Hexcel Corporation

NYSE:HXL 株式レポート

時価総額：US$7.7b

Hexcel 将来の成長

Future 基準チェック /36

Hexcel利益と収益がそれぞれ年間22.6%と9.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に18.2% 23.5%なると予測されています。

主要情報

22.6%

収益成長率

23.52%

EPS成長率

Aerospace & Defense 収益成長17.6%
収益成長率9.2%
将来の株主資本利益率18.15%
アナリストカバレッジ

Good

最終更新日10 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 13

HXL: Margin Execution And Aerospace Aftermarket Strength Will Support Future Returns

Hexcel's updated analyst price target moves to $126 from $113, supported by analysts who point to steady revenue assumptions, a slightly higher long term P/E multiple near 24x, and improved margin expectations after recent quarters of consistent performance and guidance increases. Analyst Commentary Recent research on Hexcel centers on how the company is executing against guidance, managing margins, and where that leaves valuation after a strong share price move.
Seeking Alpha • Aug 11

Hexcel's Margin Breakout Is Becoming Hard To Ignore

Summary Hexcel Corporation demonstrates accelerating operating leverage, with Q2 sales up 8% and adjusted operating margin expanding 280 bps to 13.9%. HXL raises 2026 sales and EPS guidance, reflecting broadening commercial aerospace demand, particularly from Airbus A350 and Boeing 787 programs. Incremental margin reached 49% in Q2, and management targets mid-30% longer-term, as capacity is restored to meet rising demand. I downgrade from strong buy to buy, with a new price target of $125.31 (21% upside), as near-term upside moderates but multi-year margin and cash flow growth remain compelling. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 30

HXL: Elevated Multiple Will Face Ongoing EPS Pressure From Higher Financing Costs

Analysts have lifted their fair value estimate for Hexcel from $71.00 to about $81.42. This reflects higher price targets in the $100 to $105 range that are supported by stronger aerospace aftermarket demand, ongoing Q2 sector adjustments, and updated views on near term EPS pressures and operating leverage.
ナラティブ更新 • Jul 16

HXL: Aerospace Aftermarket Strength And Partnerships Will Shape Future Cash Flow

Hexcel's updated analyst price target moves higher to about $99, supported by modestly adjusted assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E, in line with a series of recent target increases from analysts who cite strong aerospace aftermarket demand and mixed interest cost pressures. Analyst Commentary Recent research on Hexcel highlights a mix of optimism around the aerospace recovery and caution around earnings quality, giving you a more nuanced view of how the stock is being valued.
ナラティブ更新 • Jul 02

HXL: Higher P/E Confidence And Aerospace Demand Will Support Future Returns

The analyst price target for Hexcel has been raised from $105 to $113, with analysts pointing to updated assumptions for revenue growth, profit margins, and future P/E expectations as key drivers of the change. Analyst Commentary on Hexcel Recent Street research around Hexcel has centered on a series of price target revisions, with several bullish analysts lifting their valuation ranges as they revisit assumptions for revenue, profitability, and future P/E levels.
ナラティブ更新 • Jun 18

HXL: Aerospace Cycle And Partnerships Will Shape Future Cash Flow Stability

Hexcel’s updated analyst price target edges slightly higher to about $94.64, with analysts citing refined assumptions for revenue growth, profit margins, and a modestly higher future P/E to support the refreshed outlook. Analyst Commentary Recent research on Hexcel highlights a cluster of price target changes and fresh coverage that give you a clearer sense of how analysts view the stock’s risk and reward profile.
分析記事 • Jun 16

Hexcel (HXL) Stock Could Be 20.4% Below Fair Value After Its Recent Run

Hexcel (HXL), a US composites manufacturer focused on aerospace and industrial applications, has drawn investor attention after recent share price strength, prompting a closer look at its fundamentals and current valuation signals. See our latest analysis for Hexcel. At a share price of $98.63, Hexcel has seen strong recent momentum, with a 7 day share price return of 10.58% and a 1 year total shareholder return of 82.82%, which reflects solid recent market enthusiasm. If Hexcel’s recent run...
ナラティブ更新 • Jun 04

HXL: Rising Aerospace Demand And Q1 Execution Will Support Future Returns

Analysts have collectively raised their price targets on Hexcel by a mid teens dollar range, citing updated views on revenue growth, profit margins and a slightly higher forward P/E that keep their fair value estimate around $105 despite a modestly higher discount rate. Analyst Commentary Recent research on Hexcel has tilted more constructive, with several bullish analysts lifting their price targets by a mid to high single digit dollar range and, in some cases, by low double digit amounts.
ナラティブ更新 • May 15

HXL: Aerospace Cycle And Governance Shifts Will Shape Future Cash Flow Stability

Hexcel's updated analyst price target has moved to $94.60 from $85.00, with analysts citing adjustments to fair value estimates, discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E assumptions to support the change. Analyst Commentary Recent Street research on Hexcel shows a series of price target revisions and a new bullish initiation, giving you a mix of upbeat and more cautious views to weigh.
ナラティブ更新 • Apr 28

HXL: Rising Fair Value And Buybacks Will Support Future Aerospace Demand

The Hexcel analyst fair value estimate has been raised by $6 to $105, with analysts pointing to updated assumptions on revenue growth, profit margin, and a lower future P/E multiple following a series of recent price target increases and upgrades across the Street. Analyst Commentary Recent Street research on Hexcel has been active, with a cluster of price target revisions and rating changes that feed directly into how analysts are framing valuation, execution risk, and potential growth.
ナラティブ更新 • Apr 14

HXL: Elevated Multiple Will Constrain Returns Despite Mixed Research Sentiment

Hexcel's updated analyst price target remains at $71.00, with analysts citing a mix of recent price target increases and reductions across the Street as they balance differing views on the company's outlook. Analyst Commentary Recent Street research on Hexcel reflects a mix of positive and cautious views, with several firms adjusting targets and ratings in different directions.
ナラティブ更新 • Mar 31

HXL: Full Aerospace Cycle Exposure And Elevated Valuations Will Constrain Forward Returns

Hexcel's analyst price targets have generally increased, with several firms raising their estimates by between $3 and $15 as analysts point to stronger aerospace demand expectations and refinements to revenue growth, profit margin, and P/E assumptions. Analyst Commentary Recent Street research on Hexcel has been active, with multiple firms adjusting ratings and price targets in response to updated views on aerospace demand, profit margins, and valuation.
ナラティブ更新 • Mar 17

HXL: Elevated Sector Valuations And Full Aerospace Cycle Exposure Will Pressure Returns

Hexcel's updated analyst price target has shifted modestly, with recent changes in the $3 to $15 range and a series of target hikes and upgrades reflecting analysts' views on aircraft production, aftermarket demand, and sector positioning. Analyst Commentary Recent Street research on Hexcel shows a mix of optimism and caution, with several firms adjusting price targets in both directions as they reassess aircraft build rates, aftermarket demand, and sector valuation.
ナラティブ更新 • Mar 03

HXL: Elevated P/E And Full Aerospace Cycle Exposure Will Pressure Returns

Analysts have raised their average Hexcel target by roughly $10 to reflect updated views on slightly higher long term revenue growth, modestly stronger profit margins, and a small adjustment to the stock's assumed future P/E multiple. Analyst Commentary Recent research on Hexcel has been active, with several firms adjusting price targets and ratings as they revisit assumptions around growth, margins, and the appropriate P/E multiple.
ナラティブ更新 • Feb 16

HXL: Elevated P/E Expectations Will Likely Strain Future Execution

Narrative Update The analyst fair value estimate for Hexcel has increased from $52 to $71. Analysts attribute this change in price targets across recent research to updated assumptions on revenue growth, profit margins, and a higher future P/E multiple.
ナラティブ更新 • Feb 02

HXL: Aerospace Cycle And Buybacks Will Steady Free Cash Flow Risks

Analysts have lifted their implied fair value estimate for Hexcel to about US$85 from roughly US$77, citing Street research that points to slightly higher expected revenue growth, a modestly stronger profit margin profile, a lower assumed future P/E multiple, and a broadly supportive backdrop, highlighted by recent price target increases and an upgrade across several firms. Analyst Commentary Recent research on Hexcel has been active, with several firms updating price targets and one fresh upgrade.
分析記事 • Feb 01

Hexcel (NYSE:HXL) Has Announced That It Will Be Increasing Its Dividend To $0.18

Hexcel Corporation ( NYSE:HXL ) will increase its dividend from last year's comparable payment on the 17th of February...
ナラティブ更新 • Jan 19

HXL: Buyback And Free Cash Flow Will Support Rising Aerospace Demand

Analysts have raised their Hexcel fair value estimate from $92.00 to $99.00, citing a series of price target increases, as well as continued support from rising aircraft production, sustained aftermarket demand, and expectations for solid free cash flow generation and share repurchase activity. Analyst Commentary Bullish analysts have been steadily marking up their price targets on Hexcel, pointing to what they see as a stronger setup for the business over the next few years.
分析記事 • Jan 06

A Look At The Intrinsic Value Of Hexcel Corporation (NYSE:HXL)

Key Insights The projected fair value for Hexcel is US$93.60 based on 2 Stage Free Cash Flow to Equity Current share...
ナラティブ更新 • Jan 05

HXL: Buyback And Free Cash Flow Outlook Will Balance Execution Risks

Narrative Update Analysts have lifted their implied price target on Hexcel by about US$1 to reflect slightly higher fair value estimates. They cite recent price target increases, the announced US$600m buyback, and expectations for over US$1b in free cash flow over the next four years.
ナラティブ更新 • Dec 21

HXL: Buyback And Free Cash Flow Will Drive Stronger Share Performance

Analysts have raised their fair value estimate for Hexcel from $71.00 to $92.00 per share, citing the recently increased Street price target, the announced $600 million share buyback, and growing confidence in the company’s ability to generate over $1 billion in free cash flow over the next four years. Analyst Commentary Bullish analysts have responded positively to Hexcel's latest capital allocation plans and cash flow outlook, lifting price targets to reflect a stronger medium term growth and return profile.
ナラティブ更新 • Dec 07

HXL: Buyback And Free Cash Flow Outlook Will Support Balanced Future Returns

Analysts have raised their price target on Hexcel by $8 to $83 per share from $75, citing the newly announced $600M share buyback and growing confidence in the company’s ability to generate over $1B in free cash flow over the next four years. Analyst Commentary Analyst feedback on the revised outlook remains predominantly constructive, with the higher price target framed as a reflection of improved capital return visibility and confidence in long term cash generation.
ナラティブ更新 • Nov 23

HXL: $600M Buyback And Free Cash Flow Confidence Will Steady Shares

Narrative Update on Hexcel Hexcel's analyst price target has increased from $74.57 to $75.79, with analysts citing improved free cash flow projections and ongoing share repurchase plans as key factors supporting the more positive outlook. Analyst Commentary Bullish Takeaways Bullish analysts highlight the recent increase in Hexcel's price target, which reflects growing optimism about the company's medium-term opportunities.
ナラティブ更新 • Nov 08

HXL: Renewed $600M Buyback And Free Cash Flow Will Influence Performance

Hexcel's analyst price target has increased from $75 to $83, as analysts highlight renewed buyback activity and strong free cash flow projections. These factors support the updated valuation, even with slightly moderated revenue growth assumptions.
分析記事 • Oct 30

Hexcel's (NYSE:HXL) Soft Earnings Are Actually Better Than They Appear

Hexcel Corporation's ( NYSE:HXL ) recent soft profit numbers didn't appear to worry shareholders, as the stock price...
ナラティブ更新 • Oct 25

Share Buyback And Free Cash Flow Will Strengthen Aerospace And Defense Outlook

Analysts have increased their price target for Hexcel, raising the fair value estimate from $67.64 to $72.86. They cite improved revenue growth, expanding profit margins, and enhanced confidence in long-term free cash flow generation as key factors behind their upward revision.
ナラティブ更新 • Oct 09

Air Travel Recovery And Defense Spending Will Drive Composite Demand

Analysts have modestly increased their price target for Hexcel by $2.31, citing better-than-expected Q2 revenue and EPS performance. They expect headwinds from A350 inventory destocking to diminish later this year.
分析記事 • Oct 03

An Intrinsic Calculation For Hexcel Corporation (NYSE:HXL) Suggests It's 40% Undervalued

Key Insights The projected fair value for Hexcel is US$107 based on 2 Stage Free Cash Flow to Equity Hexcel is...
分析記事 • Sep 03

Hexcel (NYSE:HXL) Has Some Way To Go To Become A Multi-Bagger

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
ナラティブ更新 • Sep 03

Air Travel Recovery And Defense Spending Will Drive Composite Demand

Hexcel’s price target was modestly raised to $65.33 as stronger Q2 revenue and EPS and maintained 2025 guidance outweighed near-term inventory and cash flow headwinds, reflecting improved near-term performance but ongoing operational challenges. Analyst Commentary Q2 results surpassed consensus on revenue and EPS, but fell short on adjusted EBIT and cash flow.
Seeking Alpha • Apr 27

Hold With Conviction: Hexcel's Quiet Resilience

Summary Hexcel maintains a leadership position in high-performance composite materials, supported by strategic partnerships, innovation, and diversified exposure to aerospace, defense, space, and high-end industrial markets. Despite ongoing challenges in commercial aerospace, Hexcel continues to deliver strong margins, resilient cash flow, and stable performance in defense and space, reinforcing confidence in its execution. Hexcel trades at a premium versus peers, but valuation reflects its quality, exposure to structural growth trends, and strong positioning in critical supply chains. Given current pricing and fundamentals, maintaining Hexcel is a balanced decision while awaiting improved visibility in aerospace or a more attractive entry point. Read the full article on Seeking Alpha
Seeking Alpha • Apr 16

Hexcel: Uncertainty Drives Down Stock Price, But This Is Still A Buy

Summary Hexcel's 2024 results met expectations, but 2025 guidance was underwhelming with only 2.3%-7.7% sales growth, impacting stock price. Trade turmoil and global tariffs pose risks to Hexcel, potentially affecting aerospace supply chains and demand for new airplanes. Analysts expect flat Q1 2025 sales and a 3.3% drop in EPS, reflecting the disappointing guidance. Despite current pressures, Hexcel remains a buy with a $66.79 price target, supported by strong aerospace positioning and projected growth in EBITDA and free cash flow. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:HXL - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,52330330642012
12/31/20272,33823826936515
12/31/20262,09517521230315
6/30/20261,978154256332N/A
3/31/20261,939118206278N/A
12/31/20251,894109157231N/A
9/30/20251,87669194268N/A
6/30/20251,87788171248N/A
3/31/20251,887125184268N/A
12/31/20241,903132203290N/A
9/30/20241,887108204286N/A
6/30/20241,850107179264N/A
3/31/20241,804100155274N/A
12/31/20231,789106149257N/A
9/30/20231,761161102215N/A
6/30/20231,70614972185N/A
3/31/20231,64515195169N/A
12/31/20221,57812697173N/A
9/30/20221,50910873144N/A
6/30/20221,4789075131N/A
3/31/20221,4054890134N/A
12/31/20211,32516124152N/A
9/30/20211,260-22154172N/A
6/30/20211,213-21210230N/A
3/31/20211,272-25226255N/A
12/31/20201,50232214264N/A
9/30/20201,771124282371N/A
6/30/20202,057195262408N/A
3/31/20202,287277N/A454N/A
12/31/20192,356307N/A491N/A
9/30/20192,352300N/A420N/A
6/30/20192,320299N/A421N/A
3/31/20192,259287N/A405N/A
12/31/20182,189277N/A421N/A
9/30/20182,140299N/A399N/A
6/30/20182,091288N/A404N/A
3/31/20182,035281N/A437N/A
12/31/20171,973284N/A429N/A
9/30/20171,945255N/A423N/A
6/30/20171,954254N/A449N/A
3/31/20171,985258N/A445N/A
12/31/20162,004250N/A401N/A
9/30/20161,986244N/A424N/A
6/30/20161,934230N/A386N/A
3/31/20161,887225N/A326N/A
12/31/20151,861237N/A301N/A
9/30/20151,868236N/A291N/A

アナリストによる今後の成長予測

収入対貯蓄率: HXLの予測収益成長率 (年間22.6% ) は 貯蓄率 ( 3.7% ) を上回っています。

収益対市場: HXLの収益 ( 22.6% ) はUS市場 ( 16.9% ) よりも速いペースで成長すると予測されています。

高成長収益: HXLの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: HXLの収益 ( 9.2% ) US市場 ( 12.9% ) よりも低い成長が予測されています。

高い収益成長: HXLの収益 ( 9.2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: HXLの 自己資本利益率 は、3年後には低くなると予測されています ( 18.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/19 17:36
終値2026/08/19 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Hexcel Corporation 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32

アナリスト機関
David StraussBarclays
Paretosh MisraBerenberg
John McNultyBMO Capital Markets Equity Research