Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________ FORM 10-K _________________________________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2021 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | |---------------------- ...

Ducommun Incorporated (NYSE:DCO) Q3 2021 Earnings Conference Call November 2, 2021 5:00 PM ET Company Participants Chris Witty - Investor Relations Adviser Steve Oswald - Chairman, President & Chief Executive Officer Chris Wampler - Vice President, Chief Financial Officer, Controller & Treasurer Conference Call Participants Pete Osterland - Truist Securities Ken Herbert - RBC Mike Crawford - B. Riley Securities Operator Thank you all for standing by and welcome to the conference call entitled Q3 2021 Ducomm ...

Financial Data and Key Metrics Changes - Ducommun reported second-quarter revenue of $160.2 million, an increase of 8.7% year-over-year from $147.3 million in Q2 2020, primarily driven by higher military and space sector revenue [18][21] - Gross margin rose to 23.0%, the highest quarterly performance in over a decade, up from 22.2% in the prior year [19][20] - Adjusted EBITDA for the second quarter was $23.4 million, or 14.6% of revenue, compared to $20.3 million, or 13.8% of revenue in Q2 2020 [21] Business Line Data and Key Metrics Changes - The Electronic Systems segment posted revenue of $102.8 million, up from $92 million in the prior year, reflecting strong growth in military and space customers [21][22] - The Structural Systems segment reported revenue of $57.4 million, slightly up from $55.4 million last year, with military and space markets driving the increase [22] Market Data and Key Metrics Changes - Military and space revenue represented over 70% of Ducommun's total revenue in Q2, with a strong backlog of $501 million, accounting for 62% of the total backlog [15][16] - Commercial aerospace revenue declined to $37.6 million, but the backlog increased sequentially from $266 million at the end of Q1 to $276 million at the end of Q2, indicating signs of recovery [16][18] Company Strategy and Development Direction - The company is focused on leveraging its defense business and expects revenue growth to be led by defense, with a gradual recovery in commercial aerospace anticipated [14][24] - Ducommun has been recognized as an Airbus detailed parts partner, securing a long-term five-year contract, which is seen as a significant milestone for the company [12][14] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about defense opportunities despite concerns regarding budget discussions in Washington, indicating a strong backlog and growth potential [11][14] - The company anticipates continued revenue growth in the low to mid-single digits for 2021, driven by defense and a recovery in commercial aerospace [14][24] Other Important Information - Ducommun's liquidity stands at $97 million, with cash generated from operations amounting to $6 million in the quarter [23] - The company is actively pursuing M&A opportunities to enhance its product mix and growth potential [40] Q&A Session Summary Question: What percent of structural systems sales are titanium? - Management did not disclose the exact percentage but indicated it is a meaningful number [28][29] Question: Any updates on the proprietary process and technology? - Management noted excitement about the prospects for their composite products, particularly for the Airbus A320, despite some delays due to the pandemic [30] Question: Insights on the forthcoming government fiscal year budget? - Management expressed confidence that the defense budget will benefit the company, especially with an additional $25 billion allocated [31] Question: Details on the Airbus deal and revenue tracking? - Management indicated that the Airbus partnership is significant and expected to lead to meaningful revenue increases, particularly for the A320 [34][35] Question: Production rates and alignment with industry expectations? - Management confirmed readiness to support increased production rates, particularly for the 737 MAX and Airbus programs [39] Question: Current M&A environment and deal flow? - Management stated that the M&A environment is competitive, but they remain active and optimistic about future acquisitions [40]

Ducommun Incorporated (NYSE:DCO) Q1 2021 Results Conference Call May 4, 2021 5:00 PM ET Company Participants Chris Witty - IR Steve Oswald - Chairman, President and CEO Chris Wampler - VP, CFO and Treasurer and Controller and CAO Conference Call Participants Pete Osterland - Truist Securities Mike Crawford - B. Riley Ken Herbert - Canaccord Genuity Operator Welcome to the First Quarter 2021 Ducommun Earnings Conference Call. My name is Anna, and I will be your operator for today's call. At this time, all pa ...

Ducommun Incorporated (NYSE:DCO) Q4 2020 Earnings Conference Call February 11, 2021 5:00 PM ET Company Participants Chris Witty - IR Steve Oswald - Chairman, President and CEO Chris Wampler - VP, CFO and Treasurer and Controller and Chief Accounting Officer Conference Call Participants Ken Herbert - Canaccord Mike Crawford - B. Riley FBR Michael Ciarmoli - SunTrust Operator Ladies and gentlemen, thank you for standing by and welcome to the Q4, 2020 Ducommun Earnings Conference Call. At this time, all partic ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________ FORM 10-K _________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2020 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | --- | --- | --- | |---------------- ...

Ducommun Incorporated (NYSE:DCO) Q3 2020 Results Earnings Conference Call October 28, 2020 5:00 PM ET Company Participants Chris Witty - Investor Relations, Managing Director at Darrow Associates, Inc. Steve Oswald - Chairman, President, Chief Executive Officer Chris Wampler - Vice President, Interim Chief Financial Officer, Chief Accounting Officer, Treasurer and Controller Conference Call Participants Ken Herbert - Canaccord Michael Ciarmoli - Truist Securities Aman Gulani - B. Riley Securities Michael Ei ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________ FORM 10-K _________________________________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2019 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-8174 _______ ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _________________________________________________________ FORM 10-K _________________________________________________________ x ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2018 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 1-8174 _______ ...