Hexcel Corporation (HXL) Presents at Jefferies Global Industrials Conference 2026 Transcript

SA Transcripts 162.13K Followers Follow Hexcel Corporation ( HXL ) Jefferies Global Industrials Conference 2026 September 9, 2026 1:30 PM EDT Company Participants Thomas Gentile - CEO, President & Chairman Conference Call Participants Kyle Wenclawiak - Jefferies LLC, Research Division Presentation Kyle Wenclawiak Jefferies LLC, Research Division All right. Good afternoon, everyone. My name is Kyle Wenclawiak. I work on the U.S. aerospace, defense and airlines equity research team with Sheila. We're very happy to have Tom Gentile here of Hexcel Corporation, who served in the President and CEO role since May 2024 and as Chairman of the Board since December 2024. Prior to that, of course, spent time at Spirit AeroSystems as CEO. And prior to that, a series of President, CEO, COO roles across the GE enterprise, including Capital, Healthcare and Aviation Services. He also holds a number of Board seats and is very involved in the community across the U.S. Chamber of Commerce, RPM International, the Board of Governors for the Wings Club and a number of other community actions, including the Smithsonian National Air and Space Museum, the Wichita State University's Business School Board, as well as the Aerospace Industries Association. Question-and-Answer Session Kyle Wenclawiak Jefferies LLC, Research Division So with that, Tom, I think a good starting point is, obviously, the first half of the year has been quite strong. You have several of the aerospace programs at pretty close to peak rates that were achieved back in 2019. Margins have made a ton of headway over the past, call it, 1.5 years. So maybe when you think over the back half of this year and into 2027, where you're spending most of your time, where you're most excited about? And what are kind of the upside drivers as you think about the kind of forward years? Thomas Gentile CEO, President & Chairman