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    Sheila Kahyaoglu • Jefferies

    Sheila Kahyaoglu's questions to Hexcel Corp (HXL) leadership

    Sheila Kahyaoglu's questions to Hexcel Corp (HXL) leadership • Q4 2024

    Question

    Sheila Kahyaoglu questioned the path to restoring profitability to high-teens margins in the medium term and inquired about the company's current hiring and capacity status.

    Answer

    Chairman, CEO & President Tom Gentile explained that returning to pre-pandemic high-teens margins is contingent on regaining operating leverage as aircraft production rates recover to 2018-2019 levels, which he projects for 2026 or 2027. He noted that offsetting recent significant inflation through productivity initiatives, like the 'future factory' program, is also critical to this goal.

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    Sheila Kahyaoglu's questions to Loar Holdings Inc (LOAR) leadership

    Sheila Kahyaoglu's questions to Loar Holdings Inc (LOAR) leadership • Q3 2024

    Question

    Sheila Kahyaoglu of Jefferies asked about the drivers behind the strong Q3 commercial aftermarket outperformance, questioned the math behind the 2025 organic growth guidance, and inquired about the implied margin deceleration in Q4 2024.

    Answer

    CEO Dirkson Charles attributed the strong commercial aftermarket growth to broad-based market share gains and new product introductions, not a single business unit. Regarding 2025 growth, he confirmed the segment growth rates were correct but noted the total is impacted by an expected decline in the non-aviation business. For Q4 margins, he explained the expected deceleration is due to a sales mix shift toward lower-margin defense products, minor revenue delays from OEM production issues, and potential customer requests to push deliveries into the next year.

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