HEICO (HEI) Reports Q4: Everything You Need To Know Ahead Of Earnings

HEICO (HEI) Reports Q4: Everything You Need To Know Ahead Of Earnings

Petr Huřťák

Tue, February 24, 2026 at 12:16 PM GMT+9 2 min read

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•                                       StockStory Top Pick 
  

  HEI

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 HEI-A  

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Aerospace and defense company HEICO (NSYE:HEI) will be announcing earnings results this Wednesday afternoon. Here’s what investors should know.

HEICO beat analysts’ revenue expectations last quarter, reporting revenues of $1.21 billion, up 19.3% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ revenue estimates and an impressive beat of analysts’ adjusted operating income estimates.

Is HEICO a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, the market is expecting HEICO’s revenue to grow 13.2% year on year, slowing from the 14.9% increase it recorded in the same quarter last year.

HEICO Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. HEICO has missed Wall Street’s revenue estimates multiple times over the last two years.

Looking at HEICO’s peers in the aerospace segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Woodward delivered year-on-year revenue growth of 29%, beating analysts’ expectations by 11.9%, and Boeing reported revenues up 57.1%, topping estimates by 6.9%. Woodward traded up 13.4% following the results while Boeing was down 2.8%.

Read our full analysis of Woodward’s results here and Boeing’s results here.

There has been positive sentiment among investors in the aerospace segment, with share prices up 4.3% on average over the last month. HEICO is up 3.4% during the same time and is heading into earnings with an average analyst price target of $373.56 (compared to the current share price of $347.04).

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