Ducommun (DCO) Q2 FY26 earnings call

Ducommun delivered a record-setting second quarter, showcasing robust revenue growth and significant margin expansion, largely fueled by strong performance in its missile franchise and commercial aerospace. The company's Vision 2027 strategy continues to drive results, with engineered product content increasing and facility consolidation synergies realized. Management remains optimistic about future growth, particularly with anticipated increases in missile program production and a positive outlook for commercial aerospace, despite some lingering destocking headwinds.