Hexcel (HXL)

• Market cap: $3.9B
• 1 day: -2.67%
• 5 days: -2.06%
• 1 month: -11.49%
• 3 months: -26.67%
• 6 months: -19.90%
• Year to date: -21.57%
• 1 year: -24.51%
• 5 years: 40.13%
• 10 years: -3.35%
• 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

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

• Low target: $50 3% upside
• Avg. target: $58 19% upside
• High target: $68 40% upside

7 analyst ratings

• positive: 2 29%
• neutral: 4 57%
• negative: 1 14%

Wells Fargo Matthew Akers 58% 1-year accuracy 47 / 81 met price target	9% upside $53	Equal-Weight Maintained	24 Apr 2025
RBC Capital Ken Herbert 57% 1-year accuracy 38 / 67 met price target	28% upside $62	Outperform Maintained	23 Apr 2025
Truist Securities Michael Ciarmoli 55% 1-year accuracy 43 / 78 met price target	38% upside $67	Buy Maintained	23 Apr 2025
BMO Capital John McNulty 20% 1-year accuracy 9 / 44 met price target	7% upside $52	Market Perform Maintained	23 Apr 2025
UBS Gavin Parsons 60% 1-year accuracy 15 / 25 met price target	5% upside $51	Neutral Maintained	23 Apr 2025