Hexcel Corporation HXL

Zacks Investment Research 10 nov

TransDigm Group reported Q4 adjusted EPS of $12.44, beating estimates by 2.4%, with sales rising 23% to $2.99 billion. However, gross and EBITDA margins contracted due to higher expenses and acquisition dilution. The company completed a $1.07B acquisition of Prince & Izant, returned $943 million to shareholders, and issued fiscal 2027 guidance expecting 14% sales growth and 15% earnings growth.

Zacks Investment Research 29 oct

L3Harris Technologies reported Q3 2026 earnings of $3.28 per share, beating estimates by 9.7% with a 33.3% year-over-year increase. Revenues reached $6.06 billion, up 7.1%, driven by double-digit growth in Space & Mission Systems (up 10.3%) and strong demand in Missile Solutions. The company raised its 2026 revenue guidance to $23.5-$23.7 billion while maintaining its $3 billion free cash flow outlook.

Zacks Investment Research 29 oct

Huntington Ingalls Industries (HII) reported Q3 2026 earnings of $5.48 per share, up 48.9% YoY and beating consensus by 24.3%. Revenues climbed 10.8% to $3.54B, driven by higher submarine, aircraft carrier, and amphibious assault ship volumes. The company raised its 2026 shipbuilding revenue outlook to $10.5-$10.7B and reaffirmed free cash flow guidance of $500-$600M.

Zacks Investment Research 29 oct

Honeywell Aerospace (HONA) reported Q3 adjusted EPS of $2.21, beating estimates by 16.3%, with revenues up 2.4% to $4.64 billion. The company raised its 2026 adjusted EPS guidance to $7.85-$8.00 and maintained 4-5% organic sales growth outlook. Backlog grew 12% to $19.32 billion, though tariff refunds were needed to offset higher costs and unfavorable sales mix.

The Motley Fool 22 oct

Hexcel reaffirmed its 2026 guidance with net sales between $2.025-$2.150 billion, driven by higher commercial aircraft production. Management expects to reach 18% operating margins by decade's end through production ramps and pricing increases. The company anticipates $500 million in incremental annual aerospace sales as Airbus and Boeing reach peak production rates, and expanded its share buyback authorization to $750 million, signaling confidence in growth and cash generation.