L'intérêt à découvert pour Hexcel donne aux investisseurs une idée du degré auquel les investisseurs parient sur la baisse de l'action de Hexcel. Les données sur l'intérêt à découvert sont mises à jour toutes les deux semaines.

Hexcel (NYSE:HXL) Stock, Rapport sur les intérêts à découvert

HEXCEL CORP

Hexcel

Founded in 1948, Hexcel designs and manufactures a range of highly engineered composite fibers, fabrics, resins, and structures for use in the commercial aerospace, defense, and high-performance automotive markets. These are lighter than metal and perform under rigorous conditions in aircraft frames, wings, engines, and other components and subassemblies. The company's name derives from the six-sided honeycomb structures that lend many of its products their light weight and rigidity. Hexcel's biggest customers are Airbus (40% of 2024 sales) and Boeing (15% of 2024 sales; 25% before the pandemic) and their respective subcontractors.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
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<li>Stephens &amp; Co. raised AutoNation, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AN#NYSE">AN</a>) price target from $190 to $200. Stephens &amp; Co. analyst Jeff Lick maintained an Equal-Weight rating. AutoNation shares closed at $196.26 on Monday. <a href="https://www.benzinga.com/quote/AN/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Stifel increased the price target for Maplebear Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CART#NASDAQ">CART</a>) from $54 to $55. Stifel analyst Mark Kelley maintained a Buy rating. Maplebear shares closed at $47.23 on Monday. See how other analysts v<a href="https://www.benzinga.com/quote/cart/analyst-ratings">iew this stock</a>.</li>
<li>Stifel raised Etsy, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/ETSY#NASDAQ">ETSY</a>) price target from $45 to $66. Stifel analyst Mark Kelley maintained a Hold rating. Etsy shares closed at $62.75 on Monday. See how other analysts <a href="https://www.benzinga.com/quote/etsy/analyst-ratings">view this stock</a>.</li>
<li>UBS raised the price target for Medpace Holdings, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/MEDP#NASDAQ">MEDP</a>) from $300 to $305. UBS analyst Dan Leonard downgraded the stock from Neutral to Sell. Medpace shares closed at $453.05 on Monday. <a href="https://www.benzinga.com/quote/medp/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Truist Securities increased the price target for DoorDash, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DASH#NASDAQ">DASH</a>) from $230 to $272. Truist Securities analyst Youssef Squali maintained a Buy rating. DoorDash shares closed at $246.44 on Monday. <a href="https://www.benzinga.com/quote/dash/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Piper Sandler cut lululemon athletica inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/LULU#NASDAQ">LULU</a>) price target from $270 to $200. Piper Sandler analyst Anna Andreeva maintained a Neutral rating. lululemon shares settled at $216.59 on Monday. <a href="https://www.benzinga.com/quote/lulu/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>BMO Capital increased Hexcel Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) price target from $52 to $67. BMO Capital analyst John McNulty maintained a Market Perform rating. Hexcel shares closed at $61.85 on Monday. <a href="https://www.benzinga.com/quote/hxl/analyst-ratings">See how other analysts view this stock.</a></li>
<li>Mizuho cut Olin Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OLN#NYSE">OLN</a>) price target from $24 to $23. Mizuho analyst John Roberts maintained a Neutral rating. Olin shares closed at $20.83 on Monday.  <a href="https://www.benzinga.com/quote/oln/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Needham raised the price target for Amkor Technology, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMKR#NASDAQ">AMKR</a>) from $22 to $28. Needham analyst Charles Shi maintained a Buy rating. Amkor Technology shares settled at $21.23 on Monday. <a href="https://www.benzinga.com/quote/amkr/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Stifel increased Uber Technologies, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UBER#NYSE">UBER</a>) price target from $110 to $117. Stifel analyst Mark Kelley maintained a Buy rating. Uber shares closed at $90.60 on Monday. <a href="https://www.benzinga.com/quote/uber/analyst-ratings">See how other analysts view this stock</a>.</li>
</ul>
Considering buying UBER stock? Here&#8217;s what analysts think: 
<figure class="wp-block-image size-large is-resized"><a href="https://www.benzinga.com/quote/UBER/analyst-ratings"><img loading="lazy" decoding="async" width="1024" height="614" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29093254/image-455-1024x614.png" alt="" class="wp-image-1005221" style="width:659px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29093254/image-455-1024x614.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29093254/image-455-300x180.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29093254/image-455-768x461.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/29093254/image-455.png 1112w" sizes="(max-width: 1024px) 100vw, 1024px" /></a></figure>
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Uber To Rally Around 29%? Here Are 10 Top Analyst Forecasts For Tuesday

BMO Capital analyst John McNulty maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Market Perform and raises the price target from $52 to $67.

News

BMO Capital Maintains Market Perform on Hexcel, Raises Price Target to $67

UBS analyst Gavin Parsons maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Neutral and raises the price target from $60 to $65.

UBS Maintains Neutral on Hexcel, Raises Price Target to $65

RBC Capital analyst Ken Herbert maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Outperform and raises the price target from $65 to $70.

RBC Capital Maintains Outperform on Hexcel, Raises Price Target to $70

WIIM

Hexcel shares are trading lower following Q2 reported financial results.

Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) affirms FY2025 Adj EPS guidance from $1.85-$2.05 to $1.85-$2.05 vs $1.88 analyst estimate. Affirms FY2025 sales outlook from $1.88 billion-$1.95 billion to $1.88 billion-$1.95 billion vs $1.91 billion estimate.

Guidance

Hexcel Affirms FY2025 Adj EPS Guidance of $1.85-$2.05 vs $1.88 Est; Affirms FY2025 Sales Guidance of $1.88B-$1.95B vs $1.91B Est

Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) reported quarterly earnings of $0.50 per share which beat the analyst consensus estimate of $0.48 by 4.6 percent. This is a 16.67 percent decrease over earnings of $0.60 per share from the same period last year. The company reported quarterly sales of $490.00 million which beat the analyst consensus estimate of $480.09 million by 2.07 percent. This is a 2.08 percent decrease over sales of $500.40 million the same period last year.

Earnings

Earnings Beats

CORRECTION: Hexcel Q2 Adj. EPS $0.50 Beats $0.48 Estimate, Sales $490.00M Beat $480.09M Estimate

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Earnings Scheduled For July 24, 2025

Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) will release its quarterly earnings report on Thursday, 2025-07-24. Here's a brief overview for investors ahead of the announcement.
Analysts anticipate Hexcel to report an earnings per share (EPS) of $0.47.
Hexcel bulls will hope to hear the company announce they've not only beaten that estimate, but also to provide positive guidance, or forecasted growth, for the next quarter.
New investors should note that it is sometimes not an earnings beat or miss that most affects the price of a stock, but the guidance (or forecast).
<h3>Earnings History Snapshot</h3>
In the previous earnings release, the company missed EPS by $0.05, leading to a 4.34% drop in the share price the following trading session.
Here's a look at Hexcel's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q1 2025</th>
<th>Q4 2024</th>
<th>Q3 2024</th>
<th>Q2 2024</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.42</td>
<td>0.52</td>
<td>0.46</td>
<td>0.56</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.37</td>
<td>0.52</td>
<td>0.47</td>
<td>0.60</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-4.0%</td>
<td>3.0%</td>
<td>1.0%</td>
<td>0.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2025/1753290151_0.png" alt="eps graph" />
<h3>Market Performance of Hexcel's Stock</h3>
Shares of Hexcel were trading at $60.8 as of July 22. Over the last 52-week period, shares are up 0.34%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analyst Views on Hexcel</h3>
For investors, grasping market sentiments and expectations in the industry is vital. This analysis explores the latest insights regarding Hexcel.
With 2 analyst ratings, Hexcel has a consensus rating of Neutral. The average one-year price target is $54.0, indicating a potential 11.18% downside.
<h3>Comparing Ratings Among Industry Peers</h3>
In this comparison, we explore the analyst ratings and average 1-year price targets of and Hexcel, three prominent industry players, offering insights into their relative performance expectations and market positioning.
<h3>Comprehensive Peer Analysis Summary</h3>
In the peer analysis summary, key metrics for and Hexcel are highlighted, providing an understanding of their respective standings within the industry and offering insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Hexcel</td>
<td>Neutral</td>
<td>-3.35%</td>
<td>$102.40M</td>
<td>1.89%</td>
</tr>
</tbody>
</table>

Key Takeaway:
Hexcel is positioned in the middle among its peers for consensus rating. It ranks at the bottom for revenue growth. In terms of gross profit, Hexcel is at the top among its peers. However, for return on equity, Hexcel is positioned in the middle compared to its peers.
<h3>Delving into Hexcel's Background</h3>
Founded in 1948, Hexcel designs and manufactures a range of highly engineered composite fibers, fabrics, resins, and structures for use in the commercial aerospace, defense, and high-performance automotive markets. These are lighter than metal and perform under rigorous conditions in aircraft frames, wings, engines, and other components and subassemblies. The company's name derives from the six-sided honeycomb structures that lend many of its products their light weight and rigidity. Hexcel's biggest customers are Airbus (38% of 2022 sales) and Boeing (25% of prepandemic sales) and their respective subcontractors.
<h3>Financial Milestones: Hexcel's Journey</h3>
Market Capitalization: With restricted market capitalization, the company is positioned below industry averages. This reflects a smaller scale relative to peers.
Revenue Growth: Hexcel's revenue growth over a period of 3 months has faced challenges. As of 31 March, 2025, the company experienced a revenue decline of approximately -3.35%. This indicates a decrease in the company's top-line earnings. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Industrials sector.
Net Margin: Hexcel's net margin is impressive, surpassing industry averages. With a net margin of 6.33%, the company demonstrates strong profitability and effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 1.89%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Hexcel's financial strength is reflected in its exceptional ROA, which exceeds industry averages. With a remarkable ROA of 1.05%, the company showcases efficient use of assets and strong financial health.
Debt Management: Hexcel's debt-to-equity ratio is below the industry average. With a ratio of 0.51, the company relies less on debt financing, maintaining a healthier balance between debt and equity, which can be viewed positively by investors.
<a href="https://www.benzinga.com/quote/HXL/earnings">To track all earnings releases for Hexcel visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Uncovering Potential: Hexcel's Earnings Preview

Morgan Stanley analyst Kristine Liwag maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Underweight and raises the price target from $50 to $55.

Morgan Stanley Maintains Underweight on Hexcel, Raises Price Target to $55

The defense sector is on fire in 2025 — and investors are watching earnings season for signs <a href="https://www.benzinga.com/news/25/07/46344520/defense-stocks-outperform-tech-trump-budget-boost">the rally can continue.</a>
The iShares U.S. Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ITA#NYSE">ITA</a>) is up 33% year-to-date through July 16, on track for its best annual return since 2013. 
The fund gained 25% in the first half alone, outperforming both the Vanguard S&amp;P 500 ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VOO#NYSE">VOO</a>) and the Invesco QQQ Trust (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) by double-digit margins.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46267993/lockheed-martin-tops-defense-peers-in-capital-efficiency-but-market-isnt-impressed">Lockheed Martin Tops Defense Peers In Capital Efficiency — But Market Isn&#8217;t Impressed</a>
<h2 class="wp-block-heading">Washington Fueled The Rally—Now Investors Want Results</h2>
Investors have already bought the rumors—now they want the facts. The explosive rally in defense stocks has been fueled by a fundamental shift in Washington's priorities and the rising tide of global tensions.
On July 4, President Donald Trump signed the "One Big Beautiful Bill Act," a sweeping defense package that injects $156.2 billion into the Pentagon—the largest single-year boost in over a decade. 
The bill directs tens of billions toward areas that could redefine the future of warfare and defense contracting. Shipbuilding alone receives $29.2 billion, while $24.4 billion is allocated to integrated air and missile defense—what the administration has dubbed the "Golden Dome" initiative. 
Another $25.4 billion is earmarked to strengthen munitions production and shore up supply chain resilience, and $16 billion will go toward scaling low-cost weapons systems. 
The budget also includes $10.8 billion to modernize the U.S. nuclear arsenal and $8.6 billion to support new air superiority projects.
<h3 class="wp-block-heading">Q2 2025 Defense Earnings Preview: Who Reports and When</h3>
Defense stocks slated to report earnings by the end of July include: 
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<thead>
<tr>
<th>Company</th>
<th>Earnings Date</th>
<th>YTD % Change</th>
</tr>
</thead>
<tbody>
<tr>
<td>AAR Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AIR#NYSE">AIR</a>)</td>
<td>Wed Jul 16 (After-Market)</td>
<td>+21.48%</td>
</tr>
<tr>
<td>General Electric Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>)</td>
<td>Thu Jul 17 (Pre-Market)</td>
<td>+58.81%</td>
</tr>
<tr>
<td>RTX Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTX#NYSE">RTX</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>+29.12%</td>
</tr>
<tr>
<td>Lockheed Martin Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMT#NYSE">LMT</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>-3.25%</td>
</tr>
<tr>
<td>Northrop Grumman Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NOC#NYSE">NOC</a>)</td>
<td>Tue Jul 22 (Pre-Market)</td>
<td>+10.37%</td>
</tr>
<tr>
<td>General Dynamics Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GD#NYSE">GD</a>)</td>
<td>Wed Jul 23 (During-Market)</td>
<td>+13.64%</td>
</tr>
<tr>
<td>L3Harris Technologies Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LHX#NYSE">LHX</a>)</td>
<td>Thu Jul 24 (Pre-Market)</td>
<td>+25.02%</td>
</tr>
<tr>
<td>Textron Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TXT#NYSE">TXT</a>)</td>
<td>Thu Jul 24 (During-Market)</td>
<td>+9.60%</td>
</tr>
<tr>
<td>Hexcel Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>)</td>
<td>Thu Jul 24 (After-Market)</td>
<td>-6.14%</td>
</tr>
<tr>
<td>Woodward Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WWD#NASDAQ">WWD</a>)</td>
<td>Mon Jul 28 (After-Market)</td>
<td>+51.46%</td>
</tr>
<tr>
<td>The Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>)</td>
<td>Tue Jul 29 (During-Market)</td>
<td>+29.40%</td>
</tr>
<tr>
<td>Leonardo DRS Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/DRS#NASDAQ">DRS</a>)</td>
<td>Wed Jul 30 (During-Market)</td>
<td>+49.25%</td>
</tr>
<tr>
<td>Sturm, Ruger &amp; Co. Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RGR#NYSE">RGR</a>)</td>
<td>Wed Jul 30 (After-Market)</td>
<td>+0.66%</td>
</tr>
<tr>
<td>Howmet Aerospace Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HWM#NYSE">HWM</a>)</td>
<td>Thu Jul 31 (Pre-Market)</td>
<td>+67.99%</td>
</tr>
<tr>
<td>ATI Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ATI#NYSE">ATI</a>)</td>
<td>Thu Jul 31 (Pre-Market)</td>
<td>+63.33%</td>
</tr>
<tr>
<td>Huntington Ingalls Industries Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HII#NYSE">HII</a>)</td>
<td>Thu Jul 31 (During-Market)</td>
<td>+33.78%</td>
</tr>
</tbody>
</table>
</figure>
<h2 class="wp-block-heading">What Analysts Are Watching In Defense Earnings</h2>
With defense stocks sitting at record highs, Goldman Sachs analyst Noah Poponak cautions that expectations are running hot. 
In a July 16 preview, Poponak and his team mapped out where they see opportunity across the aerospace and defense landscape—and where the cracks might show.
<h4 class="wp-block-heading">Aerospace: Boeing Back in Focus</h4>
Goldman remains upbeat on aerospace industry, especially Boeing Co. , which delivered 60 aircraft in June—a clear improvement over earlier production trends. 
Supplier sentiment has also turned more positive, with stronger communication and steadier order flow.
Still, aircraft demand continues to exceed supply, a dynamic expected to last well into the next decade, supporting pricing power and margins across the industry.
&#8220;We like aerospace original equipment where supply remains below demand, there is multi-year growth visibility, and Boeing continues to improve production and delivery rates.&#8221; Poponak said. 
The aftermarket segment is thriving, growing faster than global available seat miles (ASMs) for four straight quarters. Goldman attributes this to pent-up demand, aging fleets, and strong pricing—a combination that should keep the sector buoyant even as near-term air travel shows signs of softening.
The business jet space looks more idiosyncratic. Leading indicators are plateauing, and while new production remains disciplined, Goldman expects fewer broad-based tailwinds going forward. Still, aftermarket sales here remain high quality and margin-rich.
<h4 class="wp-block-heading">Defense Tech: Emerging Winners</h4>
Goldman favors non-traditional defense tech firms, which stand to benefit from a Pentagon pivot toward nimble, cost-effective systems. 
While reconciliation funding may not hit second-quarter results directly, it's likely to surface in earnings call commentary—and eventually in backlog growth.
"Defense tech companies appear to be on the verge of receiving significant funding relative to their size," Poponak said.
Despite near-record Department of Defense funding, Goldman is cautious on legacy hardware contractors. 
Programs like the F-35 face funding cuts, and the Pentagon is pushing for tougher terms across the industry. Instead, Goldman prefers companies aligned with funded priorities like shipbuilding and missile defense.
<h4 class="wp-block-heading">Government IT: Pressure Mounts</h4>
In government IT, the risk is rising. DOGE contract reviews are leading to cancellations—most notably at Booz Allen Hamilton (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BAH#NYSE">BAH</a>). Margins, bookings, and guidance could all face pressure this quarter, particularly for firms reliant on traditional service contracts.
<h3 class="wp-block-heading">Goldman's Top Defense Picks And Red Flags For Q2</h3>
<ul class="wp-block-list">
<li>TransDigm (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TDG#NYSE">TDG</a>) – Strong aftermarket growth, upside to earnings, and capital flexibility.</li>
<li>CAE Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAE#NYSE">CAE</a>) – Valuation play with improving execution under new management.</li>
<li>L3Harris – Well-positioned for growth; exposure to missile defense spending.</li>
<li>Huntington Ingalls – Beneficiary of shipbuilding funds, improving labor dynamics.</li>
</ul>
Stocks facing headwinds:
<ul class="wp-block-list">
<li>Booz Allen – DOGE scrutiny, slowing growth, and mounting contract risks.</li>
<li>Lockheed Martin – Uncertainty around core programs and contracting terms.</li>
<li>SAIC Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SAIC#NYSE">SAIC</a>) – Back-end loaded year with potential margin compression.</li>
<li>V2X Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VVX#NYSE">VVX</a>) – Weak first quarter, high execution risk in the second half.</li>
</ul>
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Defense Stocks Head Into Earnings At Record Highs — Is The Boom Just Beginning?

IperionX Limited (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/IPX#NASDAQ">IPX</a>) shares surged Thursday after the company <a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/g45790807/iperionx-awarded-u-s-department-of-defense-sbir-phase-iii-contract-for-up-to-us-99m" rel="noreferrer noopener">secured a major U.S. Department of Defense</a> contract to supply domestically produced titanium parts for military use.
The $99 million Small Business Innovation Research (SBIR) Phase III Indefinite Delivery, Indefinite Quantity (IDIQ) agreement enables the Pentagon to order titanium components directly from IperionX.
The contract permits U.S. defense agencies to commission task-specific orders as part of the &#8220;Low-Cost Domestic Titanium for Defense Applications&#8221; effort.
Early task orders will involve high-performance titanium fasteners manufactured at IperionX&#8217;s Virginia campus using proprietary technologies. The project supports skilled local jobs while advancing U.S. defense readiness.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/05/45667868/top-2-materials-stocks-that-are-ticking-portfolio-bombs" rel="noreferrer noopener">Top 2 Materials Stocks That Are Ticking Portfolio Bombs</a>
The agreement aligns with federal priorities to boost the supply of strategic materials from domestic sources. Future task orders could include advanced aerospace parts, positioning IperionX as a long-term supplier for military-grade titanium.
&#8220;Securing this Phase III contract is a pivotal milestone for IperionX,&#8221; said Anastasios (Taso) Arima, the company&#8217;s CEO. &#8220;It validates the performance of our technologies and underscores the Department of Defense&#8217;s commitment to reshore an all-American titanium supply chain.&#8221;
Relevant ETFs include SPDR S&amp;P Aerospace &amp; Defense ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XAR#NYSE">XAR</a>) and iShares U.S. Aerospace &amp; Defense ETF (BATS:<a class="ticker" href="https://www.benzinga.com/stock/ITA#BATS">ITA</a>).
Price Action: IPX shares are trading 23.79% higher at $30.23 at Thursday&#8217;s last check.
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Contracts

IperionX Rockets 23% After Securing $99M Defense Contract For Domestic Titanium

Wells Fargo analyst Matthew Akers maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Equal-Weight and lowers the price target from $55 to $53.

Wells Fargo Maintains Equal-Weight on Hexcel, Lowers Price Target to $53

RBC Capital analyst Ken Herbert maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Outperform and lowers the price target from $70 to $62.

RBC Capital Maintains Outperform on Hexcel, Lowers Price Target to $62

Truist Securities analyst Michael Ciarmoli maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Buy and lowers the price target from $73 to $67.

Truist Securities Maintains Buy on Hexcel, Lowers Price Target to $67

BMO Capital analyst John McNulty maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Market Perform and lowers the price target from $72 to $52.

BMO Capital Maintains Market Perform on Hexcel, Lowers Price Target to $52

UBS analyst Gavin Parsons maintains Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) with a Neutral and lowers the price target from $53 to $51.

UBS Maintains Neutral on Hexcel, Lowers Price Target to $51

Hexcel shares are trading lower after the company reported Q1 financial results and missed its adjusted EPS and revenue estimates.

2025 Guidance (revised)
<ul>
<li>Sales of $1.88 billion to $1.95 billion (reduced from $1.95 billion to $2.05 billion)</li>
<li>Adjusted diluted earnings per share of $1.85 - $2.05 (reduced from $2.05 to $2.25)</li>
<li>Free cash flow of approximately $190 million (reduced from greater than $220 million)</li>
<li>Capital expenditures less than $90 million (reduced from less than $100 million)</li>
<li>Effective tax rate of 21% (unchanged)</li>
</ul>
Note that guidance does not include the potential impact of any new tariffs announced after March 31, 2025

UPDATE: Hexcel Revises FY25 Adj. EPS From $2.05-$2.25 To $1.85-$2.05 Vs $2.12 Est.; Revenue From $1.95B-$2.05B To $1.88B-$1.95B Vs $1.988B Est.

Hexcel (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/HXL#NYSE">HXL</a>) reported quarterly earnings of $0.37 per share which missed the analyst consensus estimate of $0.43 by 13.95 percent. This is a 15.91 percent decrease over earnings of $0.44 per share from the same period last year. The company reported quarterly sales of $456.50 million which missed the analyst consensus estimate of $475.73 million by 4.04 percent. This is a 3.35 percent decrease over sales of $472.30 million the same period last year.

Earnings Misses

Hexcel Q1 2025 Adj EPS $0.37 Misses $0.43 Estimate, Sales $456.50M Miss $475.73M Estimate

Press Releases

Hexcel Reports 2024 Fourth Quarter and Full Year Results

Hexcel Declares Quarterly Dividend

Hexcel Prices $300 Million of 5.875% Senior Notes Due 2035

Hexcel Schedules First Quarter 2025 Earnings Release and Conference Call

Hexcel Honored with Embraer Best Suppliers Award

Hexcel Reports 2025 First Quarter Results

Hexcel Schedules Second Quarter 2025 Earnings Release and Conference Call

Hexcel Reports 2025 Second Quarter Results

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