Ducommun Incorporated (DCO) Analyst/Investor Day Transcript

Ducommun Incorporated ( DCO ) Analyst/Investor Day September 17, 2026 9:00 AM EDT Company Participants Suman Mookerji - Senior VP, CFO, Controller & Treasurer Stephen Oswald - Chairman, President & CEO Jerry Redondo - Senior Vice President of Electronics and Structural Systems Clay Bringhurst Conference Call Participants John Godyn - Citigroup Inc., Research Division Michael Crawford - B. Riley Securities, Inc., Research Division Kenneth Herbert - RBC Capital Markets, Research Division Presentation Suman Mookerji Senior VP, CFO, Controller & Treasurer Good morning, everyone. Welcome to Ducommun's Investor Day, both all of you here in person as well as an even larger number of people who are joining us remotely today. I am Suman Mookerji, Chief Financial Officer of the company. And with us today, we have Steve Oswald, Chairman, President and Chief Executive Officer; Jerry Redondo, Senior Vice President, Electrical and Structural Systems; and Clay Bringhurst, Vice President, Engineered Products. To get us started here with the fun stuff, the forward-looking statements and disclosures. Certain statements we make today that are not historical facts, including any statements as to future market and regulatory conditions, results of operations and financial projections, including those under our Vision 2027 and Vision 2032 game plans for investors are forward-looking statements under the Private Securities Litigation Reform Act of 1995. These forward-looking statements are subject to risks, uncertainties and other factors that could cause actual results to differ materially from the future results expressed or implied by such statements. Please refer to our annual report on Form 10-K/A, quarterly reports on Form 10-Q and other reports filed with the SEC for a discussion of the particular risks facing the company. Statements made in today's presentation are only as of the time made, or as otherwise specified. We do not intend to update any statements made in the presentation, except if and as required by regulatory authorities. Today's