Hexcel falls after Q1 miss, lowered 2025 forecast on weaker Airbus demand

Hexcel Corp's HXL.N shares down 7.6% to $46.66, a two-week low, on Tues after aircraft parts supplier reported qtrly results below expectations and cut full-yr outlook

Stamford, Connecticut-based firm late Mon posted adj EPS of 37 cents, below LSEG estimate of 43 cents

Rev in qtr declined ~3% y/y to $456.5 mln while analysts expected $475.7 mln

Co reduced its 2025 guidance, pointing to continued supply chain driven delays in commercial aircraft production rate ramps, especially on the Airbus A350 program

It now sees full-yr rev of $1.88-$1.95 bln and adj EPS of $1.85-$2.05, down from $1.95-$2.05 bln and $2.05-$2.25, respectively

TD Cowen, which rates HXL 'hold', said in research note that lowered guide excludes impact of new tariffs announced after end of Q1

Of 20 brokerages covering HXL, recommendation breakdown is 4 "strong buy" or "buy", 14 "hold" and 2 "sell" ratings; median PT of $61 down from $71 a month ago - LSEG data

Stock falling for fifth straight session and now down nearly 26% YTD. In comparison, S&P 400 Aerospace & Defense index .SPMDCAED down ~9% in 2025