Core Insights - Heico Corporation (HEI) is expected to report quarterly earnings of $1.02 per share, a 15.9% increase year-over-year, with revenues projected at $1.06 billion, reflecting a 10.8% increase compared to the same period last year [1] Earnings Estimates - There has been no revision in the consensus EPS estimate for the quarter over the past 30 days, indicating that analysts have maintained their initial projections [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong correlation between earnings estimate revisions and short-term stock price performance [3] Key Metrics Forecast - Analysts predict 'Net Sales- Electronic Technologies Group (ETG)' to be $334.72 million, representing a 4.8% increase from the previous year [5] - 'Net Sales- Flight Support Group (FSG)' is estimated to reach $734.76 million, indicating a year-over-year change of 13.5% [5] - 'Operating income- Flight Support Group' is forecasted at $170.16 million, up from $148.88 million reported in the same quarter last year [6] - 'Operating income- Electronic Technologies Group' is estimated at $81.52 million, compared to $75.26 million reported in the same quarter last year [6] Stock Performance - Over the past month, Heico shares have returned +15%, outperforming the Zacks S&P 500 composite's +12.7% change [6] - Currently, HEI holds a Zacks Rank 3 (Hold), suggesting its performance may align with the overall market in the near future [6]

Company Overview - HEICO Corporation is a leading manufacturer of FAA-approved jet engine and aircraft component replacement parts, as well as electronic equipment for various industries including aviation, defense, and telecommunications [12] - The company was incorporated in 1957 and its products are utilized in large commercial, regional, business, and military aircraft, as well as industrial turbines and electro-optical devices [12] Investment Ratings - HEICO is currently rated as 3 (Hold) on the Zacks Rank, indicating a neutral outlook [13] - The company has a VGM Score of B, suggesting a favorable combination of value, growth, and momentum characteristics [13] Momentum and Earnings Estimates - HEICO has a Momentum Style Score of A, with shares increasing by 5.7% over the past four weeks [13] - In the last 60 days, four analysts have revised their earnings estimates upwards for fiscal 2025, with the Zacks Consensus Estimate rising by $0.09 to $4.42 per share [13] - The company has an average earnings surprise of 11.9%, indicating a history of exceeding earnings expectations [13] Conclusion - With a solid Zacks Rank and strong Momentum and VGM Style Scores, HEICO Corporation is positioned as a noteworthy option for investors [14]

For those looking to find strong Aerospace stocks, it is prudent to search for companies in the group that are outperforming their peers. Airbus Group (EADSY) 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? By taking a look at the stock's year-to-date performance in comparison to its Aerospace peers, we might be able to answer that question.Airbus Group is one of 53 individual stocks in the Aerospace sector. Collective ...

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].