HXL Hexcel Corporation

Harbor Capital Advisors Inc. significantly reduced its stake in Hexcel Corporation (NYSE:HXL) by 70.8% in the third quarter of 2025, selling 18,755 shares and retaining 7,723 shares valued at approximately $484,000. Additionally, two Hexcel insiders sold shares, decreasing their ownership by 19.78% and 7.80% respectively. Analysts have a mixed view, with an average "Hold" rating and a target price of $73.33, while the company's FY2025 EPS guidance of $1.70-$1.80 falls below the analyst consensus of $2.14.

Corient Private Wealth LLC reduced its stake in Hexcel Corporation by 40.1% in the second quarter, selling 18,958 shares and retaining 28,335 shares valued at approximately $1.60 million. Despite Corient's reduction, several large institutional investors significantly increased their positions, with institutional investors now owning about 95.47% of HXL stock. Hexcel reported Q3 EPS of $0.37, missing estimates by $0.01, and provided FY2025 guidance of $1.70–$1.80 EPS, maintaining a consensus "Hold" rating with a $73.33 price target.

Voya Investment Management LLC reduced its stake in Hexcel Corporation (NYSE:HXL) by 13.9% in the third quarter, selling 22,095 shares and retaining 137,047 shares valued at $8.59 million. Insider selling also continued with EVP Patrick Winterlich and Lyndon John Smith selling shares, although insiders still own 2.03% of the company. Hexcel reported Q3 EPS of $0.37, missing estimates, and revenue of $456.2 million, with analysts currently holding a "Hold" rating and an average price target of $73.33.

This article provides a Q3 earnings overview of several aerospace companies, focusing on Hexcel (NYSE:HXL) and its peers. Hexcel reported flat year-on-year revenues but exceeded analyst expectations, though full-year EPS guidance missed projections. The article also highlights strong performance from AAR (NYSE:AIR) and Astronics (NASDAQ:ATRO), and discusses Redwire (NYSE:RDW)'s weaker results, alongside a general market update on the aerospace sector.

Investor commentary highlights Hexcel's role as a key supplier of carbon fiber composites to major airframers, suggesting that easing supply chain bottlenecks and increasing aircraft production could positively impact its long-term growth. The company's future performance hinges on deepening composite content in commercial aircraft and the normalization of Airbus and Boeing production, despite risks associated with customer concentration and ongoing investment needs. Hexcel's revenue is projected to reach $2.5 billion with earnings of $284.0 million by 2028, implying a fair value of $75.79.

Texas Permanent School Fund Corp significantly reduced its stake in Hexcel Corporation by selling 37,125 shares, lowering its holdings to 36,140 shares valued at $2.04 million. Despite this, other hedge funds increased their positions in HXL, and analysts maintain a "Hold" consensus rating with several firms raising their price targets. Hexcel recently reported its quarterly earnings, slightly missing EPS estimates but exceeding revenue expectations, and announced a quarterly dividend of $0.17 per share.