Earnings summaries and quarterly performance for HEXCEL CORP /DE/.
Executive leadership at HEXCEL CORP /DE/.
Thomas C. Gentile III
Chief Executive Officer and President
Gail E. Lehman
Executive Vice President, Chief Legal and Sustainability Officer, and Secretary
Gina Fitzsimons
Executive Vice President, Chief Human Resources and Communications Officer
Patrick J. Winterlich
Executive Vice President and Chief Financial Officer
Thierry P. Merlot
Executive Vice President – Strategy
Board of directors at HEXCEL CORP /DE/.
Research analysts who have asked questions during HEXCEL CORP /DE/ earnings calls.
Kenneth Herbert
RBC Capital Markets
6 questions for HXL
Scott Deuschle
Deutsche Bank
6 questions for HXL
Scott Mikus
Melius Research
6 questions for HXL
Sheila Kahyaoglu
Jefferies
6 questions for HXL
Gautam Khanna
TD Cowen
5 questions for HXL
Gavin Parsons
UBS Group AG
5 questions for HXL
Michael Ciarmoli
Truist Securities, Inc.
5 questions for HXL
Myles Walton
Wolfe Research, LLC
5 questions for HXL
David Strauss
Barclays
4 questions for HXL
John McNulty
BMO Capital Markets
4 questions for HXL
Peter Skibitski
Alembic Global Advisors
4 questions for HXL
Richard Safran
Seaport Research Partners
4 questions for HXL
Noah Poponak
Goldman Sachs
3 questions for HXL
Matthew Akers
Wells Fargo & Company
2 questions for HXL
Alexander Preston
Bank of America Merrill Lynch
1 question for HXL
Catherine Keller
Wells Fargo
1 question for HXL
Gavin Eric Parsons
UBS
1 question for HXL
Jack Ayers
TD Cowen
1 question for HXL
Kristine Liwag
Morgan Stanley
1 question for HXL
Louis Raffetto
Wolfe Research
1 question for HXL
Michael Frank Ciarmoli
Truist Securities
1 question for HXL
Philip Gibbs
KeyBanc Capital Markets
1 question for HXL
Ronald Epstein
Bank of America
1 question for HXL
Recent press releases and 8-K filings for HXL.
- Hexcel reported Q3 2025 sales of $456.2 million and adjusted diluted EPS of $0.37, with gross margin decreasing to 21.9% from 23.3% in Q3 2024 due to sales mix, tariffs, and inventory reduction actions.
- The company revised its 2025 guidance, narrowing sales expectations to the bottom of the prior range and reducing EPS guidance, primarily due to lingering OEM destocking in Q4 and the incorporation of tariffs. Commercial aerospace sales are now forecasted to be down mid to upper single digits, while defense, space, and other sales are expected to be higher by mid to upper single digits.
- Hexcel expressed growing confidence in a sustained ramp-up in aerospace production rates, with the commercial aircraft backlog exceeding 15,000 units and key programs like the A350, A320, 737 MAX, and 787 targeting increased build rates in the coming years. The company expects to exit 2025 aligned with customer build rates and positioned for growth in 2026 and beyond.
- The Board authorized an additional $600 million share repurchase program and announced a $350 million accelerated share repurchase (ASR), funded by its revolver, with a commitment to repay the revolver and return to target leverage ratios in 2026. Hexcel forecasts generating over $1 billion in cumulative free cash flow from 2025 to 2028.
- Patrick Winterlich, EVP and CFO, announced his departure from Hexcel after 27 years.
- Hexcel reported $456 million in sales and $0.37 adjusted diluted EPS for Q3 2025, with a gross margin of 21.9%. The company reduced its 2025 sales expectation and EPS guidance due to lingering destocking and tariffs, forecasting commercial aerospace sales to be down mid to upper single digits and defense, space, and other sales to be higher by mid to upper single digits for the year.
- The Board authorized an additional $600 million share repurchase program, and Hexcel announced a $350 million accelerated share repurchase (ASR), funded by its revolver.
- Hexcel forecasts generating over $1 billion in cumulative free cash flow from 2025 to 2028.
- Patrick Winterlich, EVP and CFO, is leaving Hexcel after 33 years.
- Hexcel Corp. reported third-quarter earnings of $0.37 per share, slightly missing analyst estimates, with revenue flat year-over-year at approximately $456 million.
- The company lowered its full-year revenue guidance to around $1.88 billion and cut adjusted earnings guidance, attributing this to tariffs, inflation, and destocking effects.
- CFO Patrick Winterlich is resigning effective November 30, and the board authorized an additional $600 million for share repurchases, including a $350 million accelerated share repurchase agreement.
- Management maintains confidence in the commercial aerospace sector for 2026, anticipating $500 million in incremental annual revenue from existing contracts as production rates increase.
- Hexcel reported Q3 2025 net sales of $456 million and adjusted diluted EPS of $0.37, compared to $457 million and $0.47 respectively in Q3 2024.
- The company revised its 2025 guidance, now expecting sales of around $1.88 billion and adjusted diluted EPS of $1.70 to $1.80, reflecting the impact of tariffs.
- The Board of Directors authorized an additional $600 million for share repurchases, and Hexcel has entered into a $350 million accelerated share repurchase (ASR) as part of this authorization.
- A quarterly dividend of $0.17 per share was declared, payable to stockholders of record as of November 3, 2025, with a payment date of November 10, 2025.
Quarterly earnings call transcripts for HEXCEL CORP /DE/.
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