HEICO Reports GAAP EPS of $1.33, Exceeding Estimates by $0.11; Revenue of $1.21B Surpasses Expectations by $40M
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
0mins
Should l Buy HEI?
Source: SeekingAlpha
Q4 Financial Performance: HEICO reported a Q4 GAAP EPS of $1.33, exceeding expectations by $0.11, with revenue of $1.21 billion, a 19.8% year-over-year increase, also beating estimates by $40 million.
EBITDA and Cash Flow Growth: EBITDA rose 26% to $331.4 million in Q4 2025, and cash flow from operating activities increased 44% to $295.3 million, reflecting strong financial health.
Debt Ratios Improvement: The total debt to net income ratio improved to 3.14x, down from 4.34x the previous year, while the net debt to EBITDA ratio decreased to 1.60x from 2.06x.
Future Revenue and EPS Projections: The consensus for Q1 revenue is $1.16 billion with an EPS of $1.27, and for the fiscal year, the revenue consensus is $4.44 billion with an EPS of $4.79.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy HEI?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on HEI
Wall Street analysts forecast HEI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for HEI is 365.68 USD with a low forecast of 303.09 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
9 Buy
1 Hold
0 Sell
Strong Buy
Current: 322.300
Low
303.09
Averages
365.68
High
400.00
Current: 322.300
Low
303.09
Averages
365.68
High
400.00
About HEI
HEICO Corporation is a manufacturer of jet engines and aircraft component replacement parts. Its segments include Flight Support Group (FSG) and Electronic Technologies Group (ETG). The FSG segment consists of HEICO Aerospace Holdings Corp. and HEICO Flight Support Corp. and their subsidiaries. FSG uses technology to design and manufacture jet engines and aircraft component replacement parts. FSG repairs, overhauls and distributes jet engine and aircraft components, avionics and instruments for domestic and foreign commercial air carriers and aircraft repair companies, as well as military and business aircraft operators. ETG segment consists of HEICO Electronic Technologies Corp. and its subsidiaries. The ETG designs, manufactures and sells various types of electronic, data and microwave, and electro-optical products, including infrared simulation and test equipment. It also designs and manufactures avionics controls, including navigation, audio, surveillance, and communication panels.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
VPT Launches New Space-Grade DC-DC Converter for NewSpace Applications
- Product Launch: VPT, Inc. has introduced the VSCPL1210SG, the first point of load DC-DC converter in its VSC Series of space-grade COTS power supplies, capable of delivering up to 10 A of output current with peak efficiency reaching 95%, significantly enhancing the company's competitive edge in the emerging space market.
- Technical Advantages: The converter has undergone radiation testing at 42 MeV/mg/cm² and has shown no destructive SEE events at 40 krad(Si), ensuring reliability in low Earth orbit (LEO) environments and meeting the stringent requirements of NASA Class D missions.
- Design Innovation: The VSCPL1210SG operates with an input voltage range of 4.5 to 13.2 V and offers an adjustable output from 0.8 to 5.0 V, maintaining stable performance across a full temperature range of -55 °C to +105 °C, reflecting VPT's design philosophy focused on high efficiency and simplified board-level integration.
- Market Expansion: VPT plans to introduce two additional point of load converters later this year, further enriching the VSC Series product line, indicating the company's commitment to meeting the high-performance power solution demands of the NewSpace market.
See More
VPT Launches New Space-Grade DC-DC Converter VSCPL1210SG
- Product Launch: VPT has introduced the VSCPL1210SG, the first space-grade COTS DC-DC converter in its VSC Series, capable of delivering up to 10 A output current with peak efficiency reaching 95%, significantly enhancing its product line in the emerging space market.
- Technical Advantages: The converter has undergone radiation testing at 42 MeV/mg/cm² and guarantees performance at 40 krad(Si), ensuring reliability in low Earth orbit environments and meeting the stringent requirements for NASA Class D missions.
- Design Innovations: The VSCPL1210SG operates from a 4.5 to 13.2 V input and offers an adjustable output from 0.8 to 5.0 V, featuring proprietary packaging that enables dual-side heatsinking and low outgassing, simplifying board-level integration and enhancing overall performance.
- Market Expansion: VPT plans to introduce two additional point-of-load converters later this year, further enriching the VSC Series product line to meet the growing demands of space applications while maintaining cost-effectiveness.
See More
VPT Launches New Space-Grade DC-DC Converter
- Product Launch: VPT has introduced the VSCPL1210SG, the first point of load DC-DC converter in its VSC Series, capable of delivering up to 10 A output current with peak efficiency reaching 95%, significantly enhancing the company's product offerings in the emerging space market.
- Technical Advantages: The converter has undergone radiation testing at 42 MeV/mg/cm² and guarantees performance at 40 krad(Si), ensuring reliability in low Earth orbit (LEO) environments and meeting the stringent requirements of NASA Class D missions.
- Design Innovations: The VSCPL1210SG features a wide input voltage range (4.5 to 13.2 V) and adjustable output (0.8 to 5.0 V), maintaining performance across a full temperature range of -55 °C to +105 °C without power derating, enhancing its applicability and market competitiveness.
- Future Plans: VPT plans to introduce two additional point of load converters later this year, the VSCPL0510SG with a 10 A output and the VSCPL1220SG with a 20 A output, further enriching its product line to meet the growing market demand.
See More
Berkshire Hathaway's Performance Under Buffett's Legacy
- Digital Banking Surge: Nu Holdings has rapidly expanded in Brazil, Mexico, and Colombia, becoming the largest financial institution in Brazil with 61% of the adult population as customers, showcasing its strong appeal and growth potential in the Latin American market.
- Market Expansion Plans: Nu is set to open new offices in the U.S., including Miami, Palo Alto, and Washington, D.C., indicating its strategic focus on international markets and future growth, which is expected to further drive user acquisition.
- Investment Return Comparison: Although Berkshire Hathaway completely exited Nu Holdings by the end of 2024, the company's performance in 2025 has outpaced other top Berkshire stocks, highlighting potential missteps in investment decisions and Nu's robust market performance.
- Sustained Growth Expectations: Nu continues to rapidly add new customers in the Brazilian market, with expectations for higher growth in the coming years, reflecting its competitive advantages and market opportunities in the digital banking sector.
See More
Buffett Completely Exits Nu Holdings Investment
- Buffett's Exit: Warren Buffett completely sold his stake in Nu Holdings at the end of 2024, despite the company becoming Brazil's largest financial institution, indicating a potential missed opportunity for Berkshire Hathaway to capitalize on future gains in a rapidly growing market.
- Strong Market Performance: Following Berkshire's divestment, Nu's stock outperformed all other Buffett holdings in 2025, already up 11% at the start of the year, highlighting its robust growth potential in the competitive fintech landscape.
- User Base Expansion: Over the past decade, Nu Holdings has rapidly grown to become the largest financial institution in Brazil, with 61% of the adult population on its platform, and penetration rates of 14% in Mexico and 10% in Colombia, showcasing its significant influence in the Latin American market.
- New Market Plans: Nu is set to open offices in the U.S., including Miami, Palo Alto, and Washington, D.C., further expanding its market share and expected to drive future growth, although it carries a higher risk profile compared to traditional Buffett investments.
See More
Analyst Maintains Buy Rating on NVIDIA Corporation with $250 Price Target
- Analyst Rating Update: Ruben Roy from Stifel maintains a Buy rating on NVIDIA with a price target of $250, indicating a potential upside of 34%, which reflects strong market confidence in NVIDIA's future growth prospects.
- TE Connectivity Price Target Increase: William Stein from Truist Securities raises the price target for TE Connectivity from $239 to $240 while maintaining a Hold rating, suggesting a 5% upside, which acknowledges the company's stable cash dividend policy.
- Micron's Earnings Beat Expectations: Aaron Rakers from Wells Fargo maintains an Overweight rating on Micron and raises the price target from $300 to $335, anticipating a 17% stock increase, driven by Micron's first-quarter revenue of $13.64 billion, surpassing analyst estimates of $12.83 billion.
- Heico's Strong Quarterly Performance: Michael Ciarmoli from Truist Securities keeps a Buy rating on Heico and raises the price target from $366 to $391, expecting a 21% stock gain, reflecting positive market reactions to Heico's robust earnings report.
See More
VPT Launches New Space-Grade DC-DC Converter for NewSpace Applications
- Product Launch: VPT, Inc. has introduced the VSCPL1210SG, the first point of load DC-DC converter in its VSC Series of space-grade COTS power supplies, capable of delivering up to 10 A of output current with peak efficiency reaching 95%, significantly enhancing the company's competitive edge in the emerging space market.
- Technical Advantages: The converter has undergone radiation testing at 42 MeV/mg/cm² and has shown no destructive SEE events at 40 krad(Si), ensuring reliability in low Earth orbit (LEO) environments and meeting the stringent requirements of NASA Class D missions.
- Design Innovation: The VSCPL1210SG operates with an input voltage range of 4.5 to 13.2 V and offers an adjustable output from 0.8 to 5.0 V, maintaining stable performance across a full temperature range of -55 °C to +105 °C, reflecting VPT's design philosophy focused on high efficiency and simplified board-level integration.
- Market Expansion: VPT plans to introduce two additional point of load converters later this year, further enriching the VSC Series product line, indicating the company's commitment to meeting the high-performance power solution demands of the NewSpace market.
See More
VPT Launches New Space-Grade DC-DC Converter VSCPL1210SG
- Product Launch: VPT has introduced the VSCPL1210SG, the first space-grade COTS DC-DC converter in its VSC Series, capable of delivering up to 10 A output current with peak efficiency reaching 95%, significantly enhancing its product line in the emerging space market.
- Technical Advantages: The converter has undergone radiation testing at 42 MeV/mg/cm² and guarantees performance at 40 krad(Si), ensuring reliability in low Earth orbit environments and meeting the stringent requirements for NASA Class D missions.
- Design Innovations: The VSCPL1210SG operates from a 4.5 to 13.2 V input and offers an adjustable output from 0.8 to 5.0 V, featuring proprietary packaging that enables dual-side heatsinking and low outgassing, simplifying board-level integration and enhancing overall performance.
- Market Expansion: VPT plans to introduce two additional point-of-load converters later this year, further enriching the VSC Series product line to meet the growing demands of space applications while maintaining cost-effectiveness.
See More
VPT Launches New Space-Grade DC-DC Converter
- Product Launch: VPT has introduced the VSCPL1210SG, the first point of load DC-DC converter in its VSC Series, capable of delivering up to 10 A output current with peak efficiency reaching 95%, significantly enhancing the company's product offerings in the emerging space market.
- Technical Advantages: The converter has undergone radiation testing at 42 MeV/mg/cm² and guarantees performance at 40 krad(Si), ensuring reliability in low Earth orbit (LEO) environments and meeting the stringent requirements of NASA Class D missions.
- Design Innovations: The VSCPL1210SG features a wide input voltage range (4.5 to 13.2 V) and adjustable output (0.8 to 5.0 V), maintaining performance across a full temperature range of -55 °C to +105 °C without power derating, enhancing its applicability and market competitiveness.
- Future Plans: VPT plans to introduce two additional point of load converters later this year, the VSCPL0510SG with a 10 A output and the VSCPL1220SG with a 20 A output, further enriching its product line to meet the growing market demand.
See More
Berkshire Hathaway's Performance Under Buffett's Legacy
- Digital Banking Surge: Nu Holdings has rapidly expanded in Brazil, Mexico, and Colombia, becoming the largest financial institution in Brazil with 61% of the adult population as customers, showcasing its strong appeal and growth potential in the Latin American market.
- Market Expansion Plans: Nu is set to open new offices in the U.S., including Miami, Palo Alto, and Washington, D.C., indicating its strategic focus on international markets and future growth, which is expected to further drive user acquisition.
- Investment Return Comparison: Although Berkshire Hathaway completely exited Nu Holdings by the end of 2024, the company's performance in 2025 has outpaced other top Berkshire stocks, highlighting potential missteps in investment decisions and Nu's robust market performance.
- Sustained Growth Expectations: Nu continues to rapidly add new customers in the Brazilian market, with expectations for higher growth in the coming years, reflecting its competitive advantages and market opportunities in the digital banking sector.
See More
Buffett Completely Exits Nu Holdings Investment
- Buffett's Exit: Warren Buffett completely sold his stake in Nu Holdings at the end of 2024, despite the company becoming Brazil's largest financial institution, indicating a potential missed opportunity for Berkshire Hathaway to capitalize on future gains in a rapidly growing market.
- Strong Market Performance: Following Berkshire's divestment, Nu's stock outperformed all other Buffett holdings in 2025, already up 11% at the start of the year, highlighting its robust growth potential in the competitive fintech landscape.
- User Base Expansion: Over the past decade, Nu Holdings has rapidly grown to become the largest financial institution in Brazil, with 61% of the adult population on its platform, and penetration rates of 14% in Mexico and 10% in Colombia, showcasing its significant influence in the Latin American market.
- New Market Plans: Nu is set to open offices in the U.S., including Miami, Palo Alto, and Washington, D.C., further expanding its market share and expected to drive future growth, although it carries a higher risk profile compared to traditional Buffett investments.
See More
Analyst Maintains Buy Rating on NVIDIA Corporation with $250 Price Target
- Analyst Rating Update: Ruben Roy from Stifel maintains a Buy rating on NVIDIA with a price target of $250, indicating a potential upside of 34%, which reflects strong market confidence in NVIDIA's future growth prospects.
- TE Connectivity Price Target Increase: William Stein from Truist Securities raises the price target for TE Connectivity from $239 to $240 while maintaining a Hold rating, suggesting a 5% upside, which acknowledges the company's stable cash dividend policy.
- Micron's Earnings Beat Expectations: Aaron Rakers from Wells Fargo maintains an Overweight rating on Micron and raises the price target from $300 to $335, anticipating a 17% stock increase, driven by Micron's first-quarter revenue of $13.64 billion, surpassing analyst estimates of $12.83 billion.
- Heico's Strong Quarterly Performance: Michael Ciarmoli from Truist Securities keeps a Buy rating on Heico and raises the price target from $366 to $391, expecting a 21% stock gain, reflecting positive market reactions to Heico's robust earnings report.
See More
