Analysts Issue Forecasts for HEICO’s Q4 Earnings (NYSE:HEI)

HEICO Co. (NYSE:HEI) – Research analysts at Zacks Research lifted their Q4 2025 EPS estimates for shares of HEICO in a research note issued on Thursday, May 8th. Zacks Research analyst R. Department now expects that the aerospace company will post earnings of $1.09 per share for the quarter, up from their prior estimate of $1.07. The consensus estimate for HEICO’s current full-year earnings is $4.20 per share. Zacks Research also issued estimates for HEICO’s Q4 2026 earnings at $1.18 EPS.

HEI has been the topic of a number of other reports. William Blair reiterated an “outperform” rating on shares of HEICO in a research report on Tuesday, March 25th. Truist Financial lowered their price objective 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. KeyCorp started coverage on shares of HEICO in a research report on Thursday, January 16th. They set a “sector weight” rating on the stock. Finally, Wells Fargo & Company initiated coverage on HEICO in a research report on Tuesday, April 15th. They issued an “equal weight” rating and a $244.00 price target for the company. Five research analysts have rated the stock with a hold rating and eight have assigned a buy rating to the company’s stock. According to data from MarketBeat, HEICO currently has an average rating of “Moderate Buy” and a consensus price target of $267.36.

HEICO Stock Performance

Shares of NYSE HEI opened at $268.37 on Monday. The firm’s fifty day moving average is $256.00 and its two-hundred day moving average is $250.15. HEICO has a 52-week low of $208.44 and a 52-week high of $283.60. The company has a market cap of $37.29 billion, a P/E ratio of 73.33, 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 quick ratio of 1.34 and a current ratio of 3.11.

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. HEICO had a return on equity of 14.63% and a net margin of 13.33%. The firm had revenue of $1.03 billion during the quarter, compared to analysts’ expectations of $983.10 million.

Insiders Place Their Bets

In other news, Director Alan Schriesheim sold 50,000 shares of the business’s stock in a transaction on Tuesday, April 22nd. The stock was sold at an average price of $239.57, for a total value of $11,978,500.00. Following the completion of the transaction, the director now directly owns 157,197 shares of the company’s stock, valued at approximately $37,659,685.29. The trade was a 24.13% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Julie Neitzel sold 700 shares of HEICO stock in a transaction dated Thursday, April 24th. The shares were sold at an average price of $246.23, for a total value of $172,361.00. Following the completion of the transaction, the director now owns 418 shares in the company, valued at $102,924.14. This trade represents a 62.61% decrease in their position. The disclosure for this sale can be found here. 9.55% of the stock is currently owned by company insiders.

Institutional Trading of HEICO

A number of institutional investors have recently modified their holdings of HEI. Aviso Financial Inc. acquired a new stake in HEICO in the first quarter valued at approximately $2,144,000. Corient IA LLC acquired a new position in HEICO during the 1st quarter valued at about $668,000. Cresset Asset Management LLC increased its position in HEICO by 25.1% during the 1st quarter. Cresset Asset Management LLC now owns 6,929 shares of the aerospace company’s stock valued at $1,851,000 after buying an additional 1,390 shares in the last quarter. Wealthedge Investment Advisors LLC purchased a new stake in HEICO in the first quarter valued at about $321,000. Finally, American Century Companies Inc. boosted its holdings in HEICO by 11.3% in the first quarter. American Century Companies Inc. now owns 312,615 shares of the aerospace company’s stock worth $83,528,000 after acquiring an additional 31,834 shares in the last quarter. 27.12% of the stock is currently owned by institutional investors.

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.