-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。12ヶ月目標株価を7ドル引き上げ、97ドルとします。これは、2027年のEPS予想の31.7倍に相当します。HXLの過去3年間の平均予想PERは30.5倍、同業他社の平均PERは36.5倍です。2026年のEPS予想を0.08ドル引き上げ、2.36ドルとします。また、2027年のEPS予想を0.10ドル引き上げ、3.06ドルとします。Hexcelの第1四半期決算は、商業航空宇宙産業の回復力の高まりを背景に、堅調なファンダメンタルズを裏付けています。商用航空宇宙の売上高は、エアバスA350およびA320、ボーイング787および737 MAXなどの主要プログラムの生産率の上昇に牽引され、前年比18.8%急増しました。A350の生産は2026年には約80機になると予想されています。この量的成長により、営業レバレッジが大幅に向上し、粗利益率は26.9%に拡大、調整後営業利益は49%増加しました。これは、同社が既存の生産能力を活用しているためです。防衛、宇宙、その他の売上高は以前の事業売却により減少しましたが、ミサイル関連の需要は2026年下半期に加速すると予想されています。ヘクセルは、燃料効率向上のために航空機における複合材の普及が進むことで恩恵を受け、主要な複合材サプライヤーとして有利な立場にあります。
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