Hexcel (NYSE:HXL) Updates FY 2026 Earnings Guidance

22 Apr 2026, 17:20 by Renee Jackson · The Cerbat Gem

Hexcel (NYSE:HXL – Get Free Report) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 2.100-2.300 for the period, compared to the consensus earnings per share estimate of 2.220. 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

Several research analysts recently commented on the stock. Royal Bank Of Canada lifted their target price on shares of Hexcel from $92.00 to $95.00 and gave the stock an “outperform” rating in a research note on Friday, January 30th. Truist Financial set a $94.00 target price on shares of Hexcel in a research note on Friday, January 30th. The Goldman Sachs Group lifted their target price on shares of Hexcel from $67.00 to $75.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 20th. Jefferies Financial Group cut their price target on shares of Hexcel from $90.00 to $80.00 and set a “hold” rating on the stock in a report on Monday, April 6th. Finally, Wells Fargo & Company initiated coverage on shares of Hexcel in a report on Wednesday, April 1st. They issued an “overweight” rating and a $95.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $86.36.

Read Our Latest Analysis on Hexcel

Hexcel Trading Down 0.1%

NYSE:HXL traded down $0.05 during trading hours on Wednesday, hitting $87.13. The company had a trading volume of 2,074,648 shares, compared to its average volume of 1,276,723. The company has a market capitalization of $6.57 billion, a PE ratio of 63.14, a price-to-earnings-growth ratio of 1.41 and a beta of 1.05. The stock has a 50-day moving average price of $85.27 and a 200 day moving average price of $78.32. Hexcel has a 52 week low of $47.50 and a 52 week high of $95.22. The company has a debt-to-equity ratio of 0.79, a current ratio of 2.26 and a quick ratio of 1.25.

Hexcel (NYSE:HXL – Get Free Report) last released its quarterly earnings results on Wednesday, April 22nd. The aerospace company reported $0.59 earnings per share for the quarter, beating the consensus estimate of $0.43 by $0.16. The business had revenue of $501.50 million for the quarter, compared to analysts’ expectations of $488.11 million. Hexcel had a net margin of 5.78% and a return on equity of 9.54%. Hexcel has set its FY 2026 guidance at 2.100-2.300 EPS. On average, equities research analysts predict that Hexcel will post 2.22 EPS for the current fiscal year.

Hexcel Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 9th were issued a $0.18 dividend. This represents a $0.72 annualized dividend and a yield of 0.8%. This is an increase from Hexcel’s previous quarterly dividend of $0.17. The ex-dividend date was Monday, February 9th. Hexcel’s dividend payout ratio (DPR) is presently 52.17%.

Insider Buying and Selling at Hexcel

In other news, insider Amy S. Evans sold 1,500 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $92.80, for a total value of $139,200.00. Following the sale, the insider directly owned 1,979 shares of the company’s stock, valued at $183,651.20. This represents a 43.12% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 1.84% of the stock is owned by corporate insiders.

Key Stories Impacting Hexcel

Here are the key news stories impacting Hexcel this week:

Positive Sentiment: Q1 beat — Hexcel reported adjusted EPS of $0.59 vs. consensus $0.43 and revenue of $501.5M vs. $488.1M; sales rose ~9.9% year‑over‑year, showing demand recovery and margin improvement. Hexcel Reports 2026 First Quarter Results
Positive Sentiment: Dividend declared — Board approved a regular quarterly cash dividend of $0.18/share payable May 11, which supports income investors and signals cash‑flow confidence. Hexcel Declares Quarterly Dividend
Positive Sentiment: Liquidity strengthened — Hexcel refinanced its $750M syndicated revolver and extended the maturity to 2031, lowering refinancing risk and supporting capital flexibility. Hexcel Reports 2026 First Quarter Results
Neutral Sentiment: FY‑2026 guidance mixed — Hexcel set EPS guidance of $2.10–$2.30 (street ~2.22) and revenue guidance of $2.0B–$2.1B (street ~$2.1B). The range overlaps consensus but is not a clear upward revision, leaving upside for the stock limited absent stronger forward detail. Hexcel Reports 2026 First Quarter Results
Neutral Sentiment: Analyst/sector commentary — Coverage pieces discuss whether a widebody production ramp and repeat supplier wins (e.g., Embraer) can drive margin expansion and revenue momentum; these are catalysts but not guaranteed short‑term drivers. Hexcel earnings up next: Can widebody ramp lift margins? Is Embraer’s Repeat Supplier Award Reshaping the Investment Case For Hexcel (HXL)?
Negative Sentiment: Catalyst shortfall vs. valuation — Despite the beat, guidance wasn’t meaningfully raised and revenue guidance sits at the low end of expectations; given HXL’s elevated P/E, investors may trim positions until clearer forward momentum or margin guidance appears. Hexcel Reports 2026 First Quarter Results

Institutional Trading of Hexcel

A number of hedge funds and other institutional investors have recently modified their holdings of HXL. Prosperity Bancshares Inc purchased a new stake in shares of Hexcel in the 4th quarter worth about $36,000. Transamerica Financial Advisors LLC grew its position in shares of Hexcel by 181.1% in the 4th quarter. Transamerica Financial Advisors LLC now owns 506 shares of the aerospace company’s stock worth $37,000 after buying an additional 326 shares during the period. Geneos Wealth Management Inc. grew its position in shares of Hexcel by 138.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 759 shares of the aerospace company’s stock worth $42,000 after buying an additional 441 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in shares of Hexcel by 57.8% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 786 shares of the aerospace company’s stock worth $44,000 after buying an additional 288 shares during the period. Finally, EverSource Wealth Advisors LLC grew its position in shares of Hexcel by 980.5% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 886 shares of the aerospace company’s stock worth $50,000 after buying an additional 804 shares during the period. 95.47% of the stock is owned by hedge funds and other institutional investors.

About Hexcel

(Get Free Report)

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.