Zacks Research Weighs in on HEICO Co.’s Q2 2025 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Stock analysts at Zacks Research upped their Q2 2025 earnings per share (EPS) estimates for shares of HEICO in a research report issued to clients and investors on Wednesday, April 17th. Zacks Research analyst R. Department now forecasts that the aerospace company will post earnings per share of $0.95 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.

Several other brokerages have also issued reports on HEI. Truist Financial lifted their price target on HEICO from $190.00 to $229.00 and gave the company a “buy” rating in a report on Wednesday, December 20th. Stifel Nicolaus lifted their price target on HEICO from $210.00 to $215.00 and gave the company a “buy” rating in a report on Tuesday, April 9th. Bank of America upgraded HEICO from a “neutral” rating to a “buy” rating and set a $220.00 price target for the company in a report on Thursday, January 25th. Morgan Stanley lowered HEICO from an “equal weight” rating to an “underweight” rating and reduced their price target for the company from $184.00 to $174.00 in a report on Wednesday, December 20th. Finally, Royal Bank of Canada lifted their price target on HEICO from $210.00 to $225.00 and gave the company an “outperform” rating in a report on Monday, February 26th. One research analyst has rated the stock with a sell rating, one has assigned a hold rating and nine have assigned a buy rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $204.50.

HEICO Trading Down 0.4 %

Shares of NYSE HEI opened at $197.55 on Thursday. The firm has a market capitalization of $27.33 billion, a PE ratio of 64.56, a PEG ratio of 3.24 and a beta of 1.16. The company has a current ratio of 3.17, a quick ratio of 1.40 and a debt-to-equity ratio of 0.75. HEICO has a one year low of $153.63 and a one year high of $200.64. The business has a 50-day moving average price of $191.08 and a two-hundred day moving average price of $178.75.

HEICO (NYSE:HEI) last announced its quarterly earnings data on Monday, February 26th. The aerospace company reported $0.82 EPS for the quarter, topping analysts’ consensus estimates of $0.74 by $0.08. HEICO had a return on equity of 14.35% and a net margin of 13.11%. The firm had revenue of $896.36 million during the quarter, compared to analyst estimates of $891.32 million. During the same period last year, the company posted $0.67 EPS. The business’s quarterly revenue was up 44.4% compared to the same quarter last year.

Insider Activity

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

Hedge Funds Weigh In On HEICO

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Avalon Capital Management increased its position in HEICO by 103.3% during the first quarter. Avalon Capital Management now owns 3,490 shares of the aerospace company’s stock worth $667,000 after acquiring an additional 1,773 shares during the period. Hennion & Walsh Asset Management Inc. bought a new position in HEICO during the first quarter worth $307,000. Gateway Investment Advisers LLC increased its position in HEICO by 3.3% during the first quarter. Gateway Investment Advisers LLC now owns 53,781 shares of the aerospace company’s stock worth $10,272,000 after acquiring an additional 1,713 shares during the period. Meyer Handelman Co. bought a new stake in HEICO in the 1st quarter valued at $1,072,000. Finally, Nomura Holdings Inc. bought a new stake in HEICO in the 4th quarter valued at $897,000. Institutional investors own 27.12% of the company’s stock.

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.