Hexcel (HXL)
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
$79.55+1.97%
Close 2026-10-29 · 1-day change
NYSEIndustrialsAerospace & DefenseSnapshot 2026-10-29
Research Workspace
Put HXL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Aerospace & Defense is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS between $2.1 and $2.3 in 2026: Diluted EPS: $0.50 per share.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthRanks among the strongest in its industry on quality — around the top 22%.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskHXL’s thesis rests on revenue growth, supported by robust cash-backed profits, though aerospace recovery remains an analyst expectation. Revenue growth slowed from 9.9% to 8.8% year over year; Q3 earnings beat, but revenue missed estimates. HXL trades at 34× P/E versus a 29× peer median. Expectations look modest versus our view, despite a sector drag and unsteady management. The specific risk is the primary EPS pillar: 2026 diluted EPS was $0.50 against a stated range of $2.1 to $2.3. Our model puts the next-quarter miss probability near 20%. Peer multiples imply a price about 14% above where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. HXL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 19 analysts currently covering HXL (as of Oct 2026).
Based on 8 Wall Street analysts offering 12-month price targets for HXL in the last 4 months.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| HXL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 11 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Aerospace & Defense — fair value, gap to price, and forward P/E.
Our valuation methods disagree too much on this name right now. Rather than print a number we don't believe, we're holding it back until they converge.
Compare the value case
Put HXL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Threatens: Increase revenue growth
Revenue miss challenges the growth objective, though a stock-price plunge alone does not establish thesis impairment.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $79.55
The last 12 months of price, then the range of analyst 12-month targets from today’s $79.55.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase revenue growth
Revenue miss and weak guidance signal near-term growth pressure.
Threatens: Increase revenue growth
Small earnings beat is outweighed by revenue falling short of estimates.
Advances: Increase revenue growth
Upgrade reflects positive outlook on revenue growth drivers.
Advances: Increase revenue growth
Positive analyst rating supports revenue growth outlook.
Advances: Increase revenue growth
Recovery in aerospace indicates potential revenue increase.
Advances: Increase revenue growth
Presentation at conference indicates positive outlook for revenue.
Advances: Increase revenue growth
Commercial aerospace growth aligns with revenue objectives.