Q2 2025 EPS Estimates for HEICO Co. Raised by Analyst (NYSE:HEI)

HEICO Co. (NYSE:HEI - Free Report) - Equities researchers at Zacks Research lifted their Q2 2025 earnings estimates for HEICO in a research note issued to investors on Wednesday, April 17th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $0.95 per share for the quarter, up from their prior estimate of $0.94. The consensus estimate for HEICO's current full-year earnings is $3.47 per share. Zacks Research also issued estimates for HEICO's Q3 2025 earnings at $1.00 EPS, Q4 2025 earnings at $1.22 EPS, FY2025 earnings at $4.06 EPS and Q1 2026 earnings at $1.00 EPS.

HEICO (NYSE:HEI - Get Free Report) last issued its earnings results on Monday, February 26th. The aerospace company reported $0.82 earnings per share for the quarter, topping analysts' consensus estimates of $0.74 by $0.08. The business had revenue of $896.36 million for the quarter, compared to the consensus estimate of $891.32 million. HEICO had a net margin of 13.11% and a return on equity of 14.35%. The firm's revenue for the quarter was up 44.4% on a year-over-year basis. During the same period in the previous year, the company earned $0.67 earnings per share.

Other equities analysts have also recently issued reports about the stock. Truist Financial lifted their price objective on shares of HEICO from $190.00 to $229.00 and gave the stock a "buy" rating in a research report on Wednesday, December 20th. Royal Bank of Canada boosted their target price on shares of HEICO from $210.00 to $225.00 and gave the company an "outperform" rating in a research report on Monday, February 26th. Morgan Stanley cut shares of HEICO from an "equal weight" rating to an "underweight" rating and reduced their target price for the company from $184.00 to $174.00 in a research report on Wednesday, December 20th. Stifel Nicolaus boosted their target price on shares of HEICO from $210.00 to $215.00 and gave the company a "buy" rating in a research report on Tuesday, April 9th. Finally, Bank of America raised shares of HEICO from a "neutral" rating to a "buy" rating and set a $220.00 target price for the company in a research report on Thursday, January 25th. One equities research analyst has rated the stock with a sell rating, one has given a hold rating and nine have issued a buy rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $204.50.

HEICO Stock Down 0.5 %

HEI traded down $0.91 during trading on Thursday, reaching $196.64. 342,576 shares of the stock were exchanged, compared to its average volume of 375,750. The stock has a market cap of $27.21 billion, a P/E ratio of 64.56, a price-to-earnings-growth ratio of 3.24 and a beta of 1.16. HEICO has a twelve month low of $153.63 and a twelve month high of $200.64. The stock's 50 day moving average price is $191.08 and its two-hundred day moving average price is $178.75. The company has a debt-to-equity ratio of 0.75, a quick ratio of 1.40 and a current ratio of 3.17.

Insider Buying and Selling

In related news, Director Alan Schriesheim sold 26,000 shares of the company's stock in a transaction dated Friday, March 22nd. The shares were sold at an average price of $192.18, for a total transaction of $4,996,680.00. Following the completion of the sale, the director now owns 155,862 shares of the company's stock, valued at $29,953,559.16. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. In other HEICO news, Director Frank J. Schwitter sold 400 shares of the business's stock in a transaction dated Thursday, March 28th. The stock was sold at an average price of $193.70, for a total transaction of $77,480.00. Following the completion of the transaction, the director now owns 1,255 shares of the company's stock, valued at $243,093.50. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Alan Schriesheim sold 26,000 shares of the business's stock in a transaction dated Friday, March 22nd. The stock was sold at an average price of $192.18, for a total value of $4,996,680.00. Following the transaction, the director now directly owns 155,862 shares of the company's stock, valued at approximately $29,953,559.16. The disclosure for this sale can be found here. 8.10% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Capital World Investors raised its stake in HEICO by 10.5% during the fourth quarter. Capital World Investors now owns 3,276,326 shares of the aerospace company's stock worth $586,036,000 after acquiring an additional 311,304 shares in the last quarter. Lazard Asset Management LLC increased its stake in shares of HEICO by 3.1% in the fourth quarter. Lazard Asset Management LLC now owns 1,363,157 shares of the aerospace company's stock valued at $209,434,000 after buying an additional 40,452 shares during the period. Federated Hermes Inc. increased its stake in shares of HEICO by 8.3% in the fourth quarter. Federated Hermes Inc. now owns 567,103 shares of the aerospace company's stock valued at $101,438,000 after buying an additional 43,509 shares during the period. Select Equity Group L.P. acquired a new position in shares of HEICO in the first quarter valued at approximately $85,710,000. Finally, Balyasny Asset Management L.P. increased its stake in shares of HEICO by 336.7% in the first quarter. Balyasny Asset Management L.P. now owns 348,363 shares of the aerospace company's stock valued at $59,584,000 after buying an additional 268,584 shares during the period. Institutional investors and hedge funds own 27.12% of the company's stock.

HEICO Company Profile

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.