Ducommun Q3 Earnings Call Highlights

Impact · against what's priced in

Ducommun's record backlog and significant upcoming price increases from Airbus provide a strong positive catalyst for DCO, while the news is neutral for Boeing. For Boeing, the confirmation of demand for proprietary switches and single-aisle platforms aligns with the production ramp the market already expects.

BA+0.10

Already priced in

The price assumes

initial production ramp and 8% revenue growth in commercial airplanes