Research Analysts Offer Predictions for HEICO Q2 Earnings

HEICO Co. (NYSE:HEI - Free Report) - Equities research analysts at William Blair reduced their Q2 2025 EPS estimates for HEICO in a research note issued to investors on Monday, March 3rd. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings per share of $1.00 for the quarter, down from their previous estimate of $1.06. The consensus estimate for HEICO's current full-year earnings is $4.20 per share. William Blair also issued estimates for HEICO's Q3 2025 earnings at $1.05 EPS, Q4 2025 earnings at $1.06 EPS, FY2025 earnings at $4.30 EPS and FY2026 earnings at $4.79 EPS.

HEICO (NYSE:HEI - Get Free Report) last announced its earnings results on Wednesday, February 26th. The aerospace company reported $1.20 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.93 by $0.27. HEICO had a net margin of 13.33% and a return on equity of 14.63%. The company had revenue of $1.03 billion during the quarter, compared to analyst estimates of $983.10 million.

Other equities research analysts have also recently issued reports about the company. Deutsche Bank Aktiengesellschaft decreased their price target on HEICO from $271.00 to $266.00 and set a "buy" rating on the stock in a report on Thursday, December 19th. Truist Financial lifted their target price on HEICO from $282.00 to $294.00 and gave the company a "buy" rating in a research note on Wednesday. Finally, KeyCorp started coverage on HEICO in a research note on Thursday, January 16th. They issued a "sector weight" rating for the company. Four analysts have rated the stock with a hold rating and seven have given a buy rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $271.40.

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HEICO Stock Performance

NYSE:HEI traded down $0.06 during mid-day trading on Tuesday, hitting $263.17. 533,716 shares of the company traded hands, compared to its average volume of 603,005. The stock's fifty day moving average price is $235.97 and its 200-day moving average price is $250.50. The company has a quick ratio of 1.34, a current ratio of 3.11 and a debt-to-equity ratio of 0.60. HEICO has a one year low of $182.47 and a one year high of $283.60. The firm has a market cap of $36.54 billion, a price-to-earnings ratio of 71.90, a price-to-earnings-growth ratio of 3.10 and a beta of 1.26.

Institutional Trading of HEICO

Several large investors have recently added to or reduced their stakes in the company. Robeco Institutional Asset Management B.V. boosted its position in HEICO by 79.2% in the third quarter. Robeco Institutional Asset Management B.V. now owns 10,662 shares of the aerospace company's stock valued at $2,788,000 after buying an additional 4,712 shares during the last quarter. Signify Wealth acquired a new position in HEICO in the third quarter valued at approximately $204,000. TFB Advisors LLC purchased a new stake in HEICO in the 3rd quarter worth approximately $333,000. SpiderRock Advisors LLC grew its stake in shares of HEICO by 498.1% during the 3rd quarter. SpiderRock Advisors LLC now owns 15,490 shares of the aerospace company's stock worth $4,050,000 after purchasing an additional 12,900 shares during the period. Finally, Vantage Investment Partners LLC increased its holdings in HEICO by 1.4% in the third quarter. Vantage Investment Partners LLC now owns 122,430 shares of the aerospace company's stock valued at $32,013,000 after buying an additional 1,717 shares in the last quarter. Hedge funds and other institutional investors own 27.12% of the company's stock.

HEICO Announces Dividend

The business also recently declared a semi-annual dividend, which was paid on Friday, January 17th. Shareholders of record on Friday, January 3rd were paid a dividend of $0.11 per share. The ex-dividend date of this dividend was Friday, January 3rd. This represents a yield of 0.1%. HEICO's payout ratio is 5.45%.

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.