Scott Deuschle's questions to Hexcel Corp (HXL) leadership • Q4 2024
Question
Scott Deuschle sought confirmation that Boeing had resumed purchase orders for airframe products and questioned why Hexcel's A350 build rate assumptions appeared higher than market expectations.
Answer
Chairman, CEO & President Tom Gentile confirmed that shipping to Boeing from all plants has resumed. Regarding the A350, he explained their 6-7 per month assumption is consistent with Airbus's ramp to 12 per month by 2028. Executive Patrick Winterlich added that Hexcel's shipments lead final assembly by 4-6 months, naturally resulting in a higher rate.