HXL
Hexcel Corp
Position levels
Currenttoday
USD 102.95
Buy <=wait / entry
USD 83.00
Trim >=take some off
USD 105.00
Thesis breakA formal cut to FY2026 EPS guidance below approximately $2.30 per share, or the ...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 15% | 100 / 100 | 15.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 35% | 10 / 100 | 3.5 |
| Weighted conviction | 50 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Defense, Space & Other sales rose 13.3% YoY to $182 million
- Quarterly EPS of $0.64 beat consensus estimate of $0.57
- Free cash flow of $96.5 million, up 32% YoY and 21% above expectations