earnings
confidence high
sentiment positive
materiality 0.75
Ducommun Q2 revenue up 3% to $202.3M; net income jumps 63% to $12.6M
DUCOMMUN INC /DE/
2025-Q2 EPS
reported $1.52
vs consensus $0.83
▲ beat
(+83.0%)
- Gross margin 26.6% (record), up 60 bps YoY; adjusted EBITDA $32.4M, 16.0% of revenue.
- Electronic Systems segment revenue $110.2M (+9% YoY); Structural Systems $92.0M (-4% YoY).
- Defense revenue up $16.5M on missiles, radar, rotary-wing; Boeing weakness still a headwind.
- Management sees no material tariff impact; >95% of revenue from U.S. facilities.
- Adjusted EPS $0.88 vs $0.82 a year ago; operating cash flow $22.4M vs $3.5M.
item 2.02item 9.01