8-KCurrent report
Results of operations
✓ VerifiedDucommun reported record Q2 2026 net revenue of $224.5 million, up 12%, with net income of $20.4 million ($1.31 diluted EPS) and remaining performance obligations at an all-time high of $1.2 billion.
Filed Aug 6, 2026 · 06:10 ET
Summary
- Net revenue for Q2 2026 was $224.5 million compared to $200.8 million for Q2 2025, driven by $12.0 million higher commercial aerospace revenue and $7.9 million higher military and space revenue.
- Net income was $20.4 million, or 9.1% of revenue, or $1.31 per diluted share, compared to $12.8 million, or 6.4% of revenue, or $0.84 per diluted share, in Q2 2025.
- Gross margin reached a record 28.0%, up 160 basis points year-over-year, and Adjusted EBITDA was $38.4 million, or 17.1% of revenue.
- Remaining performance obligations reached an all-time high of $1.2 billion, with bookings of $309.7 million during the quarter at a book-to-bill of 1.4x.
- Electronic Systems segment revenue was $131.4 million and Structural Systems segment revenue was $93.1 million.
- SG&A in Q2 2026 included a compensation clawback of $3.9 million recorded as a reduction to expenses.
Key facts
- Net revenue Q2 2026
- $224.5 million
From the filing for Net revenue Q2 2026
“Record Net Revenue was $224.5 million, an increase of 12% over Q2 2025*”
- Gross margin
- 28.0%
From the filing for Gross margin
“Record Gross margin of 28.0%, year-over-year growth of 160 bps”
- Net income
- $20.4 million
From the filing for Net income
“Net income of $20.4 million (increase of 60% year-over-year) or $1.31 per diluted share, and 9.1% of revenue, up 270 bps year-over-year”
- Adjusted net income
- $18.4 million
From the filing for Adjusted net income
“Non-GAAP adjusted net income of $18.4 million (increase of 35% year-over-year), or $1.18 per diluted share”
- Adjusted EBITDA
- $38.4 million
From the filing for Adjusted EBITDA
“Adjusted EBITDA of $38.4 million (increase of 21% year-over-year), or 17.1% of revenue, up 130 bps year-over-year”
- Remaining performance obligations
- $1.2 billion
From the filing for Remaining performance obligations
“Remaining performance obligations ("RPO") at an all-time high of $1.2 billion with strong bookings of $309.7 million during the quarter at a book-to-bill of 1.4x”
- Electronic Systems revenue
- $131.4 million
From the filing for Electronic Systems revenue
“Electronic Systems segment net revenue for the quarter ended July 4, 2026 was $131.4 million, compared to $109.7 million for the second quarter of 2025”
- Structural Systems revenue
- $93.1 million
From the filing for Structural Systems revenue
“Structural Systems segment net revenue for the quarter ended July 4, 2026 was $93.1 million, compared to $91.1 million for the second quarter of 2025”
Why it mattersThe results detail Ducommun's growth in commercial aerospace platforms including the Boeing 737 MAX and Airbus A320 and in defense missile programs PAC-3 and SM-6. Record backlog and a 1.4x book-to-bill provide visibility into future production demand.
- Filed
- Aug 6, 2026
- Accepted
- 2026-08-06 10:10Z
- Period
- Aug 6, 2026
- Accession no.
- 0001628280-26-053775
- Size
- 666 KB
- Index
- Filing index