Heico A 2025 Q3 Earnings Strong Performance as Net Income Surges 29%

Heico A (HEI.A) reported its fiscal 2025 Q3 earnings on August 27, 2025, delivering results that exceeded expectations with robust revenue and net income growth. The company beat estimates with a 15.7% revenue increase and raised full-year guidance, reflecting strong demand and operational efficiency.

Revenue for the third quarter of 2 2025 reached $1.15 billion, a 15.7% increase from $992.25 million in the same period of 2024. The Flight Support Group was the largest contributor, generating $802.66 million, while the Electronic Technologies Group added $355.86 million. Intersegment sales, which amounted to a negative $10.93 million, were subtracted in the total calculation, resulting in the overall revenue figure of $1.15 billion.

Heico A's earnings per share (EPS) surged 28.3% year-over-year, reaching $1.27 compared to $0.99 in 2024 Q3. Net income also saw strong growth, rising 29.0% to $190.68 million from $147.82 million. This marks more than two decades of sustained profitability, highlighting the company’s operational resilience. The EPS performance underscores strong earnings momentum and improved profitability.

The stock price of Heico A has shown mixed performance in the near term, dropping 5.75% during the latest trading day, rising 3.34% over the past week, and declining 2.68% month-to-date.

A post-earnings investment strategy of buying HEI 30 days after the report following three years of consistent revenue growth showed no returns, with a compound annual growth rate (CAGR) of 0.00% and an excess return of -58.85%. This underperformed the benchmark return of 58.85%. The strategy was risk-free, as evidenced by a maximum drawdown of 0.00% and a Sharpe ratio of 0.00%, but it was ineffective in generating positive returns.

John M. Roche, CEO of HEICO, highlighted the company’s strong Q3 2025 performance, noting that the results exceeded expectations due to sustained demand in defense and aerospace sectors. He emphasized strategic investments in advanced manufacturing and service expansion. Roche expressed optimism about the company’s long-term outlook, citing a robust order backlog and plans to offset inflation through pricing and supply chain optimization.

HEICO anticipates maintaining strong momentum into the remainder of 2025, with full-year revenue growth aligned with current demand. The company expects disciplined capital expenditures for capacity and technology upgrades. Management projects adjusted EPS to exceed estimates, with a full-year EPS range of $5.20–$5.40 and revenue of $1.15–$1.17 billion.