Zacks Research Has Positive Outlook for HEICO Q2 Earnings

HEICO Co. (NYSE:HEI) – Stock analysts at Zacks Research raised their Q2 2025 earnings estimates for shares of HEICO in a note issued to investors on Tuesday, December 17th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings per share of $1.02 for the quarter, up from their previous forecast of $0.94. The consensus estimate for HEICO’s current full-year earnings is $3.64 per share. Zacks Research also issued estimates for HEICO’s Q3 2025 earnings at $1.11 EPS, Q4 2025 earnings at $1.15 EPS and Q2 2026 earnings at $1.25 EPS.

HEICO (NYSE:HEI) last posted its earnings results on Tuesday, December 17th. The aerospace company reported $0.99 EPS for the quarter, topping analysts’ consensus estimates of $0.97 by $0.02. The business had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $1.03 billion. HEICO had a return on equity of 14.51% and a net margin of 12.64%. The business’s revenue was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.74 earnings per share.

Several other research firms also recently commented on HEI. Royal Bank of Canada upped their price target on shares of HEICO from $250.00 to $272.00 and gave the company an “outperform” rating in a research report on Wednesday, August 28th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of HEICO from $271.00 to $266.00 and set a “buy” rating for the company in a research note on Thursday. Stifel Nicolaus boosted their price target on HEICO from $250.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, August 27th. Benchmark reaffirmed a “buy” rating and set a $245.00 price objective on shares of HEICO in a research note on Tuesday, August 27th. Finally, Truist Financial lifted their target price on HEICO from $264.00 to $282.00 and gave the company a “buy” rating in a research note on Friday, October 18th. Three equities research analysts have rated the stock with a hold rating and seven have given a buy rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $270.20.

HEICO Trading Up 0.2 %

HEI opened at $237.69 on Thursday. The firm has a market cap of $32.94 billion, a price-to-earnings ratio of 69.70, a price-to-earnings-growth ratio of 3.14 and a beta of 1.24. HEICO has a 52 week low of $169.70 and a 52 week high of $283.60. The business’s 50 day moving average is $261.76 and its two-hundred day moving average is $247.67. The company has a quick ratio of 1.47, a current ratio of 3.30 and a debt-to-equity ratio of 0.63.

Hedge Funds Weigh In On HEICO

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Two Sigma Advisers LP increased its stake in shares of HEICO by 3.7% during the 3rd quarter. Two Sigma Advisers LP now owns 362,878 shares of the aerospace company’s stock worth $94,885,000 after purchasing an additional 13,100 shares in the last quarter. Driehaus Capital Management LLC increased its position in HEICO by 66.0% during the second quarter. Driehaus Capital Management LLC now owns 193,895 shares of the aerospace company’s stock worth $43,357,000 after buying an additional 77,067 shares in the last quarter. AdvisorShares Investments LLC raised its holdings in shares of HEICO by 7.4% in the second quarter. AdvisorShares Investments LLC now owns 32,593 shares of the aerospace company’s stock worth $7,190,000 after acquiring an additional 2,244 shares during the last quarter. Bright Rock Capital Management LLC purchased a new stake in shares of HEICO in the third quarter valued at $1,830,000. Finally, Seven Eight Capital LP acquired a new stake in shares of HEICO during the second quarter valued at $423,000. Institutional investors and hedge funds own 27.12% of the company’s stock.

Insider Activity at HEICO

In related news, Director Alan Schriesheim sold 332 shares of HEICO stock in a transaction on Monday, October 7th. The stock was sold at an average price of $201.63, for a total transaction of $66,941.16. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Victor H. Mendelson bought 726 shares of the stock in a transaction on Friday, October 18th. The stock was purchased at an average cost of $262.94 per share, for a total transaction of $190,894.44. Following the acquisition, the insider now directly owns 1,234,950 shares of the company’s stock, valued at $324,717,753. The trade was a 0.06 % increase in their position. The disclosure for this purchase can be found here. Insiders purchased 2,175 shares of company stock worth $571,895 over the last 90 days. Company insiders own 8.10% of the company’s stock.

HEICO Announces Dividend

The business also recently declared a semi-annual dividend, which will be paid on Friday, January 17th. Stockholders of record on Friday, January 3rd will be issued a $0.11 dividend. The ex-dividend date is Friday, January 3rd. This represents a dividend yield of 0.1%. HEICO’s dividend payout ratio is presently 6.45%.

About HEICO

HEICO Corporation, through its subsidiaries, designs, manufactures, and sells aerospace, defense, and electronic related products and services in the United States and internationally. Its Flight Support Group segment provides jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components.