What Happened?

Shares of aerospace and defense company HEICO (NSYE:HEI) jumped 7.6% in the morning session after the company reported strong second-quarter results that surpassed analyst expectations. 

The aviation parts manufacturer posted earnings per share of $1.26 for the quarter, easily beating the consensus estimate of $1.14. The company's financial performance was strong across the board, with net sales growing 15.7% year-over-year to $1.15 billion, which also exceeded projections. This top-line growth, combined with improved operational efficiency, drove a nearly 30% increase in earnings per share compared to the same period last year. The results reflect robust demand across HEICO's key segments, including its aerospace and electronics offerings, signaling healthy market conditions.

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What Is The Market Telling Us

HEICO’s shares are not very volatile and have only had 6 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

The biggest move we wrote about over the last year was 6 months ago when the stock gained 14.1% on the news that the company reported strong fourth-quarter results, with revenue, EBITDA, and EPS all surpassing expectations by significant margins. Sales grew 15% year-on-year, driven by strong organic demand in both the Flight Support and Electronic Technologies segments, along with contributions from recent acquisitions. Overall, this was a solid performance for the quarter.

HEICO is up 37.4% since the beginning of the year, and at $326.08 per share, it is trading close to its 52-week high of $337.56 from August 2025. Investors who bought $1,000 worth of HEICO’s shares 5 years ago would now be looking at an investment worth $3,071.

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