Ducommun Q3 revenue up 6%, slightly beats estimates

Ducommun Incorporated

06/11/2025 11:12

Overview

Ducommun 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 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/Miss
Actual
Consensus Estimate
Q3 Revenue
Slight Beat*
$212.60 mln
$211.40 mln (4 Analysts)
Q3 Adjusted Net Income
$15.20 mln
Q3 Net Income
-$64.40 mln
Q3 Adjusted EBITDA
$34.40 mln
Q3 Adjusted Operating Income
$22.40 mln
Q3 Operating Income
-$80.10 mln


*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 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: ID:nGNX33kqSP

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(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.)