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 ...

Hexcel (HXL) came out with quarterly earnings of $0.5 per share, beating the Zacks Consensus Estimate of $0.46 per share. This compares to earnings of $0.6 per share a year ago. These figures are adjusted for non- recurring items. Hexcel shares have lost about 0.2% since the beginning of the year versus the S&P 500's gain of 8.1%. What's Next for Hexcel? This quarterly report represents an earnings surprise of +8.70%. A quarter ago, it was expected that this maker of lightweight composite materials would po ...

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].