Hexcel (NYSE:HXL) Announces Earnings Results, Beats Expectations By $0.02 EPS

Hexcel (NYSE:HXL) released its quarterly earnings results on Wednesday. The aerospace company reported $0.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.50 by $0.02, Zacks reports. Hexcel had a net margin of 5.78% and a return on equity of 9.08%. The company had revenue of $491.30 million for the quarter, compared to the consensus estimate of $484.46 million. During the same quarter in the prior year, the firm earned $0.52 earnings per share. Hexcel’s revenue was up 3.7% on a year-over-year basis. Hexcel updated its FY 2026 guidance to 2.100-2.300 EPS.

Hexcel Trading Up 5.2%

NYSE HXL opened at $84.42 on Friday. Hexcel has a 12 month low of $45.28 and a 12 month high of $88.00. The company’s 50-day moving average price is $77.58 and its 200-day moving average price is $68.81. The stock has a market cap of $6.72 billion, a PE ratio of 61.17, a PEG ratio of 2.10 and a beta of 1.08. The company has a current ratio of 2.75, a quick ratio of 1.50 and a debt-to-equity ratio of 0.48.

Hexcel Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th will be issued a $0.18 dividend. The ex-dividend date is Monday, February 9th. This is a boost from Hexcel’s previous quarterly dividend of $0.17. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. Hexcel’s dividend payout ratio (DPR) is currently 80.00%.

Institutional Trading of Hexcel

Several institutional investors and hedge funds have recently modified their holdings of HXL. CIBC Private Wealth Group LLC boosted its holdings in shares of Hexcel by 21.5% in the third quarter. CIBC Private Wealth Group LLC now owns 2,783 shares of the aerospace company’s stock valued at $174,000 after purchasing an additional 493 shares during the period. Danske Bank A S bought a new stake in Hexcel during the 3rd quarter valued at $94,000. Advisory Services Network LLC purchased a new stake in shares of Hexcel in the 3rd quarter worth $50,000. Vision One Management Partners LP purchased a new position in shares of Hexcel during the third quarter valued at $27,551,000. Finally, Alyeska Investment Group L.P. bought a new stake in shares of Hexcel in the third quarter valued at about $123,233,000. Institutional investors own 95.47% of the company’s stock.

Key Hexcel News

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Q4 results beat expectations — revenue of $491.3M (up ~3.7% y/y) and EPS topped consensus, driven by higher aerospace sales and improved operating income. Hexcel’s Q4 Earnings Beat Estimates, Revenues Increase Y/Y
• Positive Sentiment: Management pointed to a commercial aerospace recovery and ongoing cost discipline as drivers of “positive momentum,” supporting stronger margins and operating-profit recovery. HXL Q4 Deep Dive: Commercial Aerospace Recovery and Cost Discipline Drive Positive Momentum
• Positive Sentiment: Board increased the quarterly dividend by 5.9% to $0.18/share (payable Feb 17), a signal of confidence in cash generation and shareholder returns. Hexcel Declares Quarterly Dividend
• Neutral Sentiment: FY‑2026 guidance was issued: EPS $2.10–2.30 and revenue roughly $2.0–2.1B — guidance is generally in line but slightly conservative versus some street estimates, leaving room for re‑rating if execution continues. Hexcel posts soft 2025 results but upbeat 2026 outlook
• Neutral Sentiment: Street sentiment is mostly favorable — several buy/outperform ratings and a median analyst target near $80, giving context to recent upside but mixed price targets. Hexcel Corporation (HXL) Releases Q4 2025 Earnings: Revenue and EPS Beat; Margin Recovery but Cash Falls
• Negative Sentiment: Cash and operating cash flow weakened year‑over‑year (cash fell materially), and the company reported lower cash balances — a potential concern if working capital or capex needs increase. Hexcel Corporation (HXL) Releases Q4 2025 Earnings: Revenue and EPS Beat; Margin Recovery but Cash Falls
• Negative Sentiment: Insider selling activity was reported in recent months, which some investors view as a mild negative signal about near‑term insider conviction. Hexcel Corporation (HXL) Releases Q4 2025 Earnings: Revenue and EPS Beat; Margin Recovery but Cash Falls

Analysts Set New Price Targets

HXL has been the subject of a number of analyst reports. Jefferies Financial Group reaffirmed a “hold” rating on shares of Hexcel in a report on Tuesday, January 6th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of Hexcel in a research note on Friday. Citigroup reiterated a “reduce” rating on shares of Hexcel in a report on Thursday, October 23rd. TD Cowen restated a “hold” rating on shares of Hexcel in a report on Friday, October 24th. Finally, BMO Capital Markets restated a “market perform” rating on shares of Hexcel in a research report on Friday. Three investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, Hexcel currently has an average rating of “Hold” and a consensus price target of $76.70.

Hexcel Company Profile

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.