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Hexcel Corporation

NYSE•HXL
CEO: Mr. Patrick Joseph Winterlich
セクター: Industrials
業種: Aerospace & Defense
上場日: 1980-03-17
Hexcel Corporation develops, manufactures, and markets carbon fibers, structural reinforcements, honeycomb structures, resins, and composite materials and parts for use in commercial aerospace, space and defense, and industrial applications. It operates through two segments, Composite Materials and Engineered Products. The Composite Materials segment manufactures and markets fabrics, multi-axials, specialty reinforcements, prepregs and other fiber-reinforced matrix materials, structural adhesives, molding compounds, tooling materials, polyurethane systems, and laminates that are used in military and commercial aircraft, wind turbine blades, recreational products, and other industrial applications, as well as in automotive, marine, and rail transportation. The Engineered Products segment manufactures and markets aircraft structures and finished aircraft components, including wing to body fairings, wing panels, flight deck panels, door liners, rotorcraft blades, spars, and tip caps; and aircraft structural sub-components and semi-finished components used in rotorcraft blades, engine nacelles, and aircraft surfaces, such as flaps, wings, elevators, and fairings; and RF interference control products for military and aerospace applications. This segment also provides interference control materials, structural composites, and services; dielectric absorber foams; magnetic absorbers; and thermoplastics for commercial and defense applications. The company sells its products directly through its managers, product managers, and sales personnel, as well as through independent distributors in the Americas, Europe, the Asia Pacific, India, and Africa. Hexcel Corporation was founded in 1946 and is headquartered in Stamford, Connecticut.
連絡先情報
Two Stamford Plaza, 281 Tresser Boulevard 16th Floor, Stamford, CT, 06901-3261, United States
203-969-0666
www.hexcel.com
時価総額
$6.30B
PER (TTM)
55.6
48.1
配当利回り
0.9%
52週高値
$95.22
52週安値
$45.28
52週レンジ
68%
順位36Top 31.8%
4.5
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4.5 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2025 データ

売上高

$491.30M+3.69%
直近4四半期の推移

EPS

$0.60+740.34%
直近4四半期の推移

フリーCF

$110.00M+0.00%
直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Defense Space Sales Increase Defense, Space & Other sales grew 5.4% to $747.0M in 2025, offsetting commercial aerospace softness across markets.
Engineered Products Segment Growth Engineered Products sales increased 1.5% to $377.7M, supported by strong demand in military helicopter and satellite programs.
Strategic Restructuring Completed Completed divestiture of Austria operations and closure of Welkenraedt, Belgium facility as part of streamlining strategy in 2025.
Capital Allocation Focus Board approved $600M repurchase plan; $350M ASR settled initially using funds from the revolving credit facility.

リスク要因

Commercial Aerospace Sales Drop Commercial Aerospace sales declined 4.0% to $1,146.9M, driven by lower volumes on key Airbus and Boeing production programs.
Gross Margin Compression Gross margin compressed to 23.0% from 24.7% due to unfavorable sales mix, tariffs, and inventory reduction actions taken.
Increased Debt Levels Total debt rose significantly to $993.0M compared to $700.7M in 2024, driven by new senior notes issuance.
Macroeconomic Supply Chain Risks Cyclical market exposure, inflation, tariffs, and supply chain disruptions continue to pose material adverse operational risks.

見通し

Focus on Core Composites Strategy emphasizes core competencies in carbon fiber composites following 2025 divestitures and facility closures across Europe.
R&T Function Renamed Research and Technology function renamed to Research and Development (R&D) starting formal reporting in fiscal year 2026.
Sustained Recovery Expected Expect sustained recovery driven by commercial aircraft production growth and strong demand in the Defense and Space market.
Debt Repayment Schedule Next significant debt maturity is the $300.0M 3.95% Senior Unsecured Notes scheduled for repayment in February 2027.

同業比較

売上高 (TTM)

SPR stock ticker logoSPR
$6.39B
-1.3%
GVA stock ticker logoGVA
$4.42B
+10.4%
HXL stock ticker logoHXL
$1.89B
-0.5%

粗利益率 (最新四半期)

OMAB stock ticker logoOMAB
87.2%
+3.5pp
BZ stock ticker logoBZ
85.8%
+2.2pp
PL stock ticker logoPL
57.3%
-3.9pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
PL$7.87B-59.2-31.0%41.7%
BZ$6.53B18.115.0%0.7%
HXL$6.30B55.67.4%36.7%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
2.5%
緩やかな成長
4四半期純利益CAGR
17.1%
収益性の大幅な改善
キャッシュフロー安定性
75%
キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月20日
|
EPS:$0.42
|
売上高:$488.11M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし