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

HEICO Co. (NYSE:HEI) – Stock analysts at Zacks Research cut their Q2 2025 earnings estimates for HEICO in a research note issued to investors on Thursday, May 8th. Zacks Research analyst R. Department now forecasts that the aerospace company will post earnings of $1.01 per share for the quarter, down from their prior forecast of $1.02. The consensus estimate for HEICO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for HEICO’s FY2025 earnings at $4.36 EPS, Q1 2026 earnings at $1.17 EPS, Q2 2026 earnings at $1.33 EPS, Q3 2026 earnings at $1.19 EPS, FY2026 earnings at $4.87 EPS, Q1 2027 earnings at $1.40 EPS and FY2027 earnings at $5.40 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, topping the consensus estimate of $0.93 by $0.27. The business had revenue of $1.03 billion for the quarter, compared to analyst estimates of $983.10 million. HEICO had a return on equity of 14.63% and a net margin of 13.33%.

Several other analysts have also issued reports on HEI. Wells Fargo & Company started coverage on HEICO in a research note on Tuesday, April 15th. They issued an “equal weight” rating and a $244.00 price objective on the stock. William Blair reissued an “outperform” rating on shares of HEICO in a report on Tuesday, March 25th. KeyCorp assumed coverage on shares of HEICO in a research report on Thursday, January 16th. They set a “sector weight” rating on the stock. Finally, Truist Financial dropped their price target on shares of HEICO from $294.00 to $277.00 and set a “buy” rating for the company in a research report on Thursday, April 17th. Five research analysts have rated the stock with a hold rating and eight have issued a buy rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $267.36.

HEICO Stock Performance

Shares of HEI stock opened at $264.13 on Friday. The company has a fifty day moving average price of $255.91 and a two-hundred day moving average price of $249.94. HEICO has a one year low of $208.44 and a one year high of $283.60. The stock has a market cap of $36.70 billion, a P/E ratio of 72.17, 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.

Institutional Investors Weigh In On HEICO

A number of institutional investors have recently made changes to their positions in the stock. Wealthfront Advisers LLC lifted its stake 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 worth $5,285,970,000 after acquiring an additional 22,224,106 shares during the period. Bain Capital Public Equity Management II LLC bought a new position in HEICO during the 4th quarter worth approximately $110,503,000. EULAV Asset Management lifted its position in shares of HEICO by 1.8% in the 1st quarter. EULAV Asset Management now owns 461,693 shares of the aerospace company’s stock worth $123,360,000 after purchasing an additional 8,000 shares during the period. Fisher Asset Management LLC increased its position in shares of HEICO by 19.1% during the fourth quarter. Fisher Asset Management LLC now owns 415,542 shares of the aerospace company’s stock worth $98,791,000 after buying an additional 66,583 shares during the period. Finally, Two Sigma Advisers LP raised its stake in HEICO by 2.3% during the fourth quarter. Two Sigma Advisers LP now owns 371,178 shares of the aerospace company’s stock worth $88,244,000 after buying an additional 8,300 shares during the last quarter. Institutional investors own 27.12% of the company’s stock.

Insider Activity at HEICO

In other news, Director Julie Neitzel sold 700 shares of HEICO stock in a transaction on Thursday, April 24th. The shares were sold at an average price of $246.23, for a total transaction of $172,361.00. Following the transaction, the director now owns 418 shares in the company, valued at approximately $102,924.14. The trade was a 62.61 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Alan Schriesheim sold 50,000 shares of the stock in a transaction on Tuesday, April 22nd. The shares were sold at an average price of $239.57, for a total value of $11,978,500.00. Following the completion of the sale, the director now owns 157,197 shares of the company’s stock, valued at $37,659,685.29. The trade was a 24.13 % 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 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.