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

HEICO Co. (NYSE:HEI) – Equities researchers at Zacks Research increased their Q2 2025 earnings estimates for HEICO in a research note issued to investors on Tuesday, December 17th. Zacks Research analyst R. Department now expects that the aerospace company will earn $1.02 per share for the quarter, up from their previous 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.

HEI has been the subject of a number of other reports. Morgan Stanley upped their price objective on HEICO from $245.00 to $265.00 and gave the stock an “equal weight” rating in a report on Friday, October 18th. Truist Financial upped their target price on HEICO from $264.00 to $282.00 and gave the stock a “buy” rating in a research note on Friday, October 18th. Royal Bank of Canada increased 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. Benchmark restated a “buy” rating and issued a $245.00 price objective on shares of HEICO in a report on Tuesday, August 27th. Finally, Bank of America upped their price objective on shares of HEICO from $250.00 to $285.00 and gave the company a “buy” rating in a research note on Thursday, September 19th. Three equities 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 stock presently has a consensus rating of “Moderate Buy” and an average price target of $270.20.

HEICO Stock Up 0.5 %

Shares of NYSE:HEI opened at $238.94 on Thursday. The firm has a market capitalization of $33.12 billion, a PE ratio of 70.07, a price-to-earnings-growth ratio of 3.14 and a beta of 1.24. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.47 and a current ratio of 3.30. HEICO has a 52-week low of $169.70 and a 52-week high of $283.60. The firm has a fifty day moving average of $261.76 and a 200 day moving average of $247.67.

HEICO (NYSE:HEI) last released its quarterly 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 during the quarter, compared to analysts’ expectations of $1.03 billion. HEICO had a net margin of 12.64% and a return on equity of 14.51%. The business’s quarterly revenue was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.74 EPS.

HEICO Announces Dividend

The company also recently declared a semi-annual dividend, which will be paid on Friday, January 17th. Shareholders of record on Friday, January 3rd will be given 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 currently 6.45%.

Insiders Place Their Bets

In other news, Director Alan Schriesheim bought 724 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 $190,368.56. Following the completion of the acquisition, the director now owns 174,878 shares in the company, valued at approximately $45,982,421.32. This trade represents a 0.42 % increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at 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 acquired at an average price of $262.94 per share, for a total transaction of $190,631.50. Following the acquisition, the chief executive officer now owns 929,984 shares in the company, valued at $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. Insiders have bought a total of 2,175 shares of company stock valued at $571,895 in the last quarter. Insiders own 8.10% of the company’s stock.

Hedge Funds Weigh In On HEICO

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. Hennion & Walsh Asset Management Inc. increased its position in HEICO by 52.0% during the 2nd quarter. Hennion & Walsh Asset Management Inc. now owns 2,444 shares of the aerospace company’s stock valued at $547,000 after purchasing an additional 836 shares during the period. Avalon Capital Management lifted its position in shares of HEICO by 3.5% in the 2nd quarter. Avalon Capital Management now owns 3,613 shares of the aerospace company’s stock worth $808,000 after purchasing an additional 123 shares during the period. RPS Advisory Solutions LLC bought a new stake in shares of HEICO during the 2nd quarter valued at about $239,000. Moody Lynn & Lieberson LLC increased its position in shares of HEICO by 63.1% during the second quarter. Moody Lynn & Lieberson LLC now owns 4,113 shares of the aerospace company’s stock valued at $920,000 after buying an additional 1,591 shares during the period. Finally, Calamos Wealth Management LLC raised its stake in HEICO by 14.7% in the second quarter. Calamos Wealth Management LLC now owns 1,560 shares of the aerospace company’s stock worth $349,000 after buying an additional 200 shares in the last quarter. 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.