HEICO Corporation released its fourth‑quarter 2025 financial results after market close on December 18, reporting diluted earnings per share of $1.33 and net sales of $1.21 billion. Both metrics surpassed consensus estimates of $1.20–$1.23 for EPS and $1.15–$1.19 billion for revenue, delivering a beat of $0.10–$0.13 (10–24%) on earnings and $0.04–$0.06 billion (3–5%) on sales.
The earnings beat was driven by robust demand in the company’s Flight Support Group, which has recorded 21 consecutive quarters of sequential sales growth, and by the continued integration of recent acquisitions. Cost control and operational efficiencies helped lift gross‑profit margins, while a favorable product mix contributed to the higher operating margin of 23.1% versus 21.6% in the prior year.
Revenue growth was supported by strong commercial aviation aftermarket activity and the expansion of the Electronic Technologies Group. The company’s strategic acquisitions added new product lines and customer bases, reinforcing its market position and contributing to the $0.04–$0.06 billion revenue beat.
Year‑over‑year, Q4 2025 net income rose 35% to $188.3 million from $139.7 million in Q4 2024, and diluted EPS climbed from $0.99 to $1.33. Full‑year 2025 net income increased 34% to $690.4 million, with EPS rising to $4.90 from $3.67. Operating margin improved to 23.1% from 21.6%, and the net debt‑to‑EBITDA ratio fell to 1.60× from 2.06×, underscoring stronger financial flexibility.
Management expressed confidence for fiscal 2026, forecasting net‑sales growth across both the Flight Support Group and Electronic Technologies Group driven by organic demand and the impact of recent acquisitions. The company also announced a semiannual dividend of $0.12 per share, payable in January 2026. After the release, the market reacted positively, with after‑hours trading reflecting investor confidence in HEICO’s solid performance and forward outlook.
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