Q3 2025 Ducommun Inc Earnings Call Transcript

Nov 6, 2025 / 06:00 PM GMT

Release Date Price: €79

Transcript 8-K10-Q

Key Points

Positve

Ducommun Inc (DCO) reported a record quarterly revenue of $212.6 million, marking the 18th consecutive quarter of year-over-year growth.
The defense business showed strong performance with a 13% growth, driven by a 21% increase in the missile franchise.
Gross margins improved to 26.6%, benefiting from strategic pricing initiatives and productivity improvements.
The company achieved a book-to-bill ratio of 1.6 times, increasing remaining performance obligations to a record $1.03 billion.
Adjusted EBITDA reached 16.2% of revenue, showing significant progress towards the Vision 2027 goal of 18%.

Negative

The commercial aerospace business faced a 10% decline in revenue due to destocking at Boeing and Spirit AeroSystems.
Ducommun Inc (DCO) reported a GAAP net loss of $64.4 million for Q3 2025, primarily due to litigation settlements related to the Guaymas fire.
The company is still experiencing headwinds from commercial aerospace destocking, which is expected to continue into 2026.
The litigation settlement resulted in a significant cash outflow of $95 million, impacting liquidity.
The restructuring program incurred additional costs, with $500 million expected in restructuring expenses by the end of Q4.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

DCO.N - Ducommun Inc
Q3 2025 Ducommun Inc Earnings Call
Nov 06, 2025 / 06:00PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and thank you for standing by. Welcome to the Docomon 3rd quarter 2025 earnings conference call.

At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session.

To ask a question during the session, you will need to press 11 on your telephone.

You will then hear an automated message advising your hand is raised.

To withdraw your question, please press 11 again.

Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Suman Mukherjee, senior Vice President and Chief Financial Officer. Please go ahead.

--------------------------------------

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

7-Day Free Trial · Cancel Anytime

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.