Sign in

You're signed outSign in or to get full access.

HEICO (HEI)

--

Earnings summaries and quarterly performance for HEICO.

Research analysts who have asked questions during HEICO earnings calls.

GK

Gautam Khanna

TD Cowen

6 questions for HEI

Also covers: ASLE, ATI, BA +20 more
Louis Raffetto

Louis Raffetto

Wolfe Research

6 questions for HEI

Also covers: ERJ, FTAI, HXL +2 more
SK

Sheila Kahyaoglu

Jefferies

6 questions for HEI

Also covers: , AAL, BA +35 more
Kenneth Herbert

Kenneth Herbert

RBC Capital Markets

5 questions for HEI

Also covers: , AIR, AMTM +24 more
NP

Noah Poponak

Goldman Sachs

5 questions for HEI

Also covers: AMTM, BA, CACI +22 more
SD

Scott Deuschle

Deutsche Bank

5 questions for HEI

Also covers: ATI, BA, BWXT +15 more
PA

Peter Arment

Robert W. Baird & Co.

4 questions for HEI

Also covers: AIN, AVAV, BA +20 more
RE

Ronald Epstein

Bank of America

4 questions for HEI

Also covers: , AER, AL +26 more
Scott Mikus

Scott Mikus

Melius Research

4 questions for HEI

Also covers: AIR, BA, BAH +13 more
GP

Gavin Parsons

UBS Group AG

3 questions for HEI

Also covers: , BA, BAH +15 more
LS

Larry Solow

CJS Securities

3 questions for HEI

Also covers: ARCB, BTSG, CDRE +14 more
Michael Ciarmoli

Michael Ciarmoli

Truist Securities, Inc.

3 questions for HEI

Also covers: AIN, AIR, ASLE +20 more
PS

Peter Skibitski

Alembic Global Advisors

3 questions for HEI

Also covers: AVAV, BWXT, CW +9 more
Tony Bancroft

Tony Bancroft

Gabelli Funds

3 questions for HEI

Also covers: CR, CW, CWST +3 more
CC

Carson Cielewich

BNP

2 questions for HEI

David Strauss

David Strauss

Barclays

2 questions for HEI

Also covers: ATI, BA, BWXT +16 more
GB

George Bancroft

Gabelli Funds

2 questions for HEI

Also covers: CR, DCO, GHM +2 more
JS

Jonathan Siegmann

Stifel Financial Corp.

2 questions for HEI

Also covers: AVAV, BAH, CACI +7 more
Josh Sullivan

Josh Sullivan

The Benchmark Company, LLC

2 questions for HEI

Also covers: ACHR, CRS, CSTM +8 more
LS

Lawrence Solow

CJS Securities, Inc.

2 questions for HEI

Also covers: BTSG, CDRE, CLH +13 more
Alexandra Mandery

Alexandra Mandery

Truist Securities

1 question for HEI

Also covers: CW, DCO, KRMN
AN

Alexandra Nanderi

Truist Securities

1 question for HEI

BS

Bert Subin

Stifel Financial Corp.

1 question for HEI

Also covers: MMS, SAIC, VVX
JI

Jan Inglebreck

Robert W. Baird & Co.

1 question for HEI

JS

Joao Santos

UBS Group AG

1 question for HEI

JG

John Goedin

Citigroup

1 question for HEI

JG

John Goode

Citi

1 question for HEI

JL

Jordan Lyonnais

Bank of America

1 question for HEI

Also covers: AIN, AXON, CAE +9 more
Kristine Liwag

Kristine Liwag

Morgan Stanley

1 question for HEI

Also covers: , AER, AMTM +27 more
PL

Pete Lucas

CJS Securities

1 question for HEI

Also covers: LNTH, STVN
Robert Spingarn

Robert Spingarn

Melius Research LLC

1 question for HEI

Also covers: GE, LLAP

Recent press releases and 8-K filings for HEI.

HEICO Reports Record Q4 Fiscal 2025 Results with Strong Growth Across Segments
HEI
Earnings
M&A
Dividends
  • HEICO reported record-setting results for the Fourth Quarter of Fiscal 2025, with consolidated net income increasing 35% to $188.3 million, or $1.33 per diluted share, and consolidated net sales improving 19%.
  • Consolidated operating income grew 28%, and consolidated EBITDA increased 26% to $331.4 million in Q4 Fiscal 2025. Cash flow from operating activities also increased 44% to $295.3 million.
  • Both the Flight Support Group (FSG) and Electronic Technologies Group (ETG) achieved all-time quarterly records in net sales and operating income, driven by strong organic growth, including 16% for FSG.
  • The company completed five acquisitions in Fiscal 2025 and expects two more to close in Q1 calendar 2026, which are anticipated to be accretive to earnings. HEICO's net debt-to-EBITDA ratio improved to 1.6 as of October 31, 2025.
  • HEICO's board declared a semiannual $0.12 per share cash dividend, representing its 95th consecutive dividend. The company anticipates continued net sales growth across both segments in Fiscal 2026.
7 days ago
HEICO Reports Record Q4 Fiscal 2025 Results and Strong Outlook
HEI
Earnings
Revenue Acceleration/Inflection
M&A
  • HEICO reported record Q4 Fiscal 2025 results, with consolidated net income increasing 35% to $188.3 million and diluted EPS rising to $1.33. Consolidated net sales grew 19%, and operating income improved 28%.
  • The Flight Support Group (FSG) achieved record net sales of $834.4 million, up 21% (including 16% organic growth), and operating income increased 30%. The Electronic Technologies Group (ETG) also set records with net sales of $384.8 million, up 14% (including 7% organic growth), and operating income increased 10%.
  • Consolidated EBITDA increased 26% to $331.4 million, and cash flow from operating activities rose 44% to $295.3 million in Q4 Fiscal 2025. The net debt-to-EBITDA ratio improved to 1.6 as of October 31, 2025.
  • HEICO completed five acquisitions in Fiscal 2025 and anticipates two more, including Ethos, to close in Q1 calendar 2026. Management expressed confidence in a robust M&A pipeline and their ability to leverage their strong balance sheet.
  • For Fiscal 2026, HEICO anticipates net sales growth across both groups, driven by organic growth and acquisitions. Management reiterated an aspirational long-term target of 15%-20% bottom-line growth.
7 days ago
HEICO Reports Record Q4 Fiscal 2025 Results with Strong Growth and Acquisitions
HEI
Earnings
M&A
Guidance Update
  • HEICO reported record Q4 Fiscal 2025 results, with consolidated net income increasing 35% to $188.3 million and diluted earnings per share rising to $1.33.
  • Consolidated net sales grew 19% and operating income increased 28% in Q4 Fiscal 2025, driven by strong organic growth across both the Flight Support Group (16% organic growth) and Electronic Technologies Group (7% organic growth).
  • The company generated $295.3 million in cash flow from operating activities in Q4 Fiscal 2025, a 44% increase, and improved its net debt-to-EBITDA ratio to 1.6 as of October 31, 2025.
  • HEICO completed five acquisitions in Fiscal 2025 and expects to close two more in Q1 2026, while maintaining an aspirational target of 15%-20% bottom line growth. A semiannual $0.12 per share cash dividend was also declared.
7 days ago
HEICO Corporation Reports Record Q4 and Full-Year Fiscal 2025 Results
HEI
Earnings
Revenue Acceleration/Inflection
  • HEICO Corporation reported record net income of $188.3 million, an increase of 35%, and record net sales of $1,209.4 million, an increase of 19%, for the fourth quarter of fiscal 2025.
  • For the full fiscal year ended October 31, 2025, net income attributable to HEICO reached a record $690.4 million, up 34%, with diluted earnings per share of $4.90.
  • The company's consolidated operating income increased 28% to a record $279.0 million in Q4 fiscal 2025, with the operating margin improving to 23.1% from 21.6% in Q4 fiscal 2024.
  • The Flight Support Group achieved record net sales of $834.4 million, up 21%, and record operating income of $201.0 million, up 30%, in the fourth quarter of fiscal 2025, driven by 16% quarterly organic net sales growth.
8 days ago
HEICO Corp. Reports Record Q3 2025 Results with Strong Organic Growth and Strategic Acquisitions
HEI
Earnings
M&A
Dividends
  • HEICO Corp. reported record third quarter fiscal 2025 results, with consolidated net income increasing 30% to $177.3 million or $1.26 per diluted share, and consolidated operating income and net sales increasing 22% and 16%, respectively, compared to the prior year.
  • The company achieved robust organic growth, with the Flight Support Group (FSG) seeing 13% organic net sales growth and the Electronic Technologies Group (ETG) achieving 7% organic net sales growth.
  • HEICO completed its fifth acquisition of fiscal 2025 in the third quarter, acquiring Gables Engineering, which is the third largest acquisition in HEICO's history and is expected to be accretive to earnings within the year.
  • HEICO's financial position remains strong, with a net debt to EBITDA ratio of 1.9 times as of July 31, 2025, and it paid its 94th consecutive semiannual cash dividend at $0.12 per share, representing a 9% increase.
  • Management anticipates continued net sales growth across both segments and projects FSG operating margins to be around 24% and ETG operating margins in the 22% to 24% range.
Aug 26, 2025, 7:25 PM