Equities Analysts Offer Predictions for HEICO Q2 Earnings

HEICO Co. (NYSE:HEI) – Stock analysts at Zacks Research raised their Q2 2025 earnings per share estimates for HEICO in a research note issued on Tuesday, January 7th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings per share of $1.03 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 issued 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. HEICO had a return on equity of 14.51% and a net margin of 12.64%. The company had revenue of $1.01 billion during the quarter, compared to analyst estimates of $1.03 billion. During the same period in the previous year, the company earned $0.74 earnings per share. The company’s quarterly revenue was up 8.2% compared to the same quarter last year.

Several other equities analysts have also issued reports on the company. Morgan Stanley boosted their price target on HEICO from $245.00 to $265.00 and gave the company an “equal weight” rating in a research note on Friday, October 18th. Deutsche Bank Aktiengesellschaft reduced their target price on HEICO from $271.00 to $266.00 and set a “buy” rating for the company in a research report on Thursday, December 19th. Truist Financial increased their price objective on shares of HEICO from $264.00 to $282.00 and gave the company a “buy” rating in a research note on Friday, October 18th. Bank of America raised their price target 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, UBS Group initiated coverage on HEICO in a research note on Tuesday, October 15th. They issued a “neutral” rating and a $277.00 price objective on the stock. Three investment analysts have rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $270.20.

HEICO Price Performance

Shares of HEICO stock opened at $226.93 on Thursday. The firm has a fifty day moving average price of $255.80 and a two-hundred day moving average price of $248.84. The company has a market cap of $31.50 billion, a PE ratio of 66.55, a price-to-earnings-growth ratio of 3.12 and a beta of 1.28. 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 fifty-two week low of $169.78 and a fifty-two week high of $283.60.

Institutional Trading of HEICO

A number of institutional investors and hedge funds have recently modified their holdings of HEI. Andra AP fonden acquired a new position in HEICO in the second quarter valued at about $45,000. Strategic Financial Concepts LLC acquired a new position in shares of HEICO in the 2nd quarter valued at approximately $67,000. Rakuten Securities Inc. bought a new stake in HEICO during the 3rd quarter worth approximately $81,000. Brooklyn Investment Group acquired a new stake in HEICO during the 3rd quarter worth approximately $128,000. Finally, Global Trust Asset Management LLC bought a new position in HEICO in the third quarter valued at approximately $144,000. 27.12% of the stock is owned by institutional investors.

Insider Transactions at HEICO

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 price of $262.94 per share, for a total transaction of $190,368.56. Following the completion of the transaction, the director now directly owns 174,878 shares in the company, valued at $45,982,421.32. The trade was a 0.42 % increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Victor H. Mendelson bought 726 shares of the business’s stock in a transaction on Friday, October 18th. The shares were acquired at an average price of $262.94 per share, for a total transaction of $190,894.44. Following the completion of the transaction, the insider now owns 1,234,950 shares in the company, valued at approximately $324,717,753. This trade represents a 0.06 % increase in their position. The disclosure for this purchase can be found here. Over the last quarter, insiders have acquired 2,175 shares of company stock worth $571,895. Insiders own 8.10% of the company’s stock.

HEICO Dividend Announcement

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 paid a $0.11 dividend. This represents a yield of 0.1%. The ex-dividend date 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.