Research Analysts Set Expectations for HEICO FY2025 Earnings

HEICO Co. (NYSE:HEI - Free Report) - Equities research analysts at Zacks Research raised their FY2025 earnings estimates for shares of HEICO in a note issued to investors on Thursday, November 14th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $4.18 per share for the year, up from their previous forecast of $4.17. The consensus estimate for HEICO's current full-year earnings is $3.65 per share. Zacks Research also issued estimates for HEICO's Q1 2026 earnings at $1.09 EPS, Q2 2026 earnings at $1.19 EPS, Q3 2026 earnings at $1.19 EPS, Q4 2026 earnings at $1.30 EPS and FY2026 earnings at $4.77 EPS.

Several other equities research analysts also recently commented on HEI. Robert W. Baird upped their target price on shares of HEICO from $243.00 to $280.00 and gave the company an "outperform" rating in a research note on Wednesday, August 28th. Barclays initiated coverage on HEICO in a research note on Monday, August 19th. They set an "equal weight" rating and a $250.00 price objective on the stock. Deutsche Bank Aktiengesellschaft increased their price target on HEICO from $235.00 to $271.00 and gave the stock a "buy" rating in a report on Wednesday, September 4th. Morgan Stanley boosted their price objective on HEICO from $245.00 to $265.00 and gave the company an "equal weight" rating in a research report on Friday, October 18th. Finally, Royal Bank of Canada raised their target price on shares of HEICO from $250.00 to $272.00 and gave the stock an "outperform" rating in a report on Wednesday, August 28th. Three equities research analysts have rated the stock with a hold rating and eight have issued a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $270.70.

HEICO Trading Down 0.2 %

Shares of HEI stock traded down $0.65 on Monday, reaching $269.76. The company had a trading volume of 496,596 shares, compared to its average volume of 384,655. The company has a 50-day moving average of $259.92 and a 200-day moving average of $239.87. HEICO has a 12 month low of $167.56 and a 12 month high of $281.15. The stock has a market cap of $37.39 billion, a PE ratio of 79.11, a PEG ratio of 3.28 and a beta of 1.23. 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 (NYSE:HEI - Get Free Report) last announced its quarterly earnings data on Monday, August 26th. The aerospace company reported $0.97 EPS for the quarter, topping analysts' consensus estimates of $0.92 by $0.05. HEICO had a return on equity of 14.51% and a net margin of 12.64%. The business had revenue of $992.20 million during the quarter, compared to analysts' expectations of $995.34 million. During the same period in the previous year, the firm earned $0.77 earnings per share. The firm's quarterly revenue was up 37.3% compared to the same quarter last year.

Insider Transactions at HEICO

In other news, CEO Laurans A. Mendelson acquired 725 shares of the firm's stock in a transaction dated Friday, October 18th. The stock was bought at an average price of $262.94 per share, with a total value of $190,631.50. Following the transaction, the chief executive officer now directly owns 929,984 shares in the company, valued at approximately $244,529,992.96. The trade was a 0.08 % increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Victor H. Mendelson bought 726 shares of the company's stock in a transaction dated Friday, October 18th. The stock was purchased at an average cost of $262.94 per share, for a total transaction of $190,894.44. Following the completion of the acquisition, the insider now owns 1,234,950 shares in the company, valued at $324,717,753. This trade represents a 0.06 % increase in their position. The disclosure for this purchase can be found here. Insiders acquired a total of 2,650 shares of company stock worth $691,718 in the last three months. Insiders own 8.10% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in HEI. Andra AP fonden bought a new stake in shares of HEICO during the second quarter worth approximately $45,000. Center for Financial Planning Inc. bought a new stake in HEICO in the 2nd quarter valued at about $52,000. American National Bank acquired a new stake in shares of HEICO in the second quarter valued at approximately $66,000. Strategic Financial Concepts LLC bought a new stake in shares of HEICO in the second quarter valued at approximately $67,000. Finally, FSC Wealth Advisors LLC acquired a new position in HEICO in the 2nd quarter valued at $73,000. 27.12% of the stock is owned by institutional investors and hedge funds.

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.