Zacks Research Weighs in on Hexcel's Q1 Earnings (NYSE:HXL)
Zacks Research revised its Q1 2026 EPS estimates for Hexcel (NYSE:HXL) down to $0.40 per share, though Hexcel recently reported Q4 2025 EPS of $0.52, beating consensus estimates. The company has a "Hold" consensus rating from analysts with an average target price of $82.17. Hexcel also announced an increase in its quarterly dividend to $0.18 per share.
Automotive Composite Materials Market to Reach USD 71.01
The global Automotive Composite Materials Market is projected to reach USD 71.01 billion by 2031, growing at a CAGR of 10.75% from 2024. This growth is primarily fueled by the increasing demand for lightweight, fuel-efficient vehicles, the rise of electric vehicles, and stringent environmental regulations. Asia Pacific currently dominates the market, holding a 40% share.
Hexcel outlines $2.0B–$2.1B 2026 sales target amid commercial aerospace ramp and margin expansion focus
Hexcel (HXL) has projected sales of $2.0 billion to $2.1 billion for 2026, anticipating a recovery in commercial aerospace wide-body and narrow-body aircraft production. The company expects to achieve adjusted diluted EPS of $2.20 to $2.40 by 2026, driven by an increased adjusted operating income margin of 16-17%. These targets were announced ahead of their Investor Day, emphasizing their growth strategy in advanced composites.
Hexcel outlines $2.0B–$2.1B 2026 sales target amid commercial aerospace ramp and margin expansion focus
Hexcel (HXL) has set a 2026 sales target of $2.0 billion to $2.1 billion, driven by the ongoing recovery in commercial aerospace and defense sectors. The company expects significant margin expansion, aiming for an adjusted EBITDA margin of 21%-23%, by focusing on operational efficiencies and managing raw material costs. Hexcel plans to return a substantial portion of free cash flow to shareholders through dividends and share repurchases.
B of A Securities Upgrades Hexcel (HXL)
B of A Securities upgraded its outlook for Hexcel (HXL) from Underperform to Neutral on February 12, 2026. Despite the upgrade, the average one-year price target for Hexcel suggests a 4.20% downside from its latest closing price. The company projects an annual revenue increase of 13.21% and an annual non-GAAP EPS of 5.31.
B of A Securities Upgrades Hexcel (HXL)
B of A Securities upgraded Hexcel (HXL) from Underperform to Neutral on February 12, 2026. Despite the upgrade, the average one-year price target suggests a 4.20% downside from its current price. Institutional ownership in Hexcel has seen varied activity, with some firms increasing their stakes while others slightly decreased, and the overall fund sentiment is bullish given the put/call ratio.
B of A Securities Upgrades Hexcel (HXL)
B of A Securities upgraded Hexcel (HXL) from Underperform to Neutral on February 12, 2026. Despite the upgrade, the average one-year price target suggests a 4.20% downside from its current price. Institutional ownership in Hexcel has seen some shifts, with notable increases from Alliancebernstein and Price T Rowe Associates.
TimesSquare Capital Management LLC Sells 824,953 Shares of Hexcel Corporation $HXL
TimesSquare Capital Management LLC significantly reduced its stake in Hexcel Corporation (NYSE:HXL) by selling 824,953 shares, decreasing its holding by 71.1%. Despite this reduction, several other major institutions increased their positions in Hexcel. Hexcel recently exceeded quarterly EPS estimates, provided optimistic FY2026 guidance, and increased its quarterly dividend.
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This page provides news updates from Hexcel, a global leader in advanced composite technologies. It features recent announcements including Hexcel's 2025 Fourth Quarter and Full Year Results, their participation in WINGS India 2026, the appointment of an Interim Chief Financial Officer, and a collaboration with A&P Technology and NIAR for FAA certification of overbraided structures. The page highlights Hexcel's various products and market involvement.
Wave-X™ Z
Wave-X™ Z is an EMI/RF absorbing coating developed by ARC Technologies, a Hexcel company, designed for cable applications. This technology uses advanced metallurgical processes to maximize RF absorption and eliminate signal mode issues in cable assemblies. It can be seamlessly integrated during manufacturing, offering benefits like improved signal integrity, reduced weight, and the elimination of ferrite chokes.
Technical Reactions to HXL Trends in Macro Strategies
This article provides a technical analysis of Hexcel Corporation (NYSE: HXL), highlighting strong sentiment across all horizons supporting an overweight bias. It outlines three institutional trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels. The analysis also includes multi-timeframe signal data and notes elevated downside risk despite strong sentiment.
Water Jet Machining
ARC Technologies, a Hexcel company, specializes in water jet cutting, an industrial process for precision cutting various materials. Their 5-Axis "a-jet" water jet machine can cut custom designs from simple metals to complex composites, including steel up to 6 inches thick, as well as softer materials like foam and rubber composites. The OMAX 5555 JetMachining Center supports rapid prototyping and just-in-time manufacturing with a 55" x 55" cutting surface and a tolerance of +/- 0.003".
BofA Securities Upgrades Hexcel Corp. (HXL) to Neutral, 'Take off hinges on widebody ramping'
BofA Securities has upgraded Hexcel Corp. (HXL) to a Neutral rating. The analyst, Ronald Epstein, noted that the company's performance is contingent on the ramping up of widebody aircraft production. The article provides details of this analyst rating change.
Hexcel upgraded at Bank of America on widebody rebound (HXL:NYSE)
Bank of America Securities upgraded Hexcel Corp. to Neutral from Underperform, citing an improved outlook for widebody aircraft production. Analyst Ronald Epstein believes the carbon-fiber composites supplier is well-positioned for growth as aerospace demand increases, particularly with higher production rates from Boeing and Airbus. However, risks to margin recovery include elevated inventory and workforce rebuild costs, and a focus on debt reduction in 2026 may limit share repurchases.
Bank of America Upgrades Hexcel (NYSE:HXL) to "Neutral"
Bank of America has upgraded Hexcel (NYSE:HXL) from an "underperform" to a "neutral" rating, setting a $95.00 price objective, indicating an 8.04% potential upside. Several other analysts have also issued reports on HXL, resulting in a consensus "Hold" rating and an average target price of $82.17. HXL recently reported its quarterly earnings, beating consensus estimates, and institutionals have been adjusting their positions in the stock.
Madison Asset Management LLC Makes New Investment in Hexcel Corporation $HXL
Madison Asset Management LLC has acquired a new stake in Hexcel Corporation (NYSE:HXL), purchasing 22,483 shares valued at approximately $1.41 million. This investment comes as other institutional investors have also adjusted their holdings in the aerospace company, which recently reported strong earnings and increased its quarterly dividend. Hexcel, a leader in advanced composite materials, continues to attract investor interest due to its performance and strategic importance in the aerospace sector.
Hexcel stock hits all-time high at 88.02 USD By Investing.com
Hexcel Corporation's stock reached an all-time high of $88.02, driven by a 45.04% surge in the past six months and a 17.81% gain year-to-date. The company also surpassed analyst expectations in its Q4 2025 earnings report with an EPS of $0.52 and revenue of $491 million. Despite strong performance and consistent dividend increases, InvestingPro analysis suggests the stock may be overvalued with a P/E ratio of 63.43 and trading above its Fair Value.
Hexcel stock hits all-time high at 88.02 USD
Hexcel Corporation's stock reached an all-time high of $88.02 USD, demonstrating strong market performance with a 45.04% surge over six months and a 33.87% increase over the past year. Despite a high P/E ratio of 63.43 and trading above its Fair Value, the company also reported strong Q4 2025 earnings, surpassing analyst expectations for both EPS and revenue. Management has been actively buying back shares and increasing dividends, highlighting investor confidence and the company's robust financial health.
Envestnet Asset Management Inc. Sells 13,929 Shares of Hexcel Corporation $HXL
Envestnet Asset Management Inc. reduced its stake in Hexcel Corporation by 2.1%, selling 13,929 shares and retaining 660,312 shares valued at $41.4 million. This comes as Hexcel beat Q3 earnings expectations with $0.52 EPS and $491.3 million revenue, and increased its quarterly dividend to $0.18 per share. Analysts currently have an average "Hold" rating and an $81 price target for Hexcel, which is trading near its 52-week high.
Hexcel (HXL) Is Up 5.4% After Strong Q4 Margins, Higher Cash Returns And 2026 Guidance Update – Has The Bull Case Changed?
Hexcel (HXL) saw a 5.4% increase following its Q4 2025 earnings report, which highlighted strong quarterly margins, increased cash returns to shareholders, and updated 2026 sales guidance. Despite a softer full-year performance compared to 2024, the company's improved profitability, higher dividend, and significant share buybacks signal a shift in capital allocation, reinforcing its investment narrative as a key aerospace materials supplier. However, the article also notes concerns regarding high leverage and a rich earnings multiple, suggesting execution risk remains.
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Hexcel is showcasing its latest lightweight material technologies for the marine market at METSTRADE 2023, including new intermediate and high modulus fiber HexPly® M79 prepregs. These innovations provide optimized solutions for highly loaded components and offer significant reductions in process time and cost. The company's materials are used in high-performance superyacht and windship components, demonstrating improved stiffness, strength, and processing efficiency.
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Hexcel has secured a 1.2 million euro grant from the Spanish Centre for the Development of Industrial Technology (CDTI) for its EFIPreg project. This grant, co-financed by the EU, supports the validation of a new aerospace prepreg material designed to enhance competitiveness, reduce waste, and streamline manufacturing for high-cadence programs. The project aims to develop lighter, stronger, and more durable composite materials for commercial aircraft, enabling faster production.
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The Hexcel Foundation awarded grants to three global charitable organizations: the Smithsonian National Air and Space Museum for its STEM in 30 program, the Cancer Research Institute for immunotherapy research, and Convoy of Hope for its Children’s Feeding Initiative. This marks the sixth consecutive year of support, with grant amounts 10% higher than in 2023, aligning with Hexcel's 2030 sustainability goals. Hexcel Corporation reiterates its commitment to investing in communities worldwide.
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Hexcel Corporation (NYSE: HXL) reported its 2023 fourth quarter and full-year results, including a strategic buy-out of its UK defined benefit pension plan and a 20% increase in its quarterly dividend. The company also announced its 2025 fourth quarter and full-year results, revealed plans to showcase advanced composite materials at WINGS India 2026, and appointed Mike Lenz as Interim Chief Financial Officer.
Jackson Square Partners LLC Sells 16,528 Shares of Hexcel Corporation $HXL
Jackson Square Partners LLC reduced its stake in Hexcel Corporation (NYSE:HXL) by 22% in the third quarter, selling 16,528 shares and retaining 58,566 shares valued at approximately $3.67 million. Hexcel, a global leader in aerospace composite materials, recently reported quarterly earnings above estimates and set FY2026 EPS guidance. The company also increased its quarterly dividend to $0.18, resulting in an annualized dividend of $0.72 and a yield of 0.8%.
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Hexcel and FIDAMC have formed a strategic partnership to advance composite materials through innovation, research, and development. This collaboration will explore new applications, improve performance and sustainability, and accelerate the transition from research to real-world uses in industries like aerospace and automotive. Both companies aim to pioneer the next generation of composite materials by integrating advanced technologies and setting future industry benchmarks.
Automotive Technical Support Capability
Hexcel offers comprehensive technical support for its automotive material solutions, emphasizing simulation, testing, and prototyping. Their capabilities include advanced FEM and kinetic simulations for cure time prediction, extensive material testing to shorten development cycles, and in-house or partner-supported prototype manufacturing. Hexcel considers this technical support crucial for delivering optimal material solutions and ensuring customer success.
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Hexcel Corporation has introduced a new non-metallic Flex-Core® HRH-302 Mid-Temperature honeycomb product, designed for aerospace thermal management. This innovative material sustains service temperatures up to 450°F, bridging the performance gap between traditional phenolic-based materials and high-cost polyamide solutions. The product is currently undergoing testing and certification with leading aerospace OEMs and is expected to be crucial for future engine designs and urban air mobility.
Cadre, Watsco, Limbach, Hexcel, and CACI Shares Skyrocket, What You Need To Know
Shares of Cadre, Watsco, Limbach, Hexcel, and CACI surged as the broader market rebounded from a tech-driven sell-off, fueled by a recovery in technology stocks and a bounce in Bitcoin. The Dow Jones Industrial Average crossed the 50,000 threshold for the first time. Investor sentiment was also boosted by an improvement in U.S. consumer sentiment and the recognition of massive AI-related capital expenditure benefiting chipmakers.
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Hexcel Corporation will showcase its latest innovations in lightweight, high-performance composite materials for aerospace applications at Aero India 2025. With a 40-year history as a trusted partner to the Indian aerospace industry, Hexcel will highlight its advanced carbon fiber, prepregs, and OOA technologies designed to enhance efficiency and sustainability. The company's offerings aim to reduce costs and increase output for next-generation aerospace structures, including solutions for automated production and high-rate manufacturing.
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Hexcel Corporation reported its Second Quarter 2024 results, showing increased GAAP and adjusted diluted EPS and a 10.1% increase in sales compared to Q2 2023. The company also revised its full-year 2024 guidance. Other recent news includes Q4 2025 results, plans to showcase advanced composite materials at WINGS India 2026, and the appointment of an Interim Chief Financial Officer.
Corvex takes new bitcoin bet with IBIT, exits Hexcel, among Q4 top moves
Corvex Management, led by Keith Meister, made significant portfolio changes in Q4, including a new investment in BlackRock's spot Bitcoin ETF (IBIT) valued at $15 million. The firm also exited its position in Hexcel and reduced holdings in MGM Resorts while increasing its stake in PENN Entertainment and buying new shares in Builders FirstSource. These moves reflect a pivot towards cryptocurrency and adjustments within its entertainment and materials sector holdings.
Composite Structures
Hexcel manufactures and markets lightweight, high-strength composite structures and assemblies for a variety of aerospace and defense applications, including commercial and military aircraft, helicopters, business jets, UAVs, and spacecraft. Their composite parts offer advantages like lighter weight, corrosion resistance, and the ability to form complex shapes with increased toughness and strength for a longer lifespan. Hexcel's Engineered Products group also specializes in rotorcraft technologies, producing sub-assemblies and main rotor blades, and has extensive manufacturing capabilities, including a joint venture in Malaysia for high-performance composite parts.
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Hexcel is exploring divesting its operations in Neumarkt, Austria, which have produced composite materials since 1947. The company aims to refocus its industrial business on preferred carbon fiber applications aligning with its core competencies. Hexcel, a global leader in lightweight composites, will continue to make further announcements regarding the strategic options for the plant.
Hexcel Q4 2025 Earnings Beat: Revenue Up, Margins Expand | 2026 Outlook - News and Statistics
Hexcel Corporation reported Q4 2025 financial results that surpassed analyst expectations, driven by strong commercial aerospace demand and effective cost management. The company saw a revenue increase of 3.7% year-on-year to $491.3 million and adjusted earnings per share of $0.52. Despite the positive Q4 performance, Hexcel's adjusted EPS guidance for 2026 is slightly below current analyst estimates at $2.20.
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Hexcel Corporation and Fairmat have entered a 10-year agreement to expand carbon fiber composite material recycling in the United States. Fairmat will recycle Hexcel's composite material scrap at its new state-of-the-art facility in Salt Lake City, mirroring a successful European collaboration. This initiative reinforces both companies' commitment to sustainability, aiming to reduce landfill waste and advance circularity in the carbon fiber industry.
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Hexcel Corporation will be exhibiting at WINGS India 2026, showcasing its advanced composite material solutions for the aerospace sector. The company will highlight its lightweight, high-performance materials like carbon fiber, HexWeb® Acousti-Cap® sound-attenuating honeycomb, and various prepregs and resins. Hexcel aims to demonstrate its commitment to the Indian and Asian aerospace industry through its broad product portfolio and long-standing partnerships.
Hexcel's Q4 Earnings Call: Our Top 5 Analyst Questions
Hexcel's Q4 2025 earnings surpassed analyst estimates, driven by strong commercial aerospace demand and effective cost management. The company achieved a 2.2% revenue beat and a 5.2% adjusted EPS beat, with CEO Thomas Gentile highlighting a sustained recovery in aircraft production. Analyst questions focused on commercial aerospace growth, margin improvements, cost structures, revenue assumptions, and defense opportunities, which management addressed by emphasizing operational leverage and strategic market positioning.
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Hexcel is preparing to showcase its latest aerospace and automotive innovations at JEC World 2025, celebrating the event's 60th anniversary. The company will display advancements like rapid-curing prepregs and new towpreg ranges for aerospace, and specialized cosmetic prepregs and sustainable materials using recycled carbon fiber for automotive applications. Hexcel aims to highlight its commitment to lightweight composites and collaborate with industry partners.
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Hexcel Corporation has appointed Thomas C. Gentile III as its new CEO & President, effective May 1, 2024, succeeding Nick Stanage who will become Executive Chairman until his retirement at the end of 2024. Gentile, with extensive experience in the aerospace industry, is expected to lead Hexcel's continued innovation and growth. The company also reaffirmed its 2024 and mid-term financial guidance.
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Archer Aviation and Hexcel have announced a letter of intent for Hexcel to supply high-performance carbon fiber material for Archer's electric vertical takeoff and landing (eVTOL) aircraft. This collaboration aims to mitigate supply chain risks for Archer and leverage Hexcel's expertise in lightweight composites, which are crucial for enhancing aircraft safety, durability, and performance while reducing weight. Both companies emphasize their commitment to advancing sustainable air mobility and bringing innovative eVTOL technology to market.
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Hexcel Corporation and Fairmat have signed a 10-year agreement to expand carbon fiber composite material recycling in the United States. Fairmat will recycle Hexcel's composite material scrap from its Salt Lake City facility at Fairmat's new state-of-the-art recycling facility, furthering both companies' commitment to sustainability and waste reduction. This partnership builds on their existing successful collaboration in Europe and contributes to Hexcel's 2030 sustainability goals, including a 30% reduction in waste to landfill.
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Hexcel is showcasing its HexPly® M51 prepreg technology at the 2025 Paris Air Show, highlighting its suitability for automated and fast processing in aerospace manufacturing. This rapid-curing system, designed for primary structure composite parts, significantly shortens cure cycles and reduces the need for multiple tooling sets, ancillary material consumption, and manual labor. The exhibit features components like a GKN Aerospace Wingbox Rib and a Duqueine Fuselage Frame, demonstrating the technology's performance, automation compatibility, and production efficiencies for high-rate aerospace programs.
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Hexcel and FIDAMC have formed a strategic partnership to advance the research, innovation, and development of composite materials. This collaboration aims to explore new applications, enhance performance and sustainability, and establish future industry standards. By combining their expertise, the partnership will drive the transition of advanced manufacturing technologies into real-world applications across various sectors like aerospace, automotive, and industrial markets.
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Hexcel and Arkema have achieved a significant milestone in aeronautical structures by developing a thermoplastic composite structure demonstrator. This achievement is a result of their strategic partnership and the HAICoPAS project, which aims to optimize the design and production of unidirectional composite tapes, improve tape placement technology, and develop a novel in-situ welding assembly system. The ultimate goal is to create composite parts that can replace metallic materials in aircraft, offering cost competitiveness and high production rates.
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Hexcel Corporation will showcase its latest composite material innovations for aerospace applications at Aero India 2025. The company, a long-standing partner to the Indian aerospace industry, will emphasize lightweight, high-performance materials designed for efficiency and sustainability. Hexcel plans to highlight products like HexTow® carbon fiber, HexPly® prepregs, and HiTape® reinforcements that support high-rate production and offer advanced performance for various aerospace sectors.
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Hexcel Corporation has opened a new 100,000-square-foot Center of Research & Technology Excellence in West Valley City, Utah. The facility will be Hexcel's largest center for innovation and product development in North America, focusing on advanced composite technologies for various applications, including aerospace and industrial uses. The center is expected to create up to 150 new jobs over the next 12 years and aims to foster strong customer collaboration for next-generation solutions.
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Hexcel Corporation has opened an expanded engineered core operations plant in Casablanca, Morocco, to meet the increasing demand for advanced lightweight composite materials in the aerospace industry. The expansion doubled the plant's size and is expected to significantly increase employment by 2026, strengthening Hexcel's global supply chain and commitment to sustainability. The facility produces engineered core parts for aerospace applications like aircraft structures, engine nacelles, and helicopter blades.
Hexcel is Delivering RF & EMI Technologies for the Current and Future Fight
Hexcel, through its acquisition ARC Technologies LLC, is providing advanced RF and EMI solutions to enable military platforms to operate and survive in contested electromagnetic environments. The company works closely with military branches and OEM manufacturers to develop custom materials and products that address evolving threats. With a dedicated R&T staff, Hexcel aims to continuously improve material capabilities in areas such as temperature performance, fluid/UV resistance, and interaction with RF energy.
Prepregs & Resins
Hexcel offers a comprehensive range of prepregs and resins under the HexPly®, HexFlow®, and HexMC® trademarks, designed for high strength, toughness, and structural performance with low weight. These products cater to various advanced applications including commercial aerospace, defense & space, and industrial sectors. Hexcel provides specialized formulations such as epoxy, phenolic, BMI, and cyanate ester resin systems, reinforced with carbon, glass, and aramid fibers, to meet diverse industry requirements.
