HXL

STAMFORD, Conn., July 01, 2026--(BUSINESS WIRE)--Hexcel Corporation (NYSE: HXL) announced today that it will report financial results for its second quarter of 2026 on Wednesday, July 29 after the market close. The company will host a webcast and conference call to discuss highlights of its financial results on Thursday, July 30 at 9:30 a.m. ET. The call will be hosted by Chairman, CEO and President Tom Gentile and Chief Financial Officer Jamie Coogan. The event will be webcast via the Investor Relations webpage at www.Hexcel.com. The event can also be accessed by dialing +1 (646) 307-1963. The conference ID is 2360739. A replay of the call will be available on the investor relations page of the Hexcel website approximately two hours after the conclusion of the call. About Hexcel Hexcel Corporation is a global leader in advanced lightweight composites technology. We provide innovative, high-performance material solutions that are lighter, stronger and tougher, shaping a world that moves farther, smarter and more efficiently. Our broad and unrivaled product range includes carbon fiber, specialty reinforcements, prepregs and other fiber-reinforced matrix materials, honeycomb, resins, engineered core, and composite structures for use in commercial aerospace, defense and space, and industrial applications. View source version on businesswire.com: https://www.businesswire.com/news/home/20260701179427/en/ Contacts Kurt Goddard | Vice President Investor Relations | [email protected] | +1 (203) 352-6826

Elbit Systems ESLT is scheduled to release first-quarter 2026 results on May 26, before market open. The company delivered an earnings surprise of 10.2% in the last reported quarter. Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results. Elbit Systems entered 2026 with strong momentum, and the company’s first-quarter 2026 results are expected to benefit from its record order backlog, expanding international defense demand and improving profitability.The company’s quarterly results are expected to benefit from the continued investment in advanced technologies and production capacity. Elbit Systems has continued strengthening its presence in Europe, the United States, and Asia, as governments increase investments in advanced defense technologies, battlefield digitization, electronic warfare, ammunition, counter-UAS systems, and air-defense capabilities. The company is expected to have benefited from the rising defense spending, growing geopolitical tensions and modernization programs. In the first quarter, Elbit Systems completed the acquisition of UAV???Tactical???Systems???Ltd. (“UTACS”), a move that enhances the company’s presence in the expanding European defense and unmanned aerial systems sector. The acquisition provides Elbit Systems with stronger integration into the UK and broader NATO defense network, enabling it to develop, produce, and maintain sophisticated tactical UAV solutions within Europe for regional military customers. The Zacks Consensus Estimate for earnings is pegged at $3.44 per share, indicating a year-over-year increase of 33.9%.The Zacks Consensus Estimate for revenues is pinned at $2.14 billion, implying a year-over-year improvement of 12.8%. Our proven model does not predict an earnings beat for Elbit Systems this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below. Elbit Systems Ltd. price-eps-surprise | Elbit Systems Ltd. Quote Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.Zacks Rank: Currently, the company carries a Zacks Rank #2. You can see the complete list of today's Zacks #1 Rank stocks here. Teledyne Technologies Inc. TDY reported first-...

A month has gone by since the last earnings report for Hexcel (HXL). Shares have lost about 7.2% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Hexcel due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its latest earnings report in order to get a better handle on the important drivers. Hexcel Q1 Earnings Surpass Estimates, Revenues Improve Y/YHexcel Corporation reported first-quarter 2026 adjusted earnings of 59 cents per share, which improved 59.5% from the year-ago quarter’s figure of 37 cents. The bottom line also surpassed the Zacks Consensus Estimate of 42 cents by 40.5%.The company reported GAAP earnings of 49 cents per share, which surpassed the year-ago quarter’s earnings of 35 cents. The company’s net sales totaled $501.5 million, which beat the Zacks Consensus Estimate of $487 million by 3%. The top line also witnessed an improvement of 9.9% from the year-ago quarter’s figure of $456.5 million. Hexcel's gross margin was 26.9%, which increased 450 basis points from the prior-year quarter. The improvement can be attributed to favorable cost leverage driven by higher sales.Selling, general and administrative expenses increased 14.1% year over year to $49.4 million.Meanwhile, research and technology expenses rose 29% year over year to $17.8 million.HXL’s adjusted operating income was $57.6 million compared with $44.2 million in the year-ago period. Commercial Aerospace: Net sales increased 18.8% year over year to $332.7 million, driven by sales growth from Airbus A350 and A320, as well as Boeing 787 and 737 programs. This market contributed 66% to total revenues in the quarter.Defense, Space & Other: Net sales decreased 4.3% year over year to $168.8 million, due to the divestment of the Austrian-based industrial business and lower sales of launchers and rocket motors. This market contributed 34% to total revenues in the quarter. As of March 31, 2026, Hexcel’s cash and cash equivalents were $54.1 million compared with $71 million as of Dec. 31, 2025.The company’s long-term debt totaled $998.1 million as of March 31, 2026, up from $993 million as of 2025-end.HXL’s cash flow from operating activities was $19 million, in contrast to a cash outflow of $28.5 million in...

HEICO Corporation HEI is scheduled to release second-quarter fiscal 2026 results on May 27, after market close. The company delivered an earnings surprise of 7.14% in the last reported quarter.Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results. In the second quarter of fiscal 2026, HEICO acquired EthosEnergy Accessories and Components, which is expected to have supported its overall performance during the period. The acquisition expands HEICO’s presence across the aeroderivative gas turbine, aerospace and defense markets while strengthening its engine accessory and component repair capabilities. It is likely to have driven incremental revenues from aftermarket service solutions while reinforcing HEICO’s position in the global aerospace and energy services market.Strong sales growth across all product lines, particularly from aftermarket parts and distribution operations, along with contributions from previous acquisitions, is likely to have supported the Flight Support Group unit’s fiscal second-quarter top line.Solid sales growth across aerospace, defense and electronics products is likely to have aided the Electronic Technologies unit’s revenue performance. The Zacks Consensus Estimate for HEI’s second-quarter sales is pegged at $1.24 billion, which indicates an increase of 12.8% from the prior-year figure.The consensus estimate for HEI’s fiscal second-quarter earnings is pegged at $1.33 per share, which indicates year-over-year growth of 18.8%. Our proven model does not conclusively predict an earnings beat for HEICO this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is not the case here, as you will see below. Heico Corporation price-eps-surprise | Heico Corporation Quote Earnings ESP: The company’s Earnings ESP is 0.00%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.Zacks Rank: Currently, the company has a Zacks Rank #4 (Sell).You can see the complete list of today’s Zacks #1 Rank stocks here. TransDigm Group Incorporated TDG reported second-quarter fiscal 2026 adjusted earnings of $9.85 per share, which topped the Zacks Consensus Estimate of $9.32 by 5.7%. The bottom line also improved 8% from the prior-year quarter’s figure of $9.11.Sales amounted to $2.54 billion, up 18%...

Kratos Defense & Security Solutions, Inc. KTOS reported first-quarter 2026 adjusted earnings of 16 cents per share, which beat the Zacks Consensus Estimate of 13 cents by 26.3%. The bottom line also increased 33.3% from the year-ago quarter’s 12 cents. Kratos Defense reported GAAP earnings of 7 cents per share compared with 3 cents in the year-ago quarter. Total revenues were $371 million, which outpaced the Zacks Consensus Estimate of $344 million by 7.7%. The figure also rose 22.6% from $302.6 million recorded in the year-ago quarter. Kratos Defense & Security Solutions, Inc. price-consensus-eps-surprise-chart | Kratos Defense & Security Solutions, Inc. Quote Kratos Defense’s selling, general and administrative expenses increased 19.9% year over year. Research and development expenses rose 7% compared with the prior-year quarter. Depreciation expenses climbed 46.2% year over year. Expenses related to the amortization of intangible assets rose 176.2% from the year-ago figure. The company reported operating income of $4.7 million, which decreased from the year-ago quarter’s $6.6 million. It posted a consolidated book-to-bill ratio of 1.6 to 1, with bookings worth $605.2 million. The total backlog at the end of the first quarter of 2026 was $1.635 billion compared with $1.212 billion at the end of the fourth quarter of 2025. Unmanned Systems: Revenues from this segment totaled $82.6 million compared with $63.1 million in the year-ago quarter. The increase was primarily driven by Valkyrie-related activity. Kratos Government Solutions: Revenues from this segment amounted to $288.4 million compared with $239.5 million in the year-ago quarter. This increase was due to organic revenue growth across its Defense and Rocket Support business, Turbine Technologies and Microwave Products businesses, with organic revenue growth rates of 45.8%, 20.3% and 12.3%, respectively, year over year. As of March 29, 2026, cash and cash equivalents totaled $1.46 billion, up from $0.56 billion as of Dec. 28, 2025. The company reported other current liabilities of $24.4 million as of March 29, 2026 compared with $9 million recorded as of Dec. 28, 2025. The net cash used in operating activities amounted to $27.4 million during the first three months of 2026 compared with $29.2 million in the same period of 2025. KTOS projects second-quarter 2026 revenues to be in the range of $400-$410...

The market was pleased with the recent earnings report from Hexcel Corporation (NYSE:HXL), despite the profit numbers being soft. Our analysis suggests that investors may have noticed some promising signs beyond the statutory profit figures. AI is about to change healthcare. These 20 stocks are working on everything from early diagnostics to drug discovery. The best part - they are all under $10bn in marketcap - there is still time to get in early. For anyone who wants to understand Hexcel's profit beyond the statutory numbers, it's important to note that during the last twelve months statutory profit was reduced by US$37m due to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And, after all, that's exactly what the accounting terminology implies. If Hexcel doesn't see those unusual expenses repeat, then all else being equal we'd expect its profit to increase over the coming year. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Hexcel's earnings over the last year, you could argue that we can expect an improved result in the current quarter. Because of this, we think Hexcel's earnings potential is at least as good as it seems, and maybe even better! Unfortunately, though, its earnings per share actually fell back over the last year. Of course, we've only just scratched the surface when it comes to analysing its earnings; one could also consider margins, forecast growth, and return on investment, among other factors. So if you'd like to dive deeper into this stock, it's crucial to consider any risks it's facing. In terms of investment risks, we've identified 2 warning signs with Hexcel, and understanding these bad boys should be part of your investment process. This note has only looked at a single factor that sheds light on the nature of Hexcel's profit. But there are plenty of other ways to inform your opinion of a company. Some people consider a high return on equity to be a good sign of a quality business. So you may wish to see this f...

Woodward, Inc. WWD reported second-quarter fiscal 2026 adjusted net earnings per share (EPS) of $2.27, which jumped 34.3% year over year and beat the Zacks Consensus Estimate by 13.5%. Quarterly net sales increased 23.4% year over year to $1090.6 million. The upside was fueled by market tailwinds across Aerospace and Industrial. The top line beat the consensus estimate by 9.9%. Management highlighted that it is raising its full-year outlook, supported by strong first-half performance and continued demand strength. The company remains focused on disciplined execution in a dynamic environment, while continuing to invest in innovation and operational excellence to drive sustained profitable growth and long-term shareholder value. In the past year, shares have gained 90.3% compared with the Zacks Aerospace - Defense Equipment industry’s rise of 23.6%. Image Source: Zacks Investment Research Aerospace: Net sales were $703 million, up 25% year over year, driven by broad-based strength across commercial services, commercial OEM and defense OEM. Defense OEM and defense services sales were up 9% and 8%, respectively, year over year. Commercial OEM sales were up 30% year over year, while services jumped 36%. Segmental earnings were $158 million, up from $125 million a year ago. The increase was driven by price realization and higher sales volumes, partially offset by the impact of inflation as well as continued investments in manufacturing capabilities, research and development and the enterprise resource planning system upgrade. Margins expanded 30 basis points (bps) to 22.5%. Industrial: Net sales totaled $387 million, up 20% year over year, driven by gains across transportation, power generation and oil & gas markets. Core industrial sales, excluding the China on-highway impact, rose 19%. Transportation sales surged 34%, and oil and gas sales increased 18%. Power generation grew a modest 7%. Segmental earnings were $66 million, up from $46 million in the year-ago quarter. In the industrial segment, margins increased 270 bps to 17%. The increase was driven by higher sales volumes, effective price realization and a favorable product mix, partially offset by inflationary pressures and a reserve related to a product performance claim. Gross margin was up 180 bps year over year to 29%. Total costs and expenses were $923.1 million, up 23% year over year. Adjusted EBITDA...

This article first appeared on GuruFocus. Total Revenue: $502 million, an 8.8% increase in constant currency. Adjusted Earnings Per Share (EPS): $0.59. Gross Margin: 26.9%, up from 22.4% in the prior year. Commercial Aerospace Sales: $333 million, a 19% increase year-over-year. Defense, Space & Other Sales: $169 million, a 6.9% decrease due to divestment. Adjusted Operating Income: $68 million, 13.5% of sales. Net Cash Provided by Operating Activities: $19 million. Free Cash Flow: Use of $6 million. Adjusted EBITDA: $107 million, a 26% increase from the prior year. Leverage Ratio: 2.6x net debt to last 12 months adjusted EBITDA. Capital Expenditures: $18 million. Dividend Declared: $0.18 per share. Warning! GuruFocus has detected 8 Warning Sign with HXL. Is HXL fairly valued? Test your thesis with our free DCF calculator. Release Date: April 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Hexcel Corp (NYSE:HXL) reported a 10% increase in sales for the first quarter of 2026, reaching $502 million, driven by rising commercial aerospace demand. The company achieved an 18.8% increase in sales in its Commercial Aerospace segment, with growth across major programs like Airbus A350, A320, and Boeing 787 and 737 MAX. Hexcel Corp (NYSE:HXL) improved its gross margins compared to last year, reflecting better capacity utilization and strong operating performance. The company refinanced its $750 million revolver, extending its maturity to 2031, which reinforces its strong liquidity position. Hexcel Corp (NYSE:HXL) maintained its full-year guidance, indicating confidence in sustained demand and operational leverage as commercial aerospace production recovers. The Defense, Space & Other segment saw a decrease in sales volume due to the divestment of the Austrian facility, impacting overall segment performance. Hexcel Corp (NYSE:HXL) faces potential headwinds from higher oil prices and geopolitical uncertainties, particularly in the Middle East. The company experienced a foreign exchange headwind, negatively impacting operating margins by approximately 80 basis points in the first quarter. Hexcel Corp (NYSE:HXL) anticipates some pressure on the A320 program due to engine availability issues, potentially affecting volumes. The restructuring costs from the transition of the Lester UK business impacted the company'...

Solid Q1 performance: Hexcel reported sales of $502 million (up ~10% YoY), adjusted EPS of $0.59, and a gross margin of 26.9%, while reaffirming full-year adjusted EPS guidance of $2.10–$2.30. Mixed program outlook but stronger MAX ramp: Management sees “puts and takes” across platforms — expects A320 volumes at the lower end of prior guidance, A350 destocking largely behind with ~80 units expected, and reports the 737 MAX ramp is tangible (production ~40/month) with Boeing likely to exceed Hexcel’s mid-400s 2026 forecast. Improving cash and disciplined balance sheet: Hexcel generated $90 million of operating cash (free cash flow a $6 million use), refinanced its $750 million revolver to 2031, sits at 2.6x net debt/EBITDA aiming for 1.5–2.0x, and completed an accelerated share repurchase of ~4.5 million shares while declaring a $0.18 quarterly dividend. Interested in Hexcel Corporation? Here are five stocks we like better. As The Magnificent 7 Stumble, Pivot to These 3 Growth Stocks Hexcel (NYSE:HXL) reported first-quarter 2026 results that management said were in line with expectations as commercial aerospace production increased and channel inventory levels continued to normalize after 2025 destocking. Chairman, CEO and President Tom Gentile said the quarter reflected “strong execution across the business in a very dynamic environment,” helping deliver the operating leverage the company has anticipated as production rates rise. Hexcel posted first-quarter sales of $502 million, which Gentile said was a 10% increase versus the prior year period. Interim CFO Mike Lenz said sales rose 8.8% in constant currency. Adjusted earnings per share were $0.59. → GE Vernova Beats Earnings by 790% as Data Center Demand Explodes Gentile attributed the earnings performance to “rising commercial aerospace demand,” which improved capacity utilization and supported higher gross margin compared with last year. Lenz reported first-quarter gross margin of 26.9%, up from 22.4% in the first quarter of 2025, citing volume, mix, price realization and improved cost absorption, along with what he called a “non-recurring favorable effect” from the timing of inventory utilized. Commercial Aerospace segment sales were $334 million in the quarter, which Gentile said was up 18.8% from the same period in 2023. Lenz, using the year-over-year comparison to 2025, said commercial aerospace sale...

Hexcel Corporation HXL reported first-quarter 2026 adjusted earnings of 59 cents per share, which improved 59.5% from the year-ago quarter’s figure of 37 cents. The bottom line also surpassed the Zacks Consensus Estimate of 42 cents by 40.5%. The company reported GAAP earnings of 49 cents per share, which surpassed the year-ago quarter’s earnings of 35 cents. The company’s net sales totaled $501.5 million, which beat the Zacks Consensus Estimate of $487 million by 3%. The top line also witnessed an improvement of 9.9% from the year-ago quarter’s figure of $456.5 million. Hexcel Corporation price-consensus-eps-surprise-chart | Hexcel Corporation Quote Hexcel's gross margin was 26.9%, which increased 450 basis points from the prior-year quarter. The improvement can be attributed to favorable cost leverage driven by higher sales. Selling, general and administrative expenses increased 14.1% year over year to $49.4 million. Meanwhile, research and technology expenses rose 29% year over year to $17.8 million. HXL’s adjusted operating income was $57.6 million compared with $44.2 million in the year-ago period. Commercial Aerospace: Net sales increased 18.8% year over year to $332.7 million, driven by sales growth from Airbus A350 and A320, as well as Boeing 787 and 737 programs. This market contributed 66% to total revenues in the quarter. Defense, Space & Other: Net sales decreased 4.3% year over year to $168.8 million, due to the divestment of the Austrian-based industrial business and lower sales of launchers and rocket motors. This market contributed 34% to total revenues in the quarter. As of March 31, 2026, Hexcel’s cash and cash equivalents were $54.1 million compared with $71 million as of Dec. 31, 2025. The company’s long-term debt totaled $998.1 million as of March 31, 2026, up from $993 million as of 2025-end. HXL’s cash flow from operating activities was $19 million, in contrast to a cash outflow of $28.5 million in the prior year. Hexcel expects to generate sales in the range of $2.00-$2.10 billion for 2026. The Zacks Consensus Estimate is pegged at $2.07 billion, which lies above the midpoint of the company’s sales guidance. HXL also expects its adjusted earnings per share to be in the range of $2.10-$2.30 for 2026. The Zacks Consensus Estimate is currently pegged at $2.22 per share, which is above the midpoint of the company’s guided range. Hexcel ex...

Hexcel (HXL) reported $501.5 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 9.9%. EPS of $0.59 for the same period compares to $0.37 a year ago. The reported revenue represents a surprise of +2.98% over the Zacks Consensus Estimate of $486.97 million. With the consensus EPS estimate being $0.42, the EPS surprise was +40.61%. While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance. As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately. Here is how Hexcel performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts: Net Sales- Composite Materials: $427.2 million versus the two-analyst average estimate of $389.62 million. The reported number represents a year-over-year change of +10.9%. Net Sales- Engineered products: $104.3 million versus $98.78 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +14% change. Net Sales- Defense, Space & Other- Engineered Products: $51.2 million versus $56.21 million estimated by two analysts on average. Net Sales- Commercial Aerospace- Engineered Products: $51.5 million versus the two-analyst average estimate of $42.58 million. The reported number represents a year-over-year change of +34.5%. Net Sales- Defense, Space & Other- Composite Materials: $117.6 million versus the two-analyst average estimate of $130.15 million. Net Sales- Commercial Aerospace- Composite Materials: $281.2 million compared to the $259.47 million average estimate based on two analysts. The reported number represents a change of +16.3% year over year. Operating income- Composite Materials: $69.7 million versus the two-analyst average estimate of $65.92 million. Operating income- Corporate & Other: $-27.3 million versus the two-analyst average estimate of $-17.86 million. Operating income- Engineered Products: $15.2 million versus the two-analyst average estimate of $6.16 million. View all Key Company Metrics for Hexcel here>>> Shares o...

Hexcel (HXL) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.42 per share. This compares to earnings of $0.37 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +40.61%. A quarter ago, it was expected that this maker of lightweight composite materials would post earnings of $0.5 per share when it actually produced earnings of $0.52, delivering a surprise of +4%. Over the last four quarters, the company has surpassed consensus EPS estimates three times. Hexcel, which belongs to the Zacks Aerospace - Defense Equipment industry, posted revenues of $501.5 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.98%. This compares to year-ago revenues of $456.5 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Hexcel shares have added about 18% since the beginning of the year versus the S&P 500's gain of 3.2%. While Hexcel has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Hexcel was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Str...