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

HEICO Co. (NYSE:HEI) – Stock analysts at Zacks Research increased their Q2 2025 earnings per share 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 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 announced its quarterly earnings data on Tuesday, December 17th. The aerospace company reported $0.99 earnings per share 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 for the quarter, compared to analyst estimates of $1.03 billion. During the same period in the prior year, the firm posted $0.74 EPS. The company’s revenue was up 8.2% on a year-over-year basis.

A number of other research analysts have also recently weighed in on HEI. Morgan Stanley lifted 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. Truist Financial boosted their target price on HEICO from $264.00 to $282.00 and gave the stock a “buy” rating in a report on Friday, October 18th. UBS Group started coverage on shares of HEICO in a report on Tuesday, October 15th. They issued a “neutral” rating and a $277.00 price target on the stock. Bank of America boosted their price objective on shares of HEICO from $250.00 to $285.00 and gave the stock a “buy” rating in a research note on Thursday, September 19th. Finally, Royal Bank of Canada raised their target price on shares of HEICO from $250.00 to $272.00 and gave the company an “outperform” rating in a research note on Wednesday, August 28th. 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 stock has an average rating of “Moderate Buy” and a consensus price target of $270.20.

HEICO Stock Performance

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

HEICO Announces Dividend

The company also recently disclosed a semi-annual dividend, which will be paid on Friday, January 17th. Shareholders of record on Friday, January 3rd will be given a $0.11 dividend. The ex-dividend date of this dividend is Friday, January 3rd. This represents a yield of 0.1%. HEICO’s payout ratio is currently 6.45%.

Insider Activity

In related news, Director Alan Schriesheim sold 332 shares of HEICO stock in a transaction on Monday, October 7th. The shares were sold at an average price of $201.63, for a total value of $66,941.16. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Laurans A. Mendelson acquired 725 shares of HEICO stock in a transaction on Friday, October 18th. The shares were bought at an average price of $262.94 per share, for a total transaction of $190,631.50. Following the completion of the purchase, the chief executive officer now directly owns 929,984 shares in the company, valued at $244,529,992.96. The trade was a 0.08 % increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders acquired 2,175 shares of company stock worth $571,895 over the last ninety days. Corporate insiders own 8.10% of the company’s stock.

Hedge Funds Weigh In On HEICO

A number of hedge funds have recently bought and sold shares of the company. Andra AP fonden bought a new position in HEICO during the 2nd quarter worth approximately $45,000. Rakuten Securities Inc. acquired a new stake in shares of HEICO during the 3rd quarter valued at approximately $81,000. Hantz Financial Services Inc. bought a new position in HEICO during the second quarter worth $100,000. Brooklyn Investment Group acquired a new position in HEICO in the third quarter worth $128,000. Finally, Global Trust Asset Management LLC acquired a new position in HEICO in the third quarter worth $144,000. 27.12% of the stock is currently owned by institutional investors and hedge funds.

HEICO Company Profile

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.