Zacks Research Issues Optimistic Forecast for HEICO Earnings

HEICO Co. (NYSE:HEI) – Stock analysts at Zacks Research raised their Q4 2025 earnings per share (EPS) estimates for HEICO in a research report issued to clients and investors on Thursday, May 8th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings per share of $1.09 for the quarter, up from their previous forecast of $1.07. The consensus estimate for HEICO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for HEICO’s Q4 2026 earnings at $1.18 EPS.

Other equities research analysts have also recently issued reports about the company. William Blair restated an “outperform” rating on shares of HEICO in a research report on Tuesday, March 25th. Truist Financial cut their price objective on HEICO from $294.00 to $277.00 and set a “buy” rating for the company in a research note on Thursday, April 17th. KeyCorp initiated coverage on HEICO in a research report on Thursday, January 16th. They set a “sector weight” rating for the company. Finally, Wells Fargo & Company started coverage on shares of HEICO in a report on Tuesday, April 15th. They set an “equal weight” rating and a $244.00 target price 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 currently has a consensus rating of “Moderate Buy” and an average price target of $267.36.

HEICO Stock Performance

HEI opened at $268.37 on Monday. The firm has a fifty day moving average price of $256.00 and a 200 day moving average price of $250.15. HEICO has a 1 year low of $208.44 and a 1 year high of $283.60. The stock has a market cap of $37.29 billion, a P/E ratio of 73.33, a P/E/G ratio of 3.10 and a beta of 1.05. The company has a debt-to-equity ratio of 0.60, a current ratio of 3.11 and a quick ratio of 1.34.

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

Insider Buying and Selling

In related news, Director Alan Schriesheim sold 50,000 shares of the business’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 sale, the director now 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 hyperlink. Also, Director Julie Neitzel sold 700 shares of the firm’s stock in a transaction dated Thursday, April 24th. The shares were sold at an average price of $246.23, for a total value of $172,361.00. Following the transaction, the director now owns 418 shares of the company’s stock, valued at $102,924.14. This trade 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 corporate insiders.

Institutional Trading of HEICO

Institutional investors and hedge funds have recently bought and sold shares of the business. Aviso Financial Inc. acquired a new position in shares of HEICO in the first quarter valued at approximately $2,144,000. Corient IA LLC acquired a new position in shares of HEICO in the first quarter worth $668,000. Cresset Asset Management LLC increased its position in shares of HEICO by 25.1% during the first quarter. Cresset Asset Management LLC now owns 6,929 shares of the aerospace company’s stock worth $1,851,000 after acquiring an additional 1,390 shares during the period. Wealthedge Investment Advisors LLC acquired a new stake in shares of HEICO in the first quarter valued at $321,000. Finally, American Century Companies Inc. boosted its holdings in HEICO by 11.3% in the first quarter. American Century Companies Inc. now owns 312,615 shares of the aerospace company’s stock valued at $83,528,000 after purchasing an additional 31,834 shares during the period. 27.12% of the stock is currently owned by hedge funds and other institutional investors.

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.