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Ducommun

Ducommun Inc provides engineering & manufacturing services for high-performance products & high-cost-of failure applications used primarily in the aerospace and defense, industrial, medical & other industries. The company's reportable segments are Structural Systems & Electronic Systems. Structural Systems designs, engineers and manufactures various sizes of complex contoured aerostructure components and assemblies and supplies composite and metal bonded structures and assemblies. Electronic Systems designs, engineers and manufactures high-reliability electronic and electromechanical products used in worldwide technology-driven markets including A&D and Industrial end-use markets. It generates maximum of its revenue from the Electronic Systems.

Ducommun Inc

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While Boeing Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) and Airbus SE (OTCPK: EADSY) wrestle with production slowdowns and decade-long backlogs, Chip Rewey, CIO at Rewey Asset Management, is focused on a quieter part of the <a href="https://www.benzinga.com/money/best-aerospace-defense-stocks">aerospace and defense</a> machine: the suppliers that win no matter which plane takes off.
Fresh off Qatar Airways' latest Boeing order &#8211; inked during President Donald Trump's diplomatic tour &#8211; Rewey sees commercial aviation demand as anything but turbulent. Both Airbus and Boeing have signaled stronger output through 2025 and beyond, despite persistent supply chain snarls. And where there&#8217;s consistent demand, there&#8217;s cash &#8211; especially for the companies that feed both giants.
Read Also: <a href="https://www.benzinga.com/25/05/45462404/trump-unveils-over-200-billion-worth-of-deals-with-uae-including-major-etihad-airways-commitment">Trump Announces $200 Billion In US-UAE Deals, Etihad Orders 28 Boeing Jets Worth $14.5 Billion</a>
<h2 class="wp-block-heading">Ducommon &#8211; Leveraged Play On Defense Demand</h2>
Enter Ducommun Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>), a $1 billion market capitalization parts supplier with deep roots in both defense and commercial aerospace. With nearly 60% of its revenue coming from top defense players like Raytheon aka RTX Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>) and Lockheed Martin Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>), and another 40% tied to the Boeing-Airbus duopoly, Rewey sees Ducommun as a leveraged play on surging global defense budgets and aviation demand.
And the macro backdrop? It's tailwinds all the way.
<h2 class="wp-block-heading">Procurement Intact, Says Expert</h2>
Between a $6 billion bump in U.S. defense spending passed in March and a proposed $150 billion Senate increase in the pipeline, Rewey says the real action is in replenishment: from Ukraine to Israel to the gear left behind in Afghanistan, the U.S. needs to refill its defense cupboards fast. 
NATO allies, too, are under pressure to meet spending commitments, fueling even more global procurement activity.
While Wall Street frets over possible Pentagon cuts to consulting services, Rewey isn't worried. "Procurement's still intact," he says &#8211; suggesting any slowdown fears are more bark than bite.
That's where Ducommun's balance sheet and "Vision 2027" come into play. With a plan to expand both revenue and margins through 2027, and a track record of 18% book value compounding over five years, Rewey sees Ducommun as a stealth growth story in a noisy sector.
Forget picking between Boeing and Airbus &#8211; Rewey's bet is simple: own the company that builds both.
Read Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/25/05/45491439/boeing-dell-qxo-and-a-health-care-stock-on-cnbcs-final-trades">Boeing, Dell, QXO And A Health Care Stock On CNBC&#8217;s &#8216;Final Trades&#8217;</a></li>
</ul>
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EADSY

Boeing Vs. Airbus? The True Winner Supplies Them Both

Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) reported quarterly earnings of $0.83 per share which beat the analyst consensus estimate of $0.70 by 18.57 percent. This is a 18.57 percent increase over earnings of $0.70 per share from the same period last year. The company reported quarterly sales of $194.11 million which beat the analyst consensus estimate of $191.98 million by 1.11 percent. This is a 1.71 percent increase over sales of $190.85 million the same period last year.

Earnings

News

Ducommun Q1 EPS $0.83 Beats $0.70 Estimate, Sales $194.11M Beat $191.98M Estimate

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Earnings Scheduled For May 6, 2025

Truist Securities analyst Michael Ciarmoli maintains Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) with a Buy and lowers the price target from $82 to $70.

Price Target

Truist Securities Maintains Buy on Ducommun, Lowers Price Target to $70

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Shares of aerospace and defense companies are trading higher following President Trump's decision to implement a 90-day pause on reciprocal tariffs for all countries except China.

Ducommun Reaffirms Commitment To American Manufacturing With 95% Of Its Revenue Derived From Operations Based In US; Expects Tariffs To Have Minimal Impact To Its Operations Or Supply Base

Ducommum shares are trading lower following a Q4 adjusted EPS miss.

Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) reported quarterly earnings of $0.75 per share which missed the analyst consensus estimate of $0.81 by 7.41 percent. This is a 7.14 percent increase over earnings of $0.70 per share from the same period last year. The company reported quarterly sales of $197.29 million which beat the analyst consensus estimate of $195.58 million by 0.88 percent. This is a 2.63 percent increase over sales of $192.23 million the same period last year.

Earnings Beats

Earnings Misses

Ducommun Q4 2024 Adj EPS $0.75 Misses $0.81 Estimate, Sales $197.29M Beat $195.58M Estimate

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Earnings Scheduled For February 27, 2025

Truist Securities analyst Michael Ciarmoli maintains Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) with a Buy and raises the price target from $80 to $82.

Truist Securities Maintains Buy on Ducommun, Raises Price Target to $82

The commercial aerospace sector is gaining altitude, driven by surging demand for passenger travel, robust freight activity, and a <a href="https://www.benzinga.com/topic/expert-ideas">resurgence in aircraft orders</a>.
According to Goldman Sachs analyst Noah Poponak, CFA, air traffic recovery is exceeding expectations, with growth now outpacing GDP by more than double. 
The sector&#8217;s strong fundamentals, buoyed by tight supply chains and rising aftermarket revenues, are positioning key aerospace stocks for a significant takeoff.
Here&#8217;s what you need to know — and the top stocks analysts say you should have on your radar.
<h3 class="wp-block-heading">Air Traffic Surpasses Pre-Pandemic Levels</h3>
&#8220;The overall commercial aerospace market is fundamentally strong,&#8221; said Poponak in a note Thursday. 
Global passenger traffic continues its remarkable climb as international air traffic jumped 9% year-over-year (yoy) in September, following an 11% yoy increase in August, according to the International Air Transport Association (IATA). Passenger capacity rose in lockstep, up 9% and 10% yoy, respectively.
Goldman Sachs forecasts another 9% yoy gain for October based on airline reports. 
Forward airline schedules indicate that global passenger capacity will grow by 6% to 7% year-over-year through November, December, and January, reflecting sustained demand as travel appetite remains strong.
<h3 class="wp-block-heading">Freight Market Delivers Double-Digit Growth</h3>
The recovery isn't limited to passengers. International freight traffic surged 11% yoy in September, following a 12% yoy gain in August, with freight capacity expanding by 8% yoy in both months. 
Major cargo players FedEx Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FDX#NYSE">FDX</a>) and United Parcel Service Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UPS#NYSE">UPS</a>) also saw gains, with UPS reporting 11% yoy growth and FedEx posting a 3% yoy increase in global air cargo traffic.
<h3 class="wp-block-heading">Boeing, Airbus Rack Up Orders</h3>
Large commercial jet manufacturers are riding the wave of demand. In October alone, Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) secured 63 new orders, while Airbus SE (OTCPK: EADSY) booked 82 aircraft orders—both with zero cancellations. 
&#8220;New aircraft order campaigning activity appears to remain robust, for both growth and replacement,&#8221; Poponak wrote. 
Parked aircraft, which currently make up 11.8% of the total global fleet, remained flat month-over-month, further reflecting high utilization levels as airlines capitalize on the recovery in passenger and freight traffic.
<h3 class="wp-block-heading">Goldman Sachs' Top Stock Picks</h3>
Goldman Sachs&#8217; Poponak highlighted 11 buy-rated stocks that stand to benefit from the industry's resurgence. These include large aircraft manufacturers, component suppliers, and business jet producers.
<figure class="wp-block-table is-style-stripes"> 
<table>
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<td>Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)</td>
<td>Aerospace Systems</td>
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<td>Boeing Co.</td>
<td>Large Aircraft</td>
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<td>TransDigm Group Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>)</td>
<td>Aircraft Components</td>
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<td>GE Aerospace (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>Engine Manufacturing</td>
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<td>HEICO Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HEI#NYSE">HEI</a>)</td>
<td>Aircraft Parts</td>
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<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>Aerospace Materials</td>
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<td>Ducommun Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>)</td>
<td>Aerospace Electronics</td>
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<td>CAE Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>)</td>
<td>Simulation &amp; Training</td>
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<td>Bombardier Inc. (OTCPK: BOMBF)</td>
<td>Business Jets</td>
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<td>Embraer S.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ERJ#NYSE">ERJ</a>)</td>
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<td>Textron Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>) </td>
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Among these, Woodward (WWD) is singled out for its placement on Goldman's &#8220;Conviction List,&#8221; while Boeing remains a flagship name for its leadership in large commercial jets.

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BOMBF

Aerospace Ready To Take Off: Goldman Sachs Reveals 11 Top Picks In The Sector

Ducommun shares are trading higher after the company reported better-than-expected Q3 financial results.

Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) reported quarterly earnings of $0.99 per share which beat the analyst consensus estimate of $0.74 by 33.78 percent. The company reported quarterly sales of $201.41 million which beat the analyst consensus estimate of $194.10 million by 3.76 percent. This is a 2.63 percent increase over sales of $196.25 million the same period last year.

Ducommun Q3 2024 Adj EPS $0.99 Beats $0.74 Estimate, Sales $201.41M Beat $194.10M Estimate

Truist Securities analyst Michael Ciarmoli maintains Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) with a Buy and lowers the price target from $72 to $71.

Truist Securities Maintains Buy on Ducommun, Lowers Price Target to $71

Goldman Sachs analyst Noah Poponak upgrades Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) from Neutral to Buy and raises the price target from $64 to $80.

Upgrades

Goldman Sachs Upgrades Ducommun to Buy, Raises Price Target to $80

Truist Securities analyst Michael Ciarmoli reiterates Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) with a Buy and raises the price target from $65 to $72.

Reiteration

Truist Securities Reiterates Buy on Ducommun, Raises Price Target to $72

Ducommun (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DCO#NYSE">DCO</a>) reported quarterly earnings of $0.83 per share which beat the analyst consensus estimate of $0.60 by 38.33 percent. This is a 53.7 percent increase over earnings of $0.54 per share from the same period last year. The company reported quarterly sales of $197.000 million which beat the analyst consensus estimate of $194.567 million by 1.25 percent. This is a 5.17 percent increase over sales of $187.320 million the same period last year.

Ducommun Q2 2024 Adj. EPS $0.83 Beats $0.60 Estimate, Sales $197.000M Beat $194.567M Estimate

Ducommun Says It Remains Focused On Successfully Delivering Vision 2027 Strategy

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