Hexcel
HXL
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 (40% of 2024 sales) and Boeing (15% of 2024 sales; 25% before the pandemic) and their respective subcontractors.
Employees: 5,894
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
8% more capital invested
Capital invested by funds: $4.41B [Q1] → $4.76B (+$353M) [Q2]
4.86% more ownership
Funds ownership: 99.89% [Q1] → 104.75% (+4.86%) [Q2]
9% less repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 161
7% less funds holding
Funds holding: 434 [Q1] → 405 (-29) [Q2]
32% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 72
50% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]
85% less call options, than puts
Call options by funds: $2.66M | Put options by funds: $18.1M
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
|
UBS
Gavin Parsons
|
$80
|
Buy
Upgraded
|
2 Sep 2025 |
|
BMO Capital
John McNulty
|
$67
|
Market Perform
Maintained
|
29 Jul 2025 |
|
RBC Capital
Ken Herbert
|
$70
|
Outperform
Maintained
|
28 Jul 2025 |
|
Morgan Stanley
Kristine Liwag
|
$55
|
Underweight
Maintained
|
17 Jul 2025 |
Financial journalist opinion
