HEI Earnings

HEI reported its earnings on 2026-02-26, showcasing a revenue of against an estimate of 1.15B, resulting in a 0% surprise. The EPS was 0, surpassing the expected 1.26 by 0%. The stock experienced a 2.07% price change on the earnings day and a 0% change over the next five days, reflecting market reactions to the results.

Following HEI's earnings announcement on 2026-02-26, the stock price moved by 2.07% on the day of the release. Over the subsequent five days, it saw a 0% change. Historically, HEI's stock price tends to shift by an average of -0.31% in the 10 days leading up to earnings and 2.71% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate HEI's annual revenue to reach 1.22B, while the EPS is projected at 1.31. These estimates reflect recent revisions, with revenue estimates revised upward by 1.93% and EPS estimates revised upward by 1% over the past three months, indicating analyst expectation in the company's performance.

The correlation between HEI's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised upward by 1.93%, while EPS estimates moved revised upward by 1%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, HEI's stock price typically moves by -0.31% in the 10 days before its earnings and 2.71% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.31 and revenue of 1.22B.

The earnings call highlights strong organic growth, strategic acquisitions expected to be accretive, and a robust acquisition pipeline. Management's optimistic guidance and effective use of AI further bolster the outlook. Despite a temporary drop in performance attributed to shipment schedules, the expectation of a rebound and strong positioning in the PMA market are positive indicators. The Q&A section reveals confidence in future growth and limited impact from inflation and government shutdowns, supporting a positive sentiment. However, some management responses lacked detail, slightly moderating the overall positive outlook.