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Apr 30, 2025
Heico Q2 2025 Earnings Report
HEICO reported record net income, revenue, and operating income in Q2 2025 driven by strong organic growth in both major business segments.
Key Takeaways
HEICO delivered an exceptional Q2 2025, posting record revenues and operating performance, propelled by double-digit organic sales growth across its Flight Support and Electronic Technologies groups.
Net income rose 27% YoY to $156.8 million
Revenue hit a record $1.098 billion, up from $955 million
Operating income increased 19% YoY to $248.2 million
Flight Support Group achieved its 19th consecutive quarter of net sales growth
Revenue by Segment
Forward Guidance
HEICO expects continued net sales growth driven by strong organic demand and recent acquisitions across both business segments.
Positive Outlook
- Strong organic demand in commercial aerospace and defense
- 19 consecutive quarters of sales growth in Flight Support
- Improved operating margins across both segments
- Increased contribution from recent acquisitions
- Confident in achieving full-year cash flow and revenue targets
Challenges Ahead
- Decreased demand in medical and defense electronics within Electronic Technologies
- Lower gross profit margin in Electronic Technologies Group
- Ongoing exposure to macroeconomic uncertainties
- Pressure from changes in estimated fair value of contingent considerations
Historical Earnings Impact
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Avg. Return Before/After Earnings
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