Heico Corp
HEICO Corporation (HEI) is a US-based designer, manufacturer and distributor of aerospace, defence and electronic components, known for niche aftermarket parts and repair services. With a market capitalisation of about $38.08 billion, HEICO operates through recurring-revenue businesses that often serve aircraft OEMs, airlines and defence contractors. Investors may appreciate its aftermarket focus, which can be less cyclical than new-aircraft sales, and a track record of margin resilience driven by specialised technology and engineering services. That said, HEICO’s exposure to the aerospace cycle, defence budgets and supply-chain pressures means revenues and profits can fluctuate. This summary is for educational purposes only and is not personal investment advice. Past performance is not a guide to future returns; values can fall as well as rise. Before deciding to buy or sell, investors should consider their own risk tolerance, investment horizon and seek independent financial advice where appropriate.
Why It's Moving
HEICO Gears Up for Q4 Earnings Reveal Amid Analyst Caution and Steady Aerospace Tailwinds.
HEICO Corporation set the stage for its fourth-quarter earnings release on December 18, with a conference call to follow, drawing investor focus on performance amid a robust aerospace sector. While analysts flag a potential earnings miss and RBC Capital recently downgraded to Hold, the company's acquisition streak bolsters its position as a key supplier in aviation and defense.
- Upcoming Q4 earnings for period ended October 31, 2025, expected to show year-over-year growth but with Zacks Earnings ESP at -1.30%, signaling risks of missing consensus estimates.
- RBC Capital downgraded HEI to Hold on December 10, contributing to a recent share price pullback as valuation concerns surface.
- Aerospace sector strength persists, supporting HEICO's Flight Support and Electronic Technologies groups through organic demand and ongoing integration of prior acquisitions like Wencor.
HEICO Gears Up for Q4 Earnings Reveal Amid Analyst Caution and Steady Aerospace Tailwinds.
HEICO Corporation set the stage for its fourth-quarter earnings release on December 18, with a conference call to follow, drawing investor focus on performance amid a robust aerospace sector. While analysts flag a potential earnings miss and RBC Capital recently downgraded to Hold, the company's acquisition streak bolsters its position as a key supplier in aviation and defense.
- Upcoming Q4 earnings for period ended October 31, 2025, expected to show year-over-year growth but with Zacks Earnings ESP at -1.30%, signaling risks of missing consensus estimates.
- RBC Capital downgraded HEI to Hold on December 10, contributing to a recent share price pullback as valuation concerns surface.
- Aerospace sector strength persists, supporting HEICO's Flight Support and Electronic Technologies groups through organic demand and ongoing integration of prior acquisitions like Wencor.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Heico Corp's stock with a target price of $353.77, indicating growth potential.
Financial Health
Heico Corp is performing well with strong revenue, cash flow, and profit margins.
Dividend
Heico Corp's low dividend yield of 0.07% indicates limited returns for dividend-seeking investors. If you invested $1000, you would be paid $0.70 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Aftermarket Strength
HEICO’s focus on spare parts and repairs can offer steadier demand than new-aircraft production, though performance may vary with travel and maintenance cycles.
Aerospace Exposure
The company serves commercial, business and defence customers globally, benefiting from fleet growth and maintenance trends but remaining sensitive to macro shifts.
Engineering Edge
Specialised engineering and certification expertise supports pricing power and margins, yet technological change and competition can affect future returns.
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