Hexcel Q4 sales rise 3.7%, beat expectations

Hexcel

28/01/2026 21:26

Overview

Composite materials maker's Q4 sales rose 3.7%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company increased quarterly dividend by 6%

Outlook

Hexcel projects 2026 sales of $2.0 bln to $2.1 bln

Company expects 2026 adjusted EPS of $2.10 to $2.30

Hexcel forecasts 2026 free cash flow over $195 mln

Result Drivers

COMMERCIAL AEROSPACE - Q4 sales increased 7.6% led by strong growth in Airbus A320neo sales, while Airbus A350 sales decreased due to destocking

DEFENSE & SPACE - Sales decreased 1.9% due to the divestment of the Austrian-based industrial business, despite growth in military helicopter programs

OPERATING INCOME - Significant increase in Q4 operating income due to improved sales and cost control measures, despite a slight decrease in gross margins

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$491.30 mln
$481.86 mln (14 Analysts)
Q4 Adjusted EPS
Beat
$0.52
$0.50 (16 Analysts)
Q4 EPS
$0.60
Q4 Adjusted operating income
Beat
$65.10 mln
$58.58 mln (12 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 10 "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 is $82.00, about 0.5% above its January 27 closing price of $81.57

The stock recently traded at 36 times the next 12-month earnings vs. a P/E of 27 three months ago

Press Release: ID:nBw3260sqa

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)