Hexcel Corporation

NYSE:HXL 株式レポート

時価総額:US$6.7b

Hexcel マネジメント

マネジメント 基準チェック /34

Hexcelの CEO はTom Gentileで、 May2024年に任命され、 の在任期間は 2.08年です。 の年間総報酬は$ 7.25Mで、 15.2%給与と84.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.027%を直接所有しており、その価値は$ 1.83M 。経営陣と取締役会の平均在任期間はそれぞれ2.1年と2.4年です。

主要情報

Tom Gentile

最高経営責任者

US$7.3m

報酬総額

CEO給与比率15.17%
CEO在任期間2.1yrs
CEOの所有権0.03%
経営陣の平均在職期間2.1yrs
取締役会の平均在任期間2.4yrs

経営陣の近況

Recent updates

ナラティブの更新 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.
Seeking Alpha Jun 03

Hexcel Entering A High-Growth Market Across Aerospace, Space, And Defense

Summary Hexcel Corporation is rated Buy with a $119/share price target, reflecting strong growth prospects in aerospace, defense, and space markets. Robust Q1’26 results, including 10% top-line growth and 180 bps margin expansion, highlight operational momentum and margin-accretive growth. HXL is positioned to benefit from rising aircraft production, space infrastructure investments, and increased defense spending, with operating leverage expected to improve through FY26. Shares trade at the upper end of their cyclical range, presenting a tactical buying opportunity amid near-term market disruptions and a durable growth outlook. Read the full article on Seeking Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
ナラティブの更新 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...
ナラティブの更新 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.
分析記事 Aug 18

Hexcel Corporation (NYSE:HXL) Not Flying Under The Radar

NYSE:HXL 1 Year Share Price vs Fair Value Explore Hexcel's Fair Values from the Community and select yours When close...
分析記事 Jul 01

When Should You Buy Hexcel Corporation (NYSE:HXL)?

Hexcel Corporation ( NYSE:HXL ), might not be a large cap stock, but it saw a decent share price growth of 19% on the...
分析記事 Jun 18

Hexcel Corporation (NYSE:HXL) Shares Could Be 48% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Hexcel is US$105 based on 2 Stage Free Cash Flow to Equity Hexcel is...
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
Seeking Alpha Jan 27

Hexcel: Valuation Remains Stretched Despite Multiple Potential Headwinds In 2025

Summary For FY2024, HXL generated $1.9 billion in revenues, posting a 6.37% y/y revenue growth. During this period, operating and net margins improved to 12.40% and 6.94% respectively. Looking ahead into FY2025, HXL will need to navigate multiple challenges such as the persisting supply chain constraints and higher expenses; all of these will affect the company's short-term profitability. Despite headwinds, HXL remains as a cashflow powerhouse. If there are no M&A opportunities, investors can continue to see returns through dividends and share repurchases. Apart from headwinds, valuation analysis suggests that the current price of HXL's is lofty and overstretched; there is a potential downside of more than 20%. Read the full article on Seeking Alpha
Seeking Alpha Jan 21

Hexcel: It Is Time To Buy The Stock (Rating Upgrade)

Summary Hexcel faces challenges from Boeing's production issues, aerospace supply chain problems, and a struggling Industrial segment, but expects higher airplane production in 2025. Despite pressures, Hexcel's Q3 sales grew 8.8%, with a notable 17.5% increase in commercial aerospace sales driven by Airbus and Boeing 787 programs. Analysts forecast Q4 2024 revenue growth of 4.25% and EPS growth of 20.85%, with full-year sales growth of 6.5% and EPS growth of 11%. Upgrading HXL from hold to buy due to expected 2025 airplane production predictability and a 27% upside potential, with a price target of $84. Read the full article on Seeking Alpha
Seeking Alpha Nov 02

Hexcel: Valuation Slightly Stretched Despite Enduring Tailwinds

Summary In 3Q24, Hexcel posted a strong set of earnings and generated $456.5 million in revenues and $73 million in FCF, representing a YoY increase of 8.81% and 48% respectively. Hexcel is well positioned to enjoy enduring tailwinds such as strong demand from commercial aircraft manufacturing and a surge in defense spending. Cashflow analysis suggests that Hexcel is able to generate sustainable cashflows. Moreover, the company has been returning value to shareholders consistently. Unfortunately, valuation analysis suggests that there is a low margin of safety. Currently, there is a potential downside of 25%. Read the full article on Seeking Alpha
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新しいナラティブ Oct 27

Soaring Demand In Aerospace And Defense Boosts Composite Innovator's Revenue Prospects

Strategic focus on aerospace and defense boosts Hexcel's revenue growth through contributions from composite material demand and operational efficiency.

CEO報酬分析

Hexcel の収益と比較して、Tom Gentile の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$118m

Dec 31 2025US$7mUS$1m

US$109m

Sep 30 2025n/an/a

US$69m

Jun 30 2025n/an/a

US$88m

Mar 31 2025n/an/a

US$125m

Dec 31 2024US$10mUS$736k

US$132m

報酬と市場: Tomの 総報酬 ($USD 7.25M ) は、 US市場 ($USD 8.38M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Tomの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Tom Gentile (62 yo)

2.1yrs
在職期間
US$7,252,875
報酬

Mr. Thomas C. Gentile, III, also known as Tom, has been a Director of RPM International Inc. since April 20, 2026. He is Chief Executive Officer & President of Hexcel Corporation from May 01, 2024 & serves...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Thomas Gentile
CEO, President & Chairman2.1yrsUS$7.25m0.027%
$ 1.8m
Gail Lehman
Executive VP9.4yrsUS$1.82m0.027%
$ 1.8m
Gina Fitzsimons
Executive VP and Chief HR & Communications Officer4.4yrsUS$1.22m0.010%
$ 687.3k
Michael Lenz
Executive VP & Senior Advisorless than a yearUS$1.07mデータなし
James Coogan
Executive VP & CFOless than a yearデータなしデータなし
Bob Kody
Senior VP & Chief Technology Officer1yrデータなしデータなし
Don Morrison
Senior VP & Chief Information Officer8.7yrsデータなしデータなし
Kurt Goddard
Vice President of Investor Relationsno dataデータなしデータなし
Lyndon Smith
President of Americas & Global Fibersno dataデータなし0.012%
$ 825.2k
John Albritton
Senior Vice President of Integrated Supply Chain2.8yrsデータなしデータなし
Lilian Brayle
President of Aerospace - Europeless than a yearデータなしデータなし
2.1yrs
平均在職期間
62yo
平均年齢

経験豊富な経営陣: HXLの経営陣は 経験豊富 であると考えられます ( 2.1年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Thomas Gentile
CEO, President & Chairman2.1yrsUS$7.25m0.027%
$ 1.8m
Guy Hachey
Lead Independent Director11.7yrsUS$250.47k0.011%
$ 713.5k
Neal Keating
Independent Directorless than a yearデータなし0.00034%
$ 22.9k
Cynthia Egnotovich
Independent Director11.4yrsUS$252.97k0.0053%
$ 356.4k
David Li
Independent Director1.1yrsUS$279.41k0.0056%
$ 377.9k
Nick Stanage
Director12.8yrsUS$235.47k0.64%
$ 43.1m
Catherine Suever
Independent Director8.1yrsUS$255.93k0.030%
$ 2.0m
James Cannon
Independent Director2.4yrsUS$235.47k0%
$ 0
Patricia Hubbard
Independent Director2.4yrsUS$235.37k0%
$ 0
2.4yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: HXLの 取締役会経験豊富 ではない ( 2.4年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/06/07 04:36
終値2026/06/05 00:00
収益2026/03/31
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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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