Ducommun Incorporated (DCO)

Ducommun's stock has experienced significant positive movement in the past six months, reaching an all-time high of $117.66 on February 3, 2026. Analysts have set price targets for the stock ranging between $100 and $132. Wall Street Zen upgraded Ducommun's rating from "buy" to "strong-buy" on February 7, 2026. In Q2 2025, Ducommun reported revenue of $202.3 million, a 3% increase year-over-year, and net income rose by 63% to $12.6 million. For Q3 2025, Ducommun reported earnings per share of $0.99 and revenue of $212.56 million, a 5.6% increase compared to the same quarter last year.

While specific detailed information on demand seasonality is limited, Ducommun's management has previously cited "seasonality" as one of the factors influencing cash flow. The company has expressed optimism for increased revenue growth in the second half of 2025 due to rising market demand. Demand from commercial aerospace clients showed a pick-up in the months leading up to Q1 2025, suggesting some cyclicality in demand within the commercial aerospace segment.

Ducommun, Inc. is a global provider of manufacturing and engineering services, specializing in electronic, engineered, and structural solutions for the aerospace, defense, and industrial markets. The company operates in two core areas: Electronic Systems and Structural Systems, manufacturing structural and electronic components for a wide range of platforms.

Ducommun's corporate headquarters is located in Costa Mesa, California. The company operates 15 performance centers across several U.S. states, including California, Arkansas, Kansas, Oklahoma, Missouri, New York, Rhode Island, Wisconsin, and Washington. Additionally, Ducommun has a presence in Guaymas, Mexico.

Ducommun has maintained a strong brand reputation over the past year, bolstered by its long history as the oldest continuously operating business in California. The company has received recent accolades, including being named Vertical Launch Systems Supplier of the Year and recognized as a Gold Supplier by BAE Systems.

Ducommun Incorporated has significant institutional ownership, with 410 institutional owners and shareholders holding approximately 77.14% of the company. Major institutional owners include BlackRock, Inc., Dimensional Fund Advisors Lp, and Vanguard Group Inc. Individual insiders hold about 8.01% of the shares, while the general public holds 0.362%.