UBS analyst Gavin Parsons raised the firm's price target on Heico to $390 from $371 and keeps a Neutral rating on the shares. Following a strong Q2 beat featuring 18% organic growth and segment EBIT margins well above consensus, EBITDA estimates are moving higher as demand remains robust across both commercial aerospace and defense markets, with no meaningful aftermarket slowdown observed despite geopolitical tensions and higher fuel prices, the analyst tells investors in a research note.
