earnings
confidence high
sentiment positive
materiality 0.80
Ducommun Q2 2026: record revenue $224.5M (+12% YoY), gross margin 28.0%, RPO $1.2B
DUCOMMUN INC /DE/
2026-Q2 EPS reported
$1.95
revenue$433,514,000
- Record net revenue $224.5M (+12% YoY); gross margin 28.0% (up 160 bps); net income $20.4M ($1.31 diluted EPS, +60% YoY).
- Adjusted EBITDA $38.4M (17.1% of revenue, +21% YoY); non-GAAP adjusted EPS $1.18.
- Remaining performance obligations at all-time high $1.2B; book-to-bill 1.4x with $309.7M bookings.
- Electronic Systems revenue $131.4M (+20% YoY); Structural Systems $93.1M (+2% YoY).
- CEO cites continued ramp in commercial aerospace (737 MAX, A320) and defense missile programs (PAC-3, SM-6); destocking headwinds easing.