Ducommun Incorporated

NYSE:DCO Stok Raporu

Piyasa değeri: US$2.2b

Ducommun Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Ducommun kazanç ve gelirin sırasıyla yıllık 66.9% ve 7.7% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 60.7% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 10.1% olacağı tahmin edilmektedir.

Anahtar bilgiler

66.9%

Kazanç büyüme oranı

60.75%

EPS büyüme oranı

Aerospace & Defense kazanç büyümesi18.8%
Gelir büyüme oranı7.7%
Gelecekteki özkaynak getirisi10.11%
Analist kapsamı

Low

Son güncelleme13 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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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Yeni Anlatı 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
Analiz Makalesi 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...
Analiz Makalesi 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
Analiz Makalesi 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
Analiz Makalesi 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...
Analiz Makalesi 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.
Analiz Makalesi 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.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:DCO - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20281,038931101224
12/31/202795877851035
12/31/20268806173933
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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: DCO önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: DCO önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: DCO önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: DCO şirketinin gelirinin (yıllık 7.7% ) US pazarından (yıllık 11.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: DCO şirketinin gelirinin (yıllık 7.7% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.


Hisse Başına Kazanç Büyüme Tahminleri


Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: DCO 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 10.1 %).


Büyüyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/13 18:25
Gün Sonu Hisse Fiyatı2026/05/13 00:00
Kazançlar2026/04/04
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Ducommun Incorporated 13 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Michael CrawfordB. Riley Securities, Inc.
Kenneth HerbertCanaccord Genuity
John GodynCitigroup Inc