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HXL

Hexcel Corp

OPPORTUNISTIC BUY 2026-08-01 Updated today USD 102.95 Industrials - Aerospace & DefenseAWAIT ENTRY
50

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

ProbabilityScoreContribution
Bull case15%100 / 10015.0
Base case50%62 / 10031.0
Bear case35%10 / 1003.5
Weighted conviction50 / 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
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