Kenneth Herbert's questions to Hexcel Corp (HXL) leadership • Q4 2024
Question
Kenneth Herbert inquired about the key drivers behind the 2025 Commercial Aerospace guidance of high single-digit growth, specifically asking for details on production rate assumptions for major programs like the Airbus A350.
Answer
Chairman, CEO & President Tom Gentile detailed the conservative production rate assumptions underpinning the 2025 forecast. He cited rates of low 30s per month for the Boeing 737, around 7 per month for the 787, low 60s for the Airbus A320, and 6-7 per month for the A350. Gentile emphasized that Hexcel has the capacity and personnel to support higher rates if required by OEMs.