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

HEICO Co. (NYSE:HEI) – Zacks Research lifted their Q2 2025 earnings estimates for HEICO in a note issued to 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.

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

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

HEICO Stock Performance

NYSE:HEI opened at $197.55 on Thursday. The firm’s fifty day moving average price is $191.08 and its 200 day moving average price is $178.75. HEICO has a 1-year low of $153.63 and a 1-year high of $200.64. The company has a debt-to-equity ratio of 0.75, a current ratio of 3.17 and a quick ratio of 1.40. The firm has a market cap of $27.33 billion, a price-to-earnings ratio of 64.56, a price-to-earnings-growth ratio of 3.24 and a beta of 1.16.

Insider Transactions at HEICO

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Zeno Equity Partners LLP purchased a new position in HEICO in the 4th quarter valued at about $25,000. NBC Securities Inc. acquired a new position in shares of HEICO during the 3rd quarter valued at about $42,000. Harbour Investments Inc. increased its stake in shares of HEICO by 41.5% during the 2nd quarter. Harbour Investments Inc. now owns 341 shares of the aerospace company’s stock valued at $60,000 after acquiring an additional 100 shares during the last quarter. Psagot Value Holdings Ltd. Israel acquired a new position in shares of HEICO during the 4th quarter valued at about $70,000. Finally, Janiczek Wealth Management LLC increased its stake in shares of HEICO by 18.3% during the 3rd quarter. Janiczek Wealth Management LLC now owns 447 shares of the aerospace company’s stock valued at $72,000 after acquiring an additional 69 shares during the last quarter. 27.12% of the stock is currently owned by hedge funds and other institutional investors.

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.