Hexcel Corporation (HXL) reported first-quarter 2026 results with revenue of $501.5 million, up 9.86% year-over-year and above the consensus revenue estimate of $490.6 million. Diluted earnings per share were $0.49, a 40.0% increase year-over-year and ahead of the estimate of $0.44. The stock moved 6.71% since market close.
Margins improved meaningfully, with gross profit rising 31.54% and operating profit increasing 30.32% year-over-year, even as cost of sales increased to $366.8 million (+3.59% year-over-year).
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $HXL stock by insiders over the last 6 months:
- 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
- AMY S EVANS (See Remarks) sold 1,500 shares for an estimated $139,200
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Hexcel Corporation Hedge Fund Activity
We have seen 176 institutional investors add shares of Hexcel Corporation stock to their portfolio, and 211 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- ALYESKA INVESTMENT GROUP, L.P. removed 1,342,545 shares (-68.3%) from their portfolio in Q4 2025, for an estimated $99,214,075
- BLACKROCK, INC. added 1,085,569 shares (+13.3%) to their portfolio in Q4 2025, for an estimated $80,223,549
- JAIN GLOBAL LLC removed 961,667 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $71,067,191
- PRICE T ROWE ASSOCIATES INC /MD/ added 790,320 shares (+18.3%) to their portfolio in Q4 2025, for an estimated $58,404,648
- NORGES BANK removed 660,819 shares (-64.7%) from their portfolio in Q4 2025, for an estimated $48,834,524
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 654,457 shares (-75.4%) from their portfolio in Q4 2025, for an estimated $48,364,372
- JENNISON ASSOCIATES LLC added 623,032 shares (+87.5%) to their portfolio in Q4 2025, for an estimated $46,042,064
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Hexcel Corporation Government Contracts
We have seen $601,476 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
- 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 Price Targets
Multiple analysts have issued price targets for $HXL recently. We have seen 7 analysts offer price targets for $HXL in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Sheila Kahyaoglu from Jefferies set a target price of $80.0 on 04/06/2026
- David Strauss from Wells Fargo set a target price of $95.0 on 04/01/2026
- Ronald Epstein from B of A Securities set a target price of $95.0 on 02/12/2026
- Kristine Liwag from Morgan Stanley set a target price of $90.0 on 01/30/2026
- Ken Herbert from RBC Capital set a target price of $95.0 on 01/30/2026
- 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
