Peter Skibitski's questions to Hexcel Corp (HXL) leadership • Q4 2024
Question
Peter Skibitski sought clarification on how revenue from the pending divestiture of the Austria facility would be handled in reporting, the impact of the Hartford sale, 2025 pricing expectations, and the quantifiable margin headwind from the new ERP system.
Answer
Executive Patrick Winterlich stated that any sales from the Austria facility prior to its sale will be reported and called out as incremental to guidance, while the Hartford sale's revenue impact is negligible. Chairman, CEO & President Tom Gentile confirmed expectations for continued price increases and quantified the ERP implementation headwind as a $5 million to $7 million expense in 2025.