Hexcel (HXL)

• Market cap: $3.88B
• 1 day: -4.34%
• 5 days: -7.98%
• 1 month: -16.06%
• 3 months: -29.44%
• 6 months: -24.97%
• Year to date: -21.83%
• 1 year: -22.73%
• 5 years: 75.67%
• 10 years: -4.90%
• Sector: Industrials
• Industry: Aerospace & Defense

About: Founded in 1948, Hexcel designs and manufactures a range of highly engineered composite fibers, fabrics, resins, and structures for use in the commercial aerospace, defense, and high-performance automotive markets. These are lighter than metal and perform under rigorous conditions in aircraft frames, wings, engines, and other components and subassemblies. The company's name derives from the six-sided honeycomb structures that lend many of its products their light weight and rigidity. Hexcel's biggest customers are Airbus (38% of 2022 sales) and Boeing (25% of prepandemic sales) and their respective subcontractors.

Employees: 5,894

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

296% more call options, than puts

Call options by funds: $2.14M | Put options by funds: $539K

50% more funds holding in top 10

Funds holding in top 10: 4 [Q3] → 6 (+2) [Q4]

32% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 57

10% more capital invested

Capital invested by funds: $4.69B [Q3] → $5.18B (+$485M) [Q4]

9.14% more ownership

Funds ownership: 92.74% [Q3] → 101.88% (+9.14%) [Q4]

3% more funds holding

Funds holding: 423 [Q3] → 434 (+11) [Q4]

3% more repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 147

Research analyst outlook

5 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $50 3% upside
• Avg. target: $66 36% upside
• High target: $82 70% upside

5 analyst ratings

• positive: 2 40%
• neutral: 2 40%
• negative: 1 20%

Truist Securities Michael Ciarmoli 61% 1-year accuracy 46 / 76 met price target	51% upside $73	Buy Maintained	17 Apr 2025
Wells Fargo Matthew Akers 58% 1-year accuracy 45 / 78 met price target	14% upside $55	Equal-Weight Downgraded	15 Apr 2025
Morgan Stanley Kristine Liwag 52% 1-year accuracy 11 / 21 met price target	4% upside $50	Underperform Maintained	11 Apr 2025
Barclays David Strauss 44% 1-year accuracy 12 / 27 met price target	41% upside $68	Equal-Weight Maintained	1 Apr 2025
RBC Capital Ken Herbert 52% 1-year accuracy 33 / 64 met price target	70% upside $82	Outperform Maintained	24 Jan 2025