Heico (HEI) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Heico Corporation (HEI) reported $1.1 billion in revenue for the quarter ended April 2025, representing a year-over-year increase of 14.9%. EPS of $1.12 for the same period compares to $0.88 a year ago.

The reported revenue represents a surprise of +3.72% over the Zacks Consensus Estimate of $1.06 billion. With the consensus EPS estimate being $1.02, the EPS surprise was +9.80%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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): $342.17 million versus $334.72 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +7.2% change.
• Net Sales- Flight Support Group (FSG): $767.07 million versus the five-analyst average estimate of $734.76 million. The reported number represents a year-over-year change of +18.5%.
• Net Sales- Corporate & Intersegment: -$11.42 million compared to the -$13.49 million average estimate based on four analysts. The reported number represents a change of +2.3% year over year.
• Operating income- Flight Support Group: $184.98 million versus the four-analyst average estimate of $170.16 million.
• Operating income- Other, primarily corporate: -$14.71 million compared to the -$18.76 million average estimate based on four analysts.
• Operating income- Electronic Technologies Group: $77.88 million versus the four-analyst average estimate of $81.52 million.

Zacks Names #1 Semiconductor Stock

It's only 1/9,000th the size of NVIDIA which skyrocketed more than +800% since we recommended it. NVIDIA is still strong, but our new top chip stock has much more room to boom.

With strong earnings growth and an expanding customer base, it's positioned to feed the rampant demand for Artificial Intelligence, Machine Learning, and Internet of Things. Global semiconductor manufacturing is projected to explode from $452 billion in 2021 to $803 billion by 2028.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

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

Zacks Investment Research

Source Zacks-com