Heico Cp Cl A (HEI.A) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jun 02, 2026

After Close (Confirmed)

Period Ending

2026 (Q2)

Consensus EPS Forecast

1.31

Last Year’s EPS

1.12

Same Quarter Last Year

Analyst Consensus

―

Based on 0 Analysts Ratings

Earnings Call Summary

Q1 2026

Earnings Call Date:Feb 25, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call presented a largely positive picture: HEICO delivered record net income, solid top-line growth, expanded EBITDA, strong performance in the Flight Support Group, a record ETG backlog, robust organic growth (company-wide ~12% organic in key areas), and active strategic acquisitions expected to be accretive. Near-term challenges include ETG margin pressure driven by unfavorable mix and shipment timing, amortization drag from acquisitions, modest inflationary pressures in components, and a modest increase in leverage from recent deals. Management described the ETG margin weakness as mix/timing related and expects improvement through the year. Given the magnitude and number of material positive operating and financial metrics, supported by a healthy M&A pipeline and record backlog, the positives significantly outweigh the contained, largely temporary negatives.

Company Guidance

Management's guidance was largely qualitative but contained several concrete datapoints: they expect continued sales momentum in both Flight Support and Electronic Technologies driven by organic demand plus acquisitions (recent deals include Rockmart, Ethos and an 80% acquisition expected to close in Q2 that management said should be accretive within a year); they reiterated that ETG margins should improve as the year progresses and called out an expected GAAP margin range for ETG of roughly 22–24% (about 26–28% on a cash/EBITA basis before acquisition amortization), while FSG continues to deliver strong cash margins (Q1 FSG net sales were $820M, +15% with 12% organic growth, operating margin 24.5% and EBITA ≈27.1%, +110bps year-over-year); Q1 company totals cited include consolidated net income $190.2M (+13%, $1.35/diluted share), consolidated EBITDA $312M (+14%), consolidated operating income and net sales up 15% and 14%, ETG net sales $370.7M (+12%, 6% organic) and ETG operating income $73.2M, backlog at a record level, operating cash flow $178.6M (impacted by a ~$22.7M LCP distribution with another ~$73M planned but fully funded and net cash neutral), and a flexible balance sheet with net debt/EBITDA ~1.79x; management did not provide a formal full‑year revenue or EPS target on the call.

Record Net Income and EPS Growth

Consolidated net income rose 13% year-over-year to a record $190.2 million, or $1.35 per diluted share, compared to $168.0 million or $1.20 per diluted share in Q1 FY2025. Net income benefited from discrete tax benefits from stock option exercises ($21.8M net of NCI in Q1 FY26).

Top-Line and Operating Income Expansion

Consolidated net sales increased 14% year-over-year and consolidated operating income improved 15% versus the prior-year quarter, demonstrating broad revenue and profit growth across the company.

Strong EBITDA and Cash Generation

Consolidated EBITDA increased 14% to $312.0 million (from $273.9M). Cash flow from operations was $178.6 million in the quarter (noting non-cash-funded LCP distributions impacted operating cash flow timing).

Flight Support Group Outperformance

Flight Support Group net sales rose 15% to $820.0 million (from $713.2M), driven by 12% organic growth. Operating income increased 21% to $200.7 million and operating margin expanded to 24.5% (from 23.3%). FSG EBITA (cash margin before amortization) was ~27.1%, up ~110 basis points year-over-year.

Electronic Technologies Group Revenue Growth and Record Backlog

ETG net sales improved 12% to $370.7 million (from $330.3M), including 6% organic growth. The group reported a record backlog, signaling continued demand across aerospace, defense and space end markets despite quarter-to-quarter shipment variability.

Active, Strategic M&A to Support Growth

Management completed multiple acquisitions in the quarter: Axillon Aerospace’s Fuel Containment business (renamed Rockmart Fuel Containment) and EthosEnergy Group Limited (industrial and aeroderivative gas turbine repair solutions). Management also entered into an agreement to acquire 80% of another aviation/defense services company. Purchases were funded with cash, debt facility proceeds and a small portion of HEICO Class A shares; transactions are expected to be accretive within a year.

Disciplined Leverage and Dividend Continuity

Net debt-to-EBITDA was 1.79x (up from 1.6x on 10/31/25) following acquisition activity. Management reiterated disciplined capital allocation, flexible balance sheet (permanent debt <1x EBITDA), and paid a semiannual dividend of $0.12 per share — the 95th consecutive semiannual cash dividend since 1979.

Positive Market Tailwinds and Strong Pipeline

Management highlighted favorable end-market dynamics (defense, commercial aerospace, space, and growing demand for power generation tied to AI/LLM infrastructure), a robust M&A pipeline, and confidence in continued organic demand across businesses.

Heico Cp Cl A (HEI.A) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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HEI.A Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jun 02, 2026	2026 (Q2)	1.31 / -	1.12	―	―	―
Feb 25, 2026	2026 (Q1)	1.28 / 1.35	1.2	12.50% (+0.15)	―
Dec 18, 2025	2025 (Q4)	1.21 / 1.33	0.99	34.34% (+0.34)	―
Aug 25, 2025	2025 (Q3)	1.13 / 1.26	0.97	29.90% (+0.29)	―
May 27, 2025	2025 (Q2)	1.03 / 1.12	0.88	27.27% (+0.24)	―
Feb 26, 2025	2025 (Q1)	0.94 / 1.20	0.82	46.34% (+0.38)	―
Dec 17, 2024	2024 (Q4)	0.98 / 0.99	0.74	33.78% (+0.25)	―
Aug 26, 2024	2024 (Q3)	0.92 / 0.97	0.74	31.08% (+0.23)	―
May 28, 2024	2024 (Q2)	0.81 / 0.88	0.76	15.79% (+0.12)	―
Feb 26, 2024	2024 (Q1)	0.74 / 0.82	0.67	22.39% (+0.15)	―

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
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%
May 27, 2025	$216.03	$232.80	+7.77%

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 Jun 02, 2026, After Close (Confirmed).

What is Heico Cp Cl (HEI.A) earnings time?

Heico Cp Cl (HEI.A) earnings time is at Jun 02, 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?

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What is HEI.A EPS forecast?

HEI.A EPS forecast for the fiscal quarter 2026 (Q2) is 1.31.