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Jun 30
Hexcel Q2 2025 Earnings Report
Hexcel posted weaker Q2 2025 results with lower sales and earnings compared to last year.
Key Takeaways
Hexcel's Q2 2025 results showed a decline in revenue and profit due to softer commercial aerospace demand and restructuring costs, partially offset by growth in defense and space markets.
Revenue fell to $489.9M, down from $500.4M last year.
Net income declined sharply to $13.5M due to restructuring charges.
Adjusted EPS was $0.50, better than GAAP EPS of $0.17.
Defense, Space & Other grew 9.5% year-over-year, offsetting some aerospace weakness.
Hexcel
Hexcel
Hexcel Revenue by Segment
Hexcel Revenue by Geographic Location
Revenue by Segment
Composite Materials Revenue
CapyFin.comEngineered Products Revenue
CapyFin.comRevenue by Geographic Location
Commercial Aerospace Revenue
CapyFin.comDefense, Space & Other Revenue
CapyFin.com Forward Guidance
Full-year 2025 guidance remains unchanged with expected revenue of $1.88B–$1.95B, adjusted EPS of $1.85–$2.05, and free cash flow of approximately $190M.
Positive Outlook
- Defense, Space & Other showing robust growth
- Commercial aerospace production rate ramps expected
- Share repurchase program continued, boosting shareholder returns
- Positive tone from airframe and engine OEMs
- Strong margin leverage potential as production increases
Challenges Ahead
- Softness in Airbus A350 and major commercial programs
- Restructuring charges impacting profitability
- Lower gross margin due to reduced capacity utilization
- Tariff impacts beginning to be felt
- Free cash flow was negative for first half of 2025
Revenue & Expenses
Visualization of income flow from segment revenue to net income