Zacks Research Comments on Hexcel’s Q1 Earnings (NYSE:HXL)

Hexcel Corporation (NYSE:HXL) – Zacks Research lowered their Q1 2026 earnings estimates for shares of Hexcel in a note issued to investors on Wednesday, February 18th. Zacks Research analyst Team now anticipates that the aerospace company will post earnings per share of $0.40 for the quarter, down from their previous estimate of $0.44. 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 $0.55 EPS, Q1 2027 earnings at $0.61 EPS, Q2 2027 earnings at $0.76 EPS, Q4 2027 earnings at $1.01 EPS, FY2027 earnings at $3.13 EPS and FY2028 earnings at $3.76 EPS.

Hexcel (NYSE:HXL) last released its quarterly earnings results on Wednesday, January 28th. The aerospace company reported $0.52 earnings per share for the quarter, beating the consensus estimate of $0.50 by $0.02. Hexcel had a net margin of 5.78% and a return on equity of 9.54%. The company had revenue of $491.30 million during the quarter, compared to analysts’ expectations of $484.46 million. During the same quarter in the prior year, the company earned $0.52 earnings per share. The business’s quarterly revenue was up 3.7% compared to the same quarter last year. Hexcel has set its FY 2026 guidance at 2.100-2.300 EPS.

A number of other analysts have also commented on the company. Bank of America raised Hexcel from an “underperform” rating to a “neutral” rating and upped their price objective for the stock from $60.00 to $95.00 in a research report on Thursday, February 12th. BMO Capital Markets restated a “market perform” rating and issued a $85.00 target price on shares of Hexcel in a research note on Friday, January 30th. TD Cowen reaffirmed a “hold” rating on shares of Hexcel in a research note on Friday, October 24th. Wall Street Zen upgraded shares of Hexcel from a “hold” rating to a “buy” rating in a report on Saturday, February 14th. Finally, Truist Financial set a $94.00 target price on shares of Hexcel in a report on Friday, January 30th. Three equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Hexcel has a consensus rating of “Hold” and a consensus price target of $82.17.

Hexcel Price Performance

Shares of NYSE HXL opened at $89.84 on Friday. The company has a fifty day moving average price of $81.13 and a 200 day moving average price of $71.68. The firm has a market cap of $6.82 billion, a PE ratio of 65.10, a PEG ratio of 1.33 and a beta of 1.06. The company has a current ratio of 2.26, a quick ratio of 1.25 and a debt-to-equity ratio of 0.79. Hexcel has a 1-year low of $45.28 and a 1-year high of $93.14.

Hexcel Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were issued a dividend of $0.18 per share. The ex-dividend date was Monday, February 9th. This is a positive change from Hexcel’s previous quarterly dividend of $0.17. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. Hexcel’s dividend payout ratio is presently 52.17%.

Institutional Trading of Hexcel

A number of large investors have recently added to or reduced their stakes in the company. Price T Rowe Associates Inc. MD raised its holdings in shares of Hexcel by 18.3% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,104,121 shares of the aerospace company’s stock valued at $377,196,000 after purchasing an additional 790,320 shares during the period. Alliancebernstein L.P. increased its position in Hexcel by 122.7% during the third quarter. Alliancebernstein L.P. now owns 4,849,941 shares of the aerospace company’s stock worth $304,091,000 after buying an additional 2,671,682 shares during the last quarter. State Street Corp increased its position in Hexcel by 4.3% during the second quarter. State Street Corp now owns 4,690,924 shares of the aerospace company’s stock worth $264,990,000 after buying an additional 191,649 shares during the last quarter. American Century Companies Inc. raised its stake in Hexcel by 103.8% in the second quarter. American Century Companies Inc. now owns 2,759,673 shares of the aerospace company’s stock valued at $155,894,000 after buying an additional 1,405,538 shares during the period. Finally, Brandes Investment Partners LP lifted its position in shares of Hexcel by 0.3% in the fourth quarter. Brandes Investment Partners LP now owns 2,506,068 shares of the aerospace company’s stock valued at $185,199,000 after buying an additional 7,371 shares during the last quarter. Institutional investors and hedge funds own 95.47% of the company’s stock.

Hexcel Company Profile

Hexcel Corporation is a global leader in advanced composite materials for aerospace and industrial applications. The company specializes in the development and manufacture of lightweight, high-performance products that enhance fuel efficiency, durability and structural strength. Its offerings are critical to the aerospace sector, where demand for lighter, more efficient aircraft drives continuous innovation in materials.

Hexcel’s product portfolio encompasses carbon fiber reinforcements, pre-impregnated composites (prepregs), honeycomb core, engineered adhesives and structural film adhesives.