Heico (HEI) Expected to Announce Quarterly Earnings on Monday

Key Points

• Heico (HEI) is set to announce its Q3 2025 earnings after market close on August 25, with expectations of $1.12 per share earnings and $1.11 billion in revenue.
• The company recently increased its semi-annual dividend from $0.11 to $0.12 per share, yielding 10.0% and reflecting a payout ratio of 5.61%.
• Several analysts have rated Heico with "buy" ratings, resulting in a consensus price target of $301.45, indicating potential for future growth in the stock.

Heico (NYSE:HEI - Get Free Report) is anticipated to announce its Q3 2025 results after the market closes on Monday, August 25th. Analysts expect the company to announce earnings of $1.12 per share and revenue of $1.1138 billion for the quarter. Investors may review the information on the company's upcoming Q3 2025 earningreport for the latest details on the call scheduled for Tuesday, August 26, 2025 at 9:00 AM ET.

Heico (NYSE:HEI - Get Free Report) last issued its earnings results on Tuesday, May 27th. The aerospace company reported $1.12 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.03 by $0.09. Heico had a return on equity of 15.88% and a net margin of 14.54%.The business had revenue of $1.10 billion during the quarter, compared to analysts' expectations of $1.06 billion. During the same period in the prior year, the firm posted $0.88 EPS. Heico's quarterly revenue was up 14.9% compared to the same quarter last year. On average, analysts expect Heico to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Heico Price Performance

Shares of HEI traded up $2.9310 during mid-day trading on Wednesday, reaching $307.4310. The company had a trading volume of 494,146 shares, compared to its average volume of 511,700. Heico has a twelve month low of $216.68 and a twelve month high of $338.92. The company has a debt-to-equity ratio of 0.56, a current ratio of 3.43 and a quick ratio of 1.56. The company's 50-day moving average is $317.35 and its 200-day moving average is $278.46. The company has a market capitalization of $42.76 billion, a P/E ratio of 71.83, a P/E/G ratio of 3.84 and a beta of 1.11.

Heico Increases Dividend

The firm also recently declared a semi-annual dividend, which was paid on Tuesday, July 15th. Investors of record on Tuesday, July 1st were issued a dividend of $0.12 per share. The ex-dividend date of this dividend was Tuesday, July 1st. This represents a yield of 10.0%. This is a positive change from Heico's previous semi-annual dividend of $0.11. Heico's payout ratio is 5.61%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. UBS Group raised their price target on Heico from $264.00 to $306.00 and gave the company a "neutral" rating in a report on Thursday, May 29th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Heico in a report on Monday. Wall Street Zen cut Heico from a "buy" rating to a "hold" rating in a report on Friday, July 18th. Barclays set a $280.00 price target on Heico and gave the company an "equal weight" rating in a report on Monday, June 2nd. Finally, Truist Financial raised their price target on Heico from $323.00 to $352.00 and gave the company a "buy" rating in a report on Friday, July 11th. Nine investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $301.45.

Insider Transactions at Heico

In other news, Director Alan Schriesheim sold 35,000 shares of the firm's stock in a transaction on Tuesday, June 3rd. The stock was sold at an average price of $298.36, for a total value of $10,442,600.00. Following the transaction, the director directly owned 122,197 shares in the company, valued at $36,458,696.92. This trade represents a 22.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Chairman Laurans A. Mendelson sold 56,300 shares of the firm's stock in a transaction on Tuesday, July 15th. The stock was sold at an average price of $319.45, for a total value of $17,985,035.00. Following the completion of the transaction, the chairman owned 1,253,127 shares in the company, valued at $400,311,420.15. This represents a 4.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 91,656 shares of company stock worth $28,534,115 in the last three months. Insiders own 9.55% of the company's stock.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in HEI. Acadian Asset Management LLC lifted its holdings in Heico by 216.7% during the first quarter. Acadian Asset Management LLC now owns 1,381 shares of the aerospace company's stock worth $368,000 after acquiring an additional 945 shares in the last quarter. Evergreen Capital Management LLC lifted its holdings in Heico by 30.5% during the second quarter. Evergreen Capital Management LLC now owns 1,121 shares of the aerospace company's stock worth $368,000 after acquiring an additional 262 shares in the last quarter. Sandler Capital Management bought a new position in Heico during the second quarter worth about $1,179,000. BI Asset Management Fondsmaeglerselskab A S lifted its holdings in Heico by 10.8% during the second quarter. BI Asset Management Fondsmaeglerselskab A S now owns 4,794 shares of the aerospace company's stock worth $1,572,000 after acquiring an additional 468 shares in the last quarter. Finally, IHT Wealth Management LLC lifted its holdings in Heico by 2.1% during the second quarter. IHT Wealth Management LLC now owns 5,717 shares of the aerospace company's stock worth $1,875,000 after acquiring an additional 117 shares in the last quarter. 27.12% of the stock is currently owned by institutional investors.

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.