Core Insights - Heico Corporation (HEI) reported quarterly earnings of $1.26 per share, exceeding the Zacks Consensus Estimate of $1.12 per share, and showing an increase from $0.97 per share a year ago, resulting in an earnings surprise of +12.50% [1] - The company achieved revenues of $1.15 billion for the quarter ended July 2025, surpassing the Zacks Consensus Estimate by 3.06%, and up from $992.25 million year-over-year [2] - Heico has consistently outperformed consensus EPS estimates over the last four quarters, achieving this four times [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 immediate price movement based on the recently released numbers [3][4] - The current consensus EPS estimate for the upcoming quarter is $1.16 on revenues of $1.14 billion, while for the current fiscal year, the estimate is $4.57 on revenues of $4.37 billion [7] Industry Context - Heico operates within the Zacks Aerospace - Defense Equipment industry, which is currently ranked in the top 40% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - The performance of Heico's stock may also be influenced by the overall industry outlook, as empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions [5][8]

Company Performance - AAR reported quarterly earnings of $1.16 per share, exceeding the Zacks Consensus Estimate of $1 per share, and up from $0.88 per share a year ago, representing an earnings surprise of +16.00% [1] - The company achieved revenues of $754.5 million for the quarter ended May 2025, surpassing the Zacks Consensus Estimate by 9.19%, compared to $656.5 million in the same quarter last year [2] - AAR has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates three times during the same period [2] Stock Performance - AAR shares have increased approximately 19.8% since the beginning of the year, significantly outperforming the S&P 500's gain of 6.2% [3] - The current consensus EPS estimate for the upcoming quarter is $1.04 on revenues of $674.26 million, and for the current fiscal year, it is $4.51 on revenues of $2.85 billion [7] Industry Outlook - The Aerospace - Defense Equipment industry, to which AAR belongs, is currently ranked in the top 32% of over 250 Zacks industries, indicating a favorable outlook [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can impact AAR's stock performance [5][6]