Zacks Research Weighs in on HEICO’s Q3 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Investment analysts at Zacks Research decreased their Q3 2025 earnings estimates for shares of HEICO in a report issued on Wednesday, March 19th. Zacks Research analyst R. Department now forecasts that the aerospace company will earn $1.06 per share for the quarter, down from their prior estimate 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.

HEICO (NYSE:HEI) last released 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. HEICO had a net margin of 13.33% and a return on equity of 14.63%. The company had revenue of $1.03 billion for the quarter, compared to the consensus estimate of $983.10 million.

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

HEICO Stock Performance

HEICO stock opened at $261.10 on Friday. The company has a current ratio of 3.11, a quick ratio of 1.34 and a debt-to-equity ratio of 0.60. HEICO has a 1 year low of $185.03 and a 1 year high of $283.60. The company has a market cap of $36.28 billion, a PE ratio of 71.34, a PEG ratio of 3.10 and a beta of 1.26. The company’s 50-day moving average is $241.49 and its two-hundred day moving average is $251.32.

Hedge Funds Weigh In On HEICO

Several hedge funds have recently made changes to their positions in the business. Wealthfront Advisers LLC grew its stake in shares of HEICO by 219,129.4% during the 4th quarter. Wealthfront Advisers LLC now owns 22,234,248 shares of the aerospace company’s stock worth $5,285,970,000 after acquiring an additional 22,224,106 shares in the last quarter. Bain Capital Public Equity Management II LLC bought a new position in shares of HEICO during the 4th quarter worth approximately $110,503,000. EULAV Asset Management grew its stake 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 worth $107,861,000 after acquiring an additional 51,500 shares in the last quarter. Fisher Asset Management LLC grew its stake 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 worth $98,791,000 after acquiring an additional 66,583 shares in the last quarter. Finally, Two Sigma Advisers LP grew its stake in shares of HEICO by 2.3% during the 4th quarter. Two Sigma Advisers LP now owns 371,178 shares of the aerospace company’s stock worth $88,244,000 after acquiring an additional 8,300 shares in the last quarter. 27.12% of the stock is owned by 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.