Zacks Research Issues Positive Outlook for HEICO Earnings

HEICO Co. (NYSE:HEI) – Equities researchers at Zacks Research lifted their Q2 2025 earnings per share estimates for shares of HEICO in a research report issued to clients and investors on Tuesday, December 17th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings of $1.02 per share for the quarter, up from their prior estimate 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 announced its quarterly earnings results on Tuesday, December 17th. The aerospace company reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate 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 quarter in the prior year, the company posted $0.74 earnings per share. HEICO’s revenue was up 8.2% compared to the same quarter last year.

Several other research firms have also recently weighed in on HEI. Benchmark restated a “buy” rating and set a $245.00 price target on shares of HEICO in a report on Tuesday, August 27th. Stifel Nicolaus boosted their target price on HEICO from $250.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, August 27th. Morgan Stanley upped their target price on HEICO from $245.00 to $265.00 and gave the company an “equal weight” rating in a report on Friday, October 18th. Bank of America lifted their price target on HEICO from $250.00 to $285.00 and gave the stock a “buy” rating in a report on Thursday, September 19th. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on HEICO from $271.00 to $266.00 and set a “buy” rating for the company in a research note on Thursday. Three analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $270.20.

HEICO Price Performance

HEI opened at $238.94 on Thursday. The firm’s fifty day moving average price is $261.76 and its two-hundred day moving average price is $247.67. The company has a market capitalization of $33.12 billion, a price-to-earnings ratio of 70.07, a P/E/G ratio of 3.14 and a beta of 1.24. The company has a debt-to-equity ratio of 0.63, a current ratio of 3.30 and a quick ratio of 1.47. HEICO has a 1 year low of $169.70 and a 1 year high of $283.60.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in the stock. AGF Management Ltd. lifted its holdings in shares of HEICO by 61.7% in the second quarter. AGF Management Ltd. now owns 949,945 shares of the aerospace company’s stock worth $212,417,000 after buying an additional 362,625 shares in the last quarter. EULAV Asset Management increased its holdings in HEICO by 5.0% during the 3rd quarter. EULAV Asset Management now owns 402,193 shares of the aerospace company’s stock worth $105,165,000 after acquiring an additional 19,200 shares during the period. Two Sigma Advisers LP lifted its stake in HEICO by 3.7% in 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 boosted its holdings in HEICO by 66.0% in 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 period. Finally, Vantage Investment Partners LLC grew its position in shares of HEICO by 1.4% during the 3rd quarter. Vantage Investment Partners LLC now owns 122,430 shares of the aerospace company’s stock valued at $32,013,000 after purchasing an additional 1,717 shares in the last quarter. Institutional investors own 27.12% of the company’s stock.

Insider Buying and Selling

In related news, Director Alan Schriesheim sold 332 shares of the firm’s stock in a transaction that occurred on Monday, October 7th. The shares were sold at an average price of $201.63, for a total value of $66,941.16. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Laurans A. Mendelson bought 725 shares of the stock in a transaction on Friday, October 18th. The shares were acquired at an average cost of $262.94 per share, for a total transaction of $190,631.50. Following the acquisition, the chief executive officer now directly owns 929,984 shares in the company, valued at approximately $244,529,992.96. This trade represents a 0.08 % increase in their ownership of the stock. The disclosure for this purchase can be found here. In the last 90 days, insiders bought 2,175 shares of company stock valued at $571,895. 8.10% of the stock is owned by insiders.

HEICO Dividend Announcement

The company also recently declared a semi-annual dividend, which will be paid on Friday, January 17th. Stockholders 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 dividend yield of 0.1%. HEICO’s payout ratio is 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.