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Mar 31

Hexcel Q1 2025 Earnings Report

Hexcel reported lower sales and earnings compared to the same period last year, driven by commercial aerospace production delays.

Key Takeaways

Hexcel posted a slight revenue decline in Q1 2025, with net income and EPS also falling year-over-year. Adjusted EPS came in at $0.37, and the company lowered full-year guidance amid reduced commercial aerospace demand, particularly affecting Airbus A350 production.

Revenue was $456,500,000, down 3.3% YoY.

Adjusted EPS was $0.37, compared to $0.44 in Q1 2024.

Free cash flow declined to -$54,600,000 from -$35,700,000 last year.

Guidance was revised downward due to weaker commercial aerospace demand.

Total Revenue
$457M
Previous year: $472M
-3.3%
EPS
$0.37
Previous year: $0.44
-15.9%
Gross Margin
22.4%
Previous year: 25%
-10.4%
Adj. Op. Inc. % of Sales
9.9%
Previous year: 11.5%
-13.9%
Gross Profit
$102M
Previous year: $117M
-12.7%
Cash and Equivalents
$89.2M
Previous year: $85.9M
+3.8%
Free Cash Flow
-$54.6M
Previous year: -$35.7M
+52.9%
Total Assets
$2.78B
Previous year: $2.82B
-1.5%

Hexcel

Hexcel

Hexcel Revenue by Segment

Forward Guidance

Hexcel revised its 2025 guidance downward due to continued delays in commercial aircraft production, especially the Airbus A350.

Positive Outlook

  • Strong demand in international commercial aerospace excluding A350
  • Defense and Space sales grew 2.9%
  • Free cash flow guidance of approximately $190,000,000
  • Capital expenditures projected below $90,000,000
  • Maintained strong balance sheet and refinanced $300,000,000 debt

Challenges Ahead

  • Commercial Aerospace sales declined 6.4%
  • Lower Boeing 787 and MAX volumes impacted revenue
  • Free cash flow negative in Q1 2025
  • Headcount reduced by 5% to manage costs
  • 2025 sales and earnings forecast cut across the board

Revenue & Expenses

Visualization of income flow from segment revenue to net income