DCO at a glance
DUCOMMUN INC /DE/ (DCO, SEC CIK 30305) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and Form 4 insider filings as recently as August 19, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), DUCOMMUN INC /DE/ (DCO) reported revenue of $824.7 million (up 4.9% from FY2024) and a net loss of $33.9 million. Diluted EPS was -$2.27.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding DUCOMMUN INC /DE/ (DCO) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Oswald Stephen G on August 18, 2026 of 2,500 shares at $203.95 per share.
- In the last 90 days, DCO insiders reported 0 open-market purchases ($0) and 2 open-market sales ($1.7M) on Form 4, a net sale of $1.7M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $824.7M
- +4.9% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$1.7M
- 13F holders
- 31 funds
- $1.1B · +2 vs prior quarter
- Latest 8-K
- Aug 6, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Designer and manufacturer of high-reliability electronic and structural aerospace and defense products with engineering and manufacturing solutions
- New acquisition: $117M acquisition of BLR Aerospace in April 2023, adding aerodynamic systems to Structural Systems segment for rotary and fixed-wing aircraft
- Strategic emphasis: Diversification through engineered proprietary products and aftermarket opportunities, advancing value-added supplier status above Tier Two and Three
- Aerospace/defense revenue split: $96\%$ of net revenues from aerospace and defense in 2025; commercial aerospace $38\%$, defense and space $58\%$
- Noteworthy risk: FAA scrutiny and legal challenges to Boeing's 737 MAX quality controls affecting commercial aerospace sector and production rates in 2024–2026
Management Discussion & Analysis
- No segment performance data or best/worst segment identified
- No cash flow, buybacks, dividends, or capex amounts mentioned
- No forward-looking outlook, guidance, or key emerging risks discussed
Risk Factors
- Regulatory risk: U.S. Supreme Court struck down tariffs under IEEPA but new 10% global tariffs effective Feb 24, 2026 for 150 days may increase to 15%
- Geopolitical risk: Military and space revenue 58.2% of net revenues, with uncertainty on future defense budget increases requiring Congressional approval
- Operational risk: Guaymas, Mexico fire damages facility; $150 million settlement paid including $56 million insurance recovery; continuing certification, ramp-up risks
- Competitive risk: Commercial aerospace revenues declined $24.8 million due to lower Boeing business after Boeing's 2025 acquisition of Spirit Aerosystems commercial operations
- Financial risk: Litigation settlement and related costs of $107.3 million in 2025 drove net loss of $33.9 million vs net income $31.5 million in 2024
AI summary of the DCO 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 4, 2026
Management Discussion & Analysis
- Filing excerpt limited to restatement disclosures; quarterly revenue and YoY change not provided
- Profitability margins and segment performance not provided
- Cash position, operating cash flow, and capital deployment not provided
- Restatement drivers: stock-based compensation timing, revenue and cost-of-sales period errors, employee costs, contract balances, and tax effects
Risk Factors
- Risk factors section not provided in submitted filing excerpt
- No new or changed risks identifiable from available text
AI summary of the DCO 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- August 6, 2026 press release covers Ducommun’s fiscal-year 2026 results
- Key financial results and management commentary are contained in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 revenue reached a record $224.5M, up 12%, led by commercial aerospace ramp-up and missile-related defense demand
- Gross margin hit a record 28.0%, up 160 bps, while Adjusted EBITDA margin rose to 17.1% toward the 18% VISION 2027 goal
Item 2.02: Results of Operations and Financial Condition
- May 12, 2026 press release covers Ducommun’s fiscal-year 2026 operating results
- Detailed financial results and management commentary appear in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Ducommun appointed Mr. Caylor to its Board of Directors
- Appointment press release dated May 4, 2026, provided in Exhibit 99.1
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Mark A. Caylor appointed Class II director effective May 4, 2026, serving through the 2029 annual meeting
- Audit Committee assignment adds relevant oversight responsibility
Item EX-99.1: Item EX-99.1
- Mark A. Caylor appointed independent director effective May 4, 2026
- Former Northrop Grumman Mission Systems president adds defense, strategy and M&A expertise
AI summaries of DCO 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for DCO
Don't miss the next DCO filing
- Alerts as it files. A push when DCO files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut DCO, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Oswald Stephen G | Sell | Aug 18, 2026 | 2,500 | $203.95 |
| Oswald Stephen G | M | Aug 17, 2026 | 10,000 | $32.90 |
| Oswald Stephen G | F | Aug 17, 2026 | 6,111 | $206.98 |
| Oswald Stephen G | M | Aug 17, 2026 | 10,000 | - |
| Oswald Stephen G | G | Aug 12, 2026 | 3,400 | - |
| Oswald Stephen G | Sell | Aug 12, 2026 | 5,766 | $201.15 |
| Oswald Stephen G | G | Aug 12, 2026 | 2,244 | - |
| Oswald Stephen G | F | Aug 11, 2026 | 9,234 | $194.85 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $786.6M | $824.7M |
| Gross Profit | - | $197.3M | $221.6M |
| Operating Income | - | $52.2M | -$32.3M |
| Net Income | - | $31.5M | -$33.9M |
| Gross Margin | - | 25.1% | 26.9% |
| Op. Margin | - | 6.6% | -3.9% |
| Net Margin | - | 4.0% | -4.1% |
| Balance Sheet | |||
| Total Assets | $1.1B | $1.1B | $1.2B |
| Equity | $636.1M | $682.5M | $662.1M |
| ROE | - | 4.6% | -5.1% |
| Per Share | |||
| EPS | - | $2.10 | $-2.27 |
| Cash Flow | |||
| Operating CF | - | $34.2M | -$33.4M |
| CapEx | - | $14.1M | $15.2M |
Source: XBRL data in DUCOMMUN INC /DE/ (DCO)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate DCO share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $1.13B |
| Q1 2026 | 29 | $658.5M |
| Q4 2025 | 26 | $492.9M |
| Q3 2025 | 28 | $505.4M |
| Q2 2025 | 26 | $432.7M |
| Q1 2025 | 21 | $207.1M |
| Q4 2024 | 19 | $218.1M |
| Q3 2024 | 14 | $152.6M |
- FMR LLC (Fidelity)+620.8K (+400%)
- BlackRock+171.3K (+10%)
- State Street Corp+159.6K (+20%)
- Two Sigma Investments+91.3K (+90%)
- Northern Trust+44.0K (+37%)
- Dimensional Fund Advisors−148.3K (-29%)
- Millennium Management−101.7K (-94%)
- Ameriprise Financial−88.1K (-41%)
- Morgan Stanley−38.4K (-29%)
- Renaissance Technologies LLC−36.5K (-77%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 194 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
DCO filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| SC 13G | Aug 7, 2026 | - | - | |
| 10-Q | Aug 6, 2026 | Jul 4, 2026 | Analysis | |
| SC 13G | Aug 6, 2026 | - | - | |
| 8-K | Aug 6, 2026 | - | Analysis | - |
| 4 | Jun 11, 2026 | - | - | - |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 29, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 22, 2026 | - | - | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - |
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DCO SEC filings: frequently asked questions
Are DCO insiders buying or selling?
In the last 90 days, DUCOMMUN INC /DE/ (DCO) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $1.7 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold DCO stock?
As of June 30, 2026, the largest DUCOMMUN INC /DE/ (DCO) holders among the 13F filers tracked by SignalX were BlackRock ($359.4 million), State Street Corp ($175.0 million), FMR LLC (Fidelity) ($143.8 million), Vanguard Capital Management LLC ($116.2 million), Dimensional Fund Advisors ($67.4 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was DCO's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), DUCOMMUN INC /DE/ (DCO) reported revenue of $824.7 million (up 4.9% from FY2024) and a net loss of $33.9 million. Diluted EPS was -$2.27. The figures come from the XBRL data in the 10-K.
What are the main risks in DCO's latest 10-K?
In the 10-K filed February 26, 2026, DUCOMMUN INC /DE/ (DCO) flagged: Regulatory risk: U.S. Supreme Court struck down tariffs under IEEPA but new 10% global tariffs effective Feb 24, 2026 for 150 days may increase to 15%. Geopolitical risk: Military and space revenue 58.2% of net revenues, with uncertainty on future defense budget increases requiring Congressional approval. (AI summary of the Risk Factors section.)
What did DCO report in its latest 8-K?
DUCOMMUN INC /DE/ (DCO) filed an 8-K on August 6, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). August 6, 2026 press release covers Ducommun’s fiscal-year 2026 results.
What are the latest DCO SEC filings?
DUCOMMUN INC /DE/ (DCO) filed its latest 10-K annual report on February 26, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 6, 2026 and a Form 4 insider filing on August 19, 2026.
What is DCO's SEC CIK number?
DUCOMMUN INC /DE/ (DCO)'s SEC Central Index Key (CIK) is 30305. EDGAR lists every DCO filing under that number.
Ask anything about DCO
The research agent reads DCO's filings, financials, insider trades and 13F holders, then answers with sources.