HXLHEXCEL CORP /DE/
Plastic Materials, Synth Resins & Nonvulcan Elastomers
- Revenue
- $1.9B
- 0.5% YoY
- Operating margin
- 9.1%
- 7.3% YoY
- EBITDA
- $294M
- 5.2% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.1×
- $337M net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear211% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired220% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear7% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.3B | $1.6B | $1.8B | $1.9B | $1.9B | 0.5% |
| Operating income | $52M | $175M | $215M | $186M | $172M | 7.8% |
| Net income | — | — | $106M | $132M | $109M | 17% |
| Operating cash flow | $152M | $173M | $257M | $290M | $231M | 20% |
| Capex | $28M | $76M | $108M | $87M | $73M | 16% |
| Stock-based comp | $19M | $20M | $21M | $22M | $14M | 35% |
| Buybacks | $0 | $0 | $30M | $252M | $454M | 80% |
| Dividends | $0 | $34M | $42M | $49M | $54M | 9.3% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $242K · 1
- Open-market sells, 12 mo
- $1M · 2
- Net
- −$1M
Pay vs performance
No pay-versus-performance disclosure yet.