Heico (HEI) Expected to Announce Quarterly Earnings on Monday

Heico (NYSE:HEI) is expected to announce its Q3 2025 earnings results after the market closes on Monday, August 25th. Analysts expect the company to announce earnings of $1.12 per share and revenue of $1.11 billion for the quarter.

Heico (NYSE:HEI) last announced its quarterly earnings results on Tuesday, May 27th. The aerospace company reported $1.12 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.09. The company had revenue of $1.10 billion for the quarter, compared to analyst estimates of $1.06 billion. Heico had a net margin of 14.54% and a return on equity of 15.88%. The firm’s revenue was up 14.9% on a year-over-year basis. During the same period in the previous year, the firm posted $0.88 EPS. On average, analysts expect Heico to post $4 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Heico Trading Down 1.1%

Shares of Heico stock opened at $307.73 on Monday. The firm has a market capitalization of $42.81 billion, a PE ratio of 71.90, a price-to-earnings-growth ratio of 3.83 and a beta of 1.11. The company has a current ratio of 3.43, a quick ratio of 1.56 and a debt-to-equity ratio of 0.56. The firm’s 50 day moving average is $317.19 and its 200 day moving average is $277.80. Heico has a 1 year low of $216.68 and a 1 year high of $338.92.

Heico Increases Dividend

The business also recently declared a semi-annual dividend, which was paid on Tuesday, July 15th. Investors of record on Tuesday, July 1st were issued a dividend of $0.12 per share. This is a boost from Heico’s previous semi-annual dividend of $0.11. The ex-dividend date of this dividend was Tuesday, July 1st. This represents a dividend yield of 10.0%. Heico’s payout ratio is presently 5.61%.

Insider Transactions at Heico

In other news, Director Alan Schriesheim sold 35,000 shares of the business’s stock in a transaction that occurred on Tuesday, June 3rd. The shares were sold at an average price of $298.36, for a total value of $10,442,600.00. Following the transaction, the director owned 122,197 shares in the company, valued at approximately $36,458,696.92. The trade was a 22.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Chairman Laurans A. Mendelson sold 56,300 shares of the business’s stock in a transaction that occurred on Tuesday, July 15th. The stock was sold at an average price of $319.45, for a total transaction of $17,985,035.00. Following the completion of the transaction, the chairman owned 1,253,127 shares in the company, valued at $400,311,420.15. This trade represents a 4.30% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 91,656 shares of company stock worth $28,534,115. Company insiders own 9.55% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. IHT Wealth Management LLC lifted its position in shares of Heico by 2.1% during the 2nd quarter. IHT Wealth Management LLC now owns 5,717 shares of the aerospace company’s stock valued at $1,875,000 after acquiring an additional 117 shares during the period. Evergreen Capital Management LLC lifted its position in shares of Heico by 30.5% during the 2nd quarter. Evergreen Capital Management LLC now owns 1,121 shares of the aerospace company’s stock valued at $368,000 after acquiring an additional 262 shares during the period. BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of Heico by 10.8% during the 2nd quarter. BI Asset Management Fondsmaeglerselskab A S now owns 4,794 shares of the aerospace company’s stock valued at $1,572,000 after acquiring an additional 468 shares during the period. Acadian Asset Management LLC lifted its position in shares of Heico by 216.7% during the 1st quarter. Acadian Asset Management LLC now owns 1,381 shares of the aerospace company’s stock valued at $368,000 after acquiring an additional 945 shares during the period. Finally, Sandler Capital Management acquired a new position in shares of Heico during the 2nd quarter valued at $1,179,000. Institutional investors and hedge funds own 27.12% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on the stock. Barclays set a $280.00 target price on shares of Heico and gave the stock an “equal weight” rating in a research report on Monday, June 2nd. UBS Group lifted their target price on shares of Heico from $264.00 to $306.00 and gave the stock a “neutral” rating in a research report on Thursday, May 29th. Truist Financial lifted their target price on shares of Heico from $323.00 to $352.00 and gave the stock a “buy” rating in a research report on Friday, July 11th. Morgan Stanley lifted their target price on shares of Heico from $305.00 to $330.00 and gave the stock an “equal weight” rating in a research report on Thursday, July 17th. Finally, Bank of America lifted their target price on shares of Heico from $320.00 to $355.00 and gave the stock a “buy” rating in a research report on Thursday, July 3rd. Seven analysts have rated the stock with a hold rating and eight have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $301.45.

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.