Hexcel (HXL) reported earnings 30 days ago. What's next for the stock?
Hexcel Corporation is rated a buy as the earnings recovery gains traction, driven by the end of widebody inventory destocking. Improved production visibility at Airbus and Boeing, coupled with HXL's high fixed-cost leverage, sets up strong earnings growth into 2026. Q4 2025 results showed 3.7% sales growth and 14% EBIT growth, signaling operating leverage inflection.
While the top- and bottom-line numbers for Hexcel (HXL) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Hexcel Corporation (HXL) Q4 2025 Earnings Call Transcript
HXL's Q4 earnings top estimates. The company posts rising aerospace sales and improved operating income.
Hexcel (HXL) came out with quarterly earnings of $0.52 per share, beating the Zacks Consensus Estimate of $0.5 per share. This compares to earnings of $0.52 per share a year ago.
Hexcel (HXL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Hexcel Corporation remains attractive, with a maintained buy rating and a 26% upside to a $104.41 price target. HXL's growth is driven by commercial aerospace and defense, with substantial revenue potential as Boeing and Airbus production ramps up. Short-term pressures from destocking and delayed rate increases are offset by long-term defense strength and expected margin recovery.
Hexcel Corporation (HXL) is rated a BUY, with improving financials and a moderate discount to fair value. HXL's Defense, Space & Other division showed strong growth, while Commercial Aerospace faces short-term headwinds from OEM destocking and tariffs. Dividend growth has resumed since 2022, but the payout ratio has risen sharply, warranting close monitoring by income-focused investors.
Ethic Inc. purchased a new position in shares of Hexcel Corporation (NYSE: HXL) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,625 shares of the aerospace company's stock, valued at approximately $377,000. A number of other large investors also
Hexcel Corporation (NYSE:HXL ) Q3 2025 Earnings Call October 23, 2025 9:00 AM EDT Company Participants Kurt Goddard - Vice President of Investor Relations Thomas Gentile - CEO, President & Chairman Patrick Winterlich - Executive VP & CFO Conference Call Participants Myles Walton - Wolfe Research, LLC Michael Ciarmoli - Truist Securities, Inc., Research Division Gavin Parsons - UBS Investment Bank, Research Division Scott Mikus - Melius Research LLC Kenneth Herbert - RBC Capital Markets, Research Division John McNulty - BMO Capital Markets Equity Research Peter Skibitski - Alembic Global Advisors Sheila Kahyaoglu - Jefferies LLC, Research Division Gautam Khanna - TD Cowen, Research Division Noah Poponak - Goldman Sachs Group, Inc., Research Division Scott Deuschle - Deutsche Bank AG, Research Division Richard Safran - Seaport Research Partners Presentation Operator Thank you for standing by. My name is Tiffany, and I will be your conference operator today.
HXL's Q3 earnings lag estimates despite a slight sales beat, as weaker aerospace demand and margin pressure lead to a lowered 2025 EPS outlook.