文章核心观点 - 公司第三季度每股收益超出预期,同比增长31.1% [1] - 公司销售额同比增长37.3%,超出预期 [2] - 公司收购带来的贡献是销售增长的主要驱动因素 [3] 公司运营情况 - 公司成本和费用均有大幅增长,其中利息费用增长203.5% [4] 分部业务表现 - 航空支持集团分部销售额大涨68.3%,主要由于有机增长和收购带来的影响 [5][6] - 电子技术集团分部销售额小幅下降1.2%,但利润率有所改善 [7][8] 财务状况 - 公司现金和现金等价物余额有所增加 [9] - 经营活动现金流同比增长55.4% [10] - 长期债务有所下降 [11]

The company reported a choppy quarter, but the long-term thesis is intact. Heico (HEI -1.90%) reported mixed results in its fiscal third quarter, beating earnings primarily thanks to a lower-than-expected tax rate. Investors were largely put off by the news, sending Heico shares down as much as 6% at the open and 3% as of 10:30 a.m. ET. Strong aerospace, muted electronics Heico is a maker of electronics and other components for a variety of industries, with an emphasis on aerospace. The company earned $0.97 ...

At last glance, shares of Heico Corp (NYSE:HEI) are 2.9% lower at $238.74 Tuesday, after the aerospace and defense firm yesterday reported a mixed fiscal third-quarter report. While Heico's quarterly earnings beat Wall Street's estimates, revenue fell below expectations even after the company noted strong organic growth in its Flight Support Group segment. On the charts, HEI's 60-day moving average is keeping today's pullback in check. Looking further back, the equity closed below this trendline less than f ...

Heico Corporation (HEI) came out with quarterly earnings of $0.97 per share, beating the Zacks Consensus Estimate of $0.91 per share. This compares to earnings of $0.77 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 6.59%. A quarter ago, it was expected that this company would post earnings of $0.80 per share when it actually produced earnings of $0.88, delivering a surprise of 10%. Over the last four quarters, the company h ...

For the quarter ended July 2024, Heico Corporation (HEI) reported revenue of $992.25 million, up 37.3% over the same period last year. EPS came in at $0.97, compared to $0.77 in the year-ago quarter. The reported revenue compares to the Zacks Consensus Estimate of $986.55 million, representing a surprise of +0.58%. The company delivered an EPS surprise of +6.59%, with the consensus EPS estimate being $0.91. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall ...

财务业绩 - 公司第三季度净销售额增长37%至9.922亿美元创纪录[4] - 第三季度营业利润增长45%至2.164亿美元创纪录[4] - 第三季度净利润增长34%至1.366亿美元创纪录[3] - 公司第三季度EBITDA增长45%至2.614亿美元[7] - 公司第三季度经营活动产生的现金流增长47%至2.14亿美元[10] - 2024财年前三季度公司净销售额为28.44亿美元，同比增长40.1%[38] - 2024财年前三季度公司营业利润为6.06亿美元，同比增长39.0%[38] - 2024财年前三季度公司净利润为3.74亿美元，同比增长24.7%[38] - 2024财年第三季度公司净销售额为9.92亿美元，同比增长37.2%[36] - 2024财年第三季度公司营业利润为2.16亿美元，同比增长44.9%[36] - 2024财年第三季度公司净利润为1.37亿美元，同比增长33.8%[36] 业务表现 - 航空支持集团第三季度净销售额增长68%至6.816亿美元创纪录[14] - 航空支持集团第三季度营业利润增长72%至1.536亿美元创纪录[15] - 电子技术集团第三季度营业利润增长2%至7580万美元[23] - 2024财年前三季度公司Flight Support Group业务净销售额为19.48亿美元，同比增长66.7%[38] - 2024财年前三季度公司Electronic Technologies Group业务净销售额为9.27亿美元，同比增长5.0%[38] 财务状况 - 公司第三季度航空支持集团毛利率有所改善[15][16] - 公司第三季度电子技术集团毛利率有所改善[23][24] - 2024财年第三季度公司现金及现金等价物余额为2.03亿美元[44] - 2024财年第三季度公司总负债为34.96亿美元[44]

HEICO Corporation (HEI) recently announced that its Flight Support Group has acquired the Aerial Delivery and Descent Devices divisions of Capewell Aerial Systems ("Capewell") for cash. Capewell is a leading provider of proprietary aircraft cockpit emergency egress and aerial delivery products for various commercial aerospace and defense uses. HEICO's Gain From Capewell Acquisition Capewell is a critical supplier to a wide-ranging customer base that includes leading OEMs, end-users and distributors. The com ...

The upcoming report from Heico Corporation (HEI) is expected to reveal quarterly earnings of $0.91 per share, indicating an increase of 18.2% compared to the year-ago period. Analysts forecast revenues of $986.55 million, representing an increase of 36.5% year over year. The consensus EPS estimate for the quarter has been revised 0.4% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe ...

文章核心观点 - Heico Corp (NYSE: HEI)是一家领先的航空航天和电子公司,其股价近期创下历史新高,达到每股257.19美元[1] - 这一里程碑与巴菲特的伯克希尔哈撒韦(NYSE: BRK.A)在6月季度对其股票组合进行了显著调整,包括新增投资Heico[1] - 过去一年,Heico的股票价值上涨了42%,展现了公司的强劲业绩和市场地位[1] - Heico通过增加每股0.11美元的半年度现金股息来回报股东,反映了公司的出色表现和积极的未来前景[1] 公司财务基础和分析师升级 - Heico的市值为333.2亿美元,企业价值为314.6亿美元,财务基础稳固[3] - 多家知名金融分析师上调了Heico的目标价格,反映了对其未来表现的乐观预期[3] - 其中,Jefferies将目标价格上调至275美元,预测第三财季每股收益为0.88美元,略低于0.92美元的共识预期[3] - 施蒂费尔和美银证券(NYSE: BAC)也将目标价格上调至250美元,引述了Heico产品需求强劲和市场地位扩大[3] - 这些升级反映了Heico在第二财季实现39%的同比销售增长,达到9.55亿美元的出色业绩[3] 未来展望 - 随着Heico将于2024年8月26日公布第三财季业绩,投资者和分析师将密切关注可能影响预测的任何动态[5] - 公司当前的市盈率为75.65,预期市盈率为61.91,反映了高增长预期,PEG比率为3.49,表明股价存在一定溢价[5] - 总的来说,Heico的股价表现和分析师的升级显示了该公司在航空航天和电子行业的强势地位[5] - 得益于伯克希尔哈撒韦等大型投资者的支持和积极的分析师评级,Heico有望在未来几个月保持上升趋势,为股东带来潜在收益[5]

文章核心观点 - 沃伦·巴菲特的投资组合中有两只股票被华尔街分析师给予强烈买入评级[1][2] - T-Mobile US (TMUS)股票被17位分析师一致给予"强烈买入"评级,平均目标价为191.96美元[3][4][5][6][8] - Heico (HEI)股票被9位分析师给予"强烈买入"评级,2位给予"持有"评级,平均目标价为239.64美元[12][13][14][17][18] TMUS股票分析 - TMUS股票过去一周上涨0.50%,过去一个月上涨6.37%,今年以来上涨20.21%[8][9][10][11] - 17位分析师给予TMUS股票平均目标价为191.96美元,较当前价格下跌1.37%[5][6][7] HEI股票分析 - HEI股票过去一周上涨2.33%,过去一个月上涨3.72%,今年以来上涨34.59%[19][20][21] - 11位分析师给予HEI股票平均目标价为239.64美元,较当前价格上涨0.10%[17][18]