HEICO's Fiscal Q2 Growth, Margin Performance Due to Market Share Gains, New Product Development, RBC Says

MT Newswires Live05-29

HEICO's (HEI) fiscal Q2 growth and margin performance was due to continued market share gains, new product development and pricing, RBC Capital Markets said in a Thursday research note.

RBC said that the highlight of Q2 was the margins, with the company's Flight Support Group segment posting margins of over 26%, with the company calling out a 60 basis points of margin benefit from the accelerated shipment of some defense products.

Meanwhile, the Electronic Technologies Group posted segment margins of 26.5%, well ahead of expectations after the sub-20% margins in Q1, the note said.

RBC said that the company's strong balance sheet position provides significant mergers and acquisition capacity, and that it continues to view incremental M&A as positive for sentiment, with a larger transaction expected to a positive for the stock.

RBC raised its price target on the company's stock to $390 from $375 and maintained its outperform rating.

Price: 351.15, Change: +6.08, Percent Change: +1.76

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