Aug. 20 at 1:51 PM
"Heads up alert! Upcoming earnings on Monday, 8/25/2025 for
$HEI
Bullish (8.3)
Heico Corporation (HEI) has demonstrated significant resilience and growth potential in the Aerospace and Defense sector.
The stock has gained 195% over the past five years, a testament to its robust business model and strong market positioning.
With a forward P/E ratio of 74, HEICO is trading at a premium, reflecting investor expectations of continued growth.
The company's recent acquisition of Gables Engineering is expected to be accretive to earnings, further bolstering its portfolio in advanced avionics controls.
Additionally, HEICO's strategic focus on high barriers to entry and large aftermarket opportunities aligns well with the industry's trends, positioning it for growth in excess of GDP.
Analyst price targets, such as Morgan Stanley's recent adjustment to
$330, signal optimism driven by strong aerospace performance.
Comparatively, HEICO's growth trajectory outpaces several peers, placing it among the top-tier performers in its industry.
Upcoming Earnings Report:
HEICO's upcoming earnings report, scheduled for release on August 25, 2025, is highly anticipated following its impressive earnings surprise history.
Analysts expect a continuation of positive earnings momentum, driven by rising defense demand and a strong aerospace sector.
Historically, HEICO has consistently beaten earnings estimates, and the market anticipates similar performance in the upcoming quarter.
The consensus estimates suggest robust EPS growth and revenue increases, aligning with the company's strategic initiatives and recent acquisitions.
An earnings beat could further propel the stock, reinforcing investor confidence and potentially leading to upward revisions in analyst forecasts.
Sector Performance:
The Aerospace and Defense sector, to which HEICO belongs, has been performing robustly, driven by increased defense spending and strong demand for aerospace products.
The sector's growth is characterized by significant M&A activity, as companies seek to enhance their technological capabilities and market reach.
This environment of consolidation and innovation provides a favorable backdrop for HEICO, which is well-positioned to capitalize on industry trends.
The sector's resilience is further underscored by the strong performance of other aerospace stocks, indicating a healthy competitive landscape and opportunities for sustained growth.
- Funds were net sellers of
$HEI during the previous reporting quarter.
- Funds with large holdings in
$HEI include:
- Riverbridge Partners LLC, MV:
$234MM. Fund Rank: 66%
www.riverbridge.com
- Telemark Asset Management LLC, MV:
$46MM. Fund Rank: 72%
- PDT Partners LLC, MV:
$13MM. Fund Rank: 87%
www.pdtpartners.com
- Sawgrass Asset Management LLC, MV:
$8MM. Fund Rank: 82%
saw-grass.com
- Canada Pension , MV:
$7MM. Fund Rank: 80%
- Last 10 days performance: -3%
- Last 30 days performance: -5%
- Last 90 days performance: 14%
Some of the latest news articles:
- Title: Gabelli Funds to Host 31st Annual Aerospace & Defense Symposium at The Harvard Club, New York City Thursday, September 4, 2025
Publication Date: 8/20/2025 12:00:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/gabelli-funds-host-31st-annual-120000137.html?.tsrc=rss
- Title: Heico Corporation (HEI) Earnings Expected to Grow: Should You Buy?
Publication Date: 8/18/2025 2:00:02 PM, Source: yahoo
URL: https://finance.yahoo.com/news/heico-corporation-hei-earnings-expected-140002155.html?.tsrc=rss
- Title: Gabelli Funds to Host 31st Annual Aerospace & Defense Symposium at The Harvard Club, New York City Thursday, September 4, 2025
Publication Date: 8/18/2025 1:28:00 PM, Source: yahoo
URL: https://finance.yahoo.com/news/gabelli-funds-host-31st-annual-132800090.html?.tsrc=rss
- Title: Those who invested in HEICO (NYSE:HEI) five years ago are up 195%
Publication Date: 8/14/2025 2:00:28 PM, Source: yahoo
URL: https://finance.yahoo.com/news/those-invested-heico-nyse-hei-140028087.html?.tsrc=rss
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