Ducommun (NYSE:DCO) 2025 Earnings Call Presentation

Financial Performance - The company's market capitalization increased by 388% from $286 million in FY 2016 to $1396 million in LTM Q3 2025[22] - The company's enterprise value increased by 251% from $449 million in FY 2016 to $1573 million in LTM Q3 2025[22] - Net revenues increased by 46% from $551 million in FY 2016 to $806 million in LTM Q3 2025[22] - Adjusted EBITDA increased by 125% from $55 million in FY 2016 to $125 million in LTM Q3 2025[22] - Adjusted EBITDA margin improved by approximately 600 basis points from 10% in FY 2016 to 16% in LTM Q3 2025[22] Business Segments and Strategy - Electronic Systems accounted for 55% of 2024 revenue, with $431 million in revenue and a 21% adjusted EBITDA margin[28] - Structural Systems accounted for 45% of 2024 revenue, with $355 million in revenue and a 15% adjusted EBITDA margin[28] - The company aims to achieve approximately $950 million - $1 billion in net revenues by 2027[31] - The company targets an adjusted EBITDA margin of approximately 18% by 2027[31] - The company aims for engineered products to represent 25% of revenue by 2027[31]