<p>威廉·布萊爾分析師 Louie DiPalma 重申了對 HEI 股票的看漲態度，昨日給予買入評級。</p>
<p>Louie DiPalma 給予買入評級的原因是多種因素共同支持 HEICO 強勁的基本面和財務表現。該公司季度收入、營業收入和每股收益均超出市場預期，得益於其飛行支持集團（FSG）和電子技術集團（ETG）的強勁有機增長。特別是 FSG，顯示出加速的雙位數有機增長和顯著的同比利潤擴張，反映出關鍵產品線的健康需求和運營效率的提升。同時，整體利潤率在合併層面上顯著改善，突顯了 HEICO 將增長轉化為更高盈利能力的能力。</p>
<p>DiPalma 還指出 HEICO 強勁的現金生成能力和改善的資產負債表是買入建議的重要支持。自由現金流顯著超過市場共識預測，槓桿率環比下降，為公司提供了更大的財務靈活性。從戰略上看，HEICO 在快速增長的航空後市場領域中處於良好位置，航空公司正在延長老舊飛機的服務壽命並維持高水平的維護支出。綜合來看，這些因素表明 FSG 部門具有持久的雙位數增長潛力，併為對 HEICO 股票持積極看法提供了依據。</p>
<p>在昨日發佈的另一份報告中，美國銀行證券也維持了該股票的買入評級，目標價為 400.00 美元。</p>

HEI.A

<p>威廉·布萊爾分析師 Louie DiPalma 重申對 HEICO 的買入評級，原因是其強勁的有機增長、利潤率擴張和現金生成。HEICO 的飛行支持集團顯示出兩位數的增長，盈利能力改善。該公司超出了收入和每股收益的預期，擁有強勁的自由現金流和降低的槓桿率。HEICO 在航空航天售後市場領域的定位良好，預計將持續增長。美國銀行證券也維持買入評級，目標價為 400 美元</p>

<p>William Blair analyst Louie DiPalma has reiterated their bullish stance on HEI stock, giving a Buy rating yesterday.</p>
<div class="lb-trans"><p>威廉·布萊爾分析師 Louie DiPalma 重申了對 HEI 股票的看漲態度，昨日給予買入評級。</p>
</div><p>Louie DiPalma has given his Buy rating due to a combination of factors that underscore HEICO’s strong fundamental and financial performance. The company delivered quarterly revenue, operating income, and EPS that all exceeded market expectations, supported by robust organic growth in both its Flight Support Group (FSG) and Electronic Technologies Group (ETG). FSG, in particular, posted accelerating double-digit organic growth and substantial year-over-year profit expansion, reflecting healthy demand across key product lines and operational efficiency gains. At the same time, overall margins improved meaningfully at the consolidated level, highlighting HEICO’s ability to convert growth into higher profitability.</p>
<div class="lb-trans"><p>Louie DiPalma 給予買入評級的原因是多種因素共同支持 HEICO 強勁的基本面和財務表現。該公司季度收入、營業收入和每股收益均超出市場預期，得益於其飛行支持集團（FSG）和電子技術集團（ETG）的強勁有機增長。特別是 FSG，顯示出加速的雙位數有機增長和顯著的同比利潤擴張，反映出關鍵產品線的健康需求和運營效率的提升。同時，整體利潤率在合併層面上顯著改善，突顯了 HEICO 將增長轉化為更高盈利能力的能力。</p>
</div><p>DiPalma also points to HEICO’s strong cash generation and improving balance sheet as important supports for the Buy recommendation. Free cash flow significantly surpassed consensus forecasts, and leverage declined quarter-over-quarter, providing the company with enhanced financial flexibility. Strategically, HEICO is well-positioned as a focused play on the large and growing aftermarket aerospace sector, where airlines are extending the service lives of older aircraft and maintaining elevated maintenance spending. Taken together, these factors suggest durable double-digit growth potential in the FSG segment and justify a positive view on HEICO’s shares.</p>
<div class="lb-trans"><p>DiPalma 還指出 HEICO 強勁的現金生成能力和改善的資產負債表是買入建議的重要支持。自由現金流顯著超過市場共識預測，槓桿率環比下降，為公司提供了更大的財務靈活性。從戰略上看，HEICO 在快速增長的航空後市場領域中處於良好位置，航空公司正在延長老舊飛機的服務壽命並維持高水平的維護支出。綜合來看，這些因素表明 FSG 部門具有持久的雙位數增長潛力，併為對 HEICO 股票持積極看法提供了依據。</p>
</div><p>In another report released yesterday, Bank of America Securities also maintained a Buy rating on the stock with a $400.00 price target.</p>
<div class="lb-trans"><p>在昨日發佈的另一份報告中，美國銀行證券也維持了該股票的買入評級，目標價為 400.00 美元。</p>
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HEICO: Robust Organic Growth, Margin Expansion, and Strong Cash Generation Support Buy Rating

- William Blair 分析師 Louie DiPalma 重申對 HEI 股票的看漲評級，予以買入建議。  
- HEICO 昨季收入、營運利潤和每股收益均超出市場預期，FSG 和 ETG 均實現強勁增長。  
- HEICO 現金流強勁，資產負債表改善，為買入推薦提供重要支持。

HEICO：穩健的有機增長、利潤率擴張以及強勁的現金流生成支持買入評級