NYSE$HXL

Hexcel Corp · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Hexcel reported strong Q1 2022 results driven by commercial aerospace recovery and sustained strength in space and defense.

Hexcel Corporation reported first quarter 2022 results with net sales of $391 million and adjusted diluted EPS of $0.22 per share. The company reaffirmed its full year 2022 guidance, focusing on meeting increasing product demand, optimizing cash generation, and driving innovation in advanced lightweight composite materials.

  • Q1 2022 GAAP diluted EPS was $0.21, and adjusted diluted EPS was $0.22, compared to Q1 2021 GAAP diluted EPS of ($0.17) and adjusted diluted EPS of ($0.10).
  • Q1 2022 Sales were $391 million, compared to $310 million in Q1 2021.
  • Commercial Aerospace sales increased 48.3% compared to Q1 2021.
  • Full year 2022 guidance is reaffirmed.

Headline financials

Total Revenue

$391M

Previous: $310M+25.9%
EPS (adj)

$0.22

Previous: -$0.10+320.0%
Gross Margin

22.2%

No prior period
Adj. Op. Inc. % of Sales

8.0%

No prior period
Capital Expenditures

-$20.9M

Previous: -$4.9M-326.5%
Free Cash Flow

-$3.1M

Previous: -$18.9M+83.6%
Net Income

$17.8M

Previous: -$14M+227.1%
Operating Income

$30.1M

Previous: -$10.2M+395.1%
Gross Profit

$86.7M

Previous: $53.1M+63.3%
Cash & Equivalents

$113M

Previous: $82M+37.6%
Total Assets

$2.85B

Previous: $2.89B-1.4%

Revenue & EPS history

Hexcel · Revenue · Quarterly

$391M

Q1 2022+25.9%vs Q1 2021
Beat estimate in 8 of 16 quarters(50%)
ActualEstimate

Revenue by segment

Hexcel · $391M total across 2 segments · Q1 2022

  • Composite Materials
    $314M+32.3%
  • Engineered Products
    $76.8M+5.1%

Forward guidance

Hexcel reaffirmed its 2022 guidance.

Tailwinds

  • Sales of $1.50 billion to $1.63 billion
  • Adjusted diluted earnings per share of $1.00 to $1.24
  • Free cash flow greater than $145 million
  • Accrual basis capital expenditures of approximately $75 million
  • Underlying effective tax rate is estimated to be 23%

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

+0.1%

Avg return

Earnings day

-0.5%

Avg return

5 days after

+3.6%

Avg return

30 days after

55%

38 / 69 earnings

Positive

+11.1%

Q3 2025

Best reaction

-11.6%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.6%+6.8%-1.1%
Q4 2025+5.5%+3.4%+15.5%
Q3 2025+11.1%+13.9%+13.8%
Q2 2025-1.2%-2.8%-0.8%
Q1 2025-4.3%-0.4%+3.1%
Q4 2024+3.2%-2.4%-8.5%
Q3 2024+2.7%-0.3%-6.6%
Q2 2024-7.6%-5.4%-7.9%
Q1 2024+3.0%+4.0%+15.5%
Q4 2023-8.9%-7.3%+2.4%
Q3 2023-7.6%-8.1%+3.7%
Q2 2023-6.3%-7.0%-4.3%
Q1 2023+6.2%+5.7%+3.9%
Q4 2022+9.0%+10.7%+16.5%
Q3 2022-2.8%-2.4%+6.0%
Q2 2022+1.4%+6.0%+7.0%
Q1 2022+1.2%-2.2%-0.8%
Q4 2021-6.2%-0.8%+8.4%
Q3 2021-4.4%-5.6%+1.3%
Q2 2021+1.8%-5.7%-1.0%
Q1 2021-0.2%-0.3%-9.8%
Q4 2020-6.9%-9.7%+17.7%
Q3 2020-4.0%-0.1%+41.0%
Q2 2020-9.0%-18.3%-13.8%
Q1 2020-11.6%-12.5%-5.0%
Q4 2019+0.6%+0.0%-6.4%
Q3 2019-0.8%-3.2%+4.4%
Q2 2019+4.4%+4.0%+2.0%
Q1 2019+0.3%+4.1%+7.4%
Q4 2018+7.4%+6.6%+16.5%
Q3 2018-4.0%-7.3%-5.8%
Q2 2018-2.4%-0.6%-1.4%
Q1 2018+3.5%+2.2%+9.1%
Q4 2017+2.1%+4.8%+3.7%
Q3 2017+4.9%+7.4%+1.0%
Q2 2017-4.6%-5.2%-3.5%
Q1 2017-2.3%-1.5%-5.1%
Q4 2016-0.3%-1.0%+6.4%
Q3 2016+3.6%+4.7%+14.1%
Q2 2016+6.5%+4.4%+7.3%
Q1 2016+0.7%
Q4 2015+8.2%
Q3 2015-7.6%
Q2 2015-1.4%
Q1 2015+0.2%
Q4 2014+4.8%
Q3 2014+1.6%
Q2 2014-3.0%
Q1 2014-3.3%
Q4 2013-7.8%
Q3 2013+1.3%
Q2 2013+3.6%
Q1 2013+9.1%
Q4 2012+0.3%
Q3 2012-1.2%
Q2 2012-7.2%
Q1 2012+5.1%
Q4 2008+3.5%
Q4 2011+3.5%
Q3 2011-1.3%
Q2 2011+0.4%
Q1 2010+8.1%
Q1 2011+1.9%
Q4 2010+2.4%
Q3 2009-2.3%
Q3 2010-2.3%
Q2 2010+4.1%
Q4 2009+4.1%
Q2 2009+4.1%

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