Ducommun Q2 Earnings Call Highlights

Impact · against what's priced in

Ducommun shows strong momentum driven by a massive surge in missile program demand and record backlogs, though second-half revenue growth is expected to decelerate due to timing. The record RPO and IP ownership in the 737 MAX retrofit provide high visibility and recurring revenue potential.

DCO+0.60

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In context

Record revenue of $224.5 million and a 68% growth rate in the missile business, paired with a record $1.16 billion backlog, indicate strong structural growth across defense primes.

Read from the article alone

• earnings
• guidance
• AIR
• BA
• DCO
• aerospace
• airbus
• backlog
• boeing
• defense
• margins