Ducommun’s CEO Sets the Stage for Continued Success, Unveiling the VISION 2032 Game Plan at Investor Day
Ducommun hosted its first Investor Day in nearly four years, unveiling the VISION 2032 long-term growth plan and reaffirming it is on track to meet or exceed all three VISION 2027 core targets. VISION 2027 goals include revenue of ~$950M+ by 2027, ~18% adjusted EBITDA margins, and Engineered Products at ~25% of revenue; the company has delivered 245% total shareholder return since the end of 2022 while market cap grew from $605 million to $2.6 billion. Under VISION 2032, Ducommun plans to pursue larger acquisitions in the $300M-$500M range and projects a mid-teens CAGR for its core missile and radar franchise through 2032.
Key figures
- Guidance
- VISION 2027: revenue ~$950M+ by 2027, adjusted EBITDA margins ~18%, Engineered Products ~25% of revenue; VISION 2032: mid-teens CAGR for core missile and radar franchise, M&A targets in the $300M-$500M range (range increased up to 3-5x)
- Tsr since 2022
- 245%
- Market cap 2022
- $605 million
- Market cap current
- $2.6 billion
- Avg daily traded value 2022
- ~$2 million
- Avg daily traded value current
- $49 million
AI analysis
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