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How Hexcel Builds a Moat on Aerospace Composites
Lucas and Luna explore Hexcel, the little-known company that supplies carbon fiber for the Airbus A350 and Boeing 787. They break down how Hexcel's proprietary weaving and resin technology creates an almost unbreachable moat: aerospace-grade composites require 10-plus-year certification cycles, massive R&D spend, and zero-defect manufacturing. Lucas explains why Hexcel's revenue comes 70 percent from long-term sole-source contracts, giving them pricing power and sticky customer relationships. Luna asks whether new carbon fiber entrants could disrupt the market, and Lucas explains…
The skinny
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