Hexcel Corp
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Go Big With This Stock
By Eric Novinson - June 7, 2013 | Tickers: BRK-B, HXL, BA, ZOLT
Big airplanes and big wind turbines could both produce big profits for Hexcel (NYSE: HXL). This manufacturer looks like it's doing fine in both areas. In early June, Boeing (NYSE: BA) explained that its new, larger 787-9 model has entered the final assembly process. In May, Berkshire Hathaway's (NYSE: BRK-B) MidAmerican Energy announced a large wind turbine project in Iowa.
Airplanes
The 787-9 could be very appealing for more »
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Can This Stock Keep Flying High?
By Lee Samaha - June 3, 2013 | Tickers: BEAV, HEI, HXL
The aerospace industry is faced with some unusual end market prospects for the next few years. In previous cycles, commercial aviation was characterized by extreme cyclicality and ongoing profitability issues as government sponsorship of national airlines tended to encourage over capacity. By way of comparison, military spending was always more stable and tended to provide a useful counterweight in difficult economic times. How times have changed!
The current situation is more »
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Lighter Airplanes Are No Dream
By Eric Novinson - April 24, 2013 | Tickers: HXL, BA, ZOLT |
Airplanes paid off for Hexcel (NYSE: HXL) this quarter. This company produces lightweight composite airplane parts for both Boeing (NYSE: BA) and Airbus. Hexcel makes composite helicopter blades and wind turbine blades as well. Hexcel's achieved solid results in the airplane business, and the company's composites and carbon fiber products could also find uses in other industries.
Financial Results
In general, the first quarter of 2013 went well more »
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Triumph Group To Benefit From Airline Industry Drivers
By HM Joshi - April 12, 2013 | Tickers: AAR, HEI, HXL, PCP, SPR, TXT, TGI, UTX
Triumph Group (NYSE: TGI) is involved in designing and manufacturing products and providing services to the military as well as commercial aviation industry. Its main business segments include aero-structures, aerospace systems and aftermarket services. In the past few quarters, the company's EPS as well as revenue has been increasing, and there are several business and market drivers that will help this company register stronger gains in the coming quarters more »
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More Aerospace Stocks With Upside
By Damon Churchwell - March 4, 2013 | Tickers: ERJ, HXL, TGI
The changing air transportation landscape is making this an exciting time to consider jumping aboard companies that build aircraft or components. Specifically, replacements and upgrades of equipment are under way at several domestic airlines, including those having recently merged or are planning to merge. For instance, American and US Airways have inked a merger agreement, and the likes of Southwest/Airtran, UAL/Continental, and Delta/Northwest have combined during the more »
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Zoltek Stumbles, Retains Long-Term Growth Drivers
By Eric Novinson - February 18, 2013 | Tickers: GE, HXL, WWD, ZOLT
Zoltek (NASDAQ: ZOLT) started off 2013 with a miss, but three of the reasons to buy this carbon fiber maker remain valid. The bull case for Zoltek depends on the carbon fiber market, the market for big windmills, and the production tax credit. Federal support for wind energy and renewables also helps Zoltek's prospects, although some representatives remain skeptical about subsidies for wind power. Wind power companies, including Zoltek more »
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Zoltek Avoids The Fiscal Cliff
By Eric Novinson - January 2, 2013 | Tickers: HXL, IXYS, WWD, ZOLT |
The fiscal cliff deal could have ended the wind energy production tax credit, so the deal had major implications for carbon fiber maker Zoltek, (NASDAQ: ZOLT) which makes fiber for large wind turbines. Bears argued that Congress would cut the credit, which would make large wind turbines more expensive. Michael Bastach, at the Daily Caller, reported that the Senate fiscal cliff bill kept the production tax credit in place for more »
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Boeing is Ready to Take Off
By Ankit Agrawal - September 17, 2012 | Tickers: HXL, PCP, SPR, BA
The Boeing Company (NYSE: BA) announced its impressive 2Q results in july with revenue, EBIT margin, and EPS all ahead of the consensus estimates. Year to date sales were up 25% and operating profit was up 23%. Going forward, I believe Boeing's product lines are in demand because of the efficiencies built in. Airlines will want these aircraft more for replacement than the riskier growth strategy in the past more »
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The Best Play in the Aerospace Sector?
By Lee Samaha - August 26, 2012 | Tickers: AIR, BEAV, HEI, HXL, BA
Every investor has one of these stocks. You know the type. The one where you find something you really like about the stock and then spend years waiting for its evaluation to get into range, or some other part of the company to perform, or some macro clouds to clear or whatever. The upshot is, you never get round to owning the stock. In my case it’s Heico (NYSE: HEImore »)
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Stocks Benefitting from Rising Aerospace Spending
By Lee Samaha - April 27, 2012 | Tickers: AA, B, BEAV, HXL, BA
Boeing (NYSE: BA) gave results recently and highlighted the current strength of the civil aviation market. The backlog rose to a record and the first quarter included $42bn in new orders. It’s pretty much a similar situation for EADS with Airbus. It’s fair to assume that the aviation market is currently firing on all cylinders and, with order books full for years to come, it looks like a more »