Heico (HEI) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Heico Corporation (HEI) reported $1.21 billion in revenue for the quarter ended October 2025, representing a year-over-year increase of 19.3%. EPS of $1.33 for the same period compares to $0.99 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.15 billion, representing a surprise of +4.99%. The company delivered an EPS surprise of +10.83%, with the consensus EPS estimate being $1.20.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Heico performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net Sales- Electronic Technologies Group (ETG): $384.78 million versus $362.05 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +14.4% change.
• Net Sales- Flight Support Group (FSG): $834.37 million versus $797.43 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +20.6% change.
• Net Sales- Intersegment sales: $-9.74 million versus $-13.9 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -32.1% change.
• Operating income- Flight Support Group: $200.97 million versus the three-analyst average estimate of $185.86 million.
• Operating income- Other, primarily corporate: $-11.57 million compared to the $-14.55 million average estimate based on three analysts.
• Operating income- Electronic Technologies Group: $89.62 million versus the three-analyst average estimate of $88.98 million.

View all Key Company Metrics for Heico here>>>

Shares of Heico have returned -0.2% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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This article originally published on Zacks Investment Research (zacks.com).

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