Added to YB: 2025-12-16
Pitch date: 2025-10-29
HXL [bullish]
Hexcel Corporation
+2.15%
current return
Author Info
No bio for this author
Company Info
Hexcel Corporation develops, manufactures, and markets carbon fibers, structural reinforcements, honeycomb structures, resins, and composite materials and parts for use in commercial aerospace, space and defense, and industrial applications.
Market Cap
$5.8B
Pitch Price
$72.15
Price Target
N/A
Dividend
0.93%
EV/EBITDA
19.25
P/E
86.65
EV/Sales
3.45
Sector
Aerospace and Defense
Category
value
Hexcel Corporation - $HXL
HXL: Carbon fiber producer for aircraft (60% comm aero, 30% defense) trading at discounted ~14x normalized P/E despite 18% EBIT margin potential. Positioned for +70% aircraft production ramp over 3-5yrs as supply chain stabilizes. Oligopolistic industry w/ sticky long-term contracts. Catalysts: supply chain recovery, A350/777 volume ramp, next-gen 737 design announcement.
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