William Blair Has Negative Outlook for HEICO Q2 Earnings

HEICO Co. (NYSE:HEI) – Analysts at William Blair reduced their Q2 2025 earnings estimates for HEICO in a research note issued to investors on Monday, March 3rd. William Blair analyst L. Dipalma now expects that the aerospace company will earn $1.00 per share for the quarter, down from their prior estimate of $1.06. The consensus estimate for HEICO’s current full-year earnings is $4.20 per share. William Blair also issued estimates for HEICO’s Q3 2025 earnings at $1.05 EPS, Q4 2025 earnings at $1.06 EPS, FY2025 earnings at $4.30 EPS and FY2026 earnings at $4.79 EPS.

HEI has been the subject of several other reports. KeyCorp initiated coverage on shares of HEICO in a report on Thursday, January 16th. They set a “sector weight” rating for the company. Deutsche Bank Aktiengesellschaft lowered their price target on shares of HEICO from $271.00 to $266.00 and set a “buy” rating on the stock in a research report on Thursday, December 19th. Four equities research analysts have rated the stock with a hold rating and seven have issued a buy rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $270.20.

HEICO Trading Up 0.4 %

NYSE HEI opened at $265.82 on Tuesday. The stock has a market capitalization of $36.90 billion, a P/E ratio of 72.63, a P/E/G ratio of 3.10 and a beta of 1.29. HEICO has a 52-week low of $182.47 and a 52-week high of $283.60. The firm has a 50-day moving average price of $234.43 and a 200 day moving average price of $250.11. The company has a quick ratio of 1.34, a current ratio of 3.11 and a debt-to-equity ratio of 0.60.

HEICO (NYSE:HEI) last announced its earnings results on Wednesday, February 26th. The aerospace company reported $1.20 EPS for the quarter, beating analysts’ consensus estimates of $0.93 by $0.27. The business had revenue of $1.03 billion during the quarter, compared to analysts’ expectations of $983.10 million. HEICO had a net margin of 13.33% and a return on equity of 14.63%.

HEICO Dividend Announcement

The business also recently declared a semi-annual dividend, which was paid on Friday, January 17th. Shareholders of record on Friday, January 3rd were paid a dividend of $0.11 per share. This represents a yield of 0.1%. The ex-dividend date was Friday, January 3rd. HEICO’s dividend payout ratio is currently 5.45%.

Hedge Funds Weigh In On HEICO

A number of large investors have recently bought and sold shares of the stock. Compass Financial Services Inc purchased a new position in shares of HEICO in the 4th quarter valued at $26,000. Banque Transatlantique SA purchased a new stake in HEICO during the 4th quarter worth $44,000. Rakuten Securities Inc. purchased a new stake in HEICO during the 3rd quarter worth $81,000. Berbice Capital Management LLC purchased a new stake in HEICO during the 4th quarter worth $95,000. Finally, Brooklyn Investment Group purchased a new stake in HEICO during the 3rd quarter worth $128,000. Hedge funds and other 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.