Aircraft parts supplier Hexcel beats Q3 sales, adjusted EPS expectations, lowers 2025 profit forecast on tariff uncertainity

Overview * Hexcel Q3 2025 sales of $456 mln beat analyst expectations * Adjusted EPS of $0.37 for Q3 2025 beats analyst expectations * Company announces $350 mln accelerated share repurchase as part of $600 mln authorization * Commercial aerospace sales decline due to Airbus A350 inventory destocking Outlook * Hexcel revises 2025 sales guidance to around $1.88 bln due to tariffs * Hexcel lowers 2025 EPS guidance to $1.70-$1.80 due to tariffs * Hexcel expects $500 mln in incremental revenue from aerospace build rates in 2026 Result Drivers * COMMERCIAL AEROSPACE DESTOCKING – Sales decline attributed to inventory destocking, particularly with Airbus A350 and Boeing 787 * DEFENSE AND SPACE GROWTH – Sales increase driven by strong demand in fighter and space programs * DIVESTITURE IMPACT – Operating expenses reflect charges related to divestiture of Austria plant Key Details Metric Beat/Mis Actual Consensu s s Estimate Q3 Sales Beat $456.20 $443.41 mln mln (13 Analysts ) Q3 Beat $0.37 $0.36 Adjusted (15 EPS Analysts ) Q3 EPS $0.26 Q3 Miss $44.80 $47.22 Adjusted mln mln (12 operatin Analysts g income ) Analyst Coverage * The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 5 "strong buy" or "buy", 11 "hold" and 2 "sell" or "strong sell" * The average consensus recommendation for the aerospace & defense peer group is "buy." * Wall Street's median 12-month price target for Hexcel Corp is $65.00, about 1.4% above its October 21 closing price of $64.11 * The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 26 three months ago Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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