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Dec 31, 2025
Hexcel Q4 2025 Earnings Report
Hexcel reported Q4 2025 results with higher EPS and operating income, supported by strong commercial aerospace demand.
Key Takeaways
Hexcel delivered strong Q4 2025 results with improved revenue, net income, and EPS, reflecting a recovery in commercial aerospace and better operational execution.
Revenue rose to $491.3 million, driven by growth in commercial aerospace sales.
GAAP EPS surged to $0.60 from $0.07 in Q4 2024, with adjusted EPS flat at $0.52.
Net income increased significantly to $46.4 million from $5.8 million last year.
Operating income jumped to $61.4 million, reflecting improved margins and cost control.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For 2026, Hexcel expects higher sales, improved earnings, and strong free cash flow as commercial aerospace demand recovers.
Positive Outlook
- Sales forecasted between $2.0 billion and $2.1 billion.
- Adjusted EPS expected to grow to $2.10–$2.30.
- Free cash flow projected to exceed $195 million.
- Confidence in commercial aerospace recovery accelerating.
- Strong order trends in December 2025 point to demand rebound.
Challenges Ahead
- Lingering supply chain issues affected A350 program in 2025.
- Defense and space segment saw a slight revenue decline in Q4.
- Gross margin slightly declined from 25.0% to 24.6% YoY.
- Inventory reductions created cost leverage challenges.
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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