Equities Analysts Set Expectations for HEICO Q2 Earnings

HEICO Co. (NYSE:HEI - Free Report) - Equities research analysts at Zacks Research upped their Q2 2025 earnings per share estimates for HEICO in a research note issued on Tuesday, December 17th. Zacks Research analyst R. Department now anticipates 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 - Get Free Report) last issued its quarterly earnings data on Tuesday, December 17th. The aerospace company reported $0.99 earnings per share for the quarter, beating analysts' consensus estimates of $0.97 by $0.02. The business had revenue of $1.01 billion for 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%. The firm's revenue was up 8.2% compared to the same quarter last year. During the same period last year, the business earned $0.74 EPS.

HEI has been the topic of several other research reports. Robert W. Baird lifted their target price on shares of HEICO from $243.00 to $280.00 and gave the stock an "outperform" rating in a report on Wednesday, August 28th. 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. Stifel Nicolaus boosted their price objective on HEICO from $250.00 to $280.00 and gave the stock a "buy" rating in a research report on Tuesday, August 27th. Bank of America raised their target price on HEICO from $250.00 to $285.00 and gave the company a "buy" rating in a report on Thursday, September 19th. Finally, Benchmark reaffirmed a "buy" rating and issued a $245.00 price target on shares of HEICO in a research report on Tuesday, August 27th. Three equities research analysts have rated the stock with a hold rating and seven have given a buy rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $270.20.

HEICO Stock Performance

Shares of NYSE:HEI traded up $0.45 during trading on Thursday, reaching $237.69. The stock had a trading volume of 955,261 shares, compared to its average volume of 399,673. The stock has a fifty day simple moving average of $261.76 and a two-hundred day simple moving average of $247.67. The company has a quick ratio of 1.47, a current ratio of 3.30 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 firm has a market capitalization of $32.94 billion, a price-to-earnings ratio of 69.70, a P/E/G ratio of 3.14 and a beta of 1.24.

Institutional Trading of HEICO

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Andra AP fonden bought a new stake in shares of HEICO during the 2nd quarter valued at $45,000. Strategic Financial Concepts LLC acquired a new stake in shares of HEICO during the second quarter worth $67,000. Rakuten Securities Inc. bought a new stake in HEICO in the third quarter valued at about $81,000. Hantz Financial Services Inc. acquired a new position in HEICO in the second quarter valued at about $100,000. Finally, Brooklyn Investment Group bought a new position in HEICO during the third quarter worth about $128,000. 27.12% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Victor H. Mendelson acquired 726 shares of the firm's stock in a transaction on Friday, October 18th. The shares were purchased at an average price of $262.94 per share, with a total value of $190,894.44. Following the acquisition, the insider now directly owns 1,234,950 shares in the company, valued at $324,717,753. The trade was a 0.06 % increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. Also, Director Alan Schriesheim sold 332 shares of the company's stock in a transaction that occurred on Monday, October 7th. The stock was sold at an average price of $201.63, for a total transaction of $66,941.16. The disclosure for this sale can be found here. Insiders purchased 2,175 shares of company stock worth $571,895 over the last three months. 8.10% of the stock is currently owned by corporate insiders.

HEICO Dividend Announcement

The business 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 $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 (DPR) is 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.