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Hexcel
Hexcel (HXL) investor relations material
Hexcel Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary29 Jan, 2026
Executive summary
Strong momentum entering 2026, with commercial aerospace recovery and robust defense demand driving growth.
2025 was challenging due to OEM destocking, schedule delays, and supply chain constraints, but ended with positive order trends.
Leading provider of aerospace composites with 19 manufacturing plants and 5,563 employees as of December 31, 2025, serving both commercial aerospace (61% of 2025 sales) and defense, space, and other sectors (39%).
Strategic focus on operational excellence, cost control, and portfolio streamlining, including divestitures and facility closures.
Benefiting from secular growth in composites adoption, driven by demand for lightweighting, fuel efficiency, and emissions reduction in aerospace and transportation.
Financial highlights
2025 sales: $1.894 billion; adjusted EPS: $1.76; free cash flow: $157 million.
Q4 2025 sales: $492 million, up 3.7% year-over-year; commercial aerospace Q4 sales: $299.5 million, up 7.6%.
Adjusted operating income Q4: $65 million (13.3% of sales), up from $57 million (12.1%) in Q4 2024.
Adjusted EBITDA 2025: $346 million, down from $382 million in 2024.
Return on invested capital improved to 8.7% in 2025 from 8.1% in 2024.
Outlook and guidance
2026 sales guidance: $2.0–$2.1 billion; adjusted EPS: $2.10–$2.30; free cash flow: >$195 million.
Management expects 8% sales growth and 25% adjusted EPS growth at the midpoint for 2026.
Commercial aerospace expected to grow low to mid double digits; defense and space low to mid single digits.
Cumulative free cash flow expected to exceed $1 billion from 2026–2029.
Capital expenditures expected below $100 million in 2026; effective tax rate of 20%.
Path to $500M incremental aero revenue
Future capital allocation priorities given debt
A350 destocking impact on 2026 margins
Detail next-gen aircraft production tech focus
What supports A350 2026 production rate confidence?
Outline path to 18% margins by decade end
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Next Hexcel earnings date
Q1 202621 Apr, 2026
Hexcel
Next Hexcel earnings date
Q1 202621 Apr, 2026
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Frequently asked questions
Hexcel Corporation develops, manufactures, and markets structural materials for use in commercial aerospace, space and defense, and industrial markets. The company offers closed-cell liquid crystal polymer (LCP) foam; carbon composite structures; graphite sheet; high performance matrix; prepregs; adhesive systems; and specialty components. It also provides precision machined extrusions, electrical discharge machining services, metalizing services, and air-gap free molded products. The company distributes its products through a network of distributors and dealers to customers in the original equipment manufacturers, repair stations, and aerospace component replacement markets worldwide.
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