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Ducommun (DCO) investor relations material
Ducommun Goldman Sachs Industrials and Materials Conference 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Goldman Sachs Industrials and Materials Conference 2025 summary3 Dec, 2025
Company history and transformation
Founded in 1849 as a general store, pivoted to aerospace in the 1930s, and evolved through acquisitions and strategic shifts since the late 1980s.
Current management team formed in 2017, streamlining operations and instilling a performance-driven culture.
Shifted focus toward defense and engineered products during and after the pandemic, driving significant growth.
Market capitalization increased from $286M in 2016 to $1.4B in 2025, with enterprise value rising to $1.6B.
Revenue now exceeds $800 million with EBITDA margins tracking at 16% in recent quarters.
Strategic direction and Vision 2027
Vision 2027 targets revenue growth from $700 million in 2022 to $950M–$1B by 2027, and EBITDA margin expansion from 13% to 18%.
Engineered products are a core focus, aiming to exceed 25% of revenue by 2027; currently at 23%.
Facility consolidations and cost-saving initiatives are expected to yield $11–13 million in synergies, with most savings realized by 2026.
M&A is central to strategy, with five acquisitions in eight years and more planned to boost engineered product mix.
Next strategic update planned for fall 2026, with ambitions to reach 30%+ engineered product mix and potentially become a fully engineered product company.
Business segments and product portfolio
Two main segments: Electronic Systems (55% of 2024 revenue, 21% margin) and Structural Systems (45% of 2024 revenue, 15% margin).
Engineered product businesses include ammunition handling, magnetic seals, thermoplastics, and aerodynamic enhancements, acquired through recent M&A.
Diverse product content across major commercial, military, and space platforms, with 58% of revenue from military and space markets.
Key customers include Boeing, Airbus, Lockheed Martin, Northrop Grumman, RTX, Gulfstream, and other major aircraft OEMs and defense primes.
Aftermarket content increased from 6% in 2017 to 10% in 2022, targeting 15% by 2027.
Engineered products mix beyond 2027 and margins
Ducommun's inventory destock impact on cash flow?
M&A strategy for engineered products growth
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Next Ducommun earnings date
Q4 202519 Feb, 2026
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Frequently asked questions
Ducommun Incorporated is a provider of engineering and manufacturing services for the aerospace, defense, and industrial sectors. The company specializes in producing complex structural components, electronic systems, and high-performance materials used in commercial and military aircraft, space systems, and industrial equipment. Ducommun’s offerings include aerostructures, avionics, mission-critical assemblies, and precision machining services. The company supports customers with design, development, and production solutions tailored to demanding applications. The company is headquartered in Santa Ana, California, and its shares are listed on the NYSE.
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