HXL
Hexcel Corporation
HXL has lower modeled downside risk, despite its lower overall score.
VRT
Vertiv Holdings Co
VRT has the edge over HXL overall, supported by stronger valuation and stronger fundamentals.
HXL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Healthy | |
| Stable |
HXL's profitability and cash flow are currently healthy, and its revenue and balance sheet are stable.
VRT Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
VRT's revenue, profitability, cash flow and balance sheet are all currently strong.
HXL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 29x | $79.91 | — |
| Cheap | 32x | $71.17 | -11% |
| Current | 36x | $79.91 | — |
| Fair | 47x | $105 | +31% |
| Expensive | 66x | $146 | +83% |
Historical ranges are pointers, not guarantees.
HXL's PE is in its cheap range at 36x. If earnings grow as analysts expect, today's price would be 29x next year's earnings.
VRT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 23x | $210 | — |
| Current | 39x | $210 | — |
| Cheap | 58x | $308 | +47% |
| Fair | 72x | $383 | +83% |
| Expensive | 88x | $472 | +125% |
Historical ranges are pointers, not guarantees.
VRT has the edge over HXL in the historical PE scenario, which offers more potential upside but is not a forecast.
HXL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for HXL, with profitability improving.
VRT Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| Moderate |
Analysts expect strong earnings and revenue growth for VRT, with profitability improving.
HXL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.72 | +23% |
| Q3 2026 | $2.22 | +161% |
| Q2 2026 | $1.98 | +83% |
| Q1 2026 | $1.51 | 0% |
| Q4 2025 | $1.37 | -14% |
| Q3 2025 | $0.85 | -35% |
| Q2 2025 | $1.08 | -15% |
| Q1 2025 | $1.51 | +29% |
| Q4 2024 | $1.59 | +28% |
HXL's earnings per share have fallen from their peak: $2.22 over the past year, against $3.57 in late 2019.
VRT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.14 | +71% |
| Q3 2026 | $5.35 | +102% |
| Q2 2026 | $4.42 | +111% |
| Q1 2026 | $3.98 | +131% |
| Q4 2025 | $3.41 | +166% |
| Q3 2025 | $2.65 | +75% |
| Q2 2025 | $2.09 | +62% |
| Q1 2025 | $1.72 | +64% |
| Q4 2024 | $1.28 | +7.6% |
VRT has the edge over HXL on earnings, with more consistent year-over-year improvement.
HXL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $496.4M | +8.8% |
| Q2 2026 | $529.3M | +8% |
| Q1 2026 | $501.5M | +9.9% |
| Q4 2025 | $491.3M | +3.7% |
| Q3 2025 | $456.2M | -0.1% |
| Q2 2025 | $489.9M | -2.1% |
| Q1 2025 | $456.5M | -3.3% |
| Q4 2024 | $473.8M | +3.6% |
HXL's revenue has grown year over year for four quarters in a row: $496M last quarter, up 8.8% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | +3.1 points |
| Q2 2026 | 14% | +7.6 points |
| Q1 2026 | 11% | +1.8 points |
| Q4 2025 | 13% | +11 points |
| Q3 2025 | 7.9% | -3.6 points |
| Q2 2025 | 6.1% | -8.2 points |
| Q1 2025 | 9.7% | -1.5 points |
| Q4 2024 | 1.9% | -8.5 points |
HXL's operating margin was 11% last quarter, up 3.1 points from the same quarter a year ago.
VRT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $4.3B | +61% |
| Q2 2026 | $3.3B | +24% |
| Q1 2026 | $2.6B | +30% |
| Q4 2025 | $2.9B | +23% |
| Q3 2025 | $2.7B | +29% |
| Q2 2025 | $2.6B | +35% |
| Q1 2025 | $2B | +24% |
| Q4 2024 | $2.3B | +26% |
VRT has the edge over HXL on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +3.5 points |
| Q2 2026 | 19% | +2.7 points |
| Q1 2026 | 17% | +2.3 points |
| Q4 2025 | 20% | +0.7 points |
| Q3 2025 | 19% | +1.4 points |
| Q2 2025 | 17% | -0.4 points |
| Q1 2025 | 14% | +1.9 points |
| Q4 2024 | 19% | +4.2 points |
VRT has the edge over HXL on profitability, with a higher operating margin.
HXL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $50.7M | -47% |
| Q2 2026 | $58M | +625% |
| Q1 2026 | -$6.2M | +$48.4M |
| Q4 2025 | $107.3M | -25% |
| Q3 2025 | $96.5M | +32% |
| Q2 2025 | $8M | -62% |
| Q1 2025 | -$54.6M | -$18.9M |
| Q4 2024 | $144M | -0.8% |
HXL generated $210M in free cash flow over the past year, up 8.2% from the year before.
VRT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $654.9M | +41% |
| Q2 2026 | $926.5M | +233% |
| Q1 2026 | $654.2M | +145% |
| Q4 2025 | $885.6M | +143% |
| Q3 2025 | $463.5M | +36% |
| Q2 2025 | $277.9M | -19% |
| Q1 2025 | $266.8M | +162% |
| Q4 2024 | $364.5M | +18% |
VRT has the edge over HXL on cash flow, with more consistent year-over-year improvement.
HXL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +200K shares |
| 1 year | -4.5% | -3.6M shares |
| 3 years | -10% | -8.9M shares |
| 5 years | -9.4% | -8M shares |
| Available history | -11% | -9.1M shares |
HXL has the edge over VRT on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | $353.4M |
| Q3 2025 | — |
| Q2 2025 | $50.5M |
| Q1 2025 | $50.4M |
| Q4 2024 | — |
HXL spent $353M buying back its own shares over the past year, about four times what it spent the year before.
VRT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -64.9K shares |
| 1 year | +0.4% | +1.8M shares |
| 3 years | +1.1% | +4.4M shares |
| 5 years | +10% | +36M shares |
| Available history | +63% | +152M shares |
VRT has 393M diluted shares, about the same as a year ago.
| Quarter | Spent |
|---|---|
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | $599.9M |
HXL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 2.3x | Moderate |
| Q2 2026 | 2.6x | Moderate |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.2x | Elevated |
| Q3 2025 | 2.8x | Moderate |
| Q2 2025 | 2.9x | Moderate |
| Q1 2025 | 2.3x | Moderate |
| Q4 2024 | 1.9x | Healthy |
HXL's net debt is about 2.3 years of its operating earnings (EBITDA), down from 2.8 years a year ago.
VRT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | 0.1x | Very low |
| Q1 2026 | 0.3x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 0.8x | Very low |
| Q4 2024 | 1.0x | Healthy |
VRT has the edge over HXL on leverage, with a lower net debt burden relative to earnings.
HXL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.8 | Neutral |
| Stochastic | 8.0 | Oversold |
HXL's weekly RSI is 40 (neutral) and its Stochastic is 8 (oversold).
VRT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.0 | Neutral |
| Stochastic | 26.4 | Neutral |
VRT's weekly RSI is 43 (neutral) and its Stochastic is 26 (neutral).
HXL PE vs Industrials Sector
| Metric | HXL | Sector median | Relative |
|---|---|---|---|
| PE | 36x | 24x | 50% above |
| PE % | 24 | 58 | 34 pts below |
HXL has the edge over VRT on valuation relative to its sector.
VRT PE vs Industrials Sector
| Metric | VRT | Sector median | Relative |
|---|---|---|---|
| PE | 39x | 24x | 63% above |
| PE % | 3 | 58 | 55 pts below |
VRT is trading at 39x earnings, a 63% premium to the Industrials sector's median of 24x.
HXL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $83.1 | 3.9% below |
| 20 week MA | $92.5 | 14% below |
| 50 week MA | $88.3 | 9.5% below |
| 100 week MA | $74.5 | 7.2% above |
| 200 week MA | $71.2 | 12% above |
HXL has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 12% above its 200-week average.
VRT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $221.8 | 5.5% below |
| 20 week MA | $254.4 | 18% below |
| 50 week MA | $253.9 | 17% below |
| 100 week MA | $189.1 | 11% above |
| 200 week MA | $123.5 | 70% above |
VRT has pulled back, but its long-term trend is still up: it's below its 8-, 20- and 50-week averages, but 70% above its 200-week average.
HXL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $73.8 | $48.8 | -34% |
| 2021 | $48.8 | $51.4 | +5.3% |
| 2022 | $51.4 | $58.0 | +13% |
| 2023 | $58.0 | $73.8 | +27% |
| 2024 | $73.8 | $63.1 | -14% |
| 2025 | $63.1 | $76.1 | +21% |
| 2026 YTD | $76.1 | $79.9 | +5% |
HXL has finished higher in four of the last six years. It's up 5% so far in 2026.
VRT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $10.9 | $18.9 | +73% |
| 2021 | $18.9 | $24.9 | +31% |
| 2022 | $24.9 | $12.8 | -48% |
| 2023 | $12.8 | $48.0 | +275% |
| 2024 | $48.0 | $115.1 | +140% |
| 2025 | $115.1 | $167.6 | +46% |
| 2026 YTD | $167.6 | $209.6 | +25% |
VRT has the edge over HXL on returns for 2026, with the stronger performance.