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Ducommun Incorporated (DCO) Q1 2026 Earnings Call Transcript
2026-05-13 · via All Articles on Seeking Alpha

Q1: 2026-05-12 Earnings Summary

EPS of $0.75 beats by $0.03

 | 

Revenue of

$209.02M

(7.68% Y/Y)

beats by $9.20M

Ducommun Incorporated (DCO) Q1 2026 Earnings Call May 12, 2026 1:00 PM EDT

Company Participants

Suman Mookerji - Senior VP, CFO, Controller & Treasurer
Stephen Oswald - Chairman, President & CEO

Conference Call Participants

John Godyn - Citigroup Inc., Research Division
Michael Crawford - B. Riley Securities, Inc., Research Division
Alexandra Eleni Mandery - Truist Securities, Inc., Research Division
Tao Liu - RBC Capital Markets, Research Division

Presentation

Operator

Good day, and thank you for standing by. Welcome to Ducommun's First Quarter 2026 Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded.

I'd now like to hand the conference over to Suman Mookerji, Senior Vice President, Chief Financial Officer. Please go ahead.

Suman Mookerji
Senior VP, CFO, Controller & Treasurer

Thank you, and welcome to Ducommun's 2026 First Quarter Conference Call. With me today is Steve Oswald, Chairman, President and Chief Executive Officer. I'm going to discuss certain limitations to any forward-looking statements regarding future events, projections or performance that we may make during the prepared remarks or the Q&A session that follows.

Certain statements today that are not historical facts including any statements as to the company's progress and value creation opportunity for shareholders under our Vision 2027 game plan for investors, beliefs about the company's Vision 2032 strategic plan potential destocking headwinds and their impact on the company's business for the remainder of 2026, expectations related to the U.S. Department of War. Long-term framework agreements for key missile programs with defense primes and their impact on the growth of our defense business, expectations related to certain commercial aerospace single and twin aisle platform build rates through 2027 and beyond.

Estimated synergies to be realized under the company's facility consolidation projects and the outlook for our commercial aerospace and defense businesses for the remainder of 2026