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Hexcel And The Carbon Fiber Future: Built-In Moats, Limited Margin Of Safety
Seeking Alpha· 2025-07-21 14:26
Company Overview - Hexcel Corporation (NYSE: HXL) is positioned as a leader in the advanced composites sector, playing a crucial role in the aerospace, defense, and next-generation mobility industries [1] Market Position - The company has a deep integration into many large aerodefense platforms, showcasing its dominance in the market [1] Investment Insights - Hexcel's story is compelling for investors looking at growth opportunities within the advanced materials space, particularly given the increasing demand in aerospace and defense sectors [1]
Dow Announces Agreement to Sell its 50% Ownership in DowAksa Joint Venture
Prnewswire· 2025-06-02 11:11
Group 1 - Dow has signed a sale and purchase agreement to sell its 50% interest in DowAksa Advanced Composites Holdings BV to Aksa Akrilik Kimya Sanayii A.Ş. for expected proceeds of $125 million, reflecting an enterprise value of approximately 10x the estimated 2025 operating EBITDA [1][2] - The decision to exit the joint venture aligns with Dow's strategy to focus on core, high-value downstream businesses, and the proceeds will support the company's balanced capital allocation approach [2][4] - The sale is anticipated to close in the third quarter of 2025, pending customary regulatory approvals and other closing conditions [2] Group 2 - Dow is a leading materials science company with a focus on high-growth markets such as packaging, infrastructure, mobility, and consumer applications, delivering sales of approximately $43 billion in 2024 [3] - The company operates manufacturing sites in 30 countries and employs around 36,000 people, emphasizing its commitment to sustainability and profitable growth [3]
Hexcel(HXL) - 2017 Q3 - Earnings Call Presentation
2025-05-25 09:41
Financial Performance & Market Position - Hexcel's Last Twelve Months (LTM) sales as of September 2017 reached $1.945 billion[5] - Commercial Aerospace accounted for 72% of LTM sales[8] - Space & Defense represented 17% of LTM sales[9] - Industrial applications contributed 11% to LTM sales[9] - The company's backlog from Airbus and Boeing is currently worth almost $10 billion in sales[34] Growth & Investment - Hexcel is targeting markets with long-term growth potential[8] - The company is investing in research and technology with a double-digit investment strategy[18] - Hexcel completed $629 million in share repurchases since 2013[53] - Quarterly dividends increased 14% in 2017 to $0.125/share[53] Future Outlook - Hexcel anticipates sales to be just under $2 billion for 2017[52] - The company projects adjusted diluted EPS to be between $2.64 and $2.72 for 2017[52] - Hexcel is targeting >$100 million of free cash flow in 2017[53]