Ducommun (DCO) Sidoti March Small-Cap Virtual Conference summary

Company history and leadership

• Oldest continuously operating company in California, evolving from a gold rush general store to aerospace and defense products over 177 years.

• Current management team has led since 2017, driving significant growth and transformation.

Financial and operational performance

• Market cap increased nearly 400% since 2017, with revenues up 50% despite commercial aerospace downturn.

• EBITDA grew 144% and margins expanded by 600 basis points, with further margin expansion targeted.

• Business mix for 2025: 58% defense, 38% commercial aerospace, 4% niche industrial.

Strategic focus and growth drivers

• Engineered Products now 23% of revenue, targeted to exceed 25% by end of next year.

• Cost reduction through facility consolidation, with $11–13 million in targeted savings, half already realized.

• Five acquisitions since 2017, focusing on sole-sourced, high-margin engineered products.