Q2 2025 EPS Estimates for HEICO Co. (NYSE:HEI) Raised by Analyst

HEICO Co. (NYSE:HEI) – Zacks Research raised their Q2 2025 earnings per share estimates for shares of HEICO in a note issued to investors on Wednesday, April 17th. Zacks Research analyst R. Department now forecasts that the aerospace company will earn $0.95 per share for the quarter, up from their previous 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.

A number of other analysts have also weighed in on HEI. Bank of America upgraded HEICO from a “neutral” rating to a “buy” rating and set a $220.00 target price on the stock in a research note on Thursday, January 25th. Stifel Nicolaus increased their target price on HEICO from $210.00 to $215.00 and gave the stock a “buy” rating in a research note on Tuesday, April 9th. Finally, Royal Bank of Canada increased their price target on HEICO from $210.00 to $225.00 and gave the stock an “outperform” rating in a research report on Monday, February 26th. One investment analyst has rated the stock with a sell rating, one has given a hold rating and nine have issued a buy rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $204.50.

HEICO Stock Performance

HEI stock opened at $196.64 on Thursday. The company has a quick ratio of 1.40, a current ratio of 3.17 and a debt-to-equity ratio of 0.75. The business’s fifty day simple moving average is $191.28 and its two-hundred day simple moving average is $178.88. HEICO has a twelve month low of $153.63 and a twelve month high of $200.64. The firm has a market cap of $27.21 billion, a price-to-earnings ratio of 64.26, a PEG ratio of 3.24 and a beta of 1.16.

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

Institutional Investors Weigh In On HEICO

A number of large investors have recently modified their holdings of HEI. Moody Lynn & Lieberson LLC lifted its holdings in shares of HEICO by 2.6% during the fourth quarter. Moody Lynn & Lieberson LLC now owns 2,395 shares of the aerospace company’s stock worth $428,000 after purchasing an additional 60 shares during the period. Essex LLC lifted its holdings in shares of HEICO by 5.4% during the third quarter. Essex LLC now owns 1,265 shares of the aerospace company’s stock worth $205,000 after purchasing an additional 65 shares during the period. Janiczek Wealth Management LLC lifted its holdings in shares of HEICO by 18.3% during the third quarter. Janiczek Wealth Management LLC now owns 447 shares of the aerospace company’s stock worth $72,000 after purchasing an additional 69 shares during the period. Private Advisor Group LLC lifted its holdings in shares of HEICO by 0.7% during the fourth quarter. Private Advisor Group LLC now owns 12,456 shares of the aerospace company’s stock worth $2,228,000 after purchasing an additional 81 shares during the period. Finally, Sunbelt Securities Inc. lifted its holdings in shares of HEICO by 13.4% during the second quarter. Sunbelt Securities Inc. now owns 729 shares of the aerospace company’s stock worth $129,000 after purchasing an additional 86 shares during the period. Hedge funds and other institutional investors own 27.12% of the company’s stock.

Insider Buying and Selling at HEICO

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

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.