Hexcel (NYSE:HXL) Announces FY 2026 Earnings Guidance

Posted by Stanley Muller on Oct 23rd, 2026

Hexcel logo Hexcel (NYSE:HXL – Get Free Report) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 2.300-2.400 for the period, compared to the consensus estimate of 2.390. The company issued revenue guidance of $2.0 billion-$2.1 billion, compared to the consensus revenue estimate of $2.1 billion.

Analysts Set New Price Targets

A number of analysts have weighed in on the stock. Royal Bank Of Canada cut their price objective on shares of Hexcel from $105.00 to $100.00 and set an “outperform” rating on the stock in a report on Friday. The Goldman Sachs Group upped their target price on shares of Hexcel from $88.00 to $97.00 and gave the company a “neutral” rating in a report on Tuesday, August 4th. Bank of America downgraded shares of Hexcel from a “peer perform” rating to a “market perform” rating and set a $110.00 target price on the stock. in a research report on Monday, August 3rd. Seaport Research Partners raised shares of Hexcel from a “neutral” rating to a “buy” rating and set a $104.00 price target for the company in a research report on Sunday, October 11th. Finally, Wolfe Research downgraded Hexcel from an “outperform” rating to a “peer perform” rating in a report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $102.42.

Read Our Latest Stock Analysis on HXL

Hexcel Stock Performance

Shares of HXL stock traded down $1.51 during mid-day trading on Friday, hitting $79.76. The stock had a trading volume of 412,458 shares, compared to its average volume of 1,112,118. The firm has a market cap of $6.03 billion, a PE ratio of 40.14, a PEG ratio of 1.23 and a beta of 1.10. The company’s 50-day simple moving average is $90.14 and its 200-day simple moving average is $93.38. The company has a debt-to-equity ratio of 0.74, a current ratio of 2.43 and a quick ratio of 1.37. Hexcel has a fifty-two week low of $67.38 and a fifty-two week high of $111.74.

Hexcel (NYSE:HXL – Get Free Report) last posted its quarterly earnings results on Wednesday, October 21st. The aerospace company reported $0.50 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.49 by $0.01. Hexcel had a net margin of 8.50% and a return on equity of 13.71%. The firm had revenue of $496.40 million during the quarter, compared to analysts’ expectations of $501.95 million. During the same period in the prior year, the company posted $0.37 earnings per share. The firm’s revenue for the quarter was up 8.8% on a year-over-year basis. Sell-side analysts anticipate that Hexcel will post 2.37 earnings per share for the current year.

Hexcel Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, November 9th. Investors of record on Monday, November 2nd will be given a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date is Monday, November 2nd. Hexcel’s dividend payout ratio (DPR) is currently 36.18%.

Insiders Place Their Bets

In other Hexcel news, insider Gail Lehman sold 13,829 shares of the stock in a transaction that occurred on Thursday, September 3rd. The shares were sold at an average price of $92.10, for a total transaction of $1,273,650.90. Following the transaction, the insider owned 20,148 shares of the company’s stock, valued at $1,855,630.80. This trade represents a 40.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Gina Fitzsimons sold 9,675 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $103.14, for a total value of $997,879.50. Following the completion of the transaction, the insider directly owned 7,712 shares of the company’s stock, valued at $795,415.68. This trade represents a 55.65% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 1.84% of the company’s stock.

Hexcel News Summary

Here are the key news stories impacting Hexcel this week:

Positive Sentiment: Third-quarter adjusted earnings per share rose 35.1% year over year to $0.50, slightly exceeding consensus estimates. Sales increased 8.8% to $496.4 million, supported by a 20.5% increase in Commercial Aerospace revenue to $330.3 million. Hexcel Q3 Earnings Surpass Estimates, Revenues Improve Y/Y
Positive Sentiment: Hexcel expects peak aircraft production to generate approximately $500 million in incremental annual sales, providing a potential long-term growth catalyst. Commercial aerospace demand remains strong across programs including the A350, 787, A320 and 737 MAX. Hexcel: 3 Key Takeaways for Long-Term Investors
Positive Sentiment: The company increased its share-repurchase authorization to $750 million, which could support per-share results and signal confidence in long-term cash generation. Hexcel boosts buyback as aerospace drives Q3 growth
Neutral Sentiment: Hexcel declared a quarterly dividend of $0.18 per share, equivalent to $0.72 annually and a yield of approximately 0.9%. Hexcel quarterly earnings report
Negative Sentiment: Third-quarter revenue of $496.4 million fell short of the roughly $502 million consensus estimate. Defense, Space & Other sales also dropped 8.7%, offsetting some of the commercial aerospace strength. Hexcel slides after Q3 revenue miss and unchanged outlook
Negative Sentiment: For fiscal 2026, Hexcel is guiding to EPS of $2.30-$2.40 and revenue of approximately $2.0-$2.1 billion, broadly in line with prior guidance but below or near Wall Street expectations. Investors had been looking for an outlook increase after the earnings beat. Accelerated hiring and training are also creating near-term cost pressure. Why Hexcel Stock Crashed After Earnings

Hexcel Company Profile

(Get Free Report)

Hexcel Corporation is an advanced materials company that develops and manufactures lightweight, high-performance composite materials and structural components. Its products are designed to improve strength, durability, fuel efficiency, and performance across demanding applications.

The company’s portfolio includes carbon fiber, fiberglass, specialty reinforcements, prepregs, adhesives, honeycomb materials, engineered core products, and composite structures. These materials and components are used in commercial aircraft, military and space systems, helicopters, wind turbine blades, and various industrial applications.

Hexcel serves customers worldwide through manufacturing, research, and distribution operations in North America, Europe, Asia, and other international markets.