Scott Mikus's questions to Hexcel Corp (HXL) leadership • Q4 2024
Question
Scott Mikus asked about potential discussions with Embraer on a new aircraft, the impact of tariffs on precursor chemicals, and whether upcoming union negotiations were factored into guidance.
Answer
Chairman, CEO & President Tom Gentile declined to comment on confidential customer discussions but noted Hexcel has minimal tariff exposure, sourcing 95% of materials from the US, Europe, and Japan. Executive Patrick Winterlich added that nothing out of the ordinary was factored into guidance for the union negotiation, and a mutual agreement is expected.