Warren Buffett Defense Pick Heico Eyes A Billion-Dollar Quarter

Blockhead12-18

Warren Buffett's favorite defense stock Heico (HEI) prepares to report earnings for its fiscal fourth quarter late Tuesday. In intraday trading, Heico stock fell below a key level. Buffett-led ...

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In intraday trading, Heico stock fell below a key level.\nBuffett-led ...</p>\n\n<a href=\"https://www.investors.com/news/warren-buffett-defense-play-heico-earnings-heico-stock/\">Source Link</a>\n\n</div>\n","source":"investor_business_daily_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Warren Buffett Defense Pick Heico Eyes A Billion-Dollar Quarter</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWarren Buffett Defense Pick Heico Eyes A Billion-Dollar Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-18 02:05 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.investors.com/news/warren-buffett-defense-play-heico-earnings-heico-stock/><strong>Blockhead</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Warren Buffett's favorite defense stock Heico (HEI) prepares to report earnings for its fiscal fourth quarter late Tuesday. In intraday trading, Heico stock fell below a key level.\nBuffett-led ...</p>\n\n<a href=\"https://www.investors.com/news/warren-buffett-defense-play-heico-earnings-heico-stock/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HK0000320264.USD","symbol_name":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","start_time":0,"source_url":"https://www.investors.com/news/warren-buffett-defense-play-heico-earnings-heico-stock/","article_id":"2492399184","we_media_id":null,"thumbnails":["https://www.investors.com/wp-content/uploads/2019/11/stock-Heico-02-company-150x150.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2492399184","pubTimestamp":1734458716,"columns":[],"sourceInfo":{"source_id":"investor_business_daily_highlight","name":"Investor’s Business Daily"},"weMediaInfo":null,"summary":"Analysts expect the Heico earnings report to show robust but decelerating growth on the top line.","collect":0,"end_time":0,"defaultTopTitle":"investors.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BRK.A":"伯克希尔","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BRK.B":"伯克希尔B","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","EADSY":"空中客车集团","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","MACW.SI":"APPLE 3xLongSG261006","BK4559":"巴菲特持仓","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","HWM":"Howmet Aerospace Inc.","BK4588":"碎股","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","BA":"波音","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","AAPL":"苹果","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","HEI":"海科航空","BK4512":"苹果概念","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","BK4564":"太空概念","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC"},"translate_title":"沃伦·巴菲特(Warren Buffett)的国防选择Heico着眼于10亿美元的季度收入","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BA":1,"HWM":1,"HEI":1,"EADSY":1,"BRK.B":1,"AAPL":1,"BRK.A":0.9,"MACW.SI":0.6},"content_text":"Warren Buffett's favorite defense stock Heico (HEI) prepares to report earnings for its fiscal fourth quarter late Tuesday. In intraday trading, Heico stock fell below a key level.\nBuffett-led Berkshire Hathaway (BRKB) opened and grew a position in aircraft parts supplier Heico this year.\nThe Florida-based company focuses on making niche replacement parts for commercial aircraft. In the defense market, the company produces niche components used in targeting and simulation equipment.\nHeico Earnings\nFor the October quarter, analysts expect Heico earnings of 98 cents per share on revenue of $1.031 billion, FactSet shows. That would mark the company's first billion-dollar sales quarter. Year over year, Heico earnings would jump 32% as sales rise 10%. Though robust, sales growth would slow for the fourth consecutive quarter.\n\n\n\n↑\nX\n\n\n\n\nNasdaq Takes 20,000 On Poor Breadth; Amphenol, Dutch Bros, CrowdStrike In Focus\n\n\nSee All Videos\n\n\n\n\nNOW PLAYING\nNasdaq Takes 20,000 On Poor Breadth; Amphenol, Dutch Bros, CrowdStrike In Focus\n\n\n\n\nHeico is likely to offer a fiscal 2025 outlook. For the full year, analysts project Heico earnings of $4.28 a share, a 17% increase from 2024.\nInvestors will listen for progress on the aircraft components maker's recent acquisitions, including a specialty components maker and, separately, U.S. producers of jet cabin components and power distribution systems. They will also be tuned to any news suggesting that Heico is benefiting from Boeing's (BA) ongoing struggles, including its recent strike.\nWarren Buffett Holding Heico Stock\nShares of Heico fell 1% in Tuesday's stock market action. Heico stock is trying to recover the 50-day moving average. A November breakout from a seven-week flat base has fizzled. The relative strength line has begun to trend lower after a sharp rally in the second and third quarters of this year. A rising RS line, the blue line in the chart shown, means that a stock is outperforming the S&P 500 index.\nHowmet Aerospace (HWM), on the IBD 50 list of top growth stocks, also retreated. Howmet stock neared a test of the 50-day line on Tuesday.\n\nTrade And Regulatory Impacts Under Trump\nMorningstar analyst Nicolas Owens said on Nov. 11 that he is watching trade and regulatory impacts on the aerospace sector under incoming President Donald Trump. \"We don't think (challenging) trade conditions between the European Union and the U.S., or accusations of government subsidy between Boeing and Airbus (EADSY) are likely to reemerge in a second Trump administration,\" he added.\nHeico runs two business segments: Flight Support Group and Electronic Technologies Group.\nIt touts 13 straight quarters of growth in the larger Flight Support unit. It ties that to an improving commercial aviation market after the coronavirus pandemic. The company also says it has benefited from acquisitions over the past three years.\nWarren Buffett Defense Play\nIn Q2, Warren Buffett led Berkshire picked up 1.04 million shares of Heico at around 165 per share, with a market value of over $185.37 million, WhaleWisdom data shows. Berkshire added more than 5,000 Heico shares in Q3 while slashing its top holding Apple (AAPL) by 25%, or 100 million shares.\nStill, Heico only makes up less than 0.1% of Berkshire's total stock investment portfolio. Apple stock still dominates at a 26% portfolio weight, even after Berkshire Hathaway slashed its stake in the iPhone maker every quarter this year.\nPlease follow Aparna Narayanan on X @IBD_Aparna for more coverage.\nYOU MAY ALSO LIKE:\nBest Growth Stocks To Buy And Watch: See Updates To IBD Stock Lists\nJoin IBD Live And Learn Top Chart Reading And Trading Techniques From Pros\nLearn How To Time The Market With IBD's ETF Market Strategy\nFind The Best Long-Term Investments With IBD Long-Term Leaders","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2492399184"}