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Heico Corp. (HEI)
NYSE:HEI
Earnings Data
Report Date
Sep 01, 2025TBA Not Confirmed
Period Ending
2025 (Q3)Consensus EPS Forecast
1.1Last Year’s EPS
0.97Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 29, 2025
|% Change Since: 0.25%
|Next Earnings Date:Sep 01, 2025
Earnings Call Sentiment|Positive
The earnings call for HEICO Corporation's second quarter of fiscal 2025 highlighted strong financial performance with record operating income and net sales, driven by organic growth and successful acquisitions. The Flight Support Group and Electronic Technologies Group both reported significant growth, contributing to a substantial increase in net income and cash flow. Despite challenges in the medical product segment and a slight decrease in the Electronic Technologies Group's operating margin, the overall sentiment is positive due to the robust growth and strategic acquisitions.Company Guidance
During the HEICO Corporation Second Quarter 2025 Financial Results Call, guidance was provided that highlighted record results and strong performance across its segments. Consolidated operating income and net sales increased by 19% and 15%, respectively, compared to the same period last year, with consolidated net income rising 27% to $156.8 million, or $1.12 per diluted share. The Flight Support Group set all-time records with operating income and net sales up 24% and 19%, respectively, driven by 14% organic growth and strategic acquisitions. The Electronic Technologies Group also showed strength with 7% net sales growth and 4% organic growth, particularly in space and aerospace products. Cash flow from operating activities surged 45% to $204.7 million, and consolidated EBITDA increased by 18% to $297.7 million. The company completed its fourth acquisition of the fiscal year, acquiring Rosen Aviation LLC, which is expected to be accretive to earnings within the first year. Looking forward, HEICO remains confident in achieving continued net sales growth through strong organic demand and strategic acquisitions, maintaining a disciplined financial strategy aimed at maximizing long-term shareholder value.Record Operating Income and Net Sales
HEICO reported record consolidated operating income and net sales for the second quarter of fiscal 2025, with a 19% increase in operating income and a 15% increase in net sales compared to the second quarter of fiscal 2024.
Flight Support Group Performance
The Flight Support Group set all-time quarterly operating income and net sales records, with a 24% increase in operating income and a 19% increase in net sales, driven by 14% organic growth and successful acquisitions.
Electronic Technologies Group Growth
The Electronic Technologies Group saw a 7% increase in net sales, with 4% organic growth, primarily due to increased demand for space, aerospace, and electronics products.
Significant Increase in Net Income
Consolidated net income increased by 27% to $156.8 million, or $1.12 per diluted share, from $123.1 million, or $0.88 per diluted share, in the prior year period.
Strong Cash Flow and EBITDA
Cash flow from operating activities increased 45% to $204.7 million, and consolidated EBITDA increased 18% to $297.7 million, reflecting strong operational performance.
Successful Acquisition of Rosen Aviation LLC
HEICO's Electronic Technologies Group acquired Rosen Aviation LLC, expected to be accretive to earnings within the first year, showcasing HEICO's strategic acquisition strategy.
HEI 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 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 29, 2025 | $300.17 | $299.64 | -0.18% |
Feb 26, 2025 | $227.45 | $259.02 | +13.88% |
Dec 17, 2024 | $259.68 | $237.13 | -8.68% |
Aug 26, 2024 | $245.78 | $247.28 | +0.61% |
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 Corp. (HEI) report earnings?
Heico Corp. (HEI) is schdueled to report earning on Sep 01, 2025, TBA Not Confirmed.
What is Heico Corp. (HEI) earnings time?
Heico Corp. (HEI) earnings time is at Sep 01, 2025, TBA Not 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 EPS forecast?
HEI EPS forecast for the fiscal quarter 2025 (Q3) is 1.1.