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Makes structural and electronic/electromechanical components for commercial and military aircraft, missiles and space programs.
Makes structural and electronic/electromechanical components for commercial and military aircraft, missiles and space programs.
Builds parts to customers' drawings under long-term purchase agreements, so revenue follows production rates on programs such as commercial jets and missiles, where a few large manufacturers make up much of its sales. It has grown by buying smaller specialty suppliers.
Moat: narrow (customer qualification, installed base). Qualified supplier on long-running aircraft/missile programs is costly for customers to re-source.
Headquarters: Santa Ana, California, US · Founded: 1849 · Employees: 2,130
Size Ducommun (DCO) is a United States Industrials company (Aerospace & Defense) with a market value of $2.04B, the 1776th largest of 3,117 United States companies the cockpit tracks. Shares closed at $135.25 on 6 Nov 2026.
Performance Over six months the shares fell 1.4%, against -10.7% for the median peer and -1.1% for the United States market (cap-weighted) — 7th highest of 19 in its peer set.
Growth Revenue grew 8.6% over the last twelve months (peer median +13.9%); the operating margin is 10.4% (peer median -1.1%).
Valuation It trades at 27.6× forward earnings against a peer median of 62.9× (7th cheapest of 16).
Capital Return on invested capital runs 2.5 points below its cost of capital (9.7% WACC).
Backlog Backlog (remaining performance obligations) was $1.29B at 3 Oct 2026, up 25% on a year earlier — 1.5 years of trailing revenue. Backlog detail →
Short interest Short interest is 6.1% of the free float (15 Oct 2026).
Next results Next results expected around 18 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $863M | $825M | $786M | $757M | $713M |
| Revenue growth | — | +5% | +4% | +6% | — |
| Gross profit | $235M | $222M | $197M | $163M | $147M |
| EBITDA | $123M | $107M | $82.1M | $77.3M | $87.6M |
| Net income | -$24.8M | -$37.4M | $21.7M | $15.9M | $28.8M |
| Free cash flow | -$24.5M | -$48.6M | $20.1M | $11.5M | $13.0M |
| Capital expenditure | $12.7M | $15.2M | $14.1M | $19.5M | $19.7M |
| Total debt | $335M | $346M | $272M | $296M | $283M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Ducommun DCO | $2.04B | -1% | +9% | 10% | 27.6× | n/a |
| TransDigm TDG | $66.2B | -1% | +17% | 47% | 25.5× | 9.7% |
| Astronics ATRO | $2.36B | -13% | +14% | 14% | 18.6× | 17.3% |
| HEICO HEI | $39.2B | +14% | +21% | 24% | 47.8× | 24.5% |
| Senior SNR.L | n/a | +4% | n/a | n/a | n/a | n/a |
| Montana Aerospace AERO.SW | $1.69B | -2% | -36% | 7% | 20.5× | 6.1% |
| Mercury Systems MRCY | $4.48B | -19% | +8% | 2% | 44.2× | 59.6% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | DCO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.6% | -4.3% | 6th lowest of 20 |
| 6-month return | -1.4% | -10.7% | 7th highest of 19 |
| Distance from 52-week high | -35.7% | -38.4% | 9th highest of 21 |
| Revenue growth (TTM) | +8.6% | +13.9% | 9th lowest of 20 |
| Operating margin | 10.4% | -1.1% | 7th highest of 21 |
| Forward P/E | 27.6× | 62.9× | 7th cheapest of 16 |
| ROIC minus cost of capital | -2.5 pp | -7.7 pp | 7th highest of 21 |
| EV / EBITDA | 19.0× | 16.7× | 3rd most expensive of 8 |
| Net debt / EBITDA | 2.4× | 0.2× | 2nd most indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Ducommun DCO | United States | $2.04B | -1% | +9% | 10% | 27.6× | n/a | n/a |
| Bodycote BOY.L | United Kingdom | $2.09B | +35% | +2% | 15% | 18.1× | 22.6% | +4.0% |
| Sensofusion SENSO.HE | Finland | $1.97B | n/a | n/a | 64% | n/a | n/a | n/a |
| AECC Aero Science And Technology 600391.SS | China | $2.13B | +16% | -15% | 4% | 253.6× | 29.7% | +9.7% |
| Ligeance Aerospace Technology 000697.SZ | China | $1.94B | -9% | +24% | -10% | n/a | n/a | n/a |
| Chemring CHG.L | United Kingdom | $1.92B | +13% | -4% | 13% | 27.0× | n/a | n/a |
| Hunan Aerospace Huanyu Communication Technology 688523.SS | China | $2.19B | -45% | -30% | -8% | 100.3× | n/a | n/a |
| Cirrus Aircraft 2507.HK | Hong Kong | $1.85B | +5% | +14% | 13% | 10.6× | -1.4% | +18.3% |
| China Marine Information Electronics 600764.SS | China | $1.82B | -28% | +9% | -2% | 85.3× | n/a | n/a |
| Redwire RDW | United States | $1.80B | -35% | +63% | -41% | n/a | n/a | n/a |
| MTAR Technologies MTARTECH.NS | India | $1.77B | -18% | +108% | 20% | 64.7× | 48.5% | +29.2% |
| Astronics ATRO | United States | $2.36B | -13% | +14% | 14% | 18.6× | 17.3% | +11.4% |
| Exail Technologies EXA.PA | France | $2.37B | +10% | +24% | -2% | 62.9× | 42.5% | +26.0% |
| Intuitive Machines LUNR | United States | $2.40B | -64% | +117% | -20% | n/a | n/a | n/a |
| Montana Aerospace AERO.SW | Switzerland | $1.69B | -2% | -36% | 7% | 20.5× | 6.1% | +6.3% |
| Applied Aerospace & Defense AADX | United States | $1.67B | n/a | +35% | -10% | 23.4× | n/a | n/a |
| Avio AVIO.MI | Italy | $1.60B | -2% | +14% | 1% | 89.7× | 26.1% | +10.6% |
| Aerospace CH UAV 002389.SZ | China | $2.64B | -17% | +3% | 0% | 54.9× | n/a | n/a |
| North Navigation Control Technology 600435.SS | China | $2.65B | -19% | -32% | -5% | 97.4× | 17.1% | +6.8% |
| Aequs AEQUS.NS | India | $1.56B | +8% | +33% | -7% | n/a | n/a | n/a |
| Sai MicroElectronics 300456.SZ | China | $2.75B | -45% | -59% | -99% | 65.9× | 41.7% | +1.5% |
Ducommun reported $1.29B of remaining performance obligations at 3 Oct 2026, up 25% from a year earlier and up 11% from the previous quarter. That is 1.5 years of trailing revenue already under contract. Book-to-bill last quarter: 1.56.