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Here's Why You Must Add HEICO Stock to Your Portfolio Right Now

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Key Takeaways

  • HEICO's current ratio of 3.35 highlights strong liquidity versus the industry average of 1.80.
  • HEI boasts ROE of 16.29% and a debt-to-capital ratio of 36.75%, both better than industry averages.
  • Acquisitions of Gables Engineering and Rosen Aviation should expand HEICO's product portfolio.

HEICO Corporation (HEI - Free Report) gains from its aircraft aftermarket services and quality acquisition strategy, which have played a critical role in the company's steady growth. Given its strong growth and rising liquidity, HEI makes for a solid investment option in the Zacks Aerospace Defense Equipment industry.

Let’s focus on the reasons that make this Zacks Rank #2 (Buy) stock an attractive investment pick at the moment.

HEICO’s Growth Projection & Surprise History

The Zacks Consensus Estimate for HEI’s fiscal 2025 earnings per share (EPS) has increased 1.1% to $4.62 per share over the past 30 days.

The Zacks Consensus Estimate for its fiscal 2025 revenues is pegged at $4.38 billion, which implies a rise of 13.5%.

The company’s long-term (three to five years) earnings growth rate is 17.6%. HEI surpassed expectations in the last four reported quarters and delivered an average earnings surprise of 13.35%.

HEICO’s Return on Equity

Return on equity (ROE) indicates how efficiently a company has been utilizing its shareholders’ funds to generate returns. Currently, HEICO’s ROE is 16.29% compared to its industry’s average of 8.56%. This indicates that the company has been utilizing its funds more constructively than its peers in the industry.

Overview of HEICO’s Debt Profile

Currently, HEICO’s total debt to capital is 36.75%, better than the industry’s average of 49.24%.

HEI’s times interest earned ratio at the end of the third quarter of fiscal 2025 was 7.3. The ratio, being greater than one, reflects the company’s ability to meet future interest obligations without difficulties.

HEICO’s Liquidity Position

HEI’s current ratio at the end of the third quarter of fiscal 2025 was 3.35, higher than the industry’s average of 1.80. A current ratio greater than one indicates that the company has enough short-term assets to liquidate to cover all short-term liabilities, if necessary.

HEICO Expands Through Acquisitions

In July 2025, Heico completed the acquisition of Gables Engineering, a producer of advanced avionics controls. The buyout is expected to strengthen HEI’s presence in the aerospace OEM manufacturing and aftermarket services market.

In April 2025, Heico bought Rosen Aviation's entire ownership stake. This should enhance Heico’s product offerings and expand its market reach, considering Rosen designs and manufactures in-flight entertainment products, principally in-cabin displays and control panels.

Such valuable acquisitions are projected to expand and diversify Heico’s product portfolio and enhance its customer base, which should keep its revenue and cash flow growth in good shape.

HEICO Stock Outperforms Industry

In the past year, HEI shares have rallied 25.1% compared with the sector’s growth of 19.7%.

Zacks Investment Research
Image Source: Zacks Investment Research

Other Stocks to Consider

A few other top-ranked stocks from the same industry are Loar Holdings Inc. (LOAR - Free Report) , Curtiss-Wright Corp. (CW - Free Report) and Woodward, Inc. (WWD - Free Report) , each carrying a Zacks Rank #2 at present. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.

LOAR delivered an average earnings surprise of 29.64% in the past four quarters. The Zacks Consensus Estimate for 2025 EPS is pegged at 79 cents, which implies an improvement of 88.1%.

CW’s long-term earnings growth rate is 12.7%. The Zacks Consensus Estimate for 2025 EPS stands at $12.91, which calls for an increase of 18.4%.

Woodward’s long-term earnings growth rate is 13.9%. The Zacks Consensus Estimate for fiscal 2025 EPS is pegged at $6.56, which indicates year-over-year growth of 7.4%.

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