Analysts Set Expectations for Heico’s Q3 Earnings (NYSE:HEI)

Heico Corporation (NYSE:HEIFree Report) – Investment analysts at Zacks Research increased their Q3 2025 EPS estimates for shares of Heico in a research note issued on Tuesday, June 17th. Zacks Research analyst R. Department now anticipates that the aerospace company will post earnings per share of $1.07 for the quarter, up from their previous forecast of $1.06. 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 $1.10 EPS, FY2025 earnings at $4.49 EPS, Q1 2026 earnings at $1.18 EPS, Q3 2026 earnings at $1.22 EPS, Q4 2026 earnings at $1.20 EPS, FY2026 earnings at $4.90 EPS, Q1 2027 earnings at $1.47 EPS, Q2 2027 earnings at $1.67 EPS and FY2027 earnings at $5.57 EPS.

Heico (NYSE:HEIGet Free Report) last issued its quarterly earnings results on Tuesday, May 27th. The aerospace company reported $1.12 EPS for the quarter, topping the consensus estimate of $1.03 by $0.09. The business had revenue of $1.10 billion for the quarter, compared to analysts’ expectations of $1.06 billion. Heico had a net margin of 14.54% and a return on equity of 15.88%. The company’s quarterly revenue was up 14.9% compared to the same quarter last year. During the same quarter last year, the company posted $0.88 earnings per share.

Several other research firms have also commented on HEI. William Blair reaffirmed an “outperform” rating on shares of Heico in a report on Tuesday, March 25th. Truist Financial decreased their target price on Heico from $294.00 to $277.00 and set a “buy” rating for the company in a research note on Thursday, April 17th. Barclays set a $280.00 target price on Heico and gave the company an “equal weight” rating in a report on Monday, June 2nd. Wall Street Zen upgraded Heico from a “hold” rating to a “buy” rating in a research report on Friday, June 6th. Finally, Wells Fargo & Company boosted their price objective on Heico from $244.00 to $278.00 and gave the company an “equal weight” rating in a research report on Friday, May 30th. Five equities research analysts have rated the stock with a hold rating and nine have given a buy rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $279.45.

Check Out Our Latest Report on Heico

Heico Stock Up 1.4%

Shares of NYSE:HEI opened at $315.47 on Thursday. The company’s fifty day moving average is $275.57 and its two-hundred day moving average is $255.64. The company has a debt-to-equity ratio of 0.56, a quick ratio of 1.56 and a current ratio of 3.43. Heico has a 1-year low of $216.68 and a 1-year high of $317.03. The stock has a market capitalization of $43.88 billion, a price-to-earnings ratio of 73.71, a price-to-earnings-growth ratio of 3.96 and a beta of 1.07.

Hedge Funds Weigh In On Heico

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Wealthfront Advisers LLC lifted its holdings in shares of 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 buying an additional 22,224,106 shares during the period. Bain Capital Public Equity Management II LLC bought a new stake in Heico in the fourth quarter worth about $110,503,000. Freestone Grove Partners LP acquired a new stake in Heico in the 4th quarter valued at about $71,030,000. Mackenzie Financial Corp acquired a new stake in Heico in the 1st quarter valued at about $40,949,000. Finally, Squarepoint Ops LLC boosted its position in shares of Heico by 2,203.0% during the 4th quarter. Squarepoint Ops LLC now owns 87,030 shares of the aerospace company’s stock valued at $20,691,000 after purchasing an additional 83,251 shares in the last quarter. 27.12% of the stock is owned by institutional investors.

Insider Buying and Selling at Heico

In other Heico news, Director Alan Schriesheim sold 50,000 shares of the business’s stock in a transaction dated 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 sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frank J. Schwitter sold 356 shares of the stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $299.10, for a total transaction of $106,479.60. Following the completion of the transaction, the director now owns 1,500 shares of the company’s stock, valued at $448,650. This trade represents a 19.18% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 86,056 shares of company stock valued at $22,699,941 in the last quarter. Corporate insiders own 9.55% of the company’s stock.

Heico Increases Dividend

The firm also recently announced a semi-annual dividend, which will be paid on Tuesday, July 15th. Shareholders of record on Tuesday, July 1st will be paid a dividend of $0.12 per share. The ex-dividend date is Tuesday, July 1st. This represents a yield of 0.1%. This is an increase from Heico’s previous semi-annual dividend of $0.11. Heico’s payout ratio is presently 5.14%.

About Heico

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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.

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Earnings History and Estimates for Heico (NYSE:HEI)

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