Electronic components maker Ducommun Q2 revenue edges past estimates

Ducommun Incorporated

07/08/2025 11:16

Overview

Ducommun Inc Q2 revenue grows 3% yr/yr, beating analyst expectations, per LSEG data

Adjusted EPS for Q2 beats consensus, driven by strong defense sector performance

Co achieves record gross margin and 63% increase in net income yr/yr

Outlook

Ducommun expects greater revenue growth in second half of 2025

Company anticipates no material impact from evolving tariff environment

Ducommun sees increased market demand driving revenue growth

Result Drivers

DEFENSE SECTOR - Strong demand in missile programs, radar, and military rotary-wing aircraft platforms drove revenue growth

COMMERCIAL AEROSPACE - Revenue decline due to lower demand from Boeing, but optimism remains for future growth

GROSS MARGIN EXPANSION - Improved gross margin attributed to lower manufacturing costs and reduced restructuring charges

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$200 mln
$199.60 mln (4 Analysts)
Q2 Adjusted EPS
Beat
$0.88
$0.82 (4 Analysts)
Q2 Adjusted Net Income
$13.40 mln
Q2 Net Income
$12.60 mln
Q2 Adjusted EBITDA
$32.40 mln
Q2 Adjusted Operating Income
$20 mln
Q2 Operating Income
$17.20 mln


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 $97.00, about 5.8% above its August 6 closing price of $91.37

The stock recently traded at 22 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release: ID:nGNX6mnBdj

(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.)