Hexcel (NYSE:HXL) Releases FY 2026 Earnings Guidance

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

Shares of HXL stock traded down $1.82 on Friday, reaching $79.45. The stock had a trading volume of 1,984,604 shares, compared to its average volume of 1,239,731. The company has a debt-to-equity ratio of 0.71, a quick ratio of 1.37 and a current ratio of 2.57. Hexcel has a 1 year low of $67.38 and a 1 year high of $111.74. The stock has a market cap of $6.01 billion, a P/E ratio of 35.63, a price-to-earnings-growth ratio of 1.12 and a beta of 1.10. The company has a 50 day simple moving average of $89.65 and a 200 day simple moving average of $93.28.

Hexcel (NYSE:HXL) last released its earnings results on Wednesday, October 21st. The aerospace company reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.49 by $0.01. The company had revenue of $496.40 million for the quarter, compared to the consensus estimate of $501.95 million. Hexcel had a return on equity of 13.57% and a net margin of 8.50%. Hexcel’s quarterly revenue was up 8.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.37 earnings per share. Equities research analysts expect that Hexcel will post 2.37 EPS for the current year.

Hexcel Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, November 9th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, November 2nd. Hexcel’s dividend payout ratio is 36.18%.

Analysts Set New Price Targets

HXL has been the subject of a number of recent research reports. Weiss Ratings raised shares of Hexcel from a “hold (c)” rating to a “buy (b-)” rating in a research note on Tuesday, August 4th. The Goldman Sachs Group lifted their target price on Hexcel from $88.00 to $97.00 and gave the stock a “neutral” rating in a research report on Tuesday, August 4th. Wolfe Research downgraded shares of Hexcel from an “outperform” rating to a “peer perform” rating in a research note on Friday, July 31st. Wells Fargo & Company reduced their price target on shares of Hexcel from $120.00 to $105.00 and set an “overweight” rating for the company in a research report on Wednesday, September 30th. Finally, Morgan Stanley set a $92.00 price target on Hexcel in a research 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 assigned a Hold rating to the company’s stock. According to data from MarketBeat, Hexcel presently has an average rating of “Hold” and a consensus target price of $101.67.

Insider Activity at Hexcel

In other Hexcel news, insider Gail Lehman sold 13,829 shares of the company’s stock in a transaction on Thursday, September 3rd. The shares were sold at an average price of $92.10, for a total value 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 represents a 40.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Gina Fitzsimons sold 9,675 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $103.14, for a total transaction of $997,879.50. Following the transaction, the insider owned 7,712 shares in the company, valued at approximately $795,415.68. This trade represents a 55.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 1.84% of the company’s stock.

Key Hexcel News

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.