NYSE$HEI

Heico Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Heico reported record net sales, operating income, and net income for the second quarter of fiscal year 2024.

HEICO Corporation reported a 17% increase in net income, reaching a record $123.1 million, and a 39% increase in net sales to a record $955.4 million for the second quarter of fiscal 2024. Operating income also increased by 33% to a record $209.2 million.

  • Net sales increased by 39% to a record $955.4 million.
  • Operating income increased by 33% to a record $209.2 million.
  • Net income attributable to HEICO shareholders increased by 17% to $123.1 million.
  • Cash flow provided by operating activities increased 82% to $141.1 million.

Headline financials

Total Revenue

$955M

Previous: $688M+38.9%
EPS

$0.88

Previous: $0.76+15.8%
Operating Margin

21.9%

Previous: 22.8%-3.9%
EBITDA

$252M

Previous: $187M+34.8%
Capital Expenditures

-$26.3M

Previous: -$11.1M-137.7%
Free Cash Flow

$226M

Previous: $143M+58.0%
Net Income

$123M

Previous: $105M+17.1%
Operating Income

$209M

Previous: $157M+33.1%
Gross Profit

$372M

Previous: $267M+39.5%
Cash & Equivalents

$204M

Previous: $127M+60.6%
Total Assets

$7.37B

Previous: $4.87B+51.2%

Revenue & EPS history

Heico · Revenue · Quarterly

$955M

Q2 2024+38.9%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Heico · $944M total across 2 segments · Q4 2023

  • Flight Support Group
    $602M+73.9%
  • Electronic Technologies Group
    $343M+27.6%

Forward guidance

HEICO anticipates net sales growth in both the Flight Support Group and the Electronic Technologies Group, driven by contributions from fiscal 2023 acquisitions and demand for the majority of their products. The company plans to continue developing new products and services and further market penetration while maintaining financial strength and flexibility.

Tailwinds

  • Anticipates net sales growth in the Flight Support Group.
  • Anticipates net sales growth in the Electronic Technologies Group.
  • Driven by contributions from fiscal 2023 acquisitions.
  • Driven by demand for the majority of their products.
  • Plans to continue commitment to developing new products and services and further market penetration.

Headwinds

  • Severity, magnitude and duration of public health threats, such as the COVID-19 pandemic
  • Lower commercial air travel, airline fleet changes or airline purchasing decisions, which could cause lower demand for our goods and services
  • Product specification costs and requirements, which could cause an increase to our costs to complete contracts
  • Governmental and regulatory demands, export policies and restrictions, reductions in defense, space or homeland security spending by U.S. and/or foreign customers or competition from existing and new competitors, which could reduce our sales
  • Economic conditions, including the effects of inflation, within and outside of the aviation, defense, space, medical, telecommunications and electronics industries, which could negatively impact our costs and revenues.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.9%

Avg return

Earnings day

+1.0%

Avg return

5 days after

+1.0%

Avg return

30 days after

54%

37 / 68 earnings

Positive

+13.9%

Q1 2025

Best reaction

-13.2%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q1 2026-9.2%-5.2%-20.7%
Q4 2025+5.8%+9.5%+14.2%
Q3 2025+8.7%+2.2%+4.1%
Q2 2025+7.5%+9.8%+18.9%
Q1 2025+13.9%+16.7%+17.0%
Q4 2024-9.7%-9.1%-10.4%
Q3 2024+0.3%+4.0%+6.5%
Q2 2024-2.0%+2.1%+4.4%
Q1 2024-2.8%-2.7%-2.4%
Q4 2023+1.1%-1.1%-5.3%
Q3 2023-0.5%+1.8%-3.7%
Q2 2023-6.9%-10.0%-2.7%
Q1 2023-5.3%-0.2%-3.0%
Q4 2022+1.0%+1.5%+7.1%
Q3 2022-2.0%-2.4%-7.1%
Q2 2022+2.1%+9.0%-1.6%
Q1 2022+0.1%+4.6%+9.6%
Q4 2021-2.1%-2.5%+9.5%
Q3 2021+0.1%-0.6%+3.1%
Q2 2021+0.3%+4.0%+6.1%
Q1 2021+2.7%-2.9%-5.5%
Q4 2020-3.0%-1.4%+2.7%
Q3 2020-4.1%-0.1%-8.3%
Q2 2020+11.9%+7.2%+5.5%
Q1 2020-13.2%-9.4%-26.8%
Q4 2019-4.4%-7.5%-3.7%
Q3 2019-0.4%+0.3%-11.7%
Q2 2019+12.5%+16.8%+26.4%
Q1 2019-1.4%-0.5%+0.1%
Q4 2018-0.8%-9.2%-2.6%
Q3 2018+11.6%+12.8%+13.4%
Q2 2018+2.6%+2.2%+0.5%
Q1 2018+4.6%+5.5%+6.1%
Q4 2017+1.1%-2.5%+0.8%
Q3 2017+1.6%+1.5%+10.2%
Q2 2017-2.8%+0.2%-3.5%
Q1 2017+3.9%+3.8%+5.3%
Q4 2016-4.8%-3.4%-2.7%
Q3 2016-2.3%-5.8%-5.9%
Q2 2016+1.5%+1.1%-2.5%
Q1 2016+5.9%
Q4 2015+3.2%
Q3 2015-2.2%
Q2 2015+7.4%
Q1 2015-6.0%
Q4 2014+4.7%
Q3 2014-2.3%
Q2 2014-5.9%
Q1 2014+8.1%
Q4 2013+2.8%
Q3 2013+1.0%
Q2 2013+6.2%
Q1 2013-4.5%
Q4 2012+5.3%
Q3 2012+6.4%
Q2 2012+10.9%
Q1 2012-4.4%
Q2 2011-0.5%
Q4 2011-0.5%
Q3 2011-6.4%
Q1 2011+6.4%
Q1 2010+6.4%
Q4 2008-1.2%
Q2 2010-1.2%
Q4 2010-1.2%
Q3 2009+2.8%
Q3 2010+2.8%
Q4 2009+2.8%

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