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Jun 30, 2025
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.
Revenue by Segment
Revenue by Geographic Location
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
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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