HEICO's Q3 Blowout: Record Revenue, Earnings

HEICOs Q3 2025 Results: Blowout Performance, Strong Growth, and Positive OutlookHEICOs third quarter results for calendar year 2025 have exceeded expectations, with revenue reaching $1.21 billion, a 19.3% increase from the previous year. Adjusted earnings per share came in at $1.33, surpassing the forecast of $1.22. Adjusted EBITDA reached $330.2 million, reflecting robust demand in both flight support and electronic technologies segments.Organic sales grew by 13.3%, outpacing the predicted 11.2% increase, while acquisitions like EthosEnergy and operational efficiency gains contributed to a 23.1% operating margin, up from 21.6% last year.Investors responded positively, pushing shares up to $338.05 from around $310 before the announcement. Co-CEO Eric Mendelson attributed the growth to strong aftermarket parts and repair services, which drive most of the gains organically.Analysts on the earnings call focused on defense and missile growth sustainability and the role of subsectors like industrial gas turbines from the EthosEnergy deal. Management remained optimistic about broad opportunities in commercial and defense aerospace.Looking ahead, monitor acquisition integrations, steady aftermarket demand amid fleet changes, and margin trends as new products are rolled out. HEICO is well-positioned for continued momentum if these factors hold.The Daily News Now! — Every city. Every story. AI-powered. Hosted on Acast. See acast.com/privacy for more information.