Wall Street analysts largely maintained positive outlooks following the report. On January 20, Goldman Sachs raised its price target on Hexcel Corp (HXL) to $75.00 from $67.00, while UBS previously boosted its target to $96.00. There were no immediate rating downgrades following today’s release, as the company’s 2026 sales guidance of $2.0 billion to $2.1 billion signals a return to growth.
Management highlighted that aircraft production remains at approximately 87% of pre-pandemic levels. Hexcel expects to realize an additional $500 million in incremental annual revenue once key Boeing and Airbus programs reach their peak announced build rates. The company also announced a 6% increase in its quarterly dividend to $0.18 per share, reflecting confidence in its long-term cash generation profile.
The company completed the initial phase of a $350 million accelerated share repurchase (ASR) program in late 2025, receiving 3.95 million shares. A remaining $380.6 million authorization is available for future repurchases.
