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Hexcel Corporation

Hexcel Corporation develops, manufactures, and markets advanced lightweight composites technology. It operates through two segments, Composite Materials and Engineered Products. The company offers carbon fiber, reinforcements, prepregs and other fiber-reinforced matrix materials, honeycomb, resins, engineered core and composite structures for use in commercial aerospace, defense and space, and industrial applications. The Composite Materials segment manufactures and markets carbon fibers, fabrics, multi-axials, specialty reinforcements, prepregs and other fiber-reinforced matrix materials, structural adhesives, honeycomb, molding compounds, tooling materials, polyurethane systems, and laminates that are used in military aircraft, transportation, recreational products, and other industrial applications. The Engineered Products segment manufactures and markets aircraft structures and finished aircraft components, including wing to body fairings, wing panels, flight deck panels, door liners, rotorcraft blades, spars, and tip caps; and aircraft structural sub-components and semi-finished components used in rotorcraft blades, engine nacelles, and aircraft surfaces, such as flaps, wings, elevators, and fairings; and RF interference control products for military and aerospace applications. This segment also provides interference control materials, structural composites, and services; dielectric absorber foams; magnetic absorbers; and thermoplastics for commercial and defense applications. The company sells its products directly through its marketing managers, product managers, and sales personnel, as well as through independent distributors in the Americas, Europe, the Asia Pacific, India, and Africa. Hexcel Corporation was founded in 1946 and is headquartered in Stamford, Connecticut.

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Aerospace & Aviation

Hexcel Raises 2026 Guidance on Strong Commercial Aerospace Sales

Hexcel Corp reported second-quarter 2026 sales of $529 million, an 8% increase year-over-year, and raised its full-year guidance. The company now expects 2026 sales between $2.025 billion and $2.125 billion and adjusted earnings per share of $2.30 to $2.40, citing strength in programs like the A350 and 737 Max. Adjusted operating margins improved to 13.9% from 11.1% a year ago, and Hexcel sees a path to 18% margins by the end of the decade, supported by $500 million in incremental commercial sales and $200 million in defense and space sales. Defense and space sales fell 7% in the quarter due to portfolio pruning, and foreign exchange headwinds reduced margins by about 90 basis points. The company also noted second-half margin pressure from seasonal slowdowns, hiring, and costs to restart an idle carbon fiber line.
GuruFocus·27dRead more ▾
Aerospace & Aviation

Hexcel Q2 earnings and revenue beat estimates

Hexcel reported second-quarter earnings of $0.66 per share, topping the Zacks Consensus Estimate of $0.56 per share by 17.86%. Revenue came in at $529.3 million, exceeding the consensus forecast by 1.47% and up from $489.9 million a year earlier. The company has now beaten earnings estimates in three of the last four quarters and revenue estimates in all four. Hexcel shares have gained about 48.9% year to date, compared with an 8.5% rise in the S&P 500.
Zacks Investment Research·28dRead more ▾
Aerospace & Aviation

Hexcel Expands Long-Term Agreements with Boeing

Hexcel Corporation announced a series of new and extended long-term agreements with The Boeing Company, reinforcing their collaboration across commercial, defense and space programs. The agreements include a broad enterprise-level composite material supply framework and a key contract extension supporting Boeing's advanced acoustic engineered core needs for engine applications. Hexcel President Lyndon Smith said the company is well positioned to support current production demands while developing solutions for future performance and sustainability needs. The long-term agreements expand Hexcel's role as a key materials supplier across Boeing's major platforms.
Business Wire·37dRead more ▾
HXL

Hexcel's EPS Turns Positive and Free Cash Flow Margin Expands, but Revenue Growth Slows

Hexcel has seen its stock price climb to $98.48 per share, outperforming the S&P 500 by 14.2% over the past six months. The company's full-year earnings per share flipped from negative to positive over the last five years, signaling a profitable inflection point. Its free cash flow margin expanded by 4.2 percentage points over the same period, reaching 10.6% for the trailing twelve months, indicating improved capital efficiency. However, revenue growth has decelerated, with annualized growth of just 3.7% over the last two years, below its five-year trend. The stock currently trades at 42.4 times forward earnings.
Yahoo Finance·48dRead more ▾
Aerospace & Aviation

SpaceX Posts $4.28 Billion Loss, Borrows $25 Billion; Four Profitable Aerospace Stocks Highlighted as Alternatives

Space Exploration Technologies reported a net loss of $4.28 billion in the first quarter of 2026, shortly after raising $86 billion in its IPO and borrowing an additional $25 billion in bonds to refinance debt from absorbing X and xAI. The xAI division generated $818 million in revenue against $2.47 billion in operating losses in the same quarter, and some analysts project SpaceX will carry $400 billion in net debt by 2031. In contrast, four profitable aerospace companies were highlighted as alternatives: RTX posted $22.1 billion in first-quarter sales with Raytheon's operating profit up 24%, Heico reported record net income up 49% on sales of $1.375 billion, Curtiss-Wright saw sales rise 13% to $914 million with operating income up 23%, and Hexcel's sales grew 9.9% to $501.5 million with adjusted earnings per share of $0.59 beating estimates by 14%.
The Motley Fool·50dRead more ▾
Space Economy

Hexcel vs. Rocket Lab USA: Which Aerospace Stock Is a Better Buy in 2026?

The Motley Fool compares Hexcel and Rocket Lab USA as aerospace investments for 2026, favoring Rocket Lab for its high-growth trajectory despite current unprofitability. Hexcel, a supplier of carbon fiber composites to Airbus and Boeing, reported fiscal 2025 revenue of nearly $1.9 billion and net income of approximately $109.4 million, with a debt-to-equity ratio of nearly 0.8x and free cash flow of roughly $307.2 million. Rocket Lab, which is developing the Neutron rocket and acquiring Iridium Communications for approximately $8 billion, saw revenue grow roughly 38% to nearly $601.8 million but posted a net loss of approximately $198.2 million and negative free cash flow of approximately $321.8 million. The analysis notes Hexcel's forward P/E of 43.2x and price-to-sales ratio of 4.0x, while Rocket Lab lacks a forward P/E and trades at a price-to-sales ratio of 96.6x. The author concludes that Rocket Lab's revenue growth, $2 billion backlog, and Neutron program offer a greater long-term opportunity than Hexcel's steady but constrained business.
The Motley Fool·50dRead more ▾
HXL

Global Composite Repair Market to Reach USD 14.67 Billion by 2035

The global composite repair market is projected to grow from USD 6.84 billion in 2025 to USD 14.67 billion by 2035, at a compound annual growth rate of 7.9 percent, according to a report by Custom Market Insights. The market is expected to reach USD 7.42 billion in 2026. Key players include Hexcel Corporation, Solvay S.A., Toray Industries Inc., Cytec Solvay Group, Gurit Holding AG, Huntsman Corporation, 3M Company, Henkel AG & Co. KGaA, Structurlam Mass Timber Corporation, and Renegade Materials (TEIJIN). North America held the largest share in 2025, driven by aerospace and wind energy demand, while Asia Pacific is the fastest-growing region due to expanding wind capacity and aviation maintenance. Structural repairs accounted for the biggest segment, and direct sales and specialized service providers were the leading distribution channel.
Custom Market Insights·70dRead more ▾