Hexcel Corporation (HXL) Releases Q4 2025 Earnings: Revenue and EPS Beat; Margin Recovery but Cash Falls

Hexcel Corporation (HXL) reported fourth-quarter 2025 results. Revenue was $491.3 million, up 3.7% year-over-year and above the estimate of $486.7 million. Diluted earnings per share came in at $0.60, beating the consensus estimate of $0.50.

Revenue: $491.3 million (up 3.7% year-over-year).

Gross profit: $121.0 million (up 2.1% year-over-year).

Operating profit: $61.4 million (up 589.9% year-over-year).

Net income attributable to common shareholders: $46.4 million (up 700.0% year-over-year).

Diluted EPS: $0.60 (up 757.1% year-over-year).

Cash from operating activities: $125.5 million (down 22.8% year-over-year).

Capital expenditures (purchases of property, plant and equipment): $18.2 million (down 2.1% year-over-year).

Cash and cash equivalents: $71.0 million (down 43.4% year-over-year).

Total liabilities: $1.45 billion (up 21.3% year-over-year).

The quarter showed notable margin recovery and large percentage gains in operating profit and net income versus the prior year, while cash on hand declined and operating cash flow fell compared with the year-ago period.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Hexcel Corporation Insider Trading Activity

Hexcel Corporation insiders have traded $HXL stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $HXL stock by insiders over the last 6 months:

THIERRY MERLOT (See Remarks) has made 0 purchases and 2 sales selling 8,897 shares for an estimated $568,162.
PATRICK WINTERLICH (EVP, CFO) sold 3,413 shares for an estimated $250,309
LYNDON JOHN SMITH (see remarks) sold 2,077 shares for an estimated $151,662
GINA FITZSIMONS (See Remarks) sold 911 shares for an estimated $59,215

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

Hexcel Corporation Hedge Fund Activity

We have seen 189 institutional investors add shares of Hexcel Corporation stock to their portfolio, and 209 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ALLIANCEBERNSTEIN L.P. added 2,671,682 shares (+122.7%) to their portfolio in Q3 2025, for an estimated $167,514,461
ALYESKA INVESTMENT GROUP, L.P. added 1,965,433 shares (+inf%) to their portfolio in Q3 2025, for an estimated $123,232,649
THRIVENT FINANCIAL FOR LUTHERANS added 1,447,650 shares (+3674.1%) to their portfolio in Q3 2025, for an estimated $90,767,655
TIMESSQUARE CAPITAL MANAGEMENT, LLC removed 824,953 shares (-71.1%) from their portfolio in Q3 2025, for an estimated $51,724,553
JAIN GLOBAL LLC added 685,528 shares (+248.3%) to their portfolio in Q3 2025, for an estimated $42,982,605
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 544,155 shares (-32.7%) from their portfolio in Q4 2025, for an estimated $40,213,054
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP removed 535,491 shares (-79.0%) from their portfolio in Q3 2025, for an estimated $33,575,285

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

Hexcel Corporation Government Contracts

We have seen $264,241 of award payments to $HXL over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

RESIN SYSTEM V - IF MORE INFORMATION IS NEEDED, PLEASE CONTACT THE CO DIRECTLY.: $35,736
8511164714!CLOTH,IMPREGNATED: $32,049
0310-03 ARC RAM: $16,664
TW12 RUBBER SHEETS MATERIAL (RAM) FOR ORGANIZATION TW0 FY: 2025, AMS: N00421-25-SIMACQ-4K0000T-0258: $6,704

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

Hexcel Corporation Analyst Ratings

Wall Street analysts have issued reports on $HXL in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 10/24/2025
RBC Capital issued a "Outperform" rating on 10/24/2025
Truist Securities issued a "Buy" rating on 10/24/2025

To track analyst ratings and price targets for Hexcel Corporation, check out Quiver Quantitative's $HXL forecast page.

Hexcel Corporation Price Targets

Multiple analysts have issued price targets for $HXL recently. We have seen 6 analysts offer price targets for $HXL in the last 6 months, with a median target of $80.0.

Here are some recent targets:

Noah Poponak from Goldman Sachs set a target price of $75.0 on 01/20/2026
Gavin Parsons from UBS set a target price of $96.0 on 01/15/2026
John McNulty from BMO Capital set a target price of $77.0 on 10/24/2025
Ken Herbert from RBC Capital set a target price of $83.0 on 10/24/2025
Michael Ciarmoli from Truist Securities set a target price of $83.0 on 10/24/2025
Gautam Khanna from TD Cowen set a target price of $77.0 on 10/24/2025