary Although Ducommun's commercial aerospace business faced substantial headwinds given the beginning of the pandemic, demand from the market has continued to recover in recent years. On April 16, 2024, Ducommun's board rejected an unsolicited, non-binding indication of interest from Albion River LLC offering $60 in cash per share. Ducommun's board feels the offer doesn't fully reflect the company's Vision 2027 plan where the company sees meaningful adjusted EBITDA margin expansion and continued revenue growth. I rate Ducommun a 'Buy' and I would own it in a diversified portfolio given the company's growth potential and relatively attractive valuation with forward EV/EBITDA ratio of 9.18. Read the full article on Seeking Alpha분석 기사 • 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...분석 기사 • Feb 18
Ducommun Incorporated Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Shareholders might have noticed that Ducommun Incorporated ( NYSE:DCO ) filed its annual result this time last week...Seeking Alpha • Feb 06
Ducommun Stock Is Still A Buy On End Market Growth
Summary Ducommun Incorporated has gained 12.9% since September 2023, outperforming the S&P 500. The company operates in the aerospace industry, serving major companies such as Boeing and Airbus. Ducommun has significant growth drivers, including exposure to commercial airplane programs and increased defense budgets. Read the full article on Seeking AlphaSeeking Alpha • Sep 14
Ducommun Aims For A Bigger Piece Of A Growth Pie
Summary Ducommun Incorporated provides engineering and manufacturing services for various industries, including aerospace and defense. Ducommun aims to achieve significant revenue growth and increase its EBITDA through restructuring, cost-cutting measures and accretive acquisitions. The company aims to expand its portfolio and extract more value from that portfolio. Read the full article on Seeking Alpha분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.주주 수익률
| DCO | US Aerospace & Defense | US 시장 | |
|---|---|---|---|
| 7D | 2.9% | 1.2% | 0.5% |
| 1Y | 128.2% | 33.4% | 25.4% |
수익률 대 산업: DCO은 지난 1년 동안 33.4%의 수익을 기록한 US Aerospace & Defense 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: DCO은 지난 1년 동안 25.4%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| DCO volatility | |
|---|---|
| DCO Average Weekly Movement | 6.0% |
| Aerospace & Defense Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
안정적인 주가: DCO는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: DCO의 주간 변동성(6%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1849 | 2,130 | Steve Oswald | www.ducommun.com |
듀컴문은 미국의 항공우주 및 방위, 산업, 의료 및 기타 산업에서 사용되는 제품 및 애플리케이션을 위한 엔지니어링 및 제조 서비스를 제공합니다. 이 회사는 전자 시스템과 구조 시스템의 두 부문으로 운영됩니다. 전자 시스템 부문은 케이블 어셈블리 및 상호 연결 시스템, 인쇄 회로 기판 어셈블리, 전자, 전기 기계 및 기계 부품 및 어셈블리, 낙뢰 전환 시스템, 레이더 인클로저, 항공기 항공 전자 공학 랙, 선박용 통신 및 제어 인클로저, 와이어 하네스, 상호 연결 시스템, 낙뢰 전환 스트립, 서지 억압기, 컨포멀 쉴드 및 기타 어셈블리를 제공합니다.
Ducommun Incorporated 기초 지표 요약
| DCO 기초 통계 | |
|---|---|
| 시가총액 | US$2.19b |
| 순이익 (TTM) | -US$28.84m |
| 매출 (TTM) | US$841.38m |
2.7x
주가매출비율(P/S)-79.1x
주가수익비율(P/E)DCO는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| DCO 손익계산서 (TTM) | |
|---|---|
| 매출 | US$841.38m |
| 매출원가 | US$613.98m |
| 총이익 | US$227.40m |
| 기타 비용 | US$256.24m |
| 순이익 | -US$28.84m |
최근 보고된 실적
Apr 04, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | -1.91 |
| 총이익률 | 27.03% |
| 순이익률 | -3.43% |
| 부채/자본 비율 | 45.2% |
DCO의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/13 13:00 |
| 종가 | 2026/05/13 00:00 |
| 수익 | 2026/04/04 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
Ducommun Incorporated는 13명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Michael Crawford | B. Riley Securities, Inc. |
| Kenneth Herbert | Canaccord Genuity |
| John Godyn | Citigroup Inc |