Zacks Research Analysts Cut Earnings Estimates for HEICO

HEICO Co. (NYSE:HEI - Free Report) - Equities researchers at Zacks Research cut their Q2 2025 EPS estimates for shares of HEICO in a research note issued to investors on Thursday, May 8th. Zacks Research analyst R. Department now forecasts that the aerospace company will earn $1.01 per share for the quarter, down from their previous forecast of $1.02. The consensus estimate for HEICO's current full-year earnings is $4.20 per share. Zacks Research also issued estimates for HEICO's FY2025 earnings at $4.36 EPS, Q1 2026 earnings at $1.17 EPS, Q2 2026 earnings at $1.33 EPS, Q3 2026 earnings at $1.19 EPS, FY2026 earnings at $4.87 EPS, Q1 2027 earnings at $1.40 EPS and FY2027 earnings at $5.40 EPS.

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

Several other research firms have also issued reports on HEI. Truist Financial reduced their target price on shares of HEICO from $294.00 to $277.00 and set a "buy" rating for the company in a report on Thursday, April 17th. William Blair reaffirmed an "outperform" rating on shares of HEICO in a report on Tuesday, March 25th. Wells Fargo & Company initiated coverage on shares of HEICO in a report on Tuesday, April 15th. They set an "equal weight" rating and a $244.00 price objective for the company. Finally, KeyCorp initiated coverage on shares of HEICO in a report on Thursday, January 16th. They set a "sector weight" rating for the company. Five investment analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company's stock. Based on data from MarketBeat.com, HEICO presently has a consensus rating of "Moderate Buy" and a consensus target price of $267.36.

HEICO Stock Performance

HEICO stock traded down $3.89 during midday trading on Friday, hitting $264.13. The stock had a trading volume of 406,586 shares, compared to its average volume of 468,189. The firm's fifty day moving average is $255.91 and its two-hundred day moving average is $249.92. The company has a market capitalization of $36.70 billion, a PE ratio of 72.17, a P/E/G ratio of 3.10 and a beta of 1.05. HEICO has a 52-week low of $208.44 and a 52-week high of $283.60. The company has a current ratio of 3.11, a quick ratio of 1.34 and a debt-to-equity ratio of 0.60.

Insider Activity at HEICO

In related news, Director Alan Schriesheim sold 50,000 shares of the firm's stock in a transaction on Tuesday, April 22nd. The stock was sold at an average price of $239.57, for a total value of $11,978,500.00. Following the completion of the sale, the director now directly owns 157,197 shares in the company, valued at $37,659,685.29. This trade represents a 24.13% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Julie Neitzel sold 700 shares of the firm's stock in a transaction on Thursday, April 24th. The stock was 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. This represents a 62.61% 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 insiders.

Institutional Trading of HEICO

A number of institutional investors have recently bought and sold shares of HEI. Tidal Investments LLC lifted its position in HEICO by 7.9% in the third quarter. Tidal Investments LLC now owns 1,557 shares of the aerospace company's stock worth $407,000 after buying an additional 114 shares during the last quarter. West Oak Capital LLC lifted its position in HEICO by 2,400.0% in the fourth quarter. West Oak Capital LLC now owns 2,750 shares of the aerospace company's stock worth $654,000 after buying an additional 2,640 shares during the last quarter. Hennion & Walsh Asset Management Inc. lifted its position in HEICO by 43.9% in the fourth quarter. Hennion & Walsh Asset Management Inc. now owns 4,444 shares of the aerospace company's stock worth $1,057,000 after buying an additional 1,355 shares during the last quarter. Householder Group Estate & Retirement Specialist LLC lifted its position in HEICO by 476.3% in the fourth quarter. Householder Group Estate & Retirement Specialist LLC now owns 657 shares of the aerospace company's stock worth $156,000 after buying an additional 543 shares during the last quarter. Finally, Clear Harbor Asset Management LLC lifted its position in HEICO by 0.9% in the fourth quarter. Clear Harbor Asset Management LLC now owns 23,073 shares of the aerospace company's stock worth $5,485,000 after buying an additional 217 shares during the last quarter. 27.12% of the stock is currently owned by institutional investors.

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.