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8-K ·Filed May 4, 2026

DCO

DUCOMMUN INC /DE/
NEUTRAL
Impact 3/10
Horizonweeks Processed5mo ago SEC0001193125-26-204253
8-K context-dependent: Items 5.02, 7.01
Actionable Insight • Neutral

The director appointment is a positive governance signal but is secondary to the material restatement disclosed 3 days earlier. Traders should focus on the restatement's impact on investor confidence and any potential executive changes. Monitor for amended filings and earnings guidance updates.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
DCO ▲ +28.67% at T+60d
NEUTRAL call +28.67% · α vs SPY +25.93% · entry $142.56 → $183.43
Entry = T+0 close
May 4, 2026
via day close
T+1d
+3.04%
call +3.04% · α +1.65%
$146.89
settled 6mo ago
T+5d
+1.73%
call +1.73% · α -0.25%
$145.03
settled 6mo ago
T+20d
+5.40%
call +5.40% · α +0.45%
$150.26
settled 5mo ago
T+60d
+28.67%
call +28.67% · α +25.93%
$183.43
settled 3mo ago

Price Chart

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Executive Summary

Ducommun appointed former Northrop Grumman executive Mark A. Caylor to its Board of Directors and Audit Committee, a routine governance move. However, the filing comes just 3 days after the company disclosed a material restatement of prior financials due to stock-based compensation errors, which overshadows this appointment.

Key Facts

  • Mark A. Caylor appointed as Class II independent director effective May 4, 2026.
  • Caylor will serve on the Audit Committee.
  • Caylor is former Corporate Vice President and President of Northrop Grumman's Mission Systems Sector.
  • Non-employee director compensation: $85,000 annual cash retainer plus $160,000 in RSUs, with additional committee fees.
  • This appointment completes the board refreshment program, adding the 6th new director in 5 years.

Financial Impact

No direct financial impact from this filing.

Risk Factors

  • Restatement of financials may lead to SEC investigation or litigation.
  • Potential loss of investor confidence and stock volatility.
  • Further management changes possible as accounting issues are addressed.

Market Snapshot

Exchange
NYSE
Sector
Aircraft Parts & Auxiliary Equipment, NEC
Analyst Consensus
89% bullish (9 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-204253
Document: d105242dex991.htm0001193125-26-204253
Document: 0001193125-26-204253-index-headers.html0001193125-26-204253
Document: 0001193125-26-204253-index.html0001193125-26-204253
Document: 0001193125-26-204253.txt0001193125-26-204253
15 reports for DCO
Performance horizon
50% Hit rate @ T+60 4 of 8 directional calls Went positive at some point 6 of 8 best @ T+60▲ +38.91%May 12, 2026
Filters
Rows
Reports for DCO — sortable, filterable
TypeNow
Oct 27, 2026
today
SC 13G
NEUTRAL ★ 3/10
$165.38awaiting T+60—$164.79 (−0.36%)
Aug 27, 2026
8w ago
Press Release
NEUTRAL ★ 2/10
$183.93awaiting T+60—$164.79 (−10.41%)
Aug 15, 2026
10w ago
Institutional Cluster
MIXED ★ 5/10
$205.23awaiting T+60—$164.79 (−19.70%)
Jul 23, 2026
13w ago
Press Release
NEUTRAL ★ 1/10
$175.51 $170.59▼ −2.80%▼ −7.36%$164.79 (−6.11%)
Jun 11, 2026
19w ago
Institutional Cluster
BULLISH ★ 5/10
$165.00 $168.32▲ +2.01%▼ −2.38%$164.79 (−0.13%)
May 22, 2026
22w ago
Insider Cluster
BEARISH ★ 7/10
$150.03 $200.16▼ −33.41%▼ −30.69%$164.79 (−9.84%)
May 22, 2026
22w ago
Insider Cluster
BEARISH ★ 7/10
$150.03 $200.16▼ −33.41%▼ −30.69%$164.79 (−9.84%)
May 20, 2026
22w ago
Insider Cluster
BEARISH ★ 7/10
$142.92 $205.23▼ −43.60%▼ −39.30%$164.79 (−15.30%)
May 12, 2026
24w ago
Press Release
BULLISH ★ 7/10
$145.03 $201.46▲ +38.91%▲ +34.53%$164.79 (+13.62%)
May 8, 2026
24w ago
10-K/A
BEARISH ★ 8/10
$137.23 $191.86▼ −39.81%▼ −34.97%$164.79 (−20.08%)
Showing 10 of 15

US Market Status

Market Closed — Opens Thu (11h 30m)

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Report published May 4, 2026