Loading...
•
Oct 31, 2025
Heico Q4 2025 Earnings Report
HEICO reported record Q4 results with double-digit growth in revenue, operating income, and net income.
Key Takeaways
HEICO delivered a strong Q4 2025, achieving record revenue and net income driven by robust organic growth across its business segments, especially in the aerospace aftermarket.
Net income rose to a record $188.3M for the quarter.
Revenue reached $1.21B, driven by 19% growth year-over-year.
Operating income increased 28% to $279M.
Flight Support Group saw its 21st consecutive quarter of sales growth.
Revenue by Segment
Forward Guidance
HEICO expects continued sales growth across both major segments in FY 2026, supported by strong product demand and recent acquisitions.
Positive Outlook
- Strong organic growth expected in Flight Support and Electronic Technologies groups.
- Increased demand anticipated for most products.
- Continued momentum in aerospace aftermarket business.
- Benefits from recent strategic acquisitions.
- Disciplined financial management supporting resilience and flexibility.
Challenges Ahead
- Potential headwinds from increased SG&A expenses.
- Dependence on favorable product mix for margin expansion.
- Exposure to fluctuations in aerospace and defense demand.
- Uncertainties in global economic conditions.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...