Analysts Issue Forecasts for HEICO’s Q2 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Equities researchers at Zacks Research upped their Q2 2025 earnings per share estimates for shares of HEICO in a research note issued to investors on Tuesday, January 7th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $1.03 per share for the quarter, up from their previous estimate 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.

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

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

HEICO Price Performance

Shares of NYSE HEI opened at $226.93 on Thursday. The company has a debt-to-equity ratio of 0.63, a current ratio of 3.30 and a quick ratio of 1.47. The business has a 50-day moving average of $255.80 and a 200-day moving average of $248.84. The stock has a market capitalization of $31.50 billion, a price-to-earnings ratio of 66.55, a PEG ratio of 3.12 and a beta of 1.28. HEICO has a fifty-two week low of $169.78 and a fifty-two week high of $283.60.

Hedge Funds Weigh In On HEICO

A number of institutional investors have recently modified their holdings of the business. Everence Capital Management Inc. acquired a new position in shares of HEICO during the fourth quarter worth $1,681,000. Legacy Wealth Management LLC MS bought a new stake in HEICO during the 3rd quarter worth $214,000. Synovus Financial Corp increased its holdings in HEICO by 31.7% in the 3rd quarter. Synovus Financial Corp now owns 1,975 shares of the aerospace company’s stock worth $516,000 after purchasing an additional 475 shares in the last quarter. Tidal Investments LLC raised its position in HEICO by 7.9% in the third quarter. Tidal Investments LLC now owns 1,557 shares of the aerospace company’s stock valued at $407,000 after purchasing an additional 114 shares during the last quarter. Finally, World Investment Advisors LLC acquired a new stake in shares of HEICO during the third quarter valued at about $315,000. Institutional investors and hedge funds own 27.12% of the company’s stock.

Insiders Place Their Bets

In other news, insider Victor H. Mendelson bought 726 shares of the company’s stock in a transaction dated Friday, October 18th. The stock was bought at an average cost of $262.94 per share, for a total transaction of $190,894.44. Following the transaction, the insider now owns 1,234,950 shares of the company’s stock, valued at $324,717,753. This represents a 0.06 % increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Laurans A. Mendelson purchased 725 shares of HEICO stock in a transaction that occurred on Friday, October 18th. The shares were purchased at an average price of $262.94 per share, for a total transaction of $190,631.50. Following the transaction, the chief executive officer now directly owns 929,984 shares in the company, valued at $244,529,992.96. This represents a 0.08 % increase in their position. The disclosure for this purchase can be found here. Insiders have acquired a total of 2,175 shares of company stock worth $571,895 in the last quarter. Corporate insiders own 8.10% of the company’s stock.

HEICO Announces Dividend

The firm also recently disclosed a semi-annual dividend, which will be paid on Friday, January 17th. Shareholders of record on Friday, January 3rd will be issued a $0.11 dividend. This represents a yield of 0.1%. The ex-dividend date of this dividend is Friday, January 3rd. HEICO’s dividend payout ratio is currently 6.01%.

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.