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

HEICO Co. (NYSE:HEI) – Analysts at Zacks Research increased their Q2 2025 earnings 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 post earnings of $0.95 per share for the quarter, up from their previous forecast 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, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $891.32 million. During the same quarter in the previous year, the company posted $0.67 EPS. HEICO’s revenue was up 44.4% on a year-over-year basis.

HEI has been the subject of several other research reports. Bank of America upgraded shares of HEICO from a “neutral” rating to a “buy” rating and set a $220.00 target price for the company in a research report on Thursday, January 25th. Royal Bank of Canada upped their target price 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. Finally, Stifel Nicolaus upped their target price on shares of HEICO from $210.00 to $215.00 and gave the company a “buy” rating in a research report on Tuesday, April 9th. One equities research analyst has rated the stock with a sell rating, one has issued a hold rating and nine have assigned a buy rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $204.50.

HEICO Stock Performance

Shares of HEICO stock opened at $196.64 on Thursday. The firm has a fifty day moving average of $191.28 and a two-hundred day moving average of $178.88. The stock has a market capitalization 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 has a 52 week low of $153.63 and a 52 week high of $200.64. The company has a debt-to-equity ratio of 0.75, a quick ratio of 1.40 and a current ratio of 3.17.

Hedge Funds Weigh In On HEICO

Large investors have recently modified their holdings of the business. Zeno Equity Partners LLP bought a new stake in shares of HEICO in the 4th quarter valued at about $25,000. NBC Securities Inc. bought a new stake in shares of HEICO in the 3rd quarter valued at about $42,000. Harbour Investments Inc. raised its holdings in shares of HEICO by 41.5% in the 2nd quarter. Harbour Investments Inc. now owns 341 shares of the aerospace company’s stock valued at $60,000 after purchasing an additional 100 shares during the period. Psagot Value Holdings Ltd. Israel bought a new position in HEICO in the 4th quarter valued at about $70,000. Finally, Janiczek Wealth Management LLC raised its holdings in HEICO by 18.3% in 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 period. 27.12% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director Alan Schriesheim sold 26,000 shares of the company’s stock in a transaction on Friday, March 22nd. The shares were sold at an average price of $192.18, for a total value 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 sale was disclosed in a document filed with the SEC, which is available through the SEC website. In related news, Director Alan Schriesheim sold 26,000 shares of the company’s stock in a transaction on Friday, March 22nd. The shares were sold at an average price of $192.18, for a total value 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 sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Frank J. Schwitter sold 400 shares of the stock in a transaction dated Thursday, March 28th. The stock was sold at an average price of $193.70, for a total transaction of $77,480.00. Following the transaction, the director now owns 1,255 shares of the company’s stock, valued at $243,093.50. The disclosure for this sale can be found here. 8.10% of the stock is owned by company insiders.

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.