HEICO (US:HEI) ZACKS·2025-08-25 23:31Core Insights - Heico Corporation reported $1.15 billion in revenue for the quarter ended July 2025, marking a year-over-year increase of 15.7% and exceeding the Zacks Consensus Estimate of $1.11 billion by 3.06% [1] - The company achieved an EPS of $1.26, up from $0.97 a year ago, resulting in an EPS surprise of 12.5% compared to the consensus estimate of $1.12 [1] Financial Performance Metrics - Net Sales for the Electronic Technologies Group (ETG) reached $355.86 million, surpassing the four-analyst average estimate of $346.93 million, with a year-over-year change of 10.5% [4] - Net Sales for the Flight Support Group (FSG) totaled $802.66 million, exceeding the four-analyst average estimate of $780.64 million, reflecting a year-over-year increase of 17.8% [4] - Net Sales for Corporate & Intersegment reported at -$10.93 million, better than the three-analyst average estimate of -$12.72 million, showing a year-over-year change of -5% [4] - Operating income for the Flight Support Group was $198.33 million, above the three-analyst average estimate of $184.62 million [4] - Operating income for Electronic Technologies Group was $81 million, below the three-analyst average estimate of $87.72 million [4] - Operating income for Other, primarily corporate, was -$14.31 million, better than the average estimate of -$19.9 million by three analysts [4] Stock Performance - Heico's shares have returned -4.4% over the past month, contrasting with the Zacks S&P 500 composite's +2.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]