HXL · Hexcel Corp /De/
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AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Hexcel posted strong Q2 2026 results with 8% sales growth driven by commercial aerospace (A350, 787, narrowbodies), expanded adjusted operating margins to 13.9%, and raised full-year 2026 sales and adjusted EPS guidance, while management noted softer near-term defense/industrial sales and planned second-half hiring and capacity-restart costs.
- + Q2 sales rose 8.0% year-over-year to $529.3 million led by 18.3% growth in commercial aerospace.
- + Adjusted operating margin expanded to 13.9% from 11.1% on operating leverage.
- + Hexcel raised full-year 2026 sales guidance to $2.025–$2.125 billion and adjusted EPS to $2.30–$2.40.
- + Six-month free cash flow swung positive to $51.8 million from a use of $46.6 million.
- + Management targets ~$500M of incremental commercial aerospace sales and ~$200M in defense/space by end of decade, supporting a path to 18% adjusted operating margin.
- + New long-term agreements with Boeing announced at Farnborough, plus NCAMP qualification for HexFi M91 prepreg.
- − Defense, Space & Other sales fell 7.2% in Q2 due to the Austrian divestiture and lower industrial volume.
- − Foreign exchange was a ~90 bps headwind to Q2 operating margin.
- − Implied second-half adjusted EPS is lower than first half due to Q3 seasonality, hiring, line restart and oil conservatism.
- − Net leverage of 2.3x remains above the 1.5–2.0x target; no Q2 share repurchases as debt paydown is prioritized.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Aerospace & Defense — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HXL
this stock
Hexcel Corp /De/
|
$6.49B | +14.1% | -0.5% | 42.3 | 5.8% |
|
SPCX
Space Exploration Technologies Corp
|
$1.96T | — | — | — | 1.2% |
|
GE
General Electric Co
|
$339.38B | +3.2% | +18.5% | 38.5 | 1.5% |
|
RTX
RTX Corp
|
$255.27B | +1.9% | +17.1% | 33.4 | 1.0% |
|
EADSF
Airbus SE/ADR
|
$174.13B | -5.1% | — | — | 0.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HXL | -1.9% | -9.0% | +1.3% | -9.0% | +14.1% |
| SPY | -1.2% | -0.4% | +13.1% | -0.4% | +12.1% |
| vs SPY | -0.7% | -8.6% | -11.8% | -8.6% | +2.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.