Aerospace parts maker HEICO's Q4 revenue rises

Heico

18/12/2025 21:31

Overview

Aviation and defense firm's fiscal Q4 revenue rose 19%, beating analyst expectations

Net income for fiscal Q4 increased 35% yr/yr, driven by organic growth and acquisitions

Company declared semiannual cash dividend of $.12 per share

Outlook

HEICO anticipates net sales growth in fiscal 2026 across both business groups

Company plans to pursue selective acquisitions to complement growth

HEICO aims to maintain financial resilience and flexibility

Result Drivers

FLIGHT SUPPORT GROWTH - Flight Support Group's Q4 net sales rose 21%, driven by strong demand across all product lines and contributions from acquisitions

ELECTRONIC TECH DEMAND - Electronic Technologies Group's Q4 net sales increased, driven by strong demand for defense, aerospace, and electronics products

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$1.21 bln
$1.17 bln (15 Analysts)
Q4 EPS
$1.33
Q4 Net Income
$188.30 mln
Q4 EBITDA
$331.40 mln
Q4 Operating Income
$279 mln
Q4 Operating Margin
23.1%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 7 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the aerospace & defense peer group is "buy"

Wall Street's median 12-month price target for HEICO Corp is $359.50, about 17.1% above its December 17 closing price of $306.89

The stock recently traded at 57 times the next 12-month earnings vs. a P/E of 60 three months ago

Press Release: ID:nACSBfwJQa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)