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DCO
Benzinga
91 days

Boeing Vs. Airbus? The True Winner Supplies Them Both

1. Ducommun Inc. DCO benefits from rising defense and aviation demand. 2. 60% of DCO's revenue comes from defense clients like Raytheon and Lockheed Martin. 3. U.S. defense spending is expected to rise by $156 billion. 4. DCO's 'Vision 2027' aims for revenue and margin expansion. 5. Rewey sees DCO as a stealth growth opportunity amid market noise.

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FAQ

Why Bullish?

Ducommun stands to gain from increased defense spending and aviation demand, similar to its past performance during defense spending boosts post-9/11.

How important is it?

The sustained increases in defense spending and growing aviation demand could significantly boost DCO’s revenue.

Why Long Term?

The proposed defense budget increases suggest sustained demand for DCO’s products through 2027 and beyond.

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