Hexcel (NYSE:HXL) Releases Earnings Results, Beats Estimates By $0.09 EPS

Hexcel (NYSE:HXL) posted its quarterly earnings results on Wednesday. The aerospace company reported $0.66 earnings per share for the quarter, beating the consensus estimate of $0.57 by $0.09, Zacks reports. Hexcel had a return on equity of 11.08% and a net margin of 6.07%.The firm had revenue of $529.30 million for the quarter, compared to analyst estimates of $528.08 million. During the same period in the previous year, the firm earned $0.50 earnings per share. Hexcel’s quarterly revenue was up 8.0% on a year-over-year basis. Hexcel updated its FY 2026 guidance to 2.300-2.400 EPS.

Hexcel Stock Down 4.0%

Shares of NYSE:HXL opened at $105.64 on Thursday. The company’s fifty day moving average is $97.44 and its 200-day moving average is $90.05. The company has a debt-to-equity ratio of 0.79, a quick ratio of 1.37 and a current ratio of 2.45. Hexcel has a 52 week low of $58.20 and a 52 week high of $111.74. The company has a market capitalization of $7.97 billion, a PE ratio of 69.50, a P/E/G ratio of 1.68 and a beta of 1.05.

Hexcel Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Monday, August 10th will be given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Monday, August 10th. Hexcel’s dividend payout ratio (DPR) is 47.37%.

Hexcel News Summary

Here are the key news stories impacting Hexcel this week:

• Positive Sentiment: Hexcel reported second-quarter adjusted EPS of $0.66, up from $0.50 a year earlier and above the $0.56–$0.57 analyst consensus. Revenue rose 8% year over year to $529.3 million, slightly exceeding estimates. Hexcel Q2 Earnings and Revenues Top Estimates
• Positive Sentiment: Commercial Aerospace sales increased 18.3% to $346.6 million, while gross margin improved to 26.1% from 22.8% a year ago. The company also generated $96.7 million in operating cash flow during the first half of 2026. Hexcel Q2 sales rise 8% to $529 million
• Positive Sentiment: Management raised or established 2026 guidance at $2.025 billion–$2.125 billion of revenue and $2.30–$2.40 of adjusted EPS, with the EPS range above the approximately $2.28 consensus estimate.
• Positive Sentiment: The board declared a quarterly dividend of $0.18 per share, payable August 17 to shareholders of record August 10. Hexcel Declares Quarterly Dividend
• Neutral Sentiment: The overall quarterly results were characterized as broadly in line with expectations, limiting the potential for a stronger positive market reaction. Hexcel reports Q2 CY2026 in line with expectations
• Negative Sentiment: Defense, Space & Other sales declined 7.2% to $182.7 million, partly because of the divestment of an Austrian industrial business. The revenue guidance range also includes a midpoint below the $2.1 billion analyst consensus.
• Negative Sentiment: One insider recently sold 1,500 shares, while Hexcel’s elevated valuation may be encouraging profit-taking after its substantial advance.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Price T Rowe Associates Inc. MD grew its holdings in Hexcel by 18.3% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,104,121 shares of the aerospace company’s stock worth $377,196,000 after acquiring an additional 790,320 shares during the last quarter. State Street Corp increased its stake in shares of Hexcel by 4.3% in the 2nd quarter. State Street Corp now owns 4,690,924 shares of the aerospace company’s stock valued at $264,990,000 after buying an additional 191,649 shares during the period. Bank of America Corp DE increased its stake in shares of Hexcel by 5.9% in the 2nd quarter. Bank of America Corp DE now owns 2,283,626 shares of the aerospace company’s stock valued at $129,002,000 after buying an additional 126,338 shares during the period. Alliancebernstein L.P. raised its position in shares of Hexcel by 1,918.9% during the second quarter. Alliancebernstein L.P. now owns 2,178,259 shares of the aerospace company’s stock worth $123,050,000 after acquiring an additional 2,070,366 shares during the last quarter. Finally, Alyeska Investment Group L.P. acquired a new position in shares of Hexcel during the third quarter valued at $123,233,000. 95.47% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have commented on HXL shares. TD Cowen boosted their target price on Hexcel from $85.00 to $100.00 and gave the company a “hold” rating in a research note on Monday, July 13th. Weiss Ratings reissued a “hold (c)” rating on shares of Hexcel in a research note on Friday, July 17th. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $105.00 price objective on shares of Hexcel in a research report on Friday, April 24th. Jefferies Financial Group increased their price target on shares of Hexcel from $95.00 to $105.00 and gave the stock a “hold” rating in a research note on Monday, July 6th. Finally, BMO Capital Markets lifted their price objective on shares of Hexcel from $85.00 to $97.00 and gave the company a “market perform” rating in a research note on Friday, April 24th. One equities research analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $94.00.

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.