Heico A 2025 Q4 Earnings 34.4% Net Income Growth, Beats Estimates

Heico A (HEI.A) delivered robust fiscal 2025 Q4 results, exceeding both revenue and earnings estimates. The company reported $1.21 billion in revenue, a 19.3% year-over-year increase, and EPS of $1.33, surpassing analyst expectations by $0.12. Management highlighted sustained profitability and strong organic growth across segments, with forward-looking guidance indicating continued expansion in 2026 driven by recent acquisitions and market demand.

Revenue

The Flight Support Group led the revenue surge with $834.37 million, driven by strong demand across all product lines. The Electronic Technologies Group contributed $384.77 million, while intersegment sales adjusted to a negative $9.74 million. Collectively, these segments underscored Heico A’s dominance in aerospace and defense markets.

Earnings/Net Income

Heico A’s EPS surged 33.7% to $1.33, and net income rose 34.4% to $202.78 million, reflecting operational efficiency and margin expansion. The 33.7% EPS increase and 34.4% net income growth highlight robust profitability and operational resilience.

Price Action

The stock price of Heico A has edged down 0.68% during the latest trading day, has edged down 1.79% during the most recent full trading week, and has edged down 0.59% month-to-date.

Post-Earnings Price Action Review

The strategy of buying Heico A (HEI.A) shares after a revenue raise quarter-over-quarter on the financial report release date and holding for 30 days resulted in no return over the past three years. The strategy had a CAGR of 0.00% and an excess return of -80.61%, significantly underperforming the benchmark return of 80.61%. Additionally, the strategy had a maximum drawdown of 0.00% and volatility of 0.00%, indicating a risk profile that was effectively risk-free but provided no returns.

Additional News

Heico A announced the acquisition of EthosEnergy Accessories and Components Limited, enhancing its aerospace repair capabilities. The company also acquired Axillon Aerospace’s Fuel Containment business, expanding its defense portfolio. Executive leadership transitioned with Co-Chairmen Eric and Victor Mendelson assuming new roles following the passing of Executive Chairman Laurans Mendelson. Additionally, Heico A increased its semiannual dividend to $0.12 per share, marking its 95th consecutive payout. These strategic moves and financial commitments reflect the company’s long-term growth and shareholder value priorities.