earnings
confidence high
sentiment positive
materiality 0.75
Ducommun Q1 2025 net income up 53% to $10.5M; record gross margin 26.6%
DUCOMMUN INC /DE/
2025-Q1 EPS reported
$0.69
revenue$194,114,000
- Revenue $194.1M (+2% YoY); net income $10.5M ($0.69 diluted EPS) vs $6.8M ($0.46) last year.
- Record gross margin 26.6% (up 200 bps YoY); Adjusted EBITDA $30.9M (15.9% of revenue, +150 bps).
- Defense revenue up $14.6M on missiles/EW/radar; commercial aero down $8.2M on 737 MAX and IFE.
- CEO: tariff impact not expected to be significant; >95% revenue from U.S. manufacturing.
- Structural Systems operating income jumped to $10.4M (12.3% revenue) from $2.9M (3.4%) YoY.