Hexcel (HXL) Q2 2025 Earnings Call July 25, 2025 09:00 AM ET Company ParticipantsKurt Goddard - VP - IRTom Gentile - Chairman, CEO & PresidentPatrick Winterlich - EVP & CFOKen Herbert - Managing DirectorDavid Strauss - MD, Equity Research - Aerospace & DefenseMyles Walton - Managing DirectorMichael Ciarmoli - Managing Director - Aerospace & Defense Equity ResearchScott Deuschle - Director - Aerospace & Defense Equity ResearchScott Mikus - Vice President - Equity ResearchSheila Kahyaoglu - Aerospace & Defens ...

Hexcel (HXL) Q2 2025 Earnings Call July 25, 2025 09:00 AM ET Speaker0Hello, and welcome to the Hexcel Second Quarter Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the conference over to Curt Goddard, Vice President, Investor Relations. Please go ahead.Speaker1Hello, everyone. Welcome to Hexcel Corporation's second quarter twenty twenty five earnings conference call. Before ...

Investor Briefing July 2025 Risks, Uncertainties and Other Factors with Respect to Forward-Looking Statements Disclaimer Certain statements contained in this presentation constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements that are not of historical fact constitute "forward-looking statements" and accordingly, involve estimates, assumptions, judgments and uncertainties. There are a number of factors that could cause actual resul ...

Hexcel (HXL) reported $489.9 million in revenue for the quarter ended June 2025, representing a year-over-year decline of 2.1%. EPS of $0.50 for the same period compares to $0.60 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $471.17 million, representing a surprise of +3.98%. The company delivered an EPS surprise of +8.7%, with the consensus EPS estimate being $0.46.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expe ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended June 30, 2025 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the transition period from to Commission File Number 1-8472 Hexcel Corporation (Exact name of registrant as specified in its charter) (State or Other Jurisdiction of Incorporation or Organization) ...

Hexcel Corporation Two Stamford Plaza| 281 Tresser Blvd., 16 Floor Stamford, CT 06901 USA www.hexcel.com th Exhibit 99.1 HEXCEL REPORTS 2025 SECOND QUARTER RESULTS See Table C for reconciliation of GAAP and non-GAAP operating income, net income, earnings per share and operating cash flow to free cash flow. Free cash flow is cash from operations less capital expenditures. | Summary of Results from Operations | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | Qua ...

Hexcel Corporation (NYSE: HXL ) offers a compelling story as the leader in the advanced composites revolution, enabling the future of aerospace, defense, and next-generation mobility. With its deep integration into many of the large aerodefense platforms and dominanceWith a master’s in economics and 15 years of experience spanning both public and private sectors, I bring a global perspective to my investing insights. Having lived and worked in Colombia, Costa Rica, Chile, and Myanmar, I have a firsthand und ...

Core Viewpoint - Hexcel (HXL) is anticipated to report a year-over-year decline in earnings due to lower revenues for the quarter ended June 2025, with a consensus outlook indicating potential impacts on its near-term stock price [1][3]. Earnings Expectations - The consensus EPS estimate for Hexcel is $0.46 per share, reflecting a year-over-year decrease of 23.3% [3]. - Expected revenues for the quarter are $471.17 million, down 5.8% from the same quarter last year [3]. Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised 2.83% lower, indicating a reassessment by covering analysts [4]. - The Most Accurate Estimate for Hexcel is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +0.93% [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model suggests that a positive Earnings ESP reading can indicate a likely earnings beat, particularly when combined with a strong Zacks Rank [10]. - Hexcel currently holds a Zacks Rank of 4, which complicates the prediction of an earnings beat despite the positive Earnings ESP [12][20]. Historical Performance - In the last reported quarter, Hexcel was expected to post earnings of $0.43 per share but delivered only $0.37, resulting in a surprise of -13.95% [13]. - Over the past four quarters, Hexcel has beaten consensus EPS estimates three times [14]. Industry Comparison - Teledyne Technologies (TDY), a peer in the Aerospace - Defense Equipment industry, is expected to report earnings of $5.01 per share for the same quarter, indicating a year-over-year increase of 9.4% [18]. - Teledyne's revenues are projected to be $1.47 billion, up 7.1% from the previous year, with a higher Most Accurate Estimate leading to an Earnings ESP of +1.22% [19].

NOVEMBER 2017 1 ©2017 Hexcel. All rights reserved. HEXCEL IS A GLOBAL LEADER IN ADVANCED COMPOSITES TECHNOLOGY LTM September 2017 Sales | $1.945 billion U.S. 45% | Europe 39% | Other 16% Growing share of long-term growth markets Technology leader with a broad range of materials/products/qualifications Leading position in all our key markets Excellent customer relationships Sustainable competitive advantages Risks, Uncertainties and Other Factors with Respect to Forward-Looking Statements Disclaimer Certain ...

DECEMBER 12, 2017 | NEW YORK CITY 1 ©2017 Hexcel. All rights reserved. Risks, Uncertainties and Other Factors with Respect to Forward-Looking Statements Disclaimer Certain statements contained in this presentation constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements that are not of historical fact constitute "forward-looking statements" and accordingly, involve estimates, assumptions, judgments and uncertainties. There are a numb ...