Research Analysts Set Expectations for Hexcel Q1 Earnings

Hexcel Corporation (NYSE:HXL) – Zacks Research reduced their Q1 2026 earnings per share (EPS) estimates for Hexcel in a note issued to investors on Wednesday, November 12th. Zacks Research analyst Team now forecasts that the aerospace company will post earnings per share of $0.44 for the quarter, down from their prior forecast of $0.45. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Hexcel’s current full-year earnings is $2.14 per share. Zacks Research also issued estimates for Hexcel’s Q2 2026 earnings at $0.59 EPS, Q4 2026 earnings at $0.69 EPS, FY2026 earnings at $2.27 EPS, Q1 2027 earnings at $0.63 EPS and FY2027 earnings at $3.07 EPS.

HXL has been the topic of several other reports. Truist Financial lifted their target price on Hexcel from $75.00 to $83.00 and gave the stock a “buy” rating in a report on Friday, October 24th. Citigroup reaffirmed a “reduce” rating on shares of Hexcel in a report on Thursday, October 23rd. TD Cowen raised their price objective on Hexcel from $67.00 to $77.00 and gave the company a “hold” rating in a research note on Friday, October 24th. UBS Group raised their price objective on shares of Hexcel from $81.00 to $87.00 and gave the stock a “buy” rating in a research note on Friday, October 24th. Finally, Cowen reaffirmed a “hold” rating on shares of Hexcel in a research note on Friday, October 24th. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Hexcel currently has a consensus rating of “Hold” and a consensus target price of $73.33.

Hexcel Price Performance

HXL stock opened at $69.04 on Friday. Hexcel has a one year low of $45.28 and a one year high of $74.35. The company’s fifty day moving average price is $65.51 and its 200-day moving average price is $60.37. The company has a debt-to-equity ratio of 0.48, a quick ratio of 1.50 and a current ratio of 2.75. The company has a market capitalization of $5.50 billion, a PE ratio of 81.22, a price-to-earnings-growth ratio of 2.36 and a beta of 1.35.

Hexcel (NYSE:HXL) last issued its earnings results on Wednesday, October 22nd. The aerospace company reported $0.37 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.38 by ($0.01). Hexcel had a net margin of 3.67% and a return on equity of 9.25%. The business had revenue of $456.20 million for the quarter, compared to the consensus estimate of $449.99 million. During the same period last year, the business posted $0.47 EPS. The firm’s revenue for the quarter was down .2% compared to the same quarter last year. Hexcel has set its FY 2025 guidance at 1.700-1.800 EPS.

Hexcel Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, November 10th. Shareholders of record on Monday, November 3rd were paid a $0.17 dividend. This represents a $0.68 annualized dividend and a yield of 1.0%. The ex-dividend date was Monday, November 3rd. Hexcel’s dividend payout ratio (DPR) is 80.00%.

Insider Activity

In other Hexcel news, EVP Patrick Winterlich sold 3,413 shares of the stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $73.34, for a total value of $250,309.42. Following the completion of the sale, the executive vice president directly owned 40,357 shares in the company, valued at approximately $2,959,782.38. This trade represents a 7.80% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Lyndon John Smith sold 2,077 shares of the firm’s stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $73.02, for a total value of $151,662.54. Following the completion of the sale, the insider directly owned 8,426 shares of the company’s stock, valued at approximately $615,266.52. This represents a 19.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 15,298 shares of company stock valued at $1,029,349 over the last three months. Company insiders own 1.39% of the company’s stock.

Hedge Funds Weigh In On Hexcel

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Massachusetts Financial Services Co. MA increased its stake in Hexcel by 0.9% during the 1st quarter. Massachusetts Financial Services Co. MA now owns 2,013,875 shares of the aerospace company’s stock worth $110,280,000 after purchasing an additional 17,512 shares in the last quarter. Victory Capital Management Inc. increased its position in shares of Hexcel by 13.9% during the first quarter. Victory Capital Management Inc. now owns 17,531 shares of the aerospace company’s stock worth $960,000 after acquiring an additional 2,143 shares in the last quarter. Jennison Associates LLC increased its position in shares of Hexcel by 10,767.3% during the first quarter. Jennison Associates LLC now owns 392,091 shares of the aerospace company’s stock worth $21,471,000 after acquiring an additional 388,483 shares in the last quarter. Universal Beteiligungs und Servicegesellschaft mbH acquired a new stake in shares of Hexcel during the first quarter worth $2,842,000. Finally, Oak Thistle LLC lifted its position in Hexcel by 18.2% in the 1st quarter. Oak Thistle LLC now owns 22,651 shares of the aerospace company’s stock valued at $1,240,000 after acquiring an additional 3,482 shares in the last quarter. 95.47% of the stock is owned by hedge funds and other institutional investors.

Hexcel Company Profile

Hexcel Corporation develops, manufactures, and markets carbon fibers, structural reinforcements, honeycomb structures, resins, and composite materials and parts for use in commercial aerospace, space and defense, and industrial applications. It operates through two segments, Composite Materials and Engineered Products.