Heico Corporation Earnings Expected to Grow: Should You Buy?

Heico Corporation (HEI) is expected to report a 15.5% year-over-year increase in earnings to $1.12 per share on revenues of $1.11 billion, up 12.2% from the year-ago quarter. The consensus EPS estimate has been revised 0.25% higher over the last 30 days, and the Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate to predict the likely deviation of actual earnings from the consensus estimate. A positive ESP reading indicates a higher likelihood of an earnings beat.

Heico Corporation (HEI) is poised to report a robust performance in the upcoming quarter, with analysts expecting a 15.5% year-over-year increase in earnings to $1.12 per share, according to recent reports. Revenues are projected to rise to $1.11 billion, up 12.2% from the year-ago quarter [1]. The consensus EPS estimate has been revised 0.25% higher over the last 30 days, indicating a positive outlook from analysts.

Zacks Research has also boosted their Q4 2025 earnings per share estimates for Heico, anticipating the aerospace company will earn $1.13 per share for the quarter, up from their previous estimate of $1.12 [1]. This upward revision suggests a higher likelihood of an earnings beat, as indicated by the Zacks Earnings ESP, which compares the Most Accurate Estimate to the Zacks Consensus Estimate.

In addition to the positive earnings outlook, Heico has recently announced a semi-annual dividend increase. The company increased its dividend to $0.12 per share from the previous $0.11, representing a 10.0% yield for shareholders [1]. This move underscores Heico's commitment to rewarding its shareholders and maintaining a healthy financial position.

Institutional investors have also shown confidence in Heico's prospects. Enhancing Capital LLC purchased a new stake in Heico Corporation, acquiring 802 shares valued at approximately $214,000 during the first quarter [2]. Furthermore, Ridgewood Investments LLC, NBC Securities Inc., Costello Asset Management INC, Banque Transatlantique SA, and Atwood & Palmer Inc. have all increased their positions in Heico, indicating strong investor interest in the company's future performance.

Heico's stock has performed well in recent months, opening at $316.11 on Wednesday and with a market capitalization of $43.97 billion [1]. The stock has a price-to-earnings ratio of 73.86, a PEG ratio of 3.89, and a beta of 1.11, reflecting its growth potential and market volatility.

Heico's strong earnings outlook, dividend increase, and institutional support position the company favorably for continued growth and investor interest. As always, investors should conduct thorough due diligence and consider their risk tolerance before making investment decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/zacks-research-issues-positive-forecast-for-heico-earnings-2025-08-13/
[2] https://www.marketbeat.com/instant-alerts/filing-enhancing-capital-llc-purchases-new-shares-in-heico-corporation-nysehei-2025-08-12/