HXL
Hexcel Corp
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
USD 79.91
Buy <=wait / entry
USD 77.33
Trim >=take some off
USD 96.00
Thesis breakThe investment thesis would be invalidated by a material cut to Boeing widebody ...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 33% | 100 / 100 | 33.0 |
| Base case | 51% | 62 / 100 | 31.6 |
| Bear case | 16% | 10 / 100 | 1.6 |
| Weighted conviction | 66 / 100 - BUY | ||
Top risks
- New long-term agreements with Boeing and multiple supplier awards
- Long-term composite partnership with Deutsche Aircraft for D328eco regional aircraft programme
- Raised full-year 2026 sales guidance to $2.025-2.125 billion and adjusted EPS to $2.30-2.40