Brokers Set Expectations for HEICO’s Q3 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Equities research analysts at Zacks Research lowered their Q3 2025 earnings per share (EPS) estimates for shares of HEICO in a report released on Wednesday, March 19th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $1.06 per share for the quarter, down from their prior forecast of $1.09. The consensus estimate for HEICO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for HEICO’s Q4 2025 earnings at $1.07 EPS, Q1 2026 earnings at $1.12 EPS, Q2 2026 earnings at $1.31 EPS, Q4 2026 earnings at $1.15 EPS, Q1 2027 earnings at $1.36 EPS and FY2027 earnings at $5.31 EPS.

HEI has been the subject of a number of other reports. Deutsche Bank Aktiengesellschaft cut their price target on HEICO from $271.00 to $266.00 and set a “buy” rating for the company in a report on Thursday, December 19th. KeyCorp began coverage on HEICO in a report on Thursday, January 16th. They set a “sector weight” rating for the company. Finally, Truist Financial increased their price target on shares of HEICO from $282.00 to $294.00 and gave the stock a “buy” rating in a report on Wednesday, March 5th. Four research analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company’s stock. According to data from MarketBeat, HEICO presently has an average rating of “Moderate Buy” and a consensus price target of $271.40.

HEICO Trading Down 1.0 %

Shares of HEI opened at $261.92 on Friday. The firm has a market cap of $36.39 billion, a P/E ratio of 71.56, a price-to-earnings-growth ratio of 3.10 and a beta of 1.26. HEICO has a fifty-two week low of $185.03 and a fifty-two week high of $283.60. The company has a debt-to-equity ratio of 0.60, a quick ratio of 1.34 and a current ratio of 3.11. The business has a 50-day moving average of $240.79 and a 200 day moving average of $251.26.

HEICO (NYSE:HEI) last released its earnings results on Wednesday, February 26th. The aerospace company reported $1.20 earnings per share for the quarter, beating analysts’ consensus estimates of $0.93 by $0.27. HEICO had a net margin of 13.33% and a return on equity of 14.63%. The firm had revenue of $1.03 billion for the quarter, compared to analysts’ expectations of $983.10 million.

Hedge Funds Weigh In On HEICO

A number of institutional investors have recently made changes to their positions in the stock. Wealthfront Advisers LLC increased its stake in HEICO by 219,129.4% in the fourth quarter. Wealthfront Advisers LLC now owns 22,234,248 shares of the aerospace company’s stock valued at $5,285,970,000 after acquiring an additional 22,224,106 shares during the last quarter. Bain Capital Public Equity Management II LLC bought a new position in shares of HEICO during the 4th quarter valued at about $110,503,000. EULAV Asset Management increased its position in shares of HEICO by 12.8% during the 4th quarter. EULAV Asset Management now owns 453,693 shares of the aerospace company’s stock valued at $107,861,000 after purchasing an additional 51,500 shares during the last quarter. Fisher Asset Management LLC raised its holdings in shares of HEICO by 19.1% during the 4th quarter. Fisher Asset Management LLC now owns 415,542 shares of the aerospace company’s stock valued at $98,791,000 after buying an additional 66,583 shares in the last quarter. Finally, Two Sigma Advisers LP lifted its position in HEICO by 2.3% in the 4th quarter. Two Sigma Advisers LP now owns 371,178 shares of the aerospace company’s stock worth $88,244,000 after buying an additional 8,300 shares during the last quarter. Institutional investors 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.