Heico Corporation (HEI) — Q4 2025 Highlights
Heico Corporation (HEI) reported strong fourth-quarter 2025 results. Revenue increased 19.3% year-over-year to $1.21 billion, slightly ahead of the consensus revenue estimate of $1.19 billion. Diluted earnings per share rose to $1.33, beating the estimated $1.23.
Cash generation and balance-sheet items showed healthy improvement. Cash from operating activities rose to $295 million (+43.6% year-over-year), while purchases of property, plant and equipment were $26.8 million (a 66.9% increase year-over-year). The company held $218 million in cash and cash equivalents, with total liabilities around $3.65 billion (+3.5% year-over-year).
Heico Corporation Hedge Fund Activity
We have seen 334 institutional investors add shares of Heico Corporation stock to their portfolio, and 323 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 538,279 shares (+75.3%) to their portfolio in Q3 2025, for an estimated $173,767,226
- MARSHALL WACE, LLP removed 242,782 shares (-54.3%) from their portfolio in Q3 2025, for an estimated $78,374,885
- AMERICAN CENTURY COMPANIES INC added 241,559 shares (+45.7%) to their portfolio in Q3 2025, for an estimated $77,980,076
- DIXON MITCHELL INVESTMENT COUNSEL INC. added 203,504 shares (+inf%) to their portfolio in Q3 2025, for an estimated $65,695,161
- UBS GROUP AG removed 173,342 shares (-23.6%) from their portfolio in Q3 2025, for an estimated $55,958,264
- MORGAN STANLEY added 137,153 shares (+15.7%) to their portfolio in Q3 2025, for an estimated $44,275,731
- FREESTONE GROVE PARTNERS LP removed 122,237 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $39,460,548
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Heico Corporation Government Contracts
We have seen $46,578,546 of award payments to $HEI over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- H-60 BLACK HAWK CRASHWORTHY EXTERNAL FUEL SYSTEM B-KITS: $9,158,534
- TANK ASSEMBLY,FUEL,: $2,299,286
- F-16 DATA DISPLAY: $1,993,409
- STATOR GENERATOR: $1,412,303
- 8511422308!FILTER ELEMENT,INTA: $1,324,812
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Heico Corporation Analyst Ratings
Wall Street analysts have issued reports on $HEI in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 12/12/2025
- Goldman Sachs issued a "Buy" rating on 08/28/2025
- Truist Securities issued a "Buy" rating on 08/27/2025
- B of A Securities issued a "Buy" rating on 07/03/2025
- Stifel issued a "Buy" rating on 06/24/2025
To track analyst ratings and price targets for Heico Corporation, check out Quiver Quantitative's $HEI forecast page.
Heico Corporation Price Targets
Multiple analysts have issued price targets for $HEI recently. We have seen 10 analysts offer price targets for $HEI in the last 6 months, with a median target of $366.5.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $367.0 on 12/12/2025
- Ronald Epstein from B of A Securities set a target price of $400.0 on 09/05/2025
- David Strauss from Barclays set a target price of $300.0 on 09/02/2025
- Noah Poponak from Goldman Sachs set a target price of $382.0 on 08/28/2025
- Gavin Parsons from UBS set a target price of $375.0 on 08/27/2025
- Michael Ciarmoli from Truist Securities set a target price of $366.0 on 08/27/2025
- Peter Arment from Baird set a target price of $400.0 on 08/27/2025
