HEICO (US:HEI) ZACKS·2025-12-18 23:31Core Insights - Heico Corporation reported quarterly earnings of $1.33 per share, exceeding the Zacks Consensus Estimate of $1.20 per share, and showing an increase from $0.99 per share a year ago, resulting in an earnings surprise of +10.83% [1] - The company achieved revenues of $1.21 billion for the quarter ended October 2025, surpassing the Zacks Consensus Estimate by 4.99%, and up from $1.01 billion in the same quarter last year [2] - Heico has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] Earnings Outlook - The future performance of Heico's stock will largely depend on management's commentary during the earnings call and the sustainability of the stock's price movement based on recent earnings and future expectations [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.29 on revenues of $1.15 billion, and for the current fiscal year, it is $5.38 on revenues of $4.88 billion [7] Industry Context - Heico operates within the Aerospace - Defense Equipment industry, which is currently ranked in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Historical data suggests that the top 50% of Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1, highlighting the potential for Heico's stock performance in a strong industry context [8]