Zacks Research Comments on HEICO’s Q2 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Research analysts at Zacks Research increased their Q2 2025 earnings per share estimates for shares of HEICO in a report released on Tuesday, January 7th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings per share of $1.03 for the quarter, up from their prior forecast of $1.02. The consensus estimate for HEICO’s current full-year earnings is $3.64 per share. Zacks Research also issued estimates for HEICO’s Q4 2025 earnings at $1.13 EPS, FY2025 earnings at $4.16 EPS, Q3 2026 earnings at $1.11 EPS, Q4 2026 earnings at $1.27 EPS, FY2026 earnings at $4.73 EPS and FY2027 earnings at $5.24 EPS.

A number of other equities research analysts also recently issued reports on the stock. Bank of America boosted their price objective on shares of HEICO from $250.00 to $285.00 and gave the company a “buy” rating in a research report on Thursday, September 19th. UBS Group assumed coverage on HEICO in a research note on Tuesday, October 15th. They issued a “neutral” rating and a $277.00 price objective on the stock. Deutsche Bank Aktiengesellschaft reduced their target price on shares of HEICO from $271.00 to $266.00 and set a “buy” rating for the company in a report on Thursday, December 19th. Morgan Stanley lifted their price target on shares of HEICO from $245.00 to $265.00 and gave the company an “equal weight” rating in a report on Friday, October 18th. Finally, Truist Financial increased their price objective on shares of HEICO from $264.00 to $282.00 and gave the stock a “buy” rating in a research note on Friday, October 18th. Three research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $270.20.

HEICO Stock Performance

Shares of NYSE HEI opened at $226.93 on Thursday. The company has a current ratio of 3.30, a quick ratio of 1.47 and a debt-to-equity ratio of 0.63. HEICO has a 12-month low of $169.78 and a 12-month high of $283.60. The firm has a market capitalization of $31.50 billion, a price-to-earnings ratio of 66.55, a price-to-earnings-growth ratio of 3.12 and a beta of 1.28. The firm has a 50 day moving average of $255.45 and a 200 day moving average of $248.69.

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

HEICO Dividend Announcement

The business also recently announced a semi-annual dividend, which will be paid on Friday, January 17th. Investors of record on Friday, January 3rd will be paid a dividend of $0.11 per share. The ex-dividend date is Friday, January 3rd. This represents a yield of 0.1%. HEICO’s payout ratio is 6.01%.

Insider Buying and Selling at HEICO

In other news, Director Alan Schriesheim acquired 724 shares of the firm’s stock in a transaction dated Friday, October 18th. The shares were acquired at an average cost of $262.94 per share, with a total value of $190,368.56. Following the acquisition, the director now directly owns 174,878 shares of the company’s stock, valued at approximately $45,982,421.32. The trade was a 0.42 % increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Laurans A. Mendelson bought 725 shares of the business’s stock in a transaction that occurred on Friday, October 18th. The stock was acquired at an average cost of $262.94 per share, with a total value of $190,631.50. Following the completion of the acquisition, the chief executive officer now owns 929,984 shares of the company’s stock, valued at $244,529,992.96. This represents a 0.08 % increase in their position. The disclosure for this purchase can be found here. In the last ninety days, insiders have purchased 2,175 shares of company stock worth $571,895. Insiders own 8.10% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in HEI. AGF Management Ltd. lifted its stake in shares of HEICO by 61.7% in the 2nd quarter. AGF Management Ltd. now owns 949,945 shares of the aerospace company’s stock valued at $212,417,000 after purchasing an additional 362,625 shares during the last quarter. Driehaus Capital Management LLC grew its holdings in HEICO by 66.0% during the 2nd quarter. Driehaus Capital Management LLC now owns 193,895 shares of the aerospace company’s stock valued at $43,357,000 after purchasing an additional 77,067 shares during the last quarter. Strategic Financial Concepts LLC purchased a new stake in HEICO in the 2nd quarter worth about $67,000. EULAV Asset Management lifted its stake in HEICO by 5.0% in the third quarter. EULAV Asset Management now owns 402,193 shares of the aerospace company’s stock worth $105,165,000 after purchasing an additional 19,200 shares during the last quarter. Finally, Marsico Capital Management LLC boosted its position in shares of HEICO by 19.3% during the second quarter. Marsico Capital Management LLC now owns 114,236 shares of the aerospace company’s stock valued at $25,544,000 after buying an additional 18,465 shares during the period. Institutional investors own 27.12% of the company’s stock.

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.