Hexcel (NYSE:HXL) Issues FY 2026 Earnings Guidance

Hexcel (NYSE:HXL) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share (EPS) guidance of 2.300-2.400 for the period, compared to the consensus estimate of 2.390. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Wall Street Analysts Forecast Growth

HXL has been the topic of a number of recent research reports. The Goldman Sachs Group raised their target price on Hexcel from $88.00 to $97.00 and gave the company a “neutral” rating in a research note on Tuesday, August 4th. Wells Fargo & Company lowered their price objective on shares of Hexcel from $120.00 to $105.00 and set an “overweight” rating on the stock in a research note on Wednesday, September 30th. Seaport Research Partners raised shares of Hexcel from a “neutral” rating to a “buy” rating and set a $104.00 target price for the company in a research note on Sunday, October 11th. TD Cowen reduced their target price on shares of Hexcel from $115.00 to $90.00 and set a “hold” rating for the company in a report on Friday, October 9th. Finally, Wolfe Research lowered Hexcel from an “outperform” rating to a “peer perform” rating in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $101.67.

Hexcel Stock Performance

Shares of HXL traded down $1.89 during mid-day trading on Friday, hitting $79.38. The company’s stock had a trading volume of 809,061 shares, compared to its average volume of 1,114,133. The stock’s 50-day moving average is $90.14 and its two-hundred day moving average is $93.38. The firm has a market capitalization of $6.00 billion, a PE ratio of 39.94, a price-to-earnings-growth ratio of 1.23 and a beta of 1.10. The company has a debt-to-equity ratio of 0.74, a quick ratio of 1.37 and a current ratio of 2.43. Hexcel has a one year low of $67.38 and a one year high of $111.74.

Hexcel (NYSE:HXL) last announced its quarterly earnings data on Wednesday, October 21st. The aerospace company reported $0.50 earnings per share for the quarter, topping the consensus estimate of $0.49 by $0.01. Hexcel had a return on equity of 13.71% and a net margin of 8.50%. The company had revenue of $496.40 million for the quarter, compared to analyst estimates of $501.95 million. During the same quarter last year, the firm earned $0.37 EPS. Hexcel’s revenue for the quarter was up 8.8% compared to the same quarter last year. As a group, sell-side analysts anticipate that Hexcel will post 2.37 EPS for the current year.

Hexcel Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 9th. Shareholders of record on Monday, November 2nd will be paid a dividend of $0.18 per share. The ex-dividend date is Monday, November 2nd. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. Hexcel’s dividend payout ratio (DPR) is currently 36.18%.

Insider Buying and Selling

In related news, insider Gail E. Lehman sold 13,829 shares of the firm’s 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 owned 20,148 shares in the company, valued at $1,855,630.80. This trade represents a 40.70% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Gina Fitzsimons sold 9,675 shares of the business’s stock in a transaction 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 sale, the insider directly owned 7,712 shares in the company, valued at approximately $795,415.68. This represents a 55.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.84% of the stock is currently owned by insiders.

More Hexcel News

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Third-quarter adjusted EPS was $0.50, slightly above the $0.49 consensus estimate, while revenue increased 8.8% year over year to $496.4 million. Commercial aerospace sales rose 20.5% to $330.3 million, supported by higher production on programs including the A350, 787, A320 and MAX. Hexcel Q3 Earnings Surpass Estimates, Revenues Improve Year Over Year
• Positive Sentiment: Hexcel raised its share-repurchase authorization to $750 million and expects peak aircraft production to generate approximately $500 million in incremental annual sales, supporting the longer-term growth case. Hexcel: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Royal Bank of Canada retained an “outperform” rating, although it lowered its price target from $105 to $100. The revised target still implies substantial potential upside from recent trading levels. Royal Bank of Canada Hexcel Ratings
• Neutral Sentiment: Hexcel declared a quarterly dividend of $0.18 per share, equivalent to $0.72 annually and a yield of approximately 0.9%. The dividend provides shareholder returns but is unlikely to be a major near-term catalyst.
• Negative Sentiment: Third-quarter revenue of $496.4 million missed the roughly $502 million consensus estimate. Defense, Space & Other sales fell 8.7%, and management cited summer seasonality plus hiring and training costs as near-term margin pressures. Hexcel Slides After Q3 Revenue Miss and Unchanged Outlook
• Negative Sentiment: Fiscal 2026 guidance was maintained at $2.025 billion–$2.125 billion in revenue and $2.30–$2.40 in adjusted EPS, with the midpoint of the revenue range below the $2.1 billion consensus expectation. Investors had been looking for an upward revision after the strong aerospace growth. Why Hexcel Stock Fell After Earnings
• Negative Sentiment: Recent disclosed insider activity showed sales without reported purchases, adding a modest negative sentiment signal, though the transactions may not reflect management’s current operating outlook.

Hexcel Company Profile

Hexcel Corporation is an advanced materials company that develops and manufactures lightweight, high-performance composite materials and structural components. Its products are designed to improve strength, durability, fuel efficiency, and performance across demanding applications.

The company’s portfolio includes carbon fiber, fiberglass, specialty reinforcements, prepregs, adhesives, honeycomb materials, engineered core products, and composite structures. These materials and components are used in commercial aircraft, military and space systems, helicopters, wind turbine blades, and various industrial applications.

Hexcel serves customers worldwide through manufacturing, research, and distribution operations in North America, Europe, Asia, and other international markets.