The earnings call presented a mixed sentiment. While there were notable achievements in defense sales and new agreements, the company faced significant challenges with the A350 program, declines in commercial aerospace sales, and reduced gross margins. The overall outlook remains positive, supported by a strong backlog and future cash flow projections, but current operational challenges present notable concerns.

Company Guidance

In the earnings call for Hexcel's second quarter of fiscal year 2025, a range of metrics were discussed, highlighting both current performance and future expectations. The company reported sales of $490 million, with an adjusted diluted EPS of $0.50 per share. Commercial aerospace sales reached $293 million, marking a year-over-year decline of 8.9% on a constant currency basis, primarily due to issues with Airbus A350 and Boeing 787 programs. However, there was a 5.1% increase in other commercial aerospace sales driven by international demand. Defense, Space, and Other sales increased by 7.6% compared to the previous year, totaling $197 million. Despite supply chain disruptions impacting commercial production rates, Hexcel remains optimistic about future growth, expecting to generate over $1 billion in cash over the next four years. The company is also focusing on operational efficiencies, cost control, and maintaining a strong position in the aerospace and defense markets, with hopes of benefiting from increased global defense spending and production rate improvements from major aircraft manufacturers.

Strong Defense Sales

Second quarter of 2025 saw strong defense sales with broad strength across domestic and international programs, with NATO members in Europe indicating an increase in defense spending to 5% of GDP.

New Long-Term Agreements

Hexcel signed a long-term agreement with Kongsberg for the supply of lightweight engineered products, and a preferred supplier agreement with Embraer for composites.

Successful Paris Air Show Participation

Hexcel participated in the Paris Air Show, reinforcing existing relationships, announcing new ones, and showcasing advances in lightweight material technology.

Share Buyback Program

Hexcel repurchased $50 million of shares in the second quarter, bringing total repurchases to $100 million for the year.

Positive Outlook for Commercial Aerospace

Backlog for new aircraft is at an all-time high, with expectations to generate over $1 billion of cash flow in the next 4 years.

Hexcel (HXL) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

HXL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 27, 2025	2025 (Q3)	0.37 / -	0.47	―	―	―
Jul 24, 2025	2025 (Q2)	0.46 / 0.50	0.6	-16.67% (-0.10)
Apr 21, 2025	2025 (Q1)	0.42 / 0.37	0.44	-15.91% (-0.07)	―
Jan 22, 2025	2024 (Q4)	0.50 / 0.52	0.43	20.93% (+0.09)
Oct 21, 2024	2024 (Q3)	0.46 / 0.47	0.38	23.68% (+0.09)
Jul 18, 2024	2024 (Q2)	0.56 / 0.60	0.5	20.00% (+0.10)
Apr 22, 2024	2024 (Q1)	0.41 / 0.44	0.5	-12.00% (-0.06)
Jan 24, 2024	2023 (Q4)	0.49 / 0.43	0.4	7.50% (+0.03)
Oct 23, 2023	2023 (Q3)	0.43 / 0.38	0.33	15.15% (+0.05)
Jul 24, 2023	2023 (Q2)	0.48 / 0.50	0.33	51.52% (+0.17)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

HXL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$62.19	$60.94	-2.01%
Apr 21, 2025	$50.18	$48.01	-4.32%
Jan 22, 2025	$67.86	$70.06	+3.24%
Oct 21, 2024	$62.87	$63.65	+1.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Hexcel (HXL) report earnings?

Hexcel (HXL) is schdueled to report earning on Oct 27, 2025, After Close (Confirmed).

What is Hexcel (HXL) earnings time?

Hexcel (HXL) earnings time is at Oct 27, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is HXL EPS forecast?

HXL EPS forecast for the fiscal quarter 2025 (Q3) is 0.37.

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