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Heico Earnings Calls
| Release date | May 27, 2026 |
| EPS estimate | $1.33 |
| EPS actual | $1.66 |
| EPS Surprise | 24.81% |
| Revenue estimate | 1.25B |
| Revenue actual | 1.376B |
| Revenue Surprise | 10.03% |
| Release date | Feb 25, 2026 |
| EPS estimate | $1.28 |
| EPS actual | $1.35 |
| EPS Surprise | 5.47% |
| Revenue estimate | 1.168B |
| Revenue actual | 1.179B |
| Revenue Surprise | 0.94% |
| Release date | Dec 18, 2025 |
| EPS estimate | $1.22 |
| EPS actual | $1.33 |
| EPS Surprise | 9.02% |
| Revenue estimate | 1.172B |
| Revenue actual | 1.209B |
| Revenue Surprise | 3.23% |
| Release date | Aug 25, 2025 |
| EPS estimate | $1.13 |
| EPS actual | $1.26 |
| EPS Surprise | 11.50% |
| Revenue estimate | 1.115B |
| Revenue actual | 1.148B |
| Revenue Surprise | 2.91% |
Last 4 Quarters for Heico
Below you can see how HEI performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 25, 2025 |
| Price on release | $305.34 |
| EPS estimate | $1.13 |
| EPS actual | $1.26 |
| EPS surprise | 11.50% |
| Date | Price |
|---|---|
| Aug 19, 2025 | $304.50 |
| Aug 20, 2025 | $307.23 |
| Aug 21, 2025 | $307.72 |
| Aug 22, 2025 | $309.59 |
| Aug 25, 2025 | $305.34 |
| Aug 26, 2025 | $332.16 |
| Aug 27, 2025 | $316.56 |
| Aug 28, 2025 | $318.07 |
| Aug 29, 2025 | $312.02 |
| 4 days before | 0.276% |
| 4 days after | 2.19% |
| On release day | 8.78% |
| Change in period | 2.47% |
| Release date | Dec 18, 2025 |
| Price on release | $308.73 |
| EPS estimate | $1.22 |
| EPS actual | $1.33 |
| EPS surprise | 9.02% |
| Date | Price |
|---|---|
| Dec 12, 2025 | $310.57 |
| Dec 15, 2025 | $312.16 |
| Dec 16, 2025 | $310.29 |
| Dec 17, 2025 | $306.89 |
| Dec 18, 2025 | $308.73 |
| Dec 19, 2025 | $326.67 |
| Dec 22, 2025 | $334.58 |
| Dec 23, 2025 | $337.89 |
| Dec 24, 2025 | $338.07 |
| 4 days before | -0.592% |
| 4 days after | 9.50% |
| On release day | 5.81% |
| Change in period | 8.85% |
| Release date | Feb 25, 2026 |
| Price on release | $344.72 |
| EPS estimate | $1.28 |
| EPS actual | $1.35 |
| EPS surprise | 5.47% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $345.99 |
| Feb 20, 2026 | $351.66 |
| Feb 23, 2026 | $346.27 |
| Feb 24, 2026 | $350.64 |
| Feb 25, 2026 | $344.72 |
| Feb 26, 2026 | $312.98 |
| Feb 27, 2026 | $319.46 |
| Mar 02, 2026 | $329.25 |
| Mar 03, 2026 | $326.71 |
| 4 days before | -0.367% |
| 4 days after | -5.22% |
| On release day | -9.21% |
| Change in period | -5.57% |
| Release date | May 27, 2026 |
| Price on release | $309.40 |
| EPS estimate | $1.33 |
| EPS actual | $1.66 |
| EPS surprise | 24.81% |
| Date | Price |
|---|---|
| May 20, 2026 | $301.49 |
| May 21, 2026 | $301.20 |
| May 22, 2026 | $301.04 |
| May 26, 2026 | $308.86 |
| May 27, 2026 | $309.40 |
| May 28, 2026 | $345.07 |
| May 29, 2026 | $348.18 |
| Jun 01, 2026 | $333.25 |
| Jun 02, 2026 | $332.14 |
| 4 days before | 2.62% |
| 4 days after | 7.35% |
| On release day | 11.53% |
| Change in period | 10.17% |
Heico Earnings Call Transcript Summary of Q2 2026
HEICO reported record second quarter fiscal 2026 results with consolidated net income of $233.8M (+49% YoY), operating income +41% and net sales +25%. Cash flow from operations rose 43% to $292M and consolidated EBITDA was $408.3M. Both operating segments set quarterly records: Flight Support Group (FSG) sales $929.4M, operating margin 26.2% driven by 19% organic growth and SG&A leverage; Electronic Technologies Group (ETG) sales $455.5M, operating margin 26.5% (30.6% before acquisition-related amortization) driven by 17% organic growth and favorable product mix. Net debt/EBITDA was ~1.74x following four acquisitions in the year; management expects recent acquisitions to be accretive within a year and sees a healthy M&A pipeline. Demand is broadly strong across commercial aviation, defense and space with record orders and backlogs; management noted some pull-forward of defense shipments (~$15–$20M) and modest regional softness in the Middle East but overall continued strength. Management reiterated capital allocation discipline (organic + acquisitions), margin guidance for ETG (GAAP 22–24% for fiscal 2026), and an opportunistic acquisition strategy focused on profitable, growing businesses (generally targeting >~20% operating margins).
