NYSE$DCO

Ducommun Incorporated · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Ducommun reported record quarterly revenue and adjusted operating income, driven by growth in commercial aerospace and defense, and strong margin expansion.

Ducommun Incorporated reported an outstanding third quarter with record quarterly revenue of $196.3 million, a 5% increase year-over-year. The company experienced growth in both Commercial Aerospace and Defense sectors, alongside significant margin expansion, leading to an adjusted EBITDA of 14.9%.

  • Net revenue reached a record high of $196.3 million.
  • Net income was $3.2 million, or $0.22 per diluted share.
  • Adjusted net income amounted to $10.3 million, or $0.70 per diluted share.
  • Adjusted EBITDA reached an all-time high of $29.3 million, representing 14.9% of revenue.

Headline financials

Total Revenue

$196M

Previous: $187M+5.2%
EPS (adj)

$0.70

Previous: $0.96-27.1%
Adjusted EBITDA

$29.3M

No prior period
Capital Expenditures

-$16M

Previous: -$14.4M-11.6%
Free Cash Flow

-$12.8M

Previous: -$5.9M-117.2%
Net Income

$3.21M

Previous: $8.46M-62.0%
Operating Income

$8.61M

Previous: $13.2M-34.9%
Gross Profit

$44.6M

Previous: $38.6M+15.6%
Cash & Equivalents

$27.2M

Previous: $21.2M+28.0%
Total Assets

$1.14B

Previous: $990M+15.4%
Stock-Based Comp

$5.65M

Previous: $2.71M+108.3%

Revenue & EPS history

Ducommun · Revenue · Quarterly

$196M

Q3 2023+5.2%vs Q3 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Ducommun · $196M total across 2 segments · Q3 2023

  • Electronic Systems
    $111M-2.4%
  • Structural Systems
    $85.5M+16.9%

Forward guidance

Ducommun is well positioned to execute its Vision 2027 plan, with positive catalysts expected to significantly drive shareholder value in the quarters and years ahead.

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 Q3 2023

Historical avgQ3 2023

+1.5%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+3.1%

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%+17.5%
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 2011-4.3%
Q2 2010-4.3%
Q4 2010-4.3%
Q1 2010-2.4%

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