William Blair Has Optimistic Outlook of HEICO Q3 Earnings

HEICO Co. (NYSE:HEI - Free Report) - Analysts at William Blair lifted their Q3 2025 earnings per share (EPS) estimates for HEICO in a research report issued to clients and investors on Wednesday, May 28th. William Blair analyst L. Dipalma now forecasts that the aerospace company will post earnings of $1.09 per share for the quarter, up from their previous forecast of $1.05. William Blair has a "Outperform" rating on the stock. The consensus estimate for HEICO's current full-year earnings is $4.20 per share. William Blair also issued estimates for HEICO's Q4 2025 earnings at $1.13 EPS.

HEICO (NYSE:HEI - Get Free Report) last issued its quarterly earnings results on Tuesday, May 27th. The aerospace company reported $1.12 earnings per share for the quarter, topping analysts' consensus estimates of $1.03 by $0.09. HEICO had a return on equity of 14.63% and a net margin of 13.33%. The business had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.06 billion. During the same quarter in the previous year, the firm earned $0.88 earnings per share. The company's revenue was up 14.9% on a year-over-year basis.

A number of other brokerages have also weighed in on HEI. Wells Fargo & Company boosted their price target on HEICO from $244.00 to $278.00 and gave the stock an "equal weight" rating in a research note on Friday. Barclays upped their target price on HEICO from $250.00 to $280.00 and gave the company an "equal weight" rating in a research report on Monday. Truist Financial dropped their target price on HEICO from $294.00 to $277.00 and set a "buy" rating on the stock in a research report on Thursday, April 17th. Finally, UBS Group upped their target price on HEICO from $264.00 to $306.00 and gave the company a "neutral" rating in a research report on Thursday. Five investment analysts have rated the stock with a hold rating and eight have issued a buy rating to the company. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $275.82.

HEICO Stock Up 0.3%

Shares of HEI stock traded up $0.78 during trading hours on Monday, reaching $300.42. 622,581 shares of the company's stock were exchanged, compared to its average volume of 477,522. HEICO has a 1 year low of $216.68 and a 1 year high of $303.32. The stock has a market cap of $41.74 billion, a PE ratio of 82.08, a PEG ratio of 3.10 and a beta of 1.05. The company has a current ratio of 3.11, a quick ratio of 1.34 and a debt-to-equity ratio of 0.60. The stock's fifty day moving average price is $260.79 and its two-hundred day moving average price is $252.11.

Institutional Trading of HEICO

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Acadian Asset Management LLC boosted its holdings in HEICO by 216.7% in the 1st quarter. Acadian Asset Management LLC now owns 1,381 shares of the aerospace company's stock worth $368,000 after buying an additional 945 shares during the last quarter. Interval Partners LP purchased a new stake in HEICO during the 1st quarter worth approximately $3,127,000. Banque Transatlantique SA increased its stake in HEICO by 36.8% during the 1st quarter. Banque Transatlantique SA now owns 253 shares of the aerospace company's stock worth $62,000 after buying an additional 68 shares in the last quarter. Advisors Asset Management Inc. raised its stake in HEICO by 1.3% in the 1st quarter. Advisors Asset Management Inc. now owns 20,517 shares of the aerospace company's stock valued at $5,482,000 after purchasing an additional 259 shares during the last quarter. Finally, PDT Partners LLC raised its stake in HEICO by 781.9% in the 1st quarter. PDT Partners LLC now owns 25,576 shares of the aerospace company's stock valued at $6,834,000 after purchasing an additional 22,676 shares during the last quarter. Hedge funds and other institutional investors own 27.12% of the company's stock.

Insider Buying and Selling at HEICO

In related news, Director Julie Neitzel sold 700 shares of the business's stock in a transaction on Thursday, April 24th. The shares were sold at an average price of $246.23, for a total value of $172,361.00. Following the completion of the sale, the director now owns 418 shares of the company's stock, valued at approximately $102,924.14. The trade was a 62.61% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Alan Schriesheim sold 50,000 shares of the stock in a transaction on Tuesday, April 22nd. The shares were sold at an average price of $239.57, for a total transaction of $11,978,500.00. Following the transaction, the director now directly owns 157,197 shares in the company, valued at approximately $37,659,685.29. The trade was a 24.13% decrease in their ownership of the stock. The disclosure for this sale can be found here. 9.55% of the stock is currently owned by corporate insiders.

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.