NYSE$DCO

Ducommun Incorporated · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported strong second-quarter results driven by commercial aerospace demand and a record backlog.

Ducommun Incorporated reported strong Q2 2023 results, with revenue exceeding $180 million for the third consecutive quarter, up 8% year-over-year to $187.3 million. Commercial Aerospace revenues increased by 37% year-over-year, and gross margins expanded by 150 bps to 21.4%. The company's backlog reached a record $1.0 billion.

  • Net revenue was $187.3 million.
  • Net income was $2.4 million, or $0.17 per diluted share.
  • Adjusted EBITDA was $26.1 million, representing 13.9% of revenue.
  • Record backlog of $1.0 billion was achieved.

Headline financials

Total Revenue

$187M

Previous: $174M+7.5%
EPS (adj)

$0.54

Previous: $0.76-28.9%
Adjusted EBITDA

$26.1M

No prior period
Backlog

$1.01B

Previous: $976M+3.5%
Capital Expenditures

-$10.9M

Previous: -$9.07M-20.4%
Free Cash Flow

-$8.55M

Previous: -$4.92M-73.6%
Net Income

$2.37M

Previous: $4.15M-42.8%
Operating Income

$5.01M

Previous: $7.75M-35.5%
Gross Profit

$40.1M

Previous: $34.6M+15.8%
Cash & Equivalents

$22.8M

Previous: $37.5M-39.2%
Total Assets

$1.12B

Previous: $979M+14.3%
Stock-Based Comp

$5.04M

Previous: $3.6M+39.9%

Revenue & EPS history

Ducommun · Revenue · Quarterly

$187M

Q2 2023+7.5%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Ducommun · $187M total across 2 segments · Q2 2023

  • Electronic Systems
    $107M-2.4%
  • Structural Systems
    $80.2M+24.4%

Forward guidance

Ducommun anticipates strong years ahead, validated by participation at the Paris Air Show and significant aircraft orders from Airbus and Boeing.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+1.5%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+2.8%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+36.6%

Q4 2019

Best reaction

-22.6%

Q1 2013

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.3%+1.8%
Q4 2025-3.3%+6.6%-4.7%
Q3 2025-2.5%+6.0%-2.6%
Q1 2025+3.5%+11.4%+25.2%
Q4 2024-6.4%-7.3%-4.7%
Q3 2024+3.7%+3.8%-3.0%
Q2 2024+3.3%+9.9%+2.4%
Q1 2024+3.6%+2.6%+5.1%
Q4 2023-3.2%-3.8%-1.0%
Q3 2023-0.4%+5.1%+9.0%
Q2 2023-8.4%-8.3%-5.8%
Q1 2023-7.3%-6.0%-17.5%
Q4 2022-7.8%-5.7%-13.7%
Q3 2022+7.2%+9.3%+3.2%
Q2 2022-5.9%-2.9%-10.6%
Q1 2022+2.8%-1.5%-9.4%
Q4 2021+4.4%+8.7%+15.2%
Q3 2021+2.4%+7.3%-12.3%
Q2 2021-3.0%-4.8%-9.0%
Q1 2021-3.8%-2.9%-11.6%
Q4 2020-1.6%-0.8%+10.7%
Q3 2020-1.6%+3.0%+47.6%
Q2 2020+4.5%+5.0%+11.4%
Q1 2020-13.5%-16.2%+7.1%
Q4 2019+36.6%+15.1%-54.1%
Q3 2019+17.8%+11.6%+16.1%
Q2 2019+14.0%+8.4%+0.5%
Q1 2019+14.3%+16.7%+11.5%
Q4 2018+10.0%+7.9%+3.5%
Q3 2018+9.0%+8.4%-3.9%
Q2 2018+17.5%+23.4%+28.0%
Q1 2018+4.1%+0.2%+7.4%
Q4 2017+0.4%+4.2%+6.6%
Q3 2017-1.5%-11.0%-16.0%
Q2 2017-2.1%-3.7%-6.7%
Q1 2017+15.3%+7.2%+10.0%
Q4 2016+4.6%-6.2%-8.5%
Q3 2016+14.2%+16.5%+51.5%
Q2 2016+8.4%+20.4%+28.1%
Q1 2016+5.9%
Q4 2015-4.4%
Q3 2015-19.4%
Q2 2015+12.6%
Q1 2015-20.1%
Q4 2014+12.4%
Q3 2014-10.3%
Q2 2014+18.3%
Q1 2014+5.6%
Q4 2013+6.2%
Q3 2013-17.0%
Q2 2013+16.5%
Q1 2013-22.6%
Q4 2012+2.6%
Q3 2012+1.6%
Q2 2012+28.2%
Q1 2011-5.6%
Q1 2012+1.8%
Q4 2011-7.7%
Q4 2009-7.7%
Q3 2011-6.4%
Q3 2010-6.4%
Q2 2010-4.3%
Q2 2011-4.3%
Q4 2010-4.3%
Q1 2010-2.4%

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