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Hexcel (HXL) investor relations material
Hexcel Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary23 Oct, 2025
Executive summary
Q3 2025 sales were $456.2 million, nearly flat year-over-year, as defense and space growth offset commercial aerospace destocking; nine-month sales were $1,402.6 million, down 1.9% year-over-year.
Adjusted diluted EPS for Q3 2025 was $0.37, with gross margin at 21.9%, both down from the prior year due to tariffs and inventory reduction.
Net income for Q3 2025 was $20.6 million ($0.26 per diluted share), a 48.2% decrease from Q3 2024; nine-month net income was $63.0 million ($0.78 per share), down 50.1%.
Commercial aerospace sales declined 7.3% year-over-year, while defense, space, and other grew 13.3%.
The company remains confident in a multi-year growth cycle, supported by rising aircraft production rates and strong defense demand.
Financial highlights
Adjusted operating income for Q3 2025 was $44.8 million (9.8% of sales), down from $52.9 million (11.6%) in Q3 2024.
Adjusted EBITDA for the first nine months was $249.2 million, compared to $291.3 million in 2024.
Free cash flow for the first nine months was $49.9 million, down from $58.9 million in the prior year.
Net cash from operations was $105 million for the first nine months, compared to $127.3 million in 2024.
Capital expenditures for the first nine months were $55.1 million (cash basis), $49.9 million (accrual basis), both down from the prior year.
Outlook and guidance
2025 sales guidance revised to around $1.88 billion, with adjusted EPS guidance lowered to $1.70–$1.80 due to tariffs and destocking.
Commercial aerospace sales for 2025 are forecasted to be down mid to upper single digits; defense, space, and other up mid to upper single digits.
Free cash flow guidance for 2025 is approximately $190 million; cumulative free cash flow of over $1 billion forecasted for 2025-2028.
Capital expenditures for 2025 expected to be less than $90 million; effective tax rate expected at 21%.
Tariff impact of $3–$4 million per quarter incorporated into guidance.
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Frequently asked questions
Hexcel Corporation develops, manufactures, and markets structural materials for use in commercial aerospace, space and defense, and industrial markets. The company offers closed-cell liquid crystal polymer (LCP) foam; carbon composite structures; graphite sheet; high performance matrix; prepregs; adhesive systems; and specialty components. It also provides precision machined extrusions, electrical discharge machining services, metalizing services, and air-gap free molded products. The company distributes its products through a network of distributors and dealers to customers in the original equipment manufacturers, repair stations, and aerospace component replacement markets worldwide.
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