Heico Cp Cl (HEI.A)
NYSE:HEI.A
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Earnings Data
Report Date
Aug 31, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.49Last Year’s EPS
1.26Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a strong positive operational and financial performance: record net income, EBITDA, segment revenues and margins, robust cash generation, and accretive acquisitions. Management emphasized broad-based organic growth across end markets (commercial aviation, defense and space), a healthy M&A pipeline, and the ability to scale. Headwinds are manageable: acquisition amortization reduced GAAP margins, supply-chain delays restrained component repair growth, there was some regional softness in the Middle East, and ETG/space margins remain somewhat volatile. Overall, the upbeat record results and multiple high-impact metrics substantially outweigh the noted challenges.Company Guidance
Record Consolidated Profitability
Consolidated net income rose 49% year-over-year to a record $233.8 million ($1.66 per diluted share) in Q2 FY26, reflecting strong profitability across the company.
Strong Cash Generation
Cash flow provided by operating activities increased 43% to $292.0 million in the quarter (from $204.7 million a year ago), reinforcing the company's ability to invest organically and via acquisitions.
Meaningful EBITDA and Operating Income Growth
Consolidated EBITDA increased 37% to $408.3 million (from $297.7 million). Consolidated operating income also increased materially (management cited a 41% increase versus Q2 FY25).
Flight Support Group (FSG) Record Quarter
FSG net sales rose 21% to a record $929.4 million (from $767.1 million) and operating income increased 31% to a record $243.1 million (from $185.0 million). FSG operating margin improved to 26.2% (from 24.1%) and reported ~19% organic net sales growth.
Electronic Technologies Group (ETG) Record Performance
ETG net sales increased 34% year-over-year and operating income grew 56% to a record $121.8 million (from $77.9 million). ETG operating margin improved to 26.5% (from 22.8%); ETG's cash operating margin before acquisition amortization was ~30.6%.
High-Quality Organic Growth Mix
Management reported strong organic growth across end markets: FSG organic growth ~19% (by product: parts ~2%, specialty products ~21%, component repair ~10%) and ETG organic growth ~17%, driven by aftermarket, defense, aerospace and space products.
Accretive Acquisition Activity and Strategic Wins
Completed multiple acquisitions in FY26 (four so far), including 80% of Sherwood Avionics and 90% of Southwest Antennas; management expects recent acquisitions to be accretive within a year. Three subsidiaries supplied mission-critical components on NASA's ARTEMIS II mission (positive strategic/PR milestone).
Healthy Leverage with Strategic Investment
Net debt-to-EBITDA was 1.74x as of April 30, 2026 (up from 1.6x Oct 31, 2025) after acquisition activity, indicating continued balance between growth via M&A and manageable leverage.
HEI.A Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
HEI.A Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 27, 2026 | $229.79 | $257.36 | +12.00% |
Feb 25, 2026 | $252.98 | $237.87 | -5.97% |
Dec 18, 2025 | $240.83 | $255.61 | +6.14% |
Aug 25, 2025 | $239.62 | $262.55 | +9.57% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Heico Cp Cl (HEI.A) report earnings?
Heico Cp Cl (HEI.A) is schdueled to report earning on Aug 31, 2026, After Close (Confirmed).
What is Heico Cp Cl (HEI.A) earnings time?
Heico Cp Cl (HEI.A) earnings time is at Aug 31, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is HEI.A EPS forecast?
HEI.A EPS forecast for the fiscal quarter 2026 (Q3) is 1.49.