Hexcel Corporation: Expect Earnings To Ramp Aggressively In FY 2026

I give a buy rating for Hexcel Corporation ( HXL ) as I believe the earnings recovery story has gotten more of a foothold. In my view, the end of the widebody inventory destocking cycle, improving production visibility at Airbus andI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit ...