Equities Analysts Set Expectations for HEICO Q2 Earnings

HEICO Co. (NYSE:HEI) – Zacks Research raised their Q2 2025 earnings estimates for shares of HEICO in a research report issued to clients and investors on Tuesday, December 17th. Zacks Research analyst R. Department now forecasts that the aerospace company will earn $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. The business had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $1.03 billion. HEICO had a return on equity of 14.51% and a net margin of 12.64%. HEICO’s revenue was up 8.2% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.74 earnings per share.

Other equities analysts also recently issued research reports about the company. Morgan Stanley upped their price objective on HEICO from $245.00 to $265.00 and gave the company an “equal weight” rating in a research note on Friday, October 18th. Bank of America increased their price target on HEICO from $250.00 to $285.00 and gave the stock a “buy” rating in a research note on Thursday, September 19th. Royal Bank of Canada upped their price objective on shares of HEICO from $250.00 to $272.00 and gave the company an “outperform” rating in a report on Wednesday, August 28th. Stifel Nicolaus lifted their target price on shares of HEICO from $250.00 to $280.00 and gave the stock a “buy” rating in a research note on Tuesday, August 27th. Finally, Benchmark restated a “buy” rating and set a $245.00 price target on shares of HEICO in a research note on Tuesday, August 27th. Three research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $270.20.

HEICO Stock Performance

Shares of NYSE:HEI traded up $1.28 during midday trading on Thursday, reaching $238.52. The company had a trading volume of 95,996 shares, compared to its average volume of 396,047. The stock has a market cap of $33.06 billion, a P/E ratio of 69.95, a P/E/G ratio of 3.14 and a beta of 1.24. 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 52-week low of $169.70 and a 52-week high of $283.60. The company’s 50 day moving average price is $262.18 and its 200 day moving average price is $247.74.

Institutional Trading of HEICO

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Two Sigma Advisers LP increased its holdings in HEICO by 3.7% during the 3rd quarter. Two Sigma Advisers LP now owns 362,878 shares of the aerospace company’s stock valued at $94,885,000 after purchasing an additional 13,100 shares during the period. Driehaus Capital Management LLC grew its position 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. AdvisorShares Investments LLC grew its position in HEICO by 7.4% during the 2nd quarter. AdvisorShares Investments LLC now owns 32,593 shares of the aerospace company’s stock valued at $7,190,000 after purchasing an additional 2,244 shares during the last quarter. Bright Rock Capital Management LLC bought a new stake in HEICO during the 3rd quarter valued at about $1,830,000. Finally, Seven Eight Capital LP purchased a new position in HEICO in the second quarter worth about $423,000. Institutional investors own 27.12% of the company’s stock.

Insider Buying and Selling at HEICO

In other HEICO news, insider Victor H. Mendelson purchased 726 shares of the firm’s stock in a transaction on Friday, October 18th. The shares were purchased at an average cost of $262.94 per share, with a total value of $190,894.44. Following the completion of the purchase, the insider now owns 1,234,950 shares of the company’s stock, valued at $324,717,753. The trade was a 0.06 % increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Alan Schriesheim acquired 724 shares of the business’s stock in a transaction dated Friday, October 18th. The stock was acquired at an average cost of $262.94 per share, with a total value of $190,368.56. Following the purchase, the director now directly owns 174,878 shares in the company, valued at $45,982,421.32. This represents a 0.42 % increase in their position. The disclosure for this purchase can be found here. Insiders have bought 2,175 shares of company stock worth $571,895 over the last 90 days. Corporate insiders own 8.10% of the company’s stock.

HEICO Announces Dividend

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 given a $0.11 dividend. The ex-dividend date is Friday, January 3rd. This represents a yield of 0.1%. HEICO’s dividend payout ratio (DPR) is presently 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.