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HEICO to Report Q3 Earnings: What's in the Cards for the Stock?
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Key Takeaways
HEICO's recent acquisitions expand its aerospace, defense and aftermarket capabilities.
HEICO's Flight Support Group benefits from strong aftermarket parts and distribution sales.
HEICO's Q3 sales and earnings estimates call for year-over-year growth of 17% and 19.8%, respectively.
HEICO Corporation (HEI - Free Report) is scheduled to release third-quarter fiscal 2026 results on Aug. 25, after market close. The company delivered an earnings surprise of 24.81% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence HEI’s Q3 Results
In June 2026, HEICO acquired a 90% stake in CalRamic Technologies, a manufacturer of high-voltage ceramic capacitors, and an 80% stake in Cook Defense Systems, a supplier of armored vehicle track systems. The acquisitions are likely to have supported growth by expanding HEICO’s aerospace and defense portfolio, strengthening aftermarket capabilities and adding new revenue opportunities.
Strong sales growth across product lines, led by aftermarket parts and distribution operations, along with contributions from prior acquisitions, is likely to have supported the Flight Support Group unit’s fiscal third-quarter top line.
Healthy sales growth across aerospace, defense and electronics products is likely to have boosted the Electronic Technologies unit’s revenues in the quarter under review.
HEI’s Q3 Expectations
The Zacks Consensus Estimate for HEI’s fiscal third-quarter sales is pegged at $1.34 billion, which indicates an increase of 17% from the prior-year figure.
The consensus estimate for HEI’s fiscal third-quarter earnings is pegged at $1.51 per share, which indicates year-over-year growth of 19.8%.
What the Zacks Model Unveils for HEI
Our proven model predicts an earnings beat for HEICO this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
TransDigm Group Incorporated (TDG - Free Report) reported third-quarter fiscal 2026 adjusted earnings of $10.87 per share, which topped the Zacks Consensus Estimate of $10.29 by 5.6%. The bottom line also improved 13% from the prior-year quarter’s figure of $9.60.
Sales rose 23% to $2.74 billion and beat the consensus estimate of $2.65 billion by 2.6%.
Teledyne Technologies Inc. (TDY - Free Report) reported second-quarter 2026 adjusted earnings of $6.28 per share, which surpassed the Zacks Consensus Estimate of $5.78 by 8.7%. The bottom line also improved 20.8% from $5.20 recorded in the year-ago quarter.
Total sales were $1.66 billion, which beat the Zacks Consensus Estimate of $1.57 billion by 5.9%. The top line also jumped 9.8% from $1.51 billion reported in the year-ago quarter.
Hexcel Corporation (HXL - Free Report) reported second-quarter 2026 adjusted earnings of 66 cents per share, which improved 32% from the year-ago quarter’s figure of 50 cents. The bottom line also surpassed the Zacks Consensus Estimate of 56 cents by 17.9%.
The company’s net sales totaled $529.3 million, which beat the Zacks Consensus Estimate of $522 million by 1.5%. The top line also witnessed an improvement of 8% from the year-ago quarter’s figure of $489.9 million.
View the Zacks #1 Rank List
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HEICO to Report Q3 Earnings: What's in the Cards for the Stock?
Key Takeaways
HEICO Corporation (HEI - Free Report) is scheduled to release third-quarter fiscal 2026 results on Aug. 25, after market close. The company delivered an earnings surprise of 24.81% in the last reported quarter.
Let’s discuss the factors that are likely to be reflected in the upcoming quarterly results.
Key Factors Likely to Influence HEI’s Q3 Results
In June 2026, HEICO acquired a 90% stake in CalRamic Technologies, a manufacturer of high-voltage ceramic capacitors, and an 80% stake in Cook Defense Systems, a supplier of armored vehicle track systems. The acquisitions are likely to have supported growth by expanding HEICO’s aerospace and defense portfolio, strengthening aftermarket capabilities and adding new revenue opportunities.
Strong sales growth across product lines, led by aftermarket parts and distribution operations, along with contributions from prior acquisitions, is likely to have supported the Flight Support Group unit’s fiscal third-quarter top line.
Healthy sales growth across aerospace, defense and electronics products is likely to have boosted the Electronic Technologies unit’s revenues in the quarter under review.
HEI’s Q3 Expectations
The Zacks Consensus Estimate for HEI’s fiscal third-quarter sales is pegged at $1.34 billion, which indicates an increase of 17% from the prior-year figure.
The consensus estimate for HEI’s fiscal third-quarter earnings is pegged at $1.51 per share, which indicates year-over-year growth of 19.8%.
What the Zacks Model Unveils for HEI
Our proven model predicts an earnings beat for HEICO this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is the case here, as you will see below.
Heico Corporation Price and EPS Surprise
Heico Corporation price-eps-surprise | Heico Corporation Quote
Earnings ESP of HEICO: The company’s Earnings ESP is +3.20%. You can uncover the best stocks before they’re reported with our Earnings ESP Filter.
HEI’s Zacks Rank: Currently, the company has a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
Recent Defense Releases
TransDigm Group Incorporated (TDG - Free Report) reported third-quarter fiscal 2026 adjusted earnings of $10.87 per share, which topped the Zacks Consensus Estimate of $10.29 by 5.6%. The bottom line also improved 13% from the prior-year quarter’s figure of $9.60.
Sales rose 23% to $2.74 billion and beat the consensus estimate of $2.65 billion by 2.6%.
Teledyne Technologies Inc. (TDY - Free Report) reported second-quarter 2026 adjusted earnings of $6.28 per share, which surpassed the Zacks Consensus Estimate of $5.78 by 8.7%. The bottom line also improved 20.8% from $5.20 recorded in the year-ago quarter.
Total sales were $1.66 billion, which beat the Zacks Consensus Estimate of $1.57 billion by 5.9%. The top line also jumped 9.8% from $1.51 billion reported in the year-ago quarter.
Hexcel Corporation (HXL - Free Report) reported second-quarter 2026 adjusted earnings of 66 cents per share, which improved 32% from the year-ago quarter’s figure of 50 cents. The bottom line also surpassed the Zacks Consensus Estimate of 56 cents by 17.9%.
The company’s net sales totaled $529.3 million, which beat the Zacks Consensus Estimate of $522 million by 1.5%. The top line also witnessed an improvement of 8% from the year-ago quarter’s figure of $489.9 million.