Hello my dears,
for the year 2026, I am already looking for new TRENDAKTIEN for you for eternity.
Especially in the aerospace industry, it's more and more about efficiency and weight reduction. (so maybe we have the better Novo here 🙈).
That's why I set out to find out which company is leading the way here.
And anyone who knows me knows "I like the blade suppliers".
And I found Hexcel for you $HXL (-0,16%) . First of all, I would like to say that this is a growth stock, recognizable by the earnings growth of +83.59 % and the PEG of 0.64.
I will be happy to provide you with further key figures in a second post.
If you are interested, please let me know in the comments.
Part 2
In this post, I took a closer look at the historical key figures for you.
Here you can clearly see that the old high (in terms of profit and share price) from before the pandemic has not yet been reached again. That's why I still see potential here, which can be clearly seen in the growth rates.
Should the old high of 86€ from 2019 is exceeded, I still see good upside potential.
(I would be happy to receive an assessment of the dear @TomTurboInvest ).
As you can clearly see in another chart. Is Hexcel, companies from the industry with
- quality
- growth and
- robustness
a good step ahead. Robustness in particular can be a good hedge for a portfolio.
If I have aroused your interest, please let me know in the comments.
And of course I am also interested in your assessment.
@EpsEra Do you already know the company?
Trend
Aviation, defense and aerospace
Hexcel is a global market leader in the field of advanced composite materials.
As a leading manufacturer of carbon fiber reinforcements and resin systems, and the global leader in honeycomb manufacturing for commercial aerospace, our strength lies in countless products offered in multiple markets worldwide.
63%
COMMERCIAL AIR AND SPACE AVIATION Commercial aircraft | Engines/nacelles | Business jets & regional aircraft
Kurzfristig: Return to existing capacity
Mittelfristig: Expansion of long-term penetration of composite materials
Starker multi-year OE order intake supports growth
Notwendigkeit fuel efficiency and emissions reduction drives aircraft replacement cycle
Starke Market position in engines and nacelles
Zunehmende Use of composites in business jets
(Airbus & Boeing Other Commercial Aerospace)
- Wide-body aircraft require significant quantities of composite materials due to the large size of the aircraft
- High production volume of narrow-body and engine aircraft leads to significant demand for composite materials
A350 / A350F
A320neo
787
737 MAX
A330neo
A220
DRIVERS OF GROWTH IN THE COMMERCIAL AEROSPACE SECTOR
- Combined Airbus and Boeing order backlog of more than 15,000 commercial aircraft - equivalent to USD 10 billion in future Hexcel sales- Short-haul order backlog: 12,411 aircraft- Long-haul order backlog: 2,833 aircraft as of September 30, 2025
- Commercial aircraft deliveries accelerate as supply chain bottlenecks ease
- Use of composite materials for business jets increases
- Strong market position engines & nacelles
- Acceleration of commercial aircraft production and delivery supports Hexcel's sales growth
37%
DEFENSE, AEROSPACE & OTHER
Helicopters | Fighter Aircraft | Transportation | Launchers | Satellites | Industrial
Hauptprogramme: F-35, CH-53K, A400M, Black Hawk, European fighter aircraft, rotor blades (both new production and replacement)
Aktiv for >100 different programs worldwide
Etwa 1/3 of D&S sales are international
Rotorblätter account for around 40% of D&S sales
Fähigkeiten with honeycomb and microwave absorbing composites are competitive differentiators
Wachsende Opportunities in the aerospace sector
Ausgewählte industrial opportunities using aerospace composites
Hexcel Defense marine equipment
$2.5 - $3.5 million: Sikorsky CH-53K
$1.0 - $2.0 million: Airbus A400M, Bell Boeing V-22
$0.5 - $1.0 million: Lockheed F-35, Dassault Rafale, Embraer C-390
$0.2 - $0.5 million: Sikorsky Black Hawk, Eurofighter Typhoon
EVOLUTION S&D COMPOSITES DEPLOYMENT The use of composite materials on advanced military and aerospace platforms is maximized to improve performance and increase range and payload
Hexcel exceeds Q3 2025 guidance - share price rises significantly
Hexcel Corporation – Hexcel Berichte zum dritten Quartal 2025
