Heico Corporation Q3 Earnings Preview: Analysts Expect $1.14 EPS, $1.12B Revenue

HEICO Corporation is set to release Q3 earnings on Aug. 25, with analysts expecting $1.14 per share, up from 97 cents in the year-ago period, and $1.12 billion in revenue, compared to $992.25 million a year earlier. Recent forecast changes include RBC Capital analyst Ken Herbert maintaining an Outperform rating and raising the price target from $315 to $335.

Heico Corporation (NYSE: HEI) is set to release its Q3 earnings on Monday, August 25th, after the market close. Analysts are expecting the company to report earnings per share (EPS) of $1.14, representing a 17.5% year-over-year (YoY) increase from the year-ago period of 97 cents [1]. Additionally, the consensus revenue estimate is $1.12 billion, up 12.9% YoY from $992.25 million in the same period last year [1].

Heico's track record of exceeding earnings estimates is impressive. Over the past two years, the company has consistently beaten EPS estimates 100% of the time and revenue estimates 75% of the time [1]. In the last three months, EPS estimates have seen 12 upward revisions and no downward revisions, while revenue estimates have seen 12 upward revisions and 2 downward revisions [1].

Recent forecast changes from Wall Street analysts indicate a positive outlook for Heico. RBC Capital analyst Ken Herbert maintained an Outperform rating and raised the price target from $315 to $335 on August 22, 2025 [2]. Morgan Stanley analyst Kristine Liwag maintained an Equal-Weight rating and boosted the price target from $305 to $330 on July 17, 2025 [2]. Truist Securities analyst Michael Ciarmoli maintained a Buy rating and increased the price target from $323 to $352 on July 11, 2025 [2]. Bank of America Securities analyst Ronald Epstein maintained a Buy rating and boosted the price target from $320 to $355 on July 3, 2025 [2]. Stifel analyst Jonathan Siegmann reinstated a Buy rating with a price target of $352 on June 24, 2025 [2].

Institutional investors have also shown confidence in Heico. Capital Fund Management S.A. has significantly increased its position in Heico's shares by 79.8%, acquiring a total of 23,959 shares valued at approximately $6.4 million [3]. This positive outlook is further supported by the company's recent acquisition of avionics company Gables Engineering, Inc. [1].

Heico's recent dividend increase to $0.12 per share also reflects a positive outlook for investors. The dividend represents a 10.0% yield, which is a boost from the previous rate of $0.11 [3].

Heico Corporation's Q3 earnings report will be closely watched by investors and analysts alike. The company's ability to meet or exceed expectations will be critical in determining its future stock performance.

References:
[1] https://seekingalpha.com/news/4488415-heico-q3-2025-earnings-preview
[2] https://www.benzinga.com/analyst-stock-ratings/price-target/25/08/47308554/heico-gears-up-for-q3-print-here-are-the-recent-forecast-changes-from-wall-streets-most-accurate-analysts
[3] https://www.marketbeat.com/instant-alerts/filing-capital-fund-management-sa-raises-position-in-heico-corporation-hei-2025-08-23/