Heico (NYSE:HEI) Rating Lowered to "Hold" at Wall Street Zen
Heico (NYSE:HEI) has had its rating downgraded from "Buy" to "Hold" by Wall Street Zen, although the broader analyst consensus remains a "Moderate Buy" with an average price target of $391.07. The aerospace company exceeded expectations in its last quarterly earnings report, with $1.67 EPS and $1.41 billion in revenue, marking a 23.1% year-over-year increase. Despite the downgrade, several other analysts maintain "Buy" or "Strong Buy" ratings, and institutional investors have significantly increased their positions in the company.
Jim Cramer Likes HEICO (HEI) but Warns About Aerospace and Boeing (BA)
Jim Cramer expressed a positive view on HEICO (HEI) but showed skepticism toward the broader aerospace sector, including Boeing (BA). While HEICO benefits from the aircraft aftermarket with strong financial performance, Boeing continues to face challenges with production rates and certification delays, leading to a net loss in its latest quarter. The article highlights HEICO's growth and financial stability in contrast to Boeing's ongoing struggles, emphasizing the different industry segments they occupy.
Can Execution Lift HEICO (NYSE:HEI) From Here?
HEICO (NYSE:HEI) is under investor scrutiny due to a strong economy and high capital costs, which require investors to differentiate between order strength and margin risk. The company's core business in aerospace replacement parts and electronics is critical, and investors need to see repeatable execution and concrete evidence of sustained customer engagement and stable management priorities. The article emphasizes that HEICO's future performance will depend on the credibility of its disclosures and the quality of its execution, rather than just market sentiment.
ETFs Are Net Sellers of HEICO (HEI) on Sept. 30
ETFs were net sellers of HEICO (HEI) on September 30, with a net outflow of $34.8 million. This extended a two-day streak of net selling, largely driven by significant sales from the PPA ETF. HEICO operates in the Aerospace & Defense industry and has seen mixed ETF activity recently, with two days of net buying and three days of net selling over the last five reported days.
Heico Corporation (NYSE:HEI) Stock Has Average Price Target of $392.14
Heico Corporation (NYSE:HEI) has received a consensus "Moderate Buy" rating from 17 analysts, with an average 12-month price target of $392.14. The aerospace company recently reported strong quarterly results, with adjusted EPS of $1.67 and revenue of $1.41 billion, both exceeding analyst expectations. Institutional investors currently own 27.12% of the stock, which opened at $305.06 and has a market cap of $42.63 billion.
The Bull Case For HEICO (HEI) Could Change Following Analyst Upgrades Amid Strong Fundamentals Learn Why
HEICO (HEI) is experiencing a reshaping of investor sentiment due to strong revenue growth, expanding market share, healthy free cash flow, and positive analyst earnings estimates. While the company's fundamentals are robust, with projected revenues of $7.1 billion and earnings of $1.3 billion by 2029, its high valuation and potential risks from OEM insourcing and additive manufacturing still keep sentiment fragile. Analysts have varying views, with some more cautious, emphasizing the importance for investors to conduct their own research beyond just the ticker.
3 Reasons Why Growth Investors Shouldn't Overlook Heico (HEI)
Heico Corporation (HEI) is recommended for growth investors due to its favorable Growth Score and top Zacks Rank. The company exhibits strong earnings growth, with projected EPS growth of 27% this year, significantly outpacing the industry average. Additionally, Heico boasts robust cash flow growth at 28.6% year-over-year and has seen positive earnings estimate revisions, further cementing its position as a promising growth stock.
Zacks Industry Outlook HEICO, ATI and AAR
The Zacks Aerospace-Defense Equipment industry is experiencing growth fueled by strategic mergers and acquisitions and robust air-travel demand, despite ongoing supply-chain disruptions. Companies like HEICO Corp., ATI INC, and AAR Corp. are well-positioned for future growth due to expanding product portfolios, increased aircraft utilization, and strong market demand in both commercial and defense sectors. The industry outlook remains bright, with several key players showing strong financial performance and positive Zacks Ranks.
Zacks Industry Outlook HEICO, ATI and AAR
The Aerospace-Defense Equipment industry is experiencing growth driven by strategic M&A activities and resilient air-travel demand, despite facing persistent supply-chain constraints. Companies like HEICO, ATI, and AAR are well-positioned for growth, with strong financial performances and strategic acquisitions expanding their capabilities and market reach. However, the industry still grapples with higher operating costs, limited aircraft availability, and labor shortages.
VPT Announces the FLX Series, a Highly Scalable DC-DC Converter Power Solution for Mission-Critical Applications
VPT, Inc., a Heico company, has launched the FLX Series, a highly scalable DC-DC converter power solution for mission-critical applications. This series integrates proven DC-DC converters and EMI filters into a rugged, configurable housing, allowing engineers to accelerate system integration and reduce design risk. The FLX Series supports various bus voltages, offers up to 5,000 W of output power, and is designed for extreme conditions including wide temperature ranges and high shock/vibration.
3 Aerospace-Defense Equipment Stocks Riding on Strong Demand
The Zacks Aerospace-Defense Equipment industry is experiencing growth due to strategic M&A activity and resilient air-travel demand, despite facing challenges from supply-chain constraints, higher operating costs, and labor shortages. Key players like HEICO Corporation (HEI), ATI Inc. (ATI), and AAR Corp. (AIR) are identified as strong investment opportunities, showing robust financial performance and favorable industry outlook. The article highlights how increased air traffic boosts demand for replacement parts and how strategic acquisitions enhance company capabilities and market positions.
VPT Announces the FLX Series, a Highly Scalable DC-DC Converter Power Solution for Mission-Critical Applications
VPT, Inc. has launched the FLX Series, a configurable DC-DC converter power solution designed for mission-critical applications in military, avionics, and space sectors. This series offers high scalability, optimizes SWaP (Size, Weight, and Power), and provides up to 5,000 W of output power with efficiencies up to 90%, operating in extreme conditions from -55°C to +110°C without power derating. The FLX Series integrates proven converters and EMI filters into a rugged housing, simplifying system integration and reducing design risk for engineers.
Guggenheim initiates Heico stock with neutral rating on margin outlook By Investing.com
Guggenheim has initiated coverage on Heico Corporation (NYSE:HEI) with a Neutral rating due to concerns about future margin expansion, despite the company's differentiated business model and premium valuation. The firm questions the sustainability of defense-exposed ETG margins and potential limitations on FSG margin expansion from normalizing global aviation metrics. Although Heico recently reported strong fiscal third-quarter 2026 results, Guggenheim believes that multiple expansion and upside to estimates may be limited in the near term given the current market outlook.
Guggenheim initiates Heico stock with neutral rating on margin outlook
Guggenheim initiated coverage on Heico Corporation (NYSE:HEI) with a Neutral rating, citing concerns about future margin expansion despite the company's strong operating model and premium valuation. While Heico's FSG segment has shown better-than-expected margin growth post-COVID, Guggenheim questions the sustainability of ETG margins and potential limitations on FSG margin expansion due to normalizing global aviation metrics. The firm noted that Heico shares are flat year-to-date and trade at a significant premium to peers, suggesting limited near-term upside given margin concerns and a potential aviation market slowdown.
Cypress Capital Management LLC WY Acquires Shares of 3,693 Heico Corporation $HEI
Cypress Capital Management LLC WY has acquired 3,693 shares of Heico Corporation (NYSE:HEI) for approximately $1.315 million, making it the 28th largest holding in their portfolio. This move comes as Heico reported strong Q2 earnings with an EPS of $1.67 and revenue of $1.41 billion, surpassing analyst estimates. Despite a recent 2.9% dip in share price to $316.15, analysts maintain a "Moderate Buy" consensus rating with an average target price of $395.38.
Allianz Asset Management GmbH Sells 76,862 Shares of Heico Corporation $HEI
Allianz Asset Management GmbH significantly reduced its stake in Heico Corporation (NYSE:HEI) by 82.4% in the second quarter, selling 76,862 shares and retaining 16,391 shares valued at $5.838 million. Despite this sale, other institutional investors have recently increased their holdings in Heico. The company currently holds a "Moderate Buy" rating from analysts with an average target price of $395.38, and recently announced a quarterly dividend.
Nykredit A S Makes New $14.16 Million Investment in Heico Corporation $HEI
Nykredit A/S has made a new investment of $14.16 million in Heico Corporation, acquiring 39,763 shares during the second quarter. This comes as Heico reported stronger-than-expected quarterly results with EPS of $1.67 and revenue of $1.41 billion, a 23.1% year-over-year increase. Analysts maintain a "Moderate Buy" rating for Heico, with an average price target of $395.38.
B. Metzler seel. Sohn & Co. AG Trims Position in Heico Corporation $HEI
B. Metzler seel. Sohn & Co. AG significantly reduced its stake in Heico Corporation by 49.1% in the second quarter, selling 8,325 shares but still retaining 8,640 shares valued at approximately $3.08 million. This comes as Heico reported strong quarterly earnings, surpassing analyst expectations with EPS of $1.67 and a 23.1% year-over-year revenue increase. Despite the firm's reduction, analyst sentiment remains positive for Heico, holding a "Moderate Buy" consensus rating.
HEICO (NYSE: HEI) director records Class A share gift
HEICO (NYSE: HEI) director Alan Schriesheim gifted 125 Class A Common Stock shares on September 1, 2026, leaving him with 407 direct Class A shares and significant direct Common shares. He also has indirect holdings through a 409A Plan and his deceased spouse's estate. The transaction is categorized as a bona fide gift, impacting his total beneficial ownership without a sale.
HEICO Corp. (HEI): Record Profits And Bold Bets Power Aerospace Supplier’s Surge
HEICO Corporation (HEI) reported a record-breaking third quarter with significant jumps in net income (33% to $235.4 million) and net sales (23% to $1.4 billion), driven by strong organic growth and expanding margins across its Electronic Technologies and Flight Support groups. The company is experiencing increased demand from aerospace, defense, and AI-related sectors, leading to challenges with supply chain lead times and costs, though these have not derailed current results. Despite a high forward price-to-earnings ratio, the market continues to bet on HEICO's sustained double-digit growth.
Safeguard Investment Advisory Group LLC Acquires New Holdings in Heico Corporation $HEI
Safeguard Investment Advisory Group LLC has acquired a new stake in Heico Corporation, purchasing 6,541 shares valued at approximately $2.33 million, making it 0.5% of their investment portfolio. Other institutional investors have also adjusted their holdings in Heico, with 27.12% of the stock now owned by institutional investors and hedge funds. Analysts generally maintain a "Moderate Buy" rating for Heico, with an average price target of $395.71, following the company's strong quarterly earnings report which surpassed expectations.
Public Employees Retirement System of Ohio Purchases Shares of 21,699 Heico Corporation $HEI
The Public Employees Retirement System of Ohio has acquired 21,699 shares of Heico Corporation (NYSE: HEI) during the second quarter, valued at approximately $5.6 million. Institutional investors and hedge funds collectively own 27.12% of the company, with analysts maintaining a "Moderate Buy" rating and an average price target of $395.71. Heico reported strong quarterly results with EPS of $1.67 and revenue of $1.41 billion, surpassing analyst expectations.
Ironvine Capital Partners LLC Sells 234,917 Shares of Heico Corporation $HEI
Ironvine Capital Partners LLC significantly reduced its stake in Heico Corporation (NYSE:HEI) by selling 234,917 shares, an 87.4% decrease, during the second quarter. Despite this, other institutional investors have recently increased their holdings in the aerospace company. Heico reported strong Q2 earnings of $1.67 per share, surpassing estimates, and analysts maintain a "Buy" rating with an average price target above the current trading price.
Is Heico (HEI) a Solid Growth Stock? 3 Reasons to Think "Yes"
Heico Corporation (HEI) is identified as a strong growth stock due to its favorable Zacks Growth Style Score and top Zacks Rank. Key factors contributing to this assessment include its projected earnings growth of 25.1% this year, a year-over-year cash flow growth of 28.6%, and positive trends in earnings estimate revisions, with the current-year estimate surging 2% over the past month.
HEICO Corp (NYSE: HEI) Announces Q3 2026 Revenue of $1.41B and Net Income of $235.4M
HEICO Corp (NYSE: HEI) reported robust financial results for Q3 2026, ending July 31, 2026, with revenue reaching $1.41 billion and net income of $235.4 million. Diluted earnings per share were $1.67, significantly up from $1.26 in the prior-year quarter. The company's strong performance was driven by increased sales and operating income, with acquisitions contributing $83.9 million in net sales for the quarter, though their earnings impact was deemed immaterial.
83,537 Shares in Heico Corporation $HEI Purchased by Liontrust Investment Partners LLP
Liontrust Investment Partners LLP acquired 83,537 shares of Heico Corporation (NYSE:HEI) during the second quarter, a new stake valued at approximately $29.7 million. This purchase represents a 0.06% ownership in the aerospace company. Heico reported strong Q2 earnings, exceeding analyst expectations with EPS of $1.67 and revenue of $1.41 billion, leading to a "Moderate Buy" consensus rating among analysts.
Bank of New York Mellon Corp Makes New $54.39 Million Investment in Heico Corporation $HEI
Bank of New York Mellon Corp has made a new investment of $54.39 million in Heico Corporation, acquiring 152,689 shares, which represents a 0.11% stake in the company. This comes as Heico reported strong quarterly results, with revenue up 23.1% year-over-year and EPS exceeding analyst estimates. Despite a premium valuation, analysts maintain a "Moderate Buy" consensus for Heico with an average price target above its current share price.
Compared to Estimates, Heico (HEI) Q3 Earnings: A Look at Key Metrics
Heico Corporation (HEI) reported strong Q3 2026 earnings, exceeding revenue and EPS estimates. The company achieved $1.41 billion in revenue, a 23.1% year-over-year increase, and an EPS of $1.67, up from $1.26 a year ago. Key metrics for its Electronic Technologies Group and Flight Support Group also showed significant year-over-year growth, surpassing analyst expectations.
!-- Earnings Flash (HEI) HEICO Corporation Reports Q3 Revenue $1.41B, vs. FactSet Est of $1.35B
HEICO Corporation (HEI) reported its Q3 revenue at $1.41 billion, surpassing FactSet's estimate of $1.35 billion. The stock showed a positive movement, up 7.60%. This earnings flash provides key financial data for investors.
HEICO reports record Q3 net income $235.4M on $1.41B revenue; Q3 operating income $355.2M
HEICO (HEI) reported record financial results for the third quarter of fiscal year 2026, with net income of $235.4 million on record net sales of $1.41 billion. The company achieved record operating income of $355.2 million, an improved operating margin of 25.1%, and strong organic net sales growth across both its Flight Support and Electronic Technologies segments. These results were driven by broad demand and increased sales of electronics, defense, and aerospace products.
HEICO ($HEI) Releases Q3 2026 Earnings, Stock Rises
HEICO ($HEI) announced its Q3 2026 earnings, reporting $1.67 per share, which surpassed estimates of $1.52. The company also exceeded revenue expectations, reaching $1.413 billion against an estimated $1.358 billion, leading to a 1.54% rise in its stock price after market close. The article also details recent hedge fund activity, government contracts, and analyst price targets for HEICO.
Heico earnings ahead: Growth story tested after Q2 blowout By Investing.com
Heico Corporation is set to report its fiscal third-quarter results, with analysts anticipating earnings of $1.51 per share on $1.35 billion in revenue. This follows a strong Q2 performance that surpassed expectations. Investors will be closely watching the performance of Heico's Flight Support Group and Electronic Technologies Group, as well as the integration and contribution of recent acquisitions, and the sustainability of its 40% gross profit margin.
Heico Gears Up For Q3 Print; Here Are The Recent Forecast Changes From Wall Street's Most Accurate Analys
HEICO Corporation is preparing to release its third-quarter earnings report on August 25, with analysts forecasting earnings of $1.51 per share and revenue of $1.35 billion. Several Wall Street analysts have recently updated their ratings and price targets for HEI, with most maintaining Buy or Outperform ratings and increasing price targets. The company also increased its cash dividend by 8% on June 15.
4,864 Shares in Heico Corporation $HEI Bought by Quantbot Technologies LP
Quantbot Technologies LP recently acquired 4,864 shares of Heico Corporation (NYSE:HEI) for approximately $1.73 million in the second quarter. This purchase contributed to institutional investors collectively owning 27.12% of the company's stock. Heico reported strong quarterly earnings, surpassing analyst estimates, and currently holds a "Moderate Buy" consensus rating with an average price target of $379.56.
Weitz Investment Management Inc. Takes $52.74 Million Position in Heico Corporation $HEI
Weitz Investment Management Inc. has established a new $52.74 million position in Heico Corporation, acquiring 204,479 shares and making it their 12th largest holding. This comes as Heico reported strong quarterly results with significant revenue growth and earnings per share beating analyst estimates. The aerospace company maintains a "Moderate Buy" rating from analysts with an average target price above its current trading price.
Clear Harbor Asset Management LLC Acquires New Holdings in Heico Corporation $HEI
Clear Harbor Asset Management LLC initiated a new position in Heico Corporation (NYSE:HEI) during the second quarter, purchasing 27,015 shares valued at approximately $9.6 million. Other institutional investors also increased their stakes, with a total of 27.12% of the stock owned by institutions. Heico reported strong Q2 earnings with EPS of $1.66, exceeding estimates, and a 25.3% year-over-year revenue increase to $1.38 billion, while analysts maintain a "Moderate Buy" rating with an average price target of $379.56.
Heico (NYSE:HEI) Downgraded to "Hold" Rating by Wall Street Zen
Wall Street Zen has downgraded Heico (NYSE:HEI) from a "buy" to a "hold" rating, though the broader analyst consensus remains a "Moderate Buy" with an average target price of $379.56. The company recently reported strong quarterly results, exceeding EPS and revenue estimates, and its stock opened at $355.49, close to its 52-week high. Institutional investors hold a significant stake in Heico, with insiders owning a smaller portion.
5,927 Shares in Heico Corporation $HEI Purchased by Sumitomo Life Insurance Co.
Sumitomo Life Insurance Co. recently acquired 5,927 shares of Heico Corporation (NYSE:HEI) for approximately $2.1 million in the second quarter. This acquisition highlights ongoing institutional interest, with hedge funds and institutional investors collectively owning 27.12% of the company. Heico reported strong quarterly earnings, beating analyst estimates, and maintains a "Moderate Buy" consensus rating among analysts.
HEICO to Report Q3 Earnings: What's in the Cards for the Stock?
HEICO Corporation is set to release its fiscal third-quarter 2026 results on August 25. Analysts predict a 17% increase in sales to $1.34 billion and a 19.8% year-over-year earnings growth to $1.51 per share, driven by recent acquisitions and strong sales across its Flight Support Group and Electronic Technologies units. The Zacks Model indicates an earnings beat for HEICO, which currently holds a Zacks Rank #2 and an Earnings ESP of +3.20%.
26,347 Shares in Heico Corporation $HEI Purchased by Silvant Capital Management LLC
Silvant Capital Management LLC has purchased 26,347 shares of Heico Corporation (NYSE:HEI) for approximately $9.385 million during the second quarter. Other institutional investors have also adjusted their holdings in the aerospace company, which analysts have given a "Moderate Buy" consensus rating with an average price target of $379.56. Heico recently reported strong quarterly earnings, beating EPS estimates, and declared a $0.13 per share dividend.
HEI Maintains Buy Rating by Deutsche Bank -- Price Target Raised to $421
Deutsche Bank has maintained its Buy rating for Heico (HEI) and increased the price target to $421.00, reflecting confidence in the company's strong business model and market position. GuruFocus indicates HEI is currently 1.9% undervalued with a GF Value™ of $370.67 and boasts an impressive GF Score™ of 95/100, driven by its high growth and profitability metrics. The aerospace and defense supplier shows positive sentiment from institutional investors, although no insider activity has been reported recently.
Deutsche Bank Adjusts HEICO Price Target to $421 From $403, Maintains Buy Rating
Deutsche Bank has increased its price target for HEICO Corporation (HEI) to $421 from $403, while reaffirming a Buy rating on the stock. This adjustment reflects an updated outlook from the bank regarding the aerospace and defense company. HEICO Corporation manufactures jet engine and aircraft component replacement parts, and also produces electronic, data, microwave, and electro-optical products.
3,273 Shares in Heico Corporation $HEI Purchased by Chancellor Financial Group WB LP
Chancellor Financial Group WB LP recently purchased 3,273 shares of Heico Corporation (NYSE:HEI) worth approximately $1.17 million. This acquisition is part of broader institutional interest, with Heico showing strong quarterly results that exceeded revenue and EPS estimates. Analysts maintain a "Moderate Buy" rating for the company, with an average price target of $376.69.
Alpine Woods Capital Investors LLC Makes New $3.19 Million Investment in Heico Corporation $HEI
Alpine Woods Capital Investors LLC has made a new $3.19 million investment in Heico Corporation (NYSE:HEI) by purchasing 8,953 shares during the second quarter. Heico reported strong quarterly results, beating EPS estimates and showing significant revenue growth. Analysts maintain a "Moderate Buy" consensus rating for the company, with several firms reiterating or upgrading their ratings and price targets.
Perigon Wealth Management LLC Takes Position in Heico Corporation $HEI
Perigon Wealth Management LLC acquired a new stake in Heico Corporation (NYSE:HEI) during the second quarter, purchasing 4,665 shares valued at approximately $1.66 million. Heico recently reported strong quarterly earnings, beating analyst estimates with $1.66 EPS and seeing revenue increase by 25.3% year-over-year to $1.38 billion. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $376.69.
Plato Investment Management Ltd Takes $1.54 Million Position in Heico Corporation $HEI
Plato Investment Management Ltd recently acquired a new position in Heico Corporation (NYSE:HEI) during the second quarter, purchasing 5,696 shares valued at approximately $1.54 million. This move is part of broader institutional interest, with hedge funds and institutional investors collectively owning 27.12% of the company. Heico maintains a "Moderate Buy" consensus rating from analysts, who project an average price target of $376.69, reflecting strong financial performance including a recent EPS beat and significant revenue growth.
K.J. Harrison & Partners Inc Takes Position in Heico Corporation $HEI
K.J. Harrison & Partners Inc. acquired 12,000 shares of Heico Corporation (NYSE:HEI) worth $4.27 million in the second quarter. Several other institutional investors also increased their holdings, with institutions now owning 27.12% of the company. Analysts maintain a "Moderate Buy" consensus rating with an average price target of $376.69, following strong Q2 earnings where Heico beat EPS estimates and saw revenue rise 25.3%.
Maridea Wealth Management LLC Invests $1.13 Million in Heico Corporation $HEI
Maridea Wealth Management LLC has invested $1.13 million in Heico Corporation (NYSE:HEI) by purchasing 3,167 shares during the second quarter. This move is part of broader institutional interest, with hedge funds and other institutional investors owning 27.12% of the company. Heico recently reported strong quarterly earnings, beating estimates with $1.66 EPS and a 25.3% year-over-year revenue increase, and maintains a "Moderate Buy" analyst rating with an average price target of $376.69.
3,600 Shares in Heico Corporation $HEI Bought by SBI Okasan Asset Management Co.Ltd.
SBI Okasan Asset Management Co.Ltd. acquired a new position of 3,600 shares in Heico Corporation (NYSE:HEI) during the second quarter, valued at approximately $1.26 million. Heico recently reported strong quarterly earnings of $1.66 per share and revenue of $1.38 billion, both exceeding analyst estimates. The company maintains a "Moderate Buy" consensus rating from analysts, with an average price target of $376.69.
T. Rowe Price Associates (NYSE: HEI) discloses 5.8% HEICO ownership on Schedule 13G
T. Rowe Price Associates has reported a 5.8% beneficial ownership stake in HEICO CORP (NYSE: HEI) through a Schedule 13G filing. The firm holds 3,201,685 shares, with sole voting power over 3,149,079 shares and sole dispositive power over all beneficially owned shares. Despite the disclosure, T. Rowe Price Associates explicitly denies beneficial ownership, stating the filing should not be construed as such.
