Brokers Issue Forecasts for HEICO’s Q2 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Zacks Research lifted their Q2 2025 earnings per share estimates for HEICO in a note issued to investors on Tuesday, December 17th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings per share of $1.02 for the quarter, up from their prior estimate of $0.94. The consensus estimate for HEICO’s current full-year earnings is $3.64 per share. Zacks Research also issued estimates for HEICO’s Q3 2025 earnings at $1.11 EPS, Q4 2025 earnings at $1.15 EPS and Q2 2026 earnings at $1.25 EPS.

Several other analysts also recently commented on HEI. Robert W. Baird raised their target price on shares of HEICO from $243.00 to $280.00 and gave the stock an “outperform” rating in a report on Wednesday, August 28th. Deutsche Bank Aktiengesellschaft cut their price objective on HEICO from $271.00 to $266.00 and set a “buy” rating for the company in a research report on Thursday. Benchmark reiterated a “buy” rating and issued a $245.00 price objective on shares of HEICO in a report on Tuesday, August 27th. Stifel Nicolaus upped their target price on HEICO from $250.00 to $280.00 and gave the company a “buy” rating in a research report on Tuesday, August 27th. Finally, Bank of America lifted their price target on HEICO from $250.00 to $285.00 and gave the stock a “buy” rating in a report on Thursday, September 19th. Three investment analysts have rated the stock with a hold rating and seven have assigned a buy rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $270.20.

HEICO Trading Up 0.5 %

NYSE:HEI traded up $1.28 on Thursday, reaching $238.52. The company’s stock had a trading volume of 95,996 shares, compared to its average volume of 396,047. HEICO has a 1-year low of $169.70 and a 1-year high of $283.60. The business’s 50-day moving average price is $262.18 and its two-hundred day moving average price is $247.74. The firm has a market cap of $33.06 billion, a PE ratio of 69.95, a PEG ratio of 3.14 and a beta of 1.24. The company has a debt-to-equity ratio of 0.63, a quick ratio of 1.47 and a current ratio of 3.30.

HEICO (NYSE:HEI) last announced its quarterly earnings results on Tuesday, December 17th. The aerospace company reported $0.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.97 by $0.02. The company had revenue of $1.01 billion during the quarter, compared to analyst estimates of $1.03 billion. HEICO had a net margin of 12.64% and a return on equity of 14.51%. The firm’s revenue was up 8.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.74 EPS.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Andra AP fonden acquired a new position in HEICO in the 2nd quarter worth about $45,000. Strategic Financial Concepts LLC acquired a new position in shares of HEICO in the second quarter valued at approximately $67,000. Rakuten Securities Inc. bought a new position in HEICO in the 3rd quarter valued at approximately $81,000. Hantz Financial Services Inc. acquired a new stake in HEICO during the 2nd quarter worth approximately $100,000. Finally, Brooklyn Investment Group bought a new stake in HEICO during the 3rd quarter worth approximately $128,000. 27.12% of the stock is currently owned by institutional investors.

Insider Transactions at HEICO

In related news, Director Alan Schriesheim bought 724 shares of the company’s stock in a transaction dated Friday, October 18th. The stock was purchased at an average price of $262.94 per share, with a total value of $190,368.56. Following the completion of the acquisition, the director now owns 174,878 shares of the company’s stock, valued at $45,982,421.32. The trade was a 0.42 % increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Laurans A. Mendelson purchased 725 shares of the firm’s stock in a transaction that occurred on Friday, October 18th. The shares were bought at an average cost of $262.94 per share, for a total transaction of $190,631.50. Following the completion of the acquisition, the chief executive officer now directly owns 929,984 shares in the company, valued at $244,529,992.96. The trade was a 0.08 % increase in their position. The disclosure for this purchase can be found here. In the last quarter, insiders acquired 2,175 shares of company stock valued at $571,895. Corporate insiders own 8.10% of the company’s stock.

HEICO Announces Dividend

The firm also recently declared a semi-annual dividend, which will be paid on Friday, January 17th. Stockholders of record on Friday, January 3rd will be paid a $0.11 dividend. The ex-dividend date is Friday, January 3rd. This represents a dividend yield of 0.1%. HEICO’s payout ratio is 6.45%.

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.