Overview

* Ducommun ( DCO ) Q3 revenue rises 6% yr/yr, slightly beating analyst expectations

* Company reports Q3 net loss of $64.4 mln due to litigation settlement costs

* Adjusted EBITDA for Q3 grows 8% yr/yr, reflecting strong operational performance

Outlook

* Company expects greater revenue growth year-over-year to close out 2025

* Ducommun ( DCO ) sees no material impact from tariffs on financial outlook

* Company aims for 18% Adjusted EBITDA by VISION 2027

Result Drivers

* DEFENSE SECTOR - Strong growth in missile, military rotorcraft, and fixed-wing platforms drove revenue increase

* COMMERCIAL AEROSPACE - Weak performance due to destocking, despite higher production rates

* GROSS MARGIN IMPROVEMENT - Increase due to lower manufacturing costs and restructuring charges

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Slight $212.60 $211.40

Revenue Beat* mln mln (4

Analysts

)

Q3 $15.20

Adjusted mln

Net

Income

Q3 Net -$64.40

Income mln

Q3 $34.40

Adjusted mln

EBITDA

Q3 $22.40

Adjusted mln

Operatin

g Income

Q3 -$80.10

Operatin mln

g Income

*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the aerospace & defense peer group is "buy"

* Wall Street's median 12-month price target for Ducommun Inc ( DCO ) is $107.50, about 14.5% above its November 5 closing price of $91.86

* The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 22 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)