Overview

* Hexcel Q3 2025 sales of $456 mln beat analyst expectations

* Adjusted EPS of $0.37 for Q3 2025 beats analyst expectations

* Company announces $350 mln accelerated share repurchase as part of $600 mln authorization

* Commercial aerospace sales decline due to Airbus A350 inventory destocking

Outlook

* Hexcel ( HXL ) revises 2025 sales guidance to around $1.88 bln due to tariffs

* Hexcel ( HXL ) lowers 2025 EPS guidance to $1.70-$1.80 due to tariffs

* Hexcel ( HXL ) expects $500 mln in incremental revenue from aerospace build rates in 2026

Result Drivers

* COMMERCIAL AEROSPACE DESTOCKING - Sales decline attributed to inventory destocking, particularly with Airbus A350 and Boeing 787

* DEFENSE AND SPACE GROWTH - Sales increase driven by strong demand in fighter and space programs

* DIVESTITURE IMPACT - Operating expenses reflect charges related to divestiture of Austria plant

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Sales Beat $456.20 $443.41

mln mln (13

Analysts

)

Q3 Beat $0.37 $0.36

Adjusted (15

EPS Analysts

)

Q3 EPS $0.26

Q3 Miss $44.80 $47.22

Adjusted mln mln (12

operatin Analysts

g income )

Analyst Coverage

* The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 11 "hold" and 2 "sell" or "strong sell"

* The average consensus recommendation for the aerospace & defense peer group is "buy."

* Wall Street's median 12-month price target for Hexcel Corp ( HXL ) is $65.00, about 1.4% above its October 21 closing price of $64.11

* The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 26 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)