Core Viewpoint - The comparison between Leonardo DRS, Inc. and Heico Corporation indicates that DRS presents a better value opportunity for investors based on various valuation metrics [1][6]. Valuation Metrics - Both Leonardo DRS, Inc. and Heico Corporation currently hold a Zacks Rank of 2 (Buy), indicating positive earnings estimate revisions [3]. - DRS has a forward P/E ratio of 33.85, while HEI has a higher forward P/E of 57.12, suggesting DRS is more attractively priced [5]. - The PEG ratio for DRS is 2.32, compared to HEI's PEG ratio of 3.35, indicating DRS may offer better value relative to its expected earnings growth [5]. - DRS has a P/B ratio of 3.75, significantly lower than HEI's P/B ratio of 9.15, further supporting DRS's position as the superior value option [6]. - DRS's Value grade is B, while HEI's Value grade is D, highlighting the relative undervaluation of DRS [6].

Core Viewpoint - Growth investors are attracted to stocks with above-average financial growth, but identifying such stocks can be challenging due to their inherent risks and volatility. [1] Group 1: Company Overview - Heico Corporation (HEI) is currently highlighted as a promising growth stock, supported by a favorable Growth Score and a top Zacks Rank. [2] - The company has a historical EPS growth rate of 13.1%, with projected EPS growth of 19.7% this year, surpassing the industry average of 16.8%. [4] Group 2: Financial Metrics - Heico's year-over-year cash flow growth stands at 24.2%, exceeding the industry average of 19.1%. [5] - The company's annualized cash flow growth rate over the past 3-5 years is 11.5%, compared to the industry average of 5.4%. [6] Group 3: Earnings Estimates - The current-year earnings estimates for Heico have been revised upward, with the Zacks Consensus Estimate increasing by 1.5% over the past month. [8] Group 4: Investment Potential - Heico has achieved a Growth Score of B and a Zacks Rank 2, indicating its potential as an outperformer and a solid choice for growth investors. [10]

The Aerospace group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Embraer (ERJ) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.Embraer is a member of the Aerospace sector. This group includes 53 individual stocks and currently holds a Zacks Sector Rank of #3. The Zacks Sec ...

A month has gone by since the last earnings report for Heico Corporation (HEI) . Shares have added about 3.7% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Heico due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important drivers.How Have Estimates Been Moving Since Then?It turns out, ...

Investors seek growth stocks to capitalize on above-average growth in financials that help these securities grab the market's attention and produce exceptional returns. But finding a great growth stock is not easy at all.By their very nature, these stocks carry above-average risk and volatility. Moreover, if a company's growth story is over or nearing its end, betting on it could lead to significant loss.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond the tr ...

Investors interested in Aerospace stocks should always be looking to find the best-performing companies in the group. Embraer (ERJ) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Aerospace sector should help us answer this question.Embraer is a member of the Aerospace sector. This group includes 51 individual stocks and currently ...

Core Viewpoint - The article discusses the investment strategy of selecting stocks based on their price-to-earnings (P/E) ratios, emphasizing that both low and rising P/E stocks can yield strong returns [1][2]. Group 1: P/E Ratio Insights - A low P/E ratio suggests that a stock's market price does not reflect its earnings potential, indicating growth opportunities [1]. - Rising P/E ratios can also indicate strong demand for stocks as earnings expectations increase, leading to higher stock prices [3][4]. - Stocks can experience P/E ratio increases of over 100% from their breakout points, presenting significant investment opportunities if identified early [5]. Group 2: Stock Screening Criteria - The article outlines specific criteria for selecting stocks with increasing P/E ratios, including: - Current year EPS growth estimates should be greater than or equal to last year's actual growth [7]. - Price changes over shorter timeframes should exceed those over longer timeframes, indicating consistent price increases [7][8]. - A 20% price increase from the breakout point is a positive signal, while increases over 100% may indicate limited upside potential [8]. Group 3: Selected Stocks - The article identifies five stocks that meet the screening criteria: - **Stantec (STN)**: Provides professional consulting services with an average four-quarter earnings surprise of 6.91% [9][10]. - **SL Green Realty (SLG)**: Dominates the New York office real estate market with an average four-quarter earnings surprise of 11.76% [10]. - **Leidos (LDOS)**: A global leader in science and technology with an average four-quarter earnings surprise of 28.34% [10]. - **Heico (HEI)**: Manufactures FAA-approved aircraft components with an average four-quarter earnings surprise of 11.92% [11]. - **Gibraltar Industries (ROCK)**: Produces products for the industrial and buildings market with an average four-quarter earnings surprise of 1.79% [11][12].

Investors might want to bet on Heico Corporation (HEI) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a changin ...

Institutional Investing Overview - Institutional investing serves as a key indicator for retail investors to assess market sentiment regarding specific stocks or assets, with hedge funds and advisors employing teams of analysts for research [1] - Retail investors can leverage institutional buying trends to identify potential investment opportunities by monitoring which shares are being purchased consistently [1] HEICO Corporation - HEICO has experienced a significant increase in institutional buying, with purchases reaching $1 billion in Q4 2025, indicating strong confidence in its long-term value [2] - The stock price of HEICO has risen by 13% since the end of the previous business period, and analysts have a Moderate Buy consensus rating with a predicted upside of 3.61% in the coming year [3] Occidental Petroleum (OXY) - Occidental Petroleum has seen a decline in share prices, down 26% year-over-year, with a recent 8% drop attributed to analyst downgrades [5] - Despite the downturn, institutional investors purchased $1.69 billion in OXY shares in Q4, a significant increase from $659 million in Q3, with a consensus price estimate predicting over 31% potential upside [6] Merck & Co., Inc. - Merck has seen institutional purchases rise to $13 billion in Q4, up from $4.65 billion in Q3, indicating strong interest despite trading near its 52-week low [9] - The stock offers a competitive dividend yield of 3.48% and has a history of increasing its annual dividend for the last 14 years, making it an attractive option for dividend investors [9] Prudential Financial (PRU) - Prudential Financial has seen institutional buying increase to $1.17 billion in Q4 from $486 million in Q3, despite a recent earnings estimate miss leading to a 12% dip in share prices [11] - The stock currently has a P/E ratio of 14.71 and a dividend yield of 4.91%, suggesting it may present a buying opportunity for investors with a higher risk tolerance [11]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended January 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from ______ to _______ Commission File Number: 001-04604 HEICO CORPORATION (Exact name of registrant as specified in its charter) Florida 65-0341002 (State or other jurisdi ...