Q1 2025 EPS Estimates for HEICO Co. Reduced by Zacks Research (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Research analysts at Zacks Research decreased their Q1 2025 EPS estimates for HEICO in a research report issued on Thursday, May 2nd. Zacks Research analyst R. Department now expects that the aerospace company will earn $0.89 per share for the quarter, down from their previous estimate of $0.90. The consensus estimate for HEICO’s current full-year earnings is $3.47 per share. Zacks Research also issued estimates for HEICO’s Q1 2026 earnings at $0.99 EPS.

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

Other equities research analysts also recently issued research reports about the company. Royal Bank of Canada upped their price objective on HEICO from $210.00 to $225.00 and gave the company an “outperform” rating in a report on Monday, February 26th. Stifel Nicolaus upped their price target on HEICO from $210.00 to $215.00 and gave the company a “buy” rating in a research note on Tuesday, April 9th. Finally, Bank of America raised shares of HEICO from a “neutral” rating to a “buy” rating and set a $220.00 price objective on the stock in a research note on Thursday, January 25th. One investment analyst has rated the stock with a sell rating, one has issued a hold rating and nine have assigned a buy rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $204.50.

HEICO Stock Performance

HEICO stock opened at $211.36 on Monday. HEICO has a 1 year low of $153.63 and a 1 year high of $212.45. The company’s 50-day moving average is $194.06 and its two-hundred day moving average is $182.22. The company has a current ratio of 3.17, a quick ratio of 1.40 and a debt-to-equity ratio of 0.75. The company has a market cap of $29.24 billion, a PE ratio of 69.07, a PEG ratio of 3.46 and a beta of 1.11.

Insider Activity at HEICO

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

Institutional Trading of HEICO

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Mediolanum International Funds Ltd acquired a new position in HEICO in the 1st quarter valued at $1,442,000. Central Pacific Bank Trust Division bought a new stake in shares of HEICO in the first quarter valued at about $1,028,000. Cutter & CO Brokerage Inc. grew its stake in shares of HEICO by 28.0% in the first quarter. Cutter & CO Brokerage Inc. now owns 61,520 shares of the aerospace company’s stock valued at $11,750,000 after acquiring an additional 13,470 shares in the last quarter. SpiderRock Advisors LLC bought a new position in HEICO during the first quarter worth about $988,000. Finally, K.J. Harrison & Partners Inc raised its stake in HEICO by 11.7% in the 1st quarter. K.J. Harrison & Partners Inc now owns 18,540 shares of the aerospace company’s stock worth $3,541,000 after purchasing an additional 1,940 shares in the last quarter. Institutional investors own 27.12% of the company’s stock.

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.