Ducommun Incorporated named BAE Systems Supplier of the Year for Vertical Launch Systems at Seventh Annual ‘Partner2Win’ Supplier Symposium
Rhea-AI Summary
Ducommun (NYSE: DCO) was named Vertical Launch Systems Supplier of the Year by BAE Systems at the seventh annual Partner2Win supplier symposium on December 4, 2025. The award recognizes Ducommun’s operational performance, quality, and on-time deliveries supporting BAE Systems’ combat vehicles and weapon systems for the U.S. military and allies.
Ducommun was also recognized as a Gold Supplier for the third consecutive year. BAE highlighted supplier innovation and reliability as drivers that help deliver products for warfighters, while Ducommun emphasized continuing partnership growth and ongoing program support.
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News Market Reaction
On the day this news was published, DCO gained 0.11%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
DCO was up 1.99% with mixed peer moves: ATRO +6.1%, RDW +3.65%, CDRE +1.05%, while VVX -1.96% and EVEX -2.08%. With no peers in the momentum scanner and no same-day peer headlines, the reaction to this supplier award appeared more stock-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 04 | Supplier award | Positive | +0.1% | Recognition by BAE Systems for VLS performance and operational excellence. |
| Dec 01 | Credit facility change | Positive | +0.6% | New credit facility with larger revolver, extended maturity, and better terms. |
| Nov 19 | Investor conference | Neutral | -0.2% | Participation in Goldman Sachs conference and investor meetings. |
| Nov 06 | Earnings report | Negative | -3.0% | Q3 net loss driven by large litigation settlement and related costs. |
| Oct 23 | Earnings call notice | Neutral | +3.8% | Scheduling of Q3 2025 earnings release and conference call. |
Recent news, including credit facility improvements and this supplier award, has generally seen modestly positive or in-line price reactions, while fundamentally negative items like large litigation charges aligned with share price declines.
This announcement continues a series of largely constructive developments for Ducommun. On November 6, 2025, Q3 results showed higher revenue but a large litigation-driven net loss. A subsequent $450 million revolver and $200 million term loan amendment on December 1, 2025 improved liquidity and terms, with a positive market reaction. Management also engaged investors via conference appearances and earnings calls. Today’s recognition as BAE Systems’ Vertical Launch Systems Supplier of the Year reinforces Ducommun’s defense positioning and operational execution highlighted in prior updates.
Market Pulse Summary
This announcement highlights Ducommun’s operational execution, with BAE Systems naming it 2025 Vertical Launch Systems Supplier of the Year and recognizing it as a Gold Supplier for the third straight year. The award complements earlier disclosures of strong defense book-to-bill of 1.6x and substantial remaining performance obligations of $1,031.2M, but also sits alongside a recent litigation-driven net loss of $64.4M. Investors may watch how such recognition translates into backlog durability, margin progress, and future defense program awards.
Jargon Translator
AI-generated analysis. Not financial advice.
COSTA MESA, Calif., Dec. 04, 2025 (GLOBE NEWSWIRE) -- Ducommun Incorporated (NYSE: DCO) (“Ducommun” or the “Company”) received Vertical Launch Systems Supplier of the Year award at BAE Systems’ ‘Partner2Win’ suppler symposium, recognizing its exceptional performance and commitment to operational excellence this year.
Ducommun’s contributions to supply chain success helped BAE Systems ensure quality, on-time deliveries of combat vehicles and weapon systems to the U.S. military and its allies around the world.
“The strength of our supply network is these companies. They’re more than just partners – they're an extension of our team,” said Garrett Lacaillade, vice president of integrated operations for BAE Systems' Combat Mission Systems business. “Their innovation, reliability, and relentless commitment to excellence fuels our ability to deliver for warfighters. This event is our way of saying thank you and celebrating the power of what we deliver together.”
“We are thrilled and honored to be recognized by BAE Systems as 2025 VLS Supplier of the Year and a Gold Supplier for the 3rd year in a row. I am proud of our teams supporting BAE Systems programs and look forward to continuing to deliver exceptional performance and growing our partnership in support of the warfighter,” said Stephen G. Oswald, chairman, president and CEO of Ducommun Incorporated.
The ‘Partner2Win’ program, now in its seventh year, acknowledges suppliers who excel in operations, quality, and procurement. Through this program, BAE Systems fosters close relationships with its suppliers, sharing best practices, learnings, and innovative solutions to drive mutual success. The award-winning suppliers this year have demonstrated exceptional commitment to delivering high-quality products for warfighters.
Learn more about BAE Systems’ ‘Partner2Win’ supplier symposium here.
About BAE Systems:
BAE Systems, Inc. and its nearly 41,000 people are part of a global defense, aerospace, and security company with approximately 100,000 employees worldwide. We deliver a full range of products and services for air, land, sea and space, as well as advanced electronics, intelligence, security, and IT solutions and support services. Our dedication shows in everything we do. Inspired by the exceptional, our ambitious teams design, produce, and deliver—to protect those who protect us in a high-performance, innovative, flexible, and collaborative culture. We push the limits of possibility to provide a critical advantage to our customers where it counts.
About Ducommun Incorporated
Ducommun Incorporated delivers value-added, innovative manufacturing solutions and products to customers in the aerospace, defense and industrial markets. Founded in 1849, the company specializes in two core areas – Electronic Systems and Structural Solutions – to produce complex products and components for commercial aircraft platforms, mission-critical military and space programs, and sophisticated industrial applications. For more information, visit Ducommun.com.
Forward-Looking Statements
This press release includes "forward looking statements" within the meaning of the federal securities laws relating to Ducommun Incorporated as discussed above, including statements relating to Ducommun’s expectations about continuing to deliver exceptional performance and growing its partnership with BAE Systems in support of the warfighter, and similar expressions that concern Ducommun’s intentions or beliefs about future occurrences, expectations, or results. Forward looking statements are subject to risks, uncertainties and other factors that may change over time and may cause actual results to differ materially from those that are expected. It is very difficult to predict the effect of known factors, and Ducommun cannot anticipate all factors that could affect actual results that may be important to an investor. All forward-looking information should be evaluated in the context of these risks, uncertainties and other factors, including those factors disclosed under “Risk Factors” in Ducommun’s reports filed with the SEC, including the Company’s Quarterly Reports on Form 10-Q, Annual Reports on Form 10-K, and Current Reports on Form 8-K. The forward-looking statements included in this press release are made only as of the date of this press release, and Ducommun does not undertake any obligation to (and expressly disclaims any such obligation to) update the forward-looking statements to reflect subsequent events or circumstances.
CONTACTS:
Suman Mookerji, Senior Vice President, Chief Financial Officer, 657.335.3665
Laken Kilgore, BAE Systems, 256.689.2073
FAQ
What award did Ducommun (DCO) receive from BAE Systems on December 4, 2025?
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