The earnings call reflected a mixed outlook with strong performance in defense sales and positive long-term outlook for commercial aerospace, but faced immediate challenges with declining commercial aerospace sales, destocking in the A350 program, and margin pressures due to tariffs and production challenges.

Company Guidance -

Q3 2025

In the Hexcel earnings call for the second quarter of 2025, the company provided detailed guidance on several key metrics that paint a positive outlook for the aerospace industry and Hexcel's positioning within it. Hexcel reported second-quarter sales of $490 million and an adjusted diluted EPS of $0.50 per share. The company anticipates generating over $1 billion in cash over the next four years, driven by strong demand in commercial aerospace and defense sectors. For Boeing, the 737 MAX is producing 38 aircraft per month, while the 787 is moving towards seven aircraft per month in 2025. Airbus aims to ramp up the A320neo to a production rate of 75 aircraft per month by 2027, and the A350's build rates are expected to stabilize with goals of achieving seven per month by the end of 2025 and 12 per month by 2028. Hexcel is also experiencing robust defense sales, with NATO members in Europe planning to increase defense spending to 5% of GDP. Despite lower-than-expected sales volumes due to supply chain disruptions, Hexcel remains focused on operational excellence and cost control to navigate these challenges, with a gross margin of 22.8% for Q2, down from 25.3% in 2024. The company continues to manage headcount tightly and emphasizes productivity improvements through automation and digitization. The destocking of A350 parts is expected to conclude by the fourth quarter, aligning with Airbus's production rate goals.

Strong Defense Sales

Defense, Space and Other sales totaled $197 million, up 7.6% in constant currency compared to the same period in 2024, driven by the CH-53K, international fighter programs, and a strong quarter for space applications.

Recognition by Airbus

Hexcel received a supplier award for Best Performer from Airbus, recognizing outstanding delivery and quality.

Positive Outlook for Commercial Aerospace

Boeing and Airbus are increasing production rates for major programs including the Boeing 737 MAX and 787, and the Airbus A320neo, which is expected to reach 75 aircraft per month by 2027.

Cash Generation and Share Repurchase

Hexcel expects to generate over $1 billion of cash cumulatively over the next 4 years and has repurchased $100 million of shares in 2025.

Long-term Agreements and Collaborations

Signed long-term agreements with Embraer and Kongsberg, and announced collaboration with FLYING WHALES on airship structures.

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)	0.38 / -	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 0.38.

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