Hexcel vykázal za čtvrtletí zisk na akcii (EPS) ve výši 0,50 USD, čímž překonal odhad 0,48 USD. Tržby ve výši 496,4 mil. USD však zaostaly za konsenzem o 0,76 %.
Hexcel (HXL - Free Report) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.48 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +4.17%. A quarter ago, it was expected that this maker of lightweight composite materials would post earnings of $0.56 per share when it actually produced earnings of $0.66, delivering a surprise of +17.86%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Hexcel, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $496.4 million for the quarter ended September 2026, missing the Zacks Consensus Estimate by 0.76%. This compares to year-ago revenues of $456.2 million. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Hexcel shares have added about 23.6% since the beginning of the year versus the S&P 500's gain of 12.7%.
What's Next for Hexcel?While Hexcel has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Hexcel was favorable. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #2 (Buy) for the stock. So, the shares are expected to outperform the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $0.65 on $551.94 million in revenues for the coming quarter and $2.37 on $2.08 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Aerospace - Defense Equipment is currently in the top 30% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
One other stock from the same industry, TransDigm Group (TDG - Free Report) , is yet to report results for the quarter ended September 2026.
This aircraft components maker is expected to post quarterly earnings of $12.15 per share in its upcoming report, which represents a year-over-year change of +12.3%. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level.
TransDigm Group's revenues are expected to be $2.94 billion, up 20.8% from the year-ago quarter.
Očekává se, že Hexcel ve třetím čtvrtletí vykáže EPS ve výši 0,48 USD, což by představovalo meziroční nárůst o 29,7 %, a tržby ve výši 496,24 milionu USD, meziročně vyšší o 8,8 %.
The upcoming report from Hexcel (HXL - Free Report) is expected to reveal quarterly earnings of $0.48 per share, indicating an increase of 29.7% compared to the year-ago period. Analysts forecast revenues of $496.24 million, representing an increase of 8.8% year over year.
Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted upward by 2.2% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.
Ahead of a company's earnings disclosure, it is crucial to give due consideration to changes in earnings estimates. These revisions serve as a noteworthy factor in predicting potential investor reactions to the stock. Numerous empirical studies consistently demonstrate a strong relationship between trends in earnings estimate revision and the short-term price performance of a stock.
While it's common for investors to rely on consensus earnings and revenue estimates for assessing how the business may have performed during the quarter, exploring analysts' forecasts for key metrics can yield valuable insights.
That said, let's delve into the average estimates of some Hexcel metrics that Wall Street analysts commonly model and monitor.
The consensus among analysts is that 'Net Sales- Composite Materials' will reach $401.06 million. The estimate indicates a change of +5% from the prior-year quarter.
It is projected by analysts that the 'Net Sales- Engineered products' will reach $101.17 million. The estimate points to a change of +7.2% from the year-ago quarter.
Based on the collective assessment of analysts, 'Net Sales- Commercial Aerospace- Engineered Products' should arrive at $48.17 million. The estimate indicates a year-over-year change of +10.5%.
Analysts predict that the 'Net Sales- Commercial Aerospace- Total' will reach $320.12 million. The estimate suggests a change of +16.8% year over year.
According to the collective judgment of analysts, 'Net Sales- Defense, Space & Other- Total' should come in at $173.21 million. The estimate indicates a change of -4.8% from the prior-year quarter.
Analysts expect 'Net Sales- Defense, Space & Other- Composite Materials' to come in at $138.38 million. The estimate indicates a year-over-year change of +4.4%.
The average prediction of analysts places 'Net Sales- Commercial Aerospace- Composite Materials' at $272.42 million. The estimate suggests a change of +18.1% year over year.
Analysts' assessment points toward 'Net Sales- Defense, Space & Other- Engineered Products' reaching $52.83 million. The estimate indicates a year-over-year change of +6.9%.
The collective assessment of analysts points to an estimated 'Operating income- Composite Materials' of $60.84 million. Compared to the current estimate, the company reported $39.90 million in the same quarter of the previous year.
The combined assessment of analysts suggests that 'Operating income- Engineered Products' will likely reach $13.28 million. The estimate compares to the year-ago value of $13.60 million.
View all Key Company Metrics for Hexcel here>>>
Hexcel shares have witnessed a change of +5.4% in the past month, in contrast to the Zacks S&P 500 composite's +0.7% move. With a Zacks Rank #3 (Hold), HXL is expected closely follow the overall market performance in the near term. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Hexcel má za čtvrtletí končící v září 2026 vykázat zisk na akcii (EPS) ve výši 0,48 USD, což představuje meziroční nárůst o 29,7 %, při tržbách 502,33 milionu USD.
The market expects Hexcel (HXL - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on October 21. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis maker of lightweight composite materials is expected to post quarterly earnings of $0.48 per share in its upcoming report, which represents a year-over-year change of +29.7%.
Revenues are expected to be $502.33 million, up 10.1% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.33% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Hexcel?For Hexcel, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, suggesting that analysts have recently become bearish on the company's earnings prospects. This has resulted in an Earnings ESP of -0.79%.
On the other hand, the stock currently carries a Zacks Rank of #3.
So, this combination makes it difficult to conclusively predict that Hexcel will beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?Analysts often consider to what extent a company has been able to match consensus estimates in the past while calculating their estimates for its future earnings. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Hexcel would post earnings of $0.56 per share when it actually produced earnings of $0.66, delivering a surprise of +17.86%.
Over the last four quarters, the company has beaten consensus EPS estimates three times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Hexcel doesn't appear a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Bank of America Corp DE ve 2. čtvrtletí koupila nový podíl v Hexcel za zhruba 216,948 mil. USD a drží asi 2,87 % společnosti. Hexcel zároveň oznámila EPS 0,66 USD a tržby 529,30 mil. USD, obojí nad odhady.
Bank of America Corp DE bought a new stake in Hexcel Corporation (NYSE:HXL – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 2,168,182 shares of the aerospace company’s stock, valued at approximately $216,948,000. Bank of America Corp DE owned approximately 2.87% of Hexcel as of its most recent filing with the Securities and Exchange Commission (SEC).
A number of other institutional investors have also made changes to their positions in the business. Jupiter Topco LLC acquired a new position in Hexcel during the 2nd quarter worth $3,480,000. Hsbc Holdings PLC acquired a new position in shares of Hexcel in the 2nd quarter valued at $318,000. Castleark Management LLC bought a new position in shares of Hexcel in the 2nd quarter worth $10,611,000. Legal & General Group Plc acquired a new stake in shares of Hexcel during the second quarter worth $10,625,000. Finally, The Manufacturers Life Insurance Company bought a new stake in Hexcel in the second quarter valued at about $39,649,000. 95.47% of the stock is owned by institutional investors.
Insider Activity In other news, insider Gina Fitzsimons sold 9,675 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $103.14, for a total transaction of $997,879.50. Following the completion of the transaction, the insider directly owned 7,712 shares in the company, valued at $795,415.68. This represents a 55.65% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Gail Lehman sold 13,829 shares of the firm’s stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $92.10, for a total value of $1,273,650.90. Following the completion of the transaction, the insider owned 20,148 shares of the company’s stock, valued at $1,855,630.80. The trade was a 40.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.84% of the company’s stock.
Wall Street Analyst Weigh In Several equities analysts have recently issued reports on HXL shares. Guggenheim initiated coverage on Hexcel in a research report on Monday. They set a “buy” rating and a $120.00 target price for the company. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $100.00 price target on shares of Hexcel in a research report on Tuesday, August 4th. Royal Bank Of Canada boosted their price objective on shares of Hexcel from $105.00 to $115.00 and gave the company an “outperform” rating in a report on Friday, July 31st. TD Cowen upped their target price on shares of Hexcel from $85.00 to $100.00 and gave the company a “hold” rating in a research note on Monday, July 13th. Finally, The Goldman Sachs Group increased their target price on shares of Hexcel from $88.00 to $97.00 and gave the stock a “neutral” rating in a report on Tuesday, August 4th. Six analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $108.25. Read Our Latest Stock Report on HXL
Hexcel Stock Performance Shares of Hexcel stock opened at $91.11 on Thursday. The company has a debt-to-equity ratio of 0.74, a current ratio of 2.43 and a quick ratio of 1.37. The firm has a market cap of $6.89 billion, a price-to-earnings ratio of 45.78, a price-to-earnings-growth ratio of 1.31 and a beta of 1.05. The stock’s 50-day moving average is $99.15 and its 200-day moving average is $92.81. Hexcel Corporation has a one year low of $60.26 and a one year high of $111.74.
Hexcel (NYSE:HXL – Get Free Report) last posted its quarterly earnings data on Wednesday, July 29th. The aerospace company reported $0.66 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.57 by $0.09. Hexcel had a return on equity of 12.34% and a net margin of 7.76%.The business had revenue of $529.30 million during the quarter, compared to the consensus estimate of $528.08 million. During the same period last year, the company earned $0.50 earnings per share. Hexcel’s quarterly revenue was up 8.0% on a year-over-year basis. Hexcel has set its FY 2026 guidance at 2.300-2.400 EPS. Equities analysts predict that Hexcel Corporation will post 2.36 earnings per share for the current fiscal year.
Hexcel Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Monday, August 10th were paid a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date was Monday, August 10th. Hexcel’s payout ratio is presently 36.18%.
About Hexcel (Free Report)
Hexcel Corporation (NYSE:HXL) develops and manufactures advanced composite materials and structural solutions for the aerospace, defense, space, and industrial markets. Its products are designed to provide high strength and stiffness while reducing weight compared with many traditional materials.
The company’s portfolio includes carbon fibers, specialty reinforcements, prepregs, honeycomb sandwich structures, adhesives, and composite tooling materials. These products are used in aircraft structures, helicopter components, rocket and satellite systems, wind turbine blades, and other applications that require lightweight, durable, and high-performance materials.
Hexcel traces its history to 1946 and serves customers through manufacturing operations and commercial activities in North America, Europe, and Asia-Pacific.
Featured Articles Five stocks we like better than Hexcel 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact
Receive News & Ratings for Hexcel Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Hexcel and related companies with MarketBeat.com's FREE daily email newsletter.
Amundi grew its position in Hexcel Corporation (NYSE:HXL – Free Report) by 124.4% in the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 139,357 shares of the aerospace company’s stock after buying an additional 77,268 shares during the period. Amundi owned approximately 0.18% of Hexcel worth $13,944,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. BlackRock Inc. bought a new stake in Hexcel in the 2nd quarter worth about $1,422,742,000. California State Teachers Retirement System lifted its stake in Hexcel by 9,332.2% during the 2nd quarter. California State Teachers Retirement System now owns 8,737,639 shares of the aerospace company’s stock valued at $874,288,000 after acquiring an additional 8,645,003 shares during the period. Bank of America Corp DE bought a new position in Hexcel during the 2nd quarter valued at about $216,948,000. Alliancebernstein L.P. boosted its holdings in shares of Hexcel by 1,918.9% during the 2nd quarter. Alliancebernstein L.P. now owns 2,178,259 shares of the aerospace company’s stock valued at $123,050,000 after acquiring an additional 2,070,366 shares during the last quarter. Finally, Alyeska Investment Group L.P. purchased a new stake in shares of Hexcel during the 3rd quarter valued at about $123,233,000. 95.47% of the stock is owned by institutional investors.
Insider Transactions at Hexcel In related news, insider Gail E. Lehman sold 13,829 shares of Hexcel stock in a transaction that occurred on Thursday, September 3rd. The stock was sold at an average price of $92.10, for a total transaction of $1,273,650.90. Following the completion of the transaction, the insider directly owned 20,148 shares in the company, valued at approximately $1,855,630.80. This trade represents a 40.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Gina Fitzsimons sold 9,675 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $103.14, for a total value of $997,879.50. Following the completion of the transaction, the insider directly owned 7,712 shares of the company’s stock, valued at $795,415.68. The trade was a 55.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 1.84% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades Several research analysts have recently weighed in on HXL shares. Royal Bank Of Canada boosted their price objective on shares of Hexcel from $105.00 to $115.00 and gave the company an “outperform” rating in a report on Friday, July 31st. Jefferies Financial Group reaffirmed a “hold” rating and issued a $110.00 target price on shares of Hexcel in a research report on Sunday, August 2nd. Wall Street Zen lowered shares of Hexcel from a “strong-buy” rating to a “buy” rating in a research note on Sunday, August 16th. UBS Group raised their target price on Hexcel from $113.00 to $126.00 and gave the stock a “buy” rating in a research report on Friday, July 31st. Finally, Weiss Ratings upgraded shares of Hexcel from a “hold (c)” rating to a “buy (b-)” rating in a research report on Tuesday, August 4th. Five analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $107.18. Get Our Latest Research Report on Hexcel
Hexcel Stock Up 3.0% Shares of NYSE:HXL opened at $92.48 on Friday. Hexcel Corporation has a 52-week low of $60.26 and a 52-week high of $111.74. The company has a quick ratio of 1.37, a current ratio of 2.43 and a debt-to-equity ratio of 0.74. The business’s 50 day moving average is $99.68 and its 200 day moving average is $92.84. The stock has a market cap of $6.99 billion, a P/E ratio of 46.47, a price-to-earnings-growth ratio of 1.28 and a beta of 1.05.
Hexcel (NYSE:HXL – Get Free Report) last released its quarterly earnings data on Wednesday, July 29th. The aerospace company reported $0.66 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.57 by $0.09. The firm had revenue of $529.30 million for the quarter, compared to the consensus estimate of $528.08 million. Hexcel had a net margin of 7.76% and a return on equity of 12.34%. The company’s quarterly revenue was up 8.0% on a year-over-year basis. During the same period last year, the firm earned $0.50 earnings per share. Hexcel has set its FY 2026 guidance at 2.300-2.400 EPS. Sell-side analysts predict that Hexcel Corporation will post 2.36 EPS for the current year.
Hexcel Announces Dividend The company also recently declared a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Monday, August 10th were paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date was Monday, August 10th. Hexcel’s payout ratio is presently 36.18%.
Hexcel Profile (Free Report)
Hexcel Corporation (NYSE:HXL) develops and manufactures advanced composite materials and structural solutions for the aerospace, defense, space, and industrial markets. Its products are designed to provide high strength and stiffness while reducing weight compared with many traditional materials.
The company’s portfolio includes carbon fibers, specialty reinforcements, prepregs, honeycomb sandwich structures, adhesives, and composite tooling materials. These products are used in aircraft structures, helicopter components, rocket and satellite systems, wind turbine blades, and other applications that require lightweight, durable, and high-performance materials.
Hexcel traces its history to 1946 and serves customers through manufacturing operations and commercial activities in North America, Europe, and Asia-Pacific.
See Also Five stocks we like better than Hexcel Block Makes a Federal Trust Bank Move That Could Reshape Its Fintech Model Kroger’s Textbook Entry for Buy-and-Hold Investors AST SpaceMobile Looks to Extend Its 30-Day FCC Satellite Testing Window Amgen Drops 10% on a Trial It Didn’t Even Run
Receive News & Ratings for Hexcel Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Hexcel and related companies with MarketBeat.com's FREE daily email newsletter.
It has been about a month since the last earnings report for Hexcel (HXL - Free Report) . Shares have lost about 8% in that time frame, underperforming the S&P 500.
But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Hexcel due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers.
Hexcel Corporation reported second-quarter 2026 adjusted earnings of 66 cents per share, which improved 32% from the year-ago quarter’s figure of 50 cents. The bottom line also surpassed the Zacks Consensus Estimate of 56 cents by 17.9%.
The company reported GAAP earnings of 64 cents per share, which surpassed the year-ago quarter’s earnings of 17 cents.
HXL’s Total SalesThe company’s net sales totaled $529.3 million, which beat the Zacks Consensus Estimate of $522 million by 1.5%. The top line also witnessed an improvement of 8% from the year-ago quarter’s figure of $489.9 million.
Hexcel’s Operational UpdateHexcel's gross margin was 26.1%, which increased 330 basis points from the prior-year quarter. The improvement can be attributed to favorable cost leverage driven by higher sales.
Selling, general and administrative expenses increased 9.8% year over year to $47.2 million.
Meanwhile, research and development expenses rose 21% year over year to $17.3 million.
HXL’s adjusted operating income was $72.6 million compared with $30 million in the year-ago period.
Contribution From Different MarketsCommercial Aerospace: Net sales increased 18.3% year over year to $346.6 million, driven by sales growth from Airbus A350, as well as Boeing 787 programs. This market contributed 66% to total revenues in the first half of 2026.
Defense, Space & Other: Net sales decreased 7.2% year over year to $182.7 million due to the divestment of the Austrian-based industrial business. This market contributed 34% to total revenues in the first half of 2026.
HXL’s Financial DetailsAs of June 30, 2026, Hexcel’s cash and cash equivalents were $62.2 million compared with $71 million as of Dec. 31, 2025.
The company’s long-term debt totaled $959.4 million as of June 30, 2026, down from $993 million as of 2025-end.
HXL’s cash flow from operating activities was $96.7 million against a cash outflow of $5.2 million in the prior year.
Hexcel’s 2026 GuidanceHexcel expects to generate sales in the range of $2.03-$2.13 billion for 2026. The Zacks Consensus Estimate is pegged at $2.08 billion, which lies above the midpoint of the company’s sales guidance.
HXL also expects its adjusted earnings per share to be in the range of $2.30-$2.40 for 2026. The Zacks Consensus Estimate is currently pegged at $2.26 per share, which is below the company’s guided range.
Hexcel expects to generate a free cash flow of more than $195 million in 2026. It also expects capital expenditure to be less than $100 million.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a flat trend in estimates review.
VGM ScoresCurrently, Hexcel has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with a D. Charting a somewhat similar path, the stock was allocated a grade of C on the value side, putting it in the middle 20% for value investors.
Overall, the stock has an aggregate VGM Score of B. If you aren't focused on one strategy, this score is the one you should be interested in.
Outlook Hexcel has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months.
BlackRock Inc. bought a new stake in Hexcel Corporation (NYSE:HXL – Free Report) during the second quarter, according to its most recent filing with the SEC. The firm bought 14,218,892 shares of the aerospace company’s stock, valued at approximately $1,422,742,000. BlackRock Inc. owned about 18.80% of Hexcel at the end of the most recent quarter.
Several other institutional investors have also recently bought and sold shares of HXL. Alliancebernstein L.P. grew its holdings in Hexcel by 1,918.9% in the 2nd quarter. Alliancebernstein L.P. now owns 2,178,259 shares of the aerospace company’s stock valued at $123,050,000 after buying an additional 2,070,366 shares during the last quarter. Alyeska Investment Group L.P. acquired a new stake in Hexcel in the 3rd quarter worth $123,233,000. Price T Rowe Associates Inc. MD increased its holdings in shares of Hexcel by 18.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,104,121 shares of the aerospace company’s stock worth $377,196,000 after purchasing an additional 790,320 shares during the period. Jennison Associates LLC raised its position in shares of Hexcel by 87.5% during the fourth quarter. Jennison Associates LLC now owns 1,335,002 shares of the aerospace company’s stock valued at $98,657,000 after buying an additional 623,032 shares during the last quarter. Finally, UBS Group AG lifted its stake in shares of Hexcel by 122.3% in the third quarter. UBS Group AG now owns 955,995 shares of the aerospace company’s stock valued at $59,941,000 after buying an additional 525,900 shares during the period. Institutional investors own 95.47% of the company’s stock.
Key Stories Impacting Hexcel Here are the key news stories impacting Hexcel this week:
Positive Sentiment: Long-term earnings outlook improved: Zacks Research raised its FY2028 EPS estimate to $4.02 from $3.88 and lifted its FY2026 forecast to $2.34 from $2.23. Analysts also increased estimates for Q2 2027 and Q1/Q2 2028, suggesting expectations for stronger aerospace demand and earnings growth over time. Hexcel analyst estimates Neutral Sentiment: Overall earnings expectations remain broadly intact: Zacks projects FY2027 EPS of $2.99 and the current-year consensus remains $2.36, indicating that the revisions have not materially changed the broader earnings narrative. However, the stock’s elevated valuation—approximately 47 times earnings based on the provided background—leaves less room for disappointing updates. Negative Sentiment: Several near-term estimates were reduced: Zacks cut its Q4 2026 EPS forecast to $0.62 from $0.64, Q1 2027 to $0.61 from $0.62, Q3 2027 to $0.71 from $0.72, and FY2027 to $2.99 from $3.02. Q4 2027 was also lowered to $0.94 from $0.96. These reductions may signal caution about the pace of near-term recovery or execution. Neutral Sentiment: Aerospace-sector context: A separate report compares Woodward’s second-quarter results with other aerospace companies, including Hexcel, but the supplied headline does not provide specific Hexcel operating or earnings information. Q2 earnings highlights: Woodward versus aerospace stocks Insider Transactions at Hexcel In other Hexcel news, insider Gina Fitzsimons sold 9,675 shares of the stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $103.14, for a total value of $997,879.50. Following the completion of the sale, the insider directly owned 7,712 shares in the company, valued at $795,415.68. This represents a 55.65% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 1.84% of the company’s stock. Hexcel Stock Down 3.7% Shares of NYSE:HXL opened at $94.18 on Friday. Hexcel Corporation has a 52 week low of $60.26 and a 52 week high of $111.74. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.37 and a current ratio of 2.43. The company has a market capitalization of $7.12 billion, a PE ratio of 47.33, a PEG ratio of 1.40 and a beta of 1.06. The company has a 50 day moving average price of $101.43 and a two-hundred day moving average price of $92.22.
Hexcel (NYSE:HXL – Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The aerospace company reported $0.66 earnings per share for the quarter, topping analysts’ consensus estimates of $0.57 by $0.09. Hexcel had a net margin of 7.76% and a return on equity of 12.34%. The company had revenue of $529.30 million for the quarter, compared to analysts’ expectations of $528.08 million. During the same period last year, the firm posted $0.50 earnings per share. The business’s quarterly revenue was up 8.0% compared to the same quarter last year. Hexcel has set its FY 2026 guidance at 2.300-2.400 EPS. Analysts forecast that Hexcel Corporation will post 2.36 earnings per share for the current year.
Hexcel Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Monday, August 17th. Shareholders of record on Monday, August 10th were paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend was Monday, August 10th. Hexcel’s payout ratio is presently 36.18%.
Analyst Ratings Changes HXL has been the topic of several recent research reports. Wolfe Research lowered Hexcel from an “outperform” rating to a “peer perform” rating in a report on Friday, July 31st. BMO Capital Markets increased their target price on shares of Hexcel from $85.00 to $97.00 and gave the stock a “market perform” rating in a research report on Friday, April 24th. Jefferies Financial Group reaffirmed a “hold” rating and set a $110.00 price target on shares of Hexcel in a report on Sunday, August 2nd. The Goldman Sachs Group upped their price target on shares of Hexcel from $88.00 to $97.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. Finally, Royal Bank Of Canada increased their price objective on shares of Hexcel from $105.00 to $115.00 and gave the stock an “outperform” rating in a report on Friday, July 31st. Five equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $107.18.
View Our Latest Analysis on Hexcel
Hexcel Company Profile (Free Report)
Hexcel Corporation is a global leader in advanced composite materials for aerospace and industrial applications. The company specializes in the development and manufacture of lightweight, high-performance products that enhance fuel efficiency, durability and structural strength. Its offerings are critical to the aerospace sector, where demand for lighter, more efficient aircraft drives continuous innovation in materials.
Hexcel’s product portfolio encompasses carbon fiber reinforcements, pre-impregnated composites (prepregs), honeycomb core, engineered adhesives and structural film adhesives.
Further Reading Five stocks we like better than Hexcel 3 Energy Stocks Raising Dividends as the Sector Surges 5 Reasons the S&P 500 Could Keep Rallying Through Year-End Walmart’s Post-Earnings Drop Could Be a Buying Opportunity The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
Receive News & Ratings for Hexcel Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Hexcel and related companies with MarketBeat.com's FREE daily email newsletter.
Hexcel ve 2. čtvrtletí zvýšil tržby o 8 % a provozní zisková marže vzrostla o 280 bazických bodů na 13,9 %. Firma zároveň zvýšila výhled tržeb i EPS na rok 2026.
SummaryHexcel Corporation demonstrates accelerating operating leverage, with Q2 sales up 8% and adjusted operating margin expanding 280 bps to 13.9%.HXL raises 2026 sales and EPS guidance, reflecting broadening commercial aerospace demand, particularly from Airbus A350 and Boeing 787 programs.Incremental margin reached 49% in Q2, and management targets mid-30% longer-term, as capacity is restored to meet rising demand.I downgrade from strong buy to buy, with a new price target of $125.31 (21% upside), as near-term upside moderates but multi-year margin and cash flow growth remain compelling.Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Alvin Man/iStock Editorial via Getty Images
Hexcel Corporation (HXL), a leading provider of composite materials for the aerospace and defense industry, reported second-quarter 2026 results that confirmed the commercial aerospace recovery is finally translating into higher utilization, margins, and cash flow. High
24.45K Followers
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
For the quarter ended June 2026, Hexcel (HXL - Free Report) reported revenue of $529.3 million, up 8% over the same period last year. EPS came in at $0.66, compared to $0.50 in the year-ago quarter.
The reported revenue represents a surprise of +1.47% over the Zacks Consensus Estimate of $521.65 million. With the consensus EPS estimate being $0.56, the EPS surprise was +17.86%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Hexcel performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Sales- Commercial Aerospace- Composite Materials: $289.2 million versus $279.43 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +15.7% change.Net Sales- Defense, Space & Other- Composite Materials: $132.3 million compared to the $135.25 million average estimate based on two analysts. The reported number represents a change of -7.7% year over year.Net Sales- Engineered products: $107.8 million versus $102.89 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +11.5% change.Net Sales- Defense, Space & Other- Engineered Products: $50.4 million versus the two-analyst average estimate of $54.12 million. The reported number represents a year-over-year change of -5.8%.Net Sales- Composite Materials: $421.5 million compared to the $414.67 million average estimate based on two analysts. The reported number represents a change of +7.2% year over year.Net Sales- Commercial Aerospace- Engineered Products: $57.4 million versus the two-analyst average estimate of $48.77 million. The reported number represents a year-over-year change of +32.9%.Operating income- Composite Materials: $74.2 million compared to the $73.31 million average estimate based on two analysts.Operating income- Corporate & Other: $-18 million compared to the $-18.11 million average estimate based on two analysts.Operating income- Engineered Products: $16.4 million versus the two-analyst average estimate of $8.57 million.View all Key Company Metrics for Hexcel here>>>
Shares of Hexcel have returned +10% over the past month versus the Zacks S&P 500 composite's +1.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Key Takeaways Hexcel's Q2 earnings estimate of 56 cents per share implies year-over-year growth of 12%.Higher Airbus, Boeing, business jet and defense demand may have supported Hexcel's results.Increased R&D spending and restructuring costs likely pressured Hexcel's bottom-line performance. Hexcel Corporation (HXL - Free Report) is scheduled to release second-quarter 2026 results on July 29, after market close. The company delivered an earnings surprise of 40.48% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Factors That Might Have Impacted HXL's Q2 EarningsHexcel’s second-quarter 2026 earnings are likely to have benefited from improving commercial aerospace demand, driven by higher production rates across major Airbus and Boeing programs. Higher demand from business and regional jets, along with steady demand across defense programs, is also expected to have contributed to the company’s quarterly performance.
HXL’s earnings are anticipated to have gained from improving operating leverage, aided by higher production volumes and better capacity utilization. A robust commercial aircraft backlog, coupled with growing adoption of lightweight composite materials, is likely to have further supported quarterly performance.
However, higher operating expenses, primarily due to increased research and development spending and restructuring-related costs, are likely to have weighed on the company's bottom-line performance.
Q2 Expectations for HXLThe Zacks Consensus Estimate for earnings is pegged at 56 cents per share, which indicates year-over-year growth of 12%.
The Zacks Consensus Estimate for revenues is pinned at $521.7 million, which suggests a year-over-year rise of 6.5%.
What Our Quantitative Model Predicts for HXLOur proven model predicts an earnings beat for Hexcel this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
Other Stocks to ConsiderInvestors may consider the following players from the same industry, as these also have the right combination of elements to post an earnings beat this reporting cycle.
Woodward, Inc. (WWD - Free Report) is expected to report its fiscal third-quarter 2026 earnings on July 29, after market close. It has an Earnings ESP of +5.10% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for WWD’s earnings is pegged at $2.39 per share, indicating year-over-year growth of 35.8%. The consensus estimate for its sales stands at $1.11 billion, calling for a year-over-year increase of 21.7%.
Curtiss-Wright Corporation (CW - Free Report) is set to report second-quarter 2026 earnings on Aug. 5, after market close. It has an Earnings ESP of +0.36% and a Zacks Rank of 3 at present.
The Zacks Consensus Estimate for CW’s earnings is pegged at $3.62 per share, suggesting a year-over-year rise of 12.1%. The consensus estimate for its sales stands at $930.6 million, implying a year-over-year increase of 6.2%.
ATI Inc. (ATI - Free Report) is expected to report its second-quarter 2026 earnings on Aug. 6, before market open. It has an Earnings ESP of +1.32% and a Zacks Rank of 2 at present.
The Zacks Consensus Estimate for ATI’s earnings is pegged at $1.03 per share, suggesting year-over-year growth of 39.2%. The consensus estimate for its sales stands at $1.22 billion, calling for a year-over-year jump of 7%.
