

Hexcel (HXL) reported earnings 30 days ago. What's next for the stock?

HXL's long-term aerospace agreements with Boeing and Deutsche Aircraft aim to boost revenue visibility and support demand for advanced composites.

STAMFORD, Conn.--(BUSINESS WIRE)--Hexcel Corporation (NYSE: HXL) announced today that Tom Gentile, Chairman, CEO and President, will speak at the Jefferies Global Industrials conference on Wednesday September 9, 2026 at 1:30 PM ET. A live webcast will be accessible on the Investor Relations section of the Hexcel website using this webcast link. A replay will be available shortly after the conclusion of the presentation. About Hexcel Hexcel Corporation is a global leader in advanced lightweight.

BlackRock Inc. bought a new stake in Hexcel Corporation (NYSE: HXL) during the second quarter, according to its most recent filing with the SEC. The firm bought 14,218,892 shares of the aerospace company's stock, valued at approximately $1,422,742,000. BlackRock Inc. owned about 18.80% of Hexcel at the end of the most recent quarter.

Boeing trades at a valuation discount compared to many of its aerospace peers. The company's backlog and production ramp-up signal improving fundamentals.

Hexcel Corporation demonstrates accelerating operating leverage, with Q2 sales up 8% and adjusted operating margin expanding 280 bps to 13.9%. HXL raises 2026 sales and EPS guidance, reflecting broadening commercial aerospace demand, particularly from Airbus A350 and Boeing 787 programs. Incremental margin reached 49% in Q2, and management targets mid-30% longer-term, as capacity is restored to meet rising demand.

Hexcel Corporation delivered Q2 2026 non-GAAP EPS of $0.66, beating estimates by $0.08, with revenue up 8% year-over-year to $529.3M. Demand recovery in the Commercial Aerospace portion of the business led to revenue growth of almost 20%. Hexcel is hiring more employees and ramping up production at a previously idle facility, which could lead to margin pressures during H2 of 2026.

Hexcel NYSE: HXL reported higher second-quarter sales, margins and cash flow as commercial aircraft production rates increased, led by demand on wide-body programs including the Airbus A350 and Boeing 787.