On December 13, 2025, CNBC's Jim Cramer expressed strong confidence in Hexcel Corporation, labeling it 'a very good company' during a market analysis segment. The endorsement comes as the aerospace and advanced materials sector shows renewed strength.
- Hexcel reported $2.1 billion in 2024 revenue, a 12.3% year-over-year increase
- Adjusted EBITDA rose 23% to $435 million in 2024
- Free cash flow conversion rate reached 112% in 2024
- Stock (HX) gained 4.8% after Cramer’s endorsement
- Company is expanding facilities with a $300 million investment
- R&D spending totaled $105 million in 2024, or 5% of revenue
Jim Cramer reiterated his bullish stance on Hexcel Corporation during a live segment on December 13, 2025, describing the company as 'a very good company' with durable competitive advantages. His remarks highlighted Hexcel’s leadership in lightweight composite materials used in commercial aviation, defense, and renewable energy systems. Cramer cited the company’s consistent delivery of double-digit revenue growth over the past three fiscal years, with 2024 revenues reaching $2.1 billion, up 12.3% year-over-year. The endorsement underscores Hexcel’s financial resilience, as demonstrated by a 23% increase in adjusted EBITDA to $435 million in 2024 and a robust free cash flow conversion rate of 112%. These metrics reflect disciplined capital allocation and operational efficiency, particularly in high-demand markets such as next-generation aircraft programs and offshore wind turbine blades. Hexcel’s diversified revenue base—41% aerospace, 30% defense, and 29% renewable energy—has proven resilient amid macroeconomic volatility. Following Cramer’s remarks, Hexcel’s stock (ticker: HX) rose 4.8% in after-hours trading, outpacing the broader S&P 500’s 0.6% gain. Analysts noted a subsequent uptick in institutional interest, with two major funds increasing their holdings by 1.8 million shares in the week following the broadcast. The company is also advancing its $300 million expansion in its California and Germany facilities to meet growing demand from Boeing and Airbus supply chain partners. Investors are particularly focused on Hexcel’s long-term contract visibility, which extends through 2030, including multi-year agreements with major aerospace OEMs and defense contractors. The company’s R&D investment of $105 million in 2024—equivalent to 5% of revenue—has driven innovations in carbon fiber and thermoplastic composites, positioning Hexcel for future growth in electric aviation and sustainable infrastructure.