Hexcel (NYSE:HXL) Releases FY 2026 Earnings Guidance

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

Hexcel Price Performance

Shares of HXL opened at $79.45 on Friday. Hexcel has a twelve month low of $67.38 and a twelve month high of $111.74. The company has a market capitalization of $6.01 billion, a P/E ratio of 35.63, a price-to-earnings-growth ratio of 1.09 and a beta of 1.10. The firm has a 50 day moving average of $89.65 and a 200 day moving average of $93.28. The company has a quick ratio of 1.37, a current ratio of 2.57 and a debt-to-equity ratio of 0.71.

Hexcel (NYSE:HXL) last released its quarterly earnings results on Wednesday, October 21st. The aerospace company reported $0.50 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.49 by $0.01. Hexcel had a return on equity of 13.57% and a net margin of 8.50%. The firm had revenue of $496.40 million for the quarter, compared to the consensus estimate of $501.95 million. During the same period last year, the business posted $0.37 EPS. The company’s revenue for the quarter was up 8.8% on a year-over-year basis. As a group, equities research analysts anticipate that Hexcel will post 2.38 earnings per share for the current fiscal year.

Hexcel Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, November 9th. Stockholders of record on Monday, November 2nd will be given a $0.18 dividend. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Monday, November 2nd. Hexcel’s payout ratio is presently 32.29%.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on HXL shares. Royal Bank Of Canada dropped their price target on Hexcel from $105.00 to $100.00 and set an “outperform” rating for the company in a research note on Friday. Morgan Stanley set a $92.00 price objective on shares of Hexcel in a research report on Friday. Wells Fargo & Company lowered their target price on shares of Hexcel from $120.00 to $105.00 and set an “overweight” rating on the stock in a report on Wednesday, September 30th. Weiss Ratings upgraded shares of Hexcel from a “hold (c)” rating to a “buy (b-)” rating in a research report on Tuesday, August 4th. Finally, UBS Group reduced their price target on shares of Hexcel from $123.00 to $117.00 and set a “buy” rating on the stock in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $101.67.

Insiders Place Their Bets

In related news, insider Gail E. Lehman sold 13,829 shares of Hexcel stock in a transaction dated Thursday, September 3rd. The shares were 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 directly owned 20,148 shares of the company’s stock, valued at approximately $1,855,630.80. The trade was a 40.70% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Gina Fitzsimons sold 9,675 shares of the company’s stock in a transaction that occurred 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 transaction, 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. The SEC filing for this sale provides additional information. 1.84% of the stock is owned by corporate insiders.

Trending Headlines about Hexcel

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Third-quarter adjusted earnings were $0.50 per share, ahead of estimates, while net sales increased 8.8% year over year to $496.4 million. Commercial aerospace sales rose approximately 21%, supported by strong demand for the A350, 787, A320 and 737 MAX programs. Hexcel Q3 Earnings Surpass Estimates, Revenues Improve Y/Y
• Positive Sentiment: Management expects peak aircraft production to generate approximately $500 million in incremental annual sales, offering a potentially significant long-term growth opportunity. Hexcel: 3 Key Takeaways for Long-Term Investors
• Neutral Sentiment: Royal Bank of Canada lowered its price target from $105 to $100 but maintained an “outperform” rating, implying substantial upside based on the referenced share price. Royal Bank of Canada recommendations
• Neutral Sentiment: Hexcel declared a quarterly dividend of $0.18 per share, equivalent to $0.72 annually and a yield of roughly 0.9%. Hexcel Reports 2026 Third Quarter Results
• Negative Sentiment: Revenue of $496.4 million missed consensus estimates near $502 million. Although earnings exceeded expectations, investors were disappointed that full-year guidance was reaffirmed rather than raised.
• Negative Sentiment: Fiscal 2026 revenue guidance of $2.025 billion-$2.125 billion is around or below the $2.1 billion consensus midpoint, while adjusted EPS guidance of $2.30-$2.40 is broadly in line with expectations. Defense, Space & Other sales declined about 9%, and accelerated hiring and training are creating near-term cost pressure. Hexcel slides after Q3 revenue miss and unchanged 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.