Earning Analysis
Welcome to our in-depth analysis of HEICO Corp(HEI) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of HEICO Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-08-25 | After Hours | 1.12 | 1.26 | +12.50 | 1.12B | 1.15B | +2.91 | +8.78 | +2.19 |
| FY2025Q2 | 2025-05-27 | After Hours | 1.02 | 1.12 | +9.80 | 1.06B | 2.13B | +100.43 | +7.42 | +9.81 |
| FY2025Q1 | 2025-02-26 | After Hours | 0.93 | 1.20 | +29.03 | 983.53M | 1.03B | +4.75 | +13.88 | +18.09 |
| FY2024Q4 | 2024-12-17 | - | 0.97 | 0.99 | +2.06 | 1.03B | 1.01B | -1.70 | -1.14 | -9.32 |
| FY2024Q3 | 2024-08-26 | After Hours | 0.91 | 0.97 | +6.59 | 993.92M | 992.25M | -0.17 | +0.61 | +0.75 |
| FY2024Q2 | 2024-05-28 | - | 0.80 | 0.88 | +10.00 | 951.88M | 955.40M | +0.37 | -2.42 | +2.38 |
| FY2024Q1 | 2024-02-26 | - | 0.73 | 0.82 | +12.33 | 891.73M | 896.36M | +0.52 | -0.10 | -2.65 |
| FY2023Q4 | 2023-12-18 | - | 0.70 | 0.84 | +20.00 | 899.37M | 936.45M | +4.12 | +0.98 | -1.14 |
| - | 2023-08-28 | - | 0.74 | 0.77 | +4.05 | - | - | - | +0.88 | +1.78 |
| - | 2023-05-22 | - | 0.72 | 0.76 | +5.56 | - | - | - | +1.11 | -9.99 |
HEI Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, HEICO Corp reported performance for FY2025Q3, announced on 2025-08-25. The company achieved an EPS of 1.26, compared to analyst estimates of 1.12 by 12.50% . Revenue for the quarter reached 1.15B compared to expectations of 1.12B by 2.91% .
The stock price reacted with a 8.78% one-day change and a 2.19% five-day change following the earnings release. These movements reflect market reaction in HEICO Corp growth trajectory and strategic initiatives.
HEI Earnings Forecast
Looking ahead, HEICO Corp(HEI) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 1.17B and an EPS of 1.21.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Downward by -0.02%, while EPS estimates have been Revise Upward by 0.22%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.03% . These revisions correlate with a -1.86% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in HEICO Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between HEI's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Downward
-0.02%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+0.22%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.03%
In Past 3 Month
Stock Price
Go Down
-1.86%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:4.44B
--
EPS Estimate-Annual FY 2025:4.78
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Stock Price315.64
HEI Revenue and EPS Performance: A Historical Perspective
HEICO Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-08-25,After Hours):
EPS: 1.26 (Actual) vs.1.12 (Estimate) (12.50%)
Revenue: 1.15B (Actual) vs. 1.12B (Estimate) (2.91%)
Price Reaction: 8.78%(1-Day), 2.19%(5-Day)
FY2025Q2 (2025-05-27,After Hours):
EPS: 1.12 (Actual) vs.1.02 (Estimate) (9.80%)
Revenue: 2.13B (Actual) vs. 1.06B (Estimate) (100.43%)
Price Reaction: 7.42%(1-Day), 9.81%(5-Day)
FY2025Q1 (2025-02-26,After Hours):
EPS: 1.20 (Actual) vs.0.93 (Estimate) (29.03%)
Revenue: 1.03B (Actual) vs. 983.53M (Estimate) (4.75%)
Price Reaction: 13.88%(1-Day), 18.09%(5-Day)
Earnings Reaction
The chart below shows how HEI performed 10 days before and after its earnings report, based on data from the past quarters. Typically, HEI sees a -1.23% change in stock price 10 days leading up to the earnings, and a -0.16% change 10 days following the report. On the earnings day itself, the stock moves by -0.03%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUL/2025, the stock changed 8.78% on the day following the earnings release and then changed by 3.63% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
HEICO Corp (HEI) Q3 2025 Earnings Call Summary
Positive
2025-08-26
The earnings call highlights strong organic growth, sustainable margins, and strategic acquisitions like Gables and Wencor, which are expected to drive future growth. The company is managing supply chain and capacity constraints effectively, with a robust aftermarket business and European expansion plans. Despite some management opacity on specifics, the overall sentiment is positive, suggesting potential for stock price appreciation.
HEICO Corp (HEI.A) Q2 2025 Earnings Call Summary
Positive
2025-05-30
The financial performance is strong with significant growth in net sales, operating income, and EBITDA. The Q&A section reveals a positive outlook on organic growth and market share gains, especially in defense. Despite some concerns about supply constraints and tariffs, the overall sentiment is positive. The share repurchase program and improved financial health further enhance the outlook, suggesting a potential stock price increase of 2% to 8% over the next two weeks.
HEICO Corp (HEI.A) Q2 2025 Earnings Call Summary
Positive
2025-05-28
The earnings report shows strong financial performance with significant revenue and income growth, improved margins, and effective debt management. The Q&A highlights continued market share gains and strong demand, particularly in defense and Asia. While there are concerns about tariffs, management downplays their impact. The share repurchase program further supports a positive outlook. However, a slight decrease in ETG operating margin and supply constraints in FSG are noted but not alarming. Overall, the positive financial results and optimistic guidance suggest a positive stock price movement.
HEICO Corp (HEI) Q1 2025 Earnings Call Summary
Positive
2025-02-27
The earnings call summary indicates strong financial performance with increased net sales, operating income, and net income. The Q&A section reveals management's cautious optimism, particularly about market penetration and growth potential in defense and aerospace. The reluctance to predict higher margins and unclear responses on certain issues slightly temper the outlook, but overall, the strong financial metrics and optimistic guidance suggest a positive stock price movement.
HEICO Corporation (HEI) Q4 2024 Earnings Call Summary
Positive
2024-12-18
The earnings call highlights strong financial performance with increased net sales, operating income, and EPS. The company's strategic acquisitions and operational excellence are contributing to growth. Despite some challenges in ETG sales, the overall outlook remains optimistic with expected growth in FSG and specialty products. The dividend declaration and reduced net debt-to-EBITDA ratio further support a positive sentiment. Although there are some concerns regarding regulatory issues and competition, the overall sentiment is positive, predicting a stock price increase of 2% to 8% over the next two weeks.
HEICO Corporation (HEI) Q3 2024 Earnings Call Summary
Lastest
2024-08-27
The earnings call summary indicates strong financial performance with record high revenue and improved margins, which is positive. The Q&A session reveals successful integration of acquisitions and market demand, though there are concerns about order slowdowns and supply chain issues. The increase in dividends is a positive shareholder return. Overall, the strong financial metrics and optimistic guidance outweigh the minor concerns, leading to a positive sentiment rating.
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FAQ
What were the key highlights of HEI’s latest earnings report for FY2025Q3?
How did HEI’s stock price react after the FY2025Q3 earnings release?
What are the revenue and EPS estimates for HEI for 2025/Q4?
How does HEI’s stock price correlate with earnings forecast revisions?
What should investors expect from HEI’s next earnings report?