Compared to Estimates, Hexcel (HXL) Q3 Earnings: A Look at Key Metrics

Core Insights - Hexcel reported revenue of $456.2 million for the quarter ended September 2025, a slight decrease of 0.1% year-over-year, with EPS at $0.37 compared to $0.47 in the same quarter last year [1] - The revenue exceeded the Zacks Consensus Estimate of $449.17 million by 1.57%, while the EPS fell short of the consensus estimate of $0.38 by 2.63% [1] Financial Performance Metrics - Net Sales in Commercial Aerospace - Composite Materials were $230.6 million, below the estimated $242.52 million, reflecting a year-over-year decline of 7.9% [4] - Net Sales in Defense, Space & Other - Composite Materials reached $132.6 million, surpassing the estimated $106.54 million, marking a significant increase of 54.4% year-over-year [4] - Net Sales in Commercial Aerospace - Engineered Products were $43.6 million, slightly below the estimated $45.87 million, showing a decline of 4.4% year-over-year [4] - Net Sales in Engineered Products totaled $94.4 million, close to the estimated $94.99 million, with a year-over-year increase of 6.1% [4] - Net Sales in Defense, Space & Other - Engineered Products were $49.4 million, slightly above the estimated $49.12 million, reflecting a year-over-year increase of 16.8% [4] - Total Net Sales in Composite Materials were $382.1 million, exceeding the estimated $349.06 million, but showing a year-over-year decline of 2.1% [4] - Total Net Sales in Defense, Space & Other reached $182 million, surpassing the estimated $152.25 million, with a year-over-year increase of 42% [4] - Total Net Sales in Commercial Aerospace were $274.2 million, below the estimated $290.9 million, reflecting a year-over-year decline of 7.3% [4] Operating Income - Operating income for Composite Materials was $39.9 million, below the average estimate of $42.25 million [4] - Operating income for Corporate & Other was reported at -$17.5 million, slightly better than the estimated -$18 million [4] - Operating income for Engineered Products was $13.6 million, significantly above the average estimate of $8.31 million [4] Stock Performance - Hexcel's shares have returned +3.6% over the past month, outperforming the Zacks S&P 500 composite's +1.1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]