Ducommun (DCO)
Builds high-reliability electronics and complex aerostructures for aerospace and defense programs.
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Supplies high-reliability electronics, electromechanical assemblies, engineered products, and complex aerostructures through Electronic Systems and Structural Systems. Revenue comes mainly from aerospace and defense programs, with demand tied to major OEM production rates, U.S. government spending, and program timing and execution.
Designs, engineers, and manufactures high-reliability components and assemblies across Electronic Systems and Structural Systems. Electronic Systems supplies interconnects, circuit-card and electromechanical assemblies, and proprietary radio-frequency, human-machine-interface, motion-control, and other engineered products. Structural Systems makes complex contoured aerostructures, bonded metal and composite assemblies, and related aerodynamic and aircraft components for commercial, military, and space platforms.
Supports customers through concurrent engineering, production, and aftermarket service, using specialized forming, machining, bonding, fabrication, finishing, and assembly capabilities. Manufacturing and long-lived assets are concentrated in the United States, while products serve aerospace, defense, space, and selected industrial and medical applications. Revenue depends heavily on major aerospace and defense customers, U.S. government-funded programs, aircraft production rates, program timing, customer-directed or single-source inputs, and compliance with government-contract and product-quality requirements.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 13, 2026 | Truist Financial | Target | Target: $150 | Target: $209 |
| Jul 9, 2026 | RBC Capital | Downgrade | Target: $150 | Target: $175 |
| May 26, 2026 | Truist Financial | Target | Target: $76 | Target: $150 |
| Mar 13, 2026 | RBC Capital | Reiterate | Rating: —Target: $142 | Target: $150 |
| Feb 20, 2026 | RBC Capital | Reiterate | Rating: —Target: $60 | Target: $142 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $39.8M · Total debt $335.9M · Total assets $1.22B · Shareholders' equity $690.4M
- Revenue
- $224.5M
- Operating income
- $28.3M
- Net income
- $20.4M
No dividends on record.
| Institutions | ≈ 95.76% | 14.46M shares | |
|---|---|---|---|
| 275 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 6.65% | 1.00M shares | |
| 14 holders · as of Aug 19, 2026 | |||
| Adds to | 102.41% | ||
15.10M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 102.41%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 12.85% | 1.94M | as of Jun 30, 2026 |
State Street CorpInstitution | 6.26% | 945,113 | as of Jun 30, 2026 |
William Blair Investment Management, LLCInstitution | 5.98% | 902,219 | filed Feb 10, 2022 |
FMR LLCInstitution | 5.14% | 776,201 | as of Jun 30, 2026 |
Paradigm Capital Management Inc/NYInstitution | 5.10% | 770,500 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | Stephen G. Oswald | director, officer: Chairman, President & CEO | −2,500 | $203.95 |
| Aug 12, 2026 | Stephen G. Oswald | director, officer: Chairman, President & CEO | −5,766 | $201.15 |
| May 28, 2026 | Laureen S. Gonzalez | officer: V.P., CHRO | −589 | $151.99 |
| May 20, 2026 | Suman B. Mookerji | officer: Sr. V.P., C.F.O. | −1,514 | $145.00 |
| May 20, 2026 | Rajiv A. Tata | officer: V.P., G.C. & Corp. Secretary | −1,612 | $145.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ducommun | $166.37 | −1.03% | $2.54B | — | 34.0 | 2.9 | +11.0% |
| Amphenol | $82.23 | +1.87% | $199.05B | 40.4 | 28.0 | 6.9 | +55.0% |
| HEICO | $307.05 | +1.33% | $42.22B | 50.5 | 44.6 | 8.2 | +23.1% |
| TransDigm Group | $1,106.13 | −0.32% | $62.07B | 33.7 | 23.8 | 6.2 | +22.6% |
| Curtiss-Wright | $556.04 | −2.11% | $20.98B | 39.1 | 34.6 | 5.7 | +5.4% |
| Astronics | $69.87 | +1.81% | $2.64B | 36.3 | 23.6 | 2.8 | +27.0% |
| Teledyne Technologies | $613.26 | +0.69% | $28.23B | 29.4 | 24.0 | 4.4 | +9.8% |
| Howmet Aerospace | $226.54 | −0.37% | $90.97B | 49.0 | 38.6 | 10.0 | +24.1% |
| Median | 39.1 | 28.0 | 6.2 | +23.1% |