Ducommun beats Q1 estimates as defense business offsets commercial weakness

Published 06/05/2025, 12:00
Ducommun beats Q1 estimates as defense business offsets commercial weakness

NEW YORK - Ducommun Incorporated (NYSE:DCO) reported first quarter earnings and revenue that topped analyst expectations, as strength in its defense business helped offset weakness in commercial aerospace.

The company’s stock was unchanged in premarket trading following the earnings release.

The aerospace and defense manufacturer posted adjusted earnings per share of $0.83, exceeding the consensus estimate of $0.69. Revenue grew 2% year-over-year to $194.1 million, slightly above analysts’ projections of $193.13 million.

"An excellent start to 2025 for Ducommun as we continue to make good progress towards our VISION 2027 goals with record gross margins during the quarter along with strong Adjusted EBITDA margins," said Stephen G. Oswald, chairman, president and chief executive officer.

Defense revenue rose $14.6 million YoY due to higher demand for select missiles, electronic warfare, military radar and rotary-wing aircraft platforms. This helped offset an $8.2 million decline in commercial aerospace revenue, which was impacted by lower Boeing (NYSE:BA) 737 MAX production and reduced demand for in-flight entertainment products.

Gross margin expanded 200 basis points to a record 26.6%, while adjusted EBITDA margin improved 150 basis points to 15.9%.

Ducommun said it remains on track to meet its 2027 financial goal of 18% adjusted EBITDA margin.

Looking ahead, management noted it is monitoring the tariff environment but does not currently expect a significant impact on its financial outlook, given its primarily domestic manufacturing base.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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