)
Hexcel (HXL) investor relations material
Hexcel Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.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%.
- TimeTickerHeadlineOpen
- CBT
Adjusted EPS down 13% to $1.53 as Battery Materials growth offset Reinforcement Materials decline. - ADVENZYMES
Q3 FY26 revenue up 2% YoY, PAT up 11%, with wind power SPV investment approved. - SIMO
Q4 2025 revenue and margins surged on SSD, eMMC/UFS, and automotive growth; 2026 outlook strong. - FSV
Annual revenue up 5% to $5.50B; Adjusted EBITDA and EPS both saw double-digit growth. - QLINEA
Over 400% revenue growth in 2025, with US expansion and breakeven targeted for 2027. - OMV
Clean CCS Operating Result down 10% year-over-year, with strong cash flow and 9.3% dividend yield. - UPM
Strong Q4 cash flow and strategic moves support growth despite lower sales and EBIT. - GSK
7% sales growth and 12% EPS rise, led by Specialty and HIV, with strong 2026 outlook. - UBSG
Net profit surged 56% YoY, with accelerated capital repatriation and robust capital ratios. - EQNR
Record production, strong cash flow, and 3% growth outlook drive robust capital returns.
Next Hexcel earnings date
Next Hexcel earnings date
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
I can't remember the last time an app had such a positive impact on my investment process.
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
Frequently asked questions
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Explore our global coverage
)
)