HEICO Corporation’s (HEI) first-quarter fiscal 2024 earnings per share (EPS) of 82 cents beat the Zacks Consensus Estimate of 73 cents by 12.3%. The bottom line also improved 22.4% from the prior-year quarter’s 67 cents. Total Sales The company’s net sales increased 44.4% year over year to $896.4 million in the reported quarter. Total sales also beat the Zacks Consensus Estimate of $875 million by 2.4%. The year-over-year upside was driven by increased sales volume from both the Flight Support Group and Ele ...

业绩总结 - HEICO公司第一季度净销售额增长了44%，达到了114.7亿美元[9] - HEICO公司第一季度净利润增长了23%，达到了1.14亿美元[9] - HEICO公司第一季度EBITDA增长了43%，达到了2.24亿美元[10] - HEICO公司Flight Support Group第一季度净销售额增长了67%，达到了6.19亿美元[10] - HEICO公司第一季度现金流增长了46%，达到了1.117亿美元[12] 未来展望 - 公司预计飞行支持和电子技术集团的净销售将继续增长，主要受到2023和2024财年收购的贡献以及对大部分产品需求的推动[27] - 预计ETG部门全年毛利率为24%，FSG部门全年GAAP毛利率为21%[39][41] - 公司在第三季度和第四季度的运营利润率预计将超过20%[84] 新产品和新技术研发 - 研发投资增长约25%，涉及多个领域[56] - 公司在过去十年进行了许多许可协议，能够将技术整合到已经在市场中经验丰富的业务中，为客户提供无缝体验[98] 市场扩张和并购 - Wencor收购表现超出预期，特别强调在技术领域的优势[35] - 公司持续关注收购机会，拥有强大的收购管道[74] - 公司通过债务收购Honeywell，提高了现金流和底线收入[80] 负面信息 - 特殊产品销售受到波音问题影响，但售后市场增长率高达高十位数[51] - 公司的高利润业务的出货计划较上一期较低，导致利润率下降[86]

净销售额及利润 - 公司在2024财年第一季度的净销售额达到了8.96亿美元，同比增长44%[41] - 公司在2024财年第一季度的营业利润为1.8亿美元，同比增长39%[44] 财务表现 - 公司的毛利率在2024财年第一季度为38.7%，较去年同期略有下降[42] - 公司于2024年1月31日的当季净销售额为734,097美元，毛利为275,205美元，营业收入为150,301美元，归属于HEICO的净收入为103,945美元[60] 未来展望 - 公司预计在剩余的2024财年中，Flight Support Group和Electronic Technologies Group的净销售额将继续增长[50] - 公司提到了未来可能影响业绩的因素，包括公共卫生威胁、航空旅行需求变化、产品成本和要求、政府和监管要求、新产品和服务推出、产品开发或制造困难、收购能力等[61] 融资情况 - 公司于2023年7月27日完成了发行总额为12亿美元的5.25%到期于2028年8月1日的Senior Notes和5.35%到期于2033年8月1日的Senior Notes[57]

For the quarter ended January 2024, Heico Corporation (HEI) reported revenue of $896.36 million, up 44.4% over the same period last year. EPS came in at $0.82, compared to $0.67 in the year-ago quarter. The reported revenue represents a surprise of +2.40% over the Zacks Consensus Estimate of $875.38 million. With the consensus EPS estimate being $0.73, the EPS surprise was +12.33%. While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to de ...

公司业绩 - Heico Corporation (HEI)第四季度每股收益为0.82美元，超过了Zacks Consensus Estimate的0.73美元[1] - Heico Corporation的营收为8.9636亿美元，超过了Zacks Consensus Estimate的2.40%[3] - Heico Corporation股价自年初以来上涨了约11.4%[5] 股票走势 - Heico Corporation的盈利预期对股票未来走势具有重要影响[6] - Heico Corporation的估值趋势为有利的，目前处于Zacks Rank 2 (Buy)状态[8] 行业排名 - 行业前景对公司股票表现有重要影响，目前航空国防装备行业排名较低[10]

EXHIBIT 99.1 February 26, 2024 Victor H. Mendelson (305) 374-1745 ext. 7590 Carlos L. Macau, Jr. (954) 987-4000 ext. 7570 HEICO CORPORATION REPORTS STRONG GROWTH OF 44% IN NET SALES, 39% IN OPERATING INCOME AND 23% IN NET INCOME FOR THE FIRST QUARTER OF FISCAL 2024 HOLLYWOOD, FL and MIAMI, FL -- HEICO CORPORATION (NYSE: HEI.A) (NYSE: HEI) today reported an increase in net income of 23% to $114.7 million, or $.82 per diluted share, in the first quarter of fiscal 2024, up from $93.0 million, or $.67 per dilut ...

盈利预期 - 预计Heico Corporation (HEI)将在本季度实现每股收益0.73美元，同比增长9%[1] - 分析师在过去30天内将本季度的每股收益预期上调了0.5%[2] - 投资者通常依赖于共识的盈利和营收预期来评估公司在季度内的表现[4]

The market expects Heico Corporation (HEI) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended January 2024. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates. The earnings report, which is expected to be released on February 26, 2024, might help the stock move higher if these key nu ...

BLACKSBURG, Va., Feb. 14, 2024 /PRNewswire/ -- VPT, Inc., a HEICO company (NYSE:HEI.A) (NYSE:HEI), announces the addition of the VSC100-2800S to the award-winning VSC Series of space COTS DC-DC converters. Designed for the "NewSpace" market, the VSC Series complements VPT's hermetic hybrid SV / SVL Series of rad hard products available on DLA SMDs. The VSC Series is intended for use in commercial rad tolerant satellite applications and NASA Class D missions where the balance of cost and guaranteed performan ...

BEVERLY HILLS, Calif., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Kenn Ricci, Founder and Principal of Directional Aviation Capital and Chairman of Flexjet, Inc., presented Laurens "Larry" Mendelson, CEO of leading publicly-traded aviation and aerospace parts, components and technology manufacturer HEICO Corp. (NYSE:HEI), with the Living Legends of Aviation Kenn Ricci Lifetime Aviation Entrepreneur Award at the 21st annual awards ceremony held in Beverly Hills, California. The annual event serves as one of the large ...