Heico (HEI) Q3 earnings: Taking a look at key metrics versus estimates

Heico Corporation (HEI) reported $1.15 billion in revenue for the quarter ended July 2025, representing a year-over-year increase of 15.7%. EPS of $1.26 for the same period compares to $0.97 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $1.11 billion, representing a surprise of +3.06%. The company delivered an EPS surprise of +12.5%, with the consensus EPS estimate being $1.12.

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): $355.86 million versus the four-analyst average estimate of $346.93 million. The reported number represents a year-over-year change of +10.5%.

• Net Sales- Flight Support Group (FSG): $802.66 million versus the four-analyst average estimate of $780.64 million. The reported number represents a year-over-year change of +17.8%.

• Net Sales- Corporate & Intersegment: $-10.93 million versus the three-analyst average estimate of $-12.72 million. The reported number represents a year-over-year change of -5%.

• Operating income- Flight Support Group: $198.33 million versus the three-analyst average estimate of $184.62 million.

• Operating income- Other, primarily corporate: $-14.31 million versus $-19.9 million estimated by three analysts on average.

• Operating income- Electronic Technologies Group: $81 million versus $87.72 million estimated by three analysts on average.

Shares of Heico have returned -4.4% over the past month versus the Zacks S&P 500 composite's +2.7% 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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