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Hexcel Corporation (HXL)
NYSE:HXL
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Hexcel (HXL) Price & Analysis

502 Followers

HXL Stock Chart & Stats

$110.28
-$0.56(-0.51%)
At close: 4:00 PM EDT
$110.28
-$0.56(-0.51%)

Bulls Say, Bears Say

Bulls Say
Aerospace Program Positions And BacklogHexcel's deep OEM qualifications, supplier awards and program footprints (A350, 787, narrowbodies) create multi‑year revenue visibility and high switching costs. Embedded positions on long‑life aircraft programs support durable production volumes and a clear pathway to incremental sales as OEM build rates normalize.
Improving Margins And Operating LeverageSustained margin expansion reflects stronger volumes, pricing and overhead absorption across major segments. Higher adjusted EBITDA and operating‑leverage gains indicate the business can convert additional aerospace production into outsized profit gains, supporting more resilient long‑term profitability as volumes scale.
Consistent Free Cash Flow And Extended MaturitiesHexcel has generated positive FCF across recent periods and improved short‑term liquidity by refinancing 2027 notes. Healthy cash conversion and extended maturities improve strategic optionality for capex, deleveraging and investment in capacity restarts necessary to capture the aerospace upcycle.
Bears Say
Elevated Leverage Above TargetLeverage materially exceeds the company's stated target range, limiting financial flexibility. Higher net leverage increases interest expense sensitivity and constrains shareholder returns until deleveraging is achieved, making the company more vulnerable to cyclical downturns or slower-than-expected cash conversion.
Concentration In Commercial Aerospace End MarketsTwo‑thirds exposure to commercial aerospace ties revenue and margins to OEM production cycles. While program qualifications provide visibility, persistent demand softening or slower OEM ramps would reduce volumes and undercut operating leverage, making performance cyclical and potentially volatile across multi‑quarter horizons.
Input‑cost And FX SensitivityMaterial and energy price volatility, plus currency swings, directly affect raw‑material inputs and margins. Hedging and contracts provide limited near‑term relief; sustained oil or AN cost increases or adverse FX trends would erode recent margin gains and complicate multi‑year margin targets absent offsetting price or productivity actions.

Hexcel News

HXL FAQ

What was Hexcel Corporation’s price range in the past 12 months?
Hexcel Corporation lowest stock price was $59.79 and its highest was $111.73 in the past 12 months.
    What is Hexcel Corporation’s market cap?
    Hexcel Corporation’s market cap is $7.79B.
      When is Hexcel Corporation’s upcoming earnings report date?
      Hexcel Corporation’s upcoming earnings report date is Oct 26, 2026 which is in 80 days.
        How were Hexcel Corporation’s earnings last quarter?
        Hexcel Corporation released its earnings results on Jul 29, 2026. The company reported $0.66 earnings per share for the quarter, beating the consensus estimate of $0.574 by $0.086.
          Is Hexcel Corporation overvalued?
          According to Wall Street analysts Hexcel Corporation’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does Hexcel Corporation pay dividends?
            Hexcel Corporation pays a Quarterly dividend of $0.18 which represents an annual dividend yield of 0.68%. See more information on Hexcel Corporation dividends here
              What is Hexcel Corporation’s EPS estimate?
              Hexcel Corporation’s EPS estimate is 0.5.
                How many shares outstanding does Hexcel Corporation have?
                Hexcel Corporation has 75,623,450 shares outstanding.
                  What happened to Hexcel Corporation’s price movement after its last earnings report?
                  Hexcel Corporation reported an EPS of $0.66 in its last earnings report, beating expectations of $0.574. Following the earnings report the stock price went down -2.557%.
                    Which hedge fund is a major shareholder of Hexcel Corporation?
                    Currently, no hedge funds are holding shares in HXL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Hexcel Corporation

                      Hexcel Corporation, operating through its various subsidiaries, focuses on the innovation, production, and sale of advanced structural materials. These specialized materials are essential across the commercial aviation, space and defense, and broader industrial sectors. The company's operations are segmented into two primary divisions: Composite Materials and Engineered Products. The Composite Materials division is responsible for manufacturing and marketing a diverse range of products, including carbon fibers, specialized fabrics and reinforcements, prepregs, various fiber-reinforced matrix materials, robust structural adhesives, honeycomb structures, molding compounds, tooling solutions, polyurethane systems, and laminates. These materials are integral to the construction of military and commercial aircraft, wind turbine blades, recreational items, a wide array of industrial applications, and also find use in the automotive, marine, and railway industries. The Engineered Products segment concentrates on producing finished aircraft components and structural assemblies. This encompasses items such as wing-to-body fairings, wing panels, flight deck panels, door liners, rotorcraft blades, spars, and tip caps. Furthermore, it supplies structural sub-components and semi-finished parts that are incorporated into helicopter blades, engine nacelles, and various aircraft surfaces like flaps, wings, elevators, and fairings. Hexcel distributes its products both directly through its management, product specialists, and sales teams, and indirectly by utilizing independent distributors and authorized manufacturer representatives. Its market reach extends across the Americas, Europe, the Asia Pacific region, India, and Africa. Established in 1946, Hexcel Corporation maintains its corporate headquarters in Stamford, Connecticut.

                      Hexcel (HXL) Earnings & Revenues

                      HXL Company Deck

                      HXL Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call conveyed a constructive and improving operating picture: solid top-line growth driven by commercial aerospace (sales +8% YoY; commercial aerospace +~18–19%), meaningful margin expansion (adjusted operating margin +280 bps YoY), stronger adjusted EBITDA (+25% YTD), improved cash generation and raised full-year guidance. Management acknowledged manageable near-term headwinds — seasonality, hiring and carbon-fiber line restart costs, FX and input-cost risks, and work to continue deleveraging — but provided a clear path to additional scale (potential $500M commercial / $200M defense upside) and a stated target of 18% adjusted operating margin by the end of the decade. Overall, the positives (growth, margin recovery, cash flow, guidance raise and operational actions) significantly outweigh the near-term and addressable lowlights.View all HXL earnings summaries

                      HXL Net sales Breakdown

                      82.40%82.40%17.60%
                      82.40% Composite Materials
                      17.60% Engineered Products
                      tipranks

                      HXL Stock 12 Month Forecast

                      Average Price Target

                      $111.20
                      ▲(0.83% Upside)
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                      0.94%28.53%7.76%35.05%
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