Feed / DCO

Ducommun Incorporated

DCO

Industrials · 167.72 +0.6% today

Isolated · not yet confirmedMarket checked 10 Sept, 15:50 GMT-4

Market read

Ducommun Incorporated's current read is isolated; its market group is not confirming.

No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Company+0.6% todayVolume comparison unavailable
Market group0 of 33 activeIndustrial Financials · unavailable
Disclosed network0 of 4 confirmingNo filing-linked name is confirming now
What would change this read
  • DCO's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if DCO's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Industrials · Aerospace & Defense

No new filing conclusion is available. 0 of 33 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 4 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • DCO's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Sep 11, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations319
Usable filing statements84
Verified relationships4
Evidence supporting the case
  • Credit and interest rates has repeated favorable evidence across 3 filings.
Evidence challenging the case
  • Operating margin changed -10.6 percentage points in the latest annual period.
  • Net margin changed -8.1 percentage points in the latest annual period.
  • Input and raw-material costs has repeated adverse evidence across 3 filings.
  • Restructuring and cost reductions has repeated adverse evidence across 3 filings.
Questions before a position
  • EV/sales is 21% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Sep 10, 2026

167.72
6m+35.7%12m+81.9%24m
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$645.4M+2.6%$11.06+2.7%
2022-12-31$712.5M+10.4%$2.33+0.9%
2023-12-31$757.0M+6.2%$1.14+13.0%
2024-12-31$786.6M+3.9%$2.10+7.5%
2025-12-31$824.7M+4.9%$-2.27-0.5%

What management says matters

Persistent and emerging business drivers

Demand and volumemixed · 4 filings
In addition, revenues for our industrial end-use markets for the three months ended April 4, 2026 decreased $1.4 million compared to the three months ended March 29, 2025 mainly due to timing of orders.
10-Q · May 12, 2026
Credit and interest ratesmixed · 3 filings
Interest Expense Interest expense increased $0.7 million year-over-year in the three months ended April 4, 2026, compared to the three months ended March 29, 2025, respectively, primarily due to a higher outstanding debt balance partially offset by lower inte…
10-Q · May 12, 2026
Input and raw-material costsnegative · 3 filings
34 Table of Contents The Structural Systems segment operating income in the nine months ended September 27, 2025 compared to the nine months ended September 28, 2024 increased $10.1 million primarily due to lower other manufacturing costs and lower restructur…
10-Q · Nov 6, 2025
Restructuring and cost reductionsnegative · 3 filings
Restructuring Charges Restructuring charges decreased $0.4 million year-over-year in the three months ended April 4, 2026, compared to the three months ended March 29, 2025, primarily due to the completion as of December 31, 2025, the previously disclosed res…
10-Q · May 12, 2026

Valuation discipline

Descriptive valuation snapshot

Price/sales 3.0× · EV/sales 3.3×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

167.72+0.6% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:50 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for DCO. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for DCO. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind DCO

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

BA13.0% of DCOcustomerMay 12, 2026

For 2025, Boeing and RTX Corporation (f/k/a Raytheon Technologies Corporation) (“RTX”) were our largest customers, with Boeing generating 13% and RTX generating 18% of our 2025 net revenues.

LMTLockheed Martin CorporationcustomerFeb 26, 2026

We had significant sales in 2025 to Lockheed Martin Corporation (“Lockheed”), Northrop Grumman Corporation (“Northrop”), RTX Corporation (“RTX”), and TransDigm Group Inc.

NOCNorthrop Grumman CorporationcustomerFeb 26, 2026

We had significant sales in 2025 to Lockheed Martin Corporation (“Lockheed”), Northrop Grumman Corporation (“Northrop”), RTX Corporation (“RTX”), and TransDigm Group Inc.

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

DCO is currently a Follower in the organic co-movement group Industrial Financials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for DCO; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.