Zacks Investment Research·Jun 26, 2026
Heico (HEI) Down 0.8% Since Last Earnings Report: Can It Rebound?Heico (HEI) reported earnings 30 days ago. What's next for the stock?
HEICO Corporation(HEI)Earnings, Financials & Key Ratios
HEI•NYSE
$358.02
73.1× P/E·Price updated Jul 7, 2026
AboutHEICO Corporation, through its subsidiaries, designs, manufactures, and sells aerospace, defense, and electronic related products and services in the United States and internationally. The company's Flight Support Group segment provides jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components. This segment also distributes hydraulic, pneumatic, structural, interconnect, mechanical, and electro-mechanical components for the commercial, regional, and general aviation markets; and offers repair and overhaul services for jet engine and aircraft component parts, avionics, instruments, composites, and flight surfaces of commercial aircraft, as well as for avionics and navigation systems, subcomponents, and other instruments utilized on military aircraft. Its Electronic Technologies Group segment provides electro-optical infrared simulation and test equipment; electro-optical laser products; electro-optical, microwave, and other power equipment; electromagnetic and RFI shielding and suppression filters; high-speed interface products; high voltage interconnection devices; high voltage advanced power electronics; power conversion products; and underwater locator beacons and emergency locator transmission beacons. This segment also offers traveling wave tube amplifiers and microwave power modules; three-dimensional microelectronic and stacked memory products; harsh environment connectivity products and custom molded cable assemblies; radio frequency and microwave amplifiers, transmitters, and receivers; communications and electronic intercept receivers and tuners; self-sealing auxiliary fuel systems; active antenna systems; and nuclear radiation detectors. The company serves customers primarily in the aviation, defense, space, medical, telecommunications, and electronics industries. HEICO Corporation was incorporated in 1957 and is headquartered in Hollywood, Florida.Show more
- Revenue$4.49B+16.3%
- EBITDA$1.22B+20.5%
- Net Income$690M+34.3%
- EPS (Diluted)4.90+33.5%
- Gross Margin39.83%-4.7%
- EBITDA Margin27.09%+3.7%
- Operating Margin22.72%+5.1%
- Net Margin15.39%+15.5%
- ROE17.1%+14.6%
HEI Price & Volume
HEICO Corporation (HEI) stock price & volume — 10-year historical chart
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Accelerating Aerospace Growth Drives Margin Expansion
Investment Thesis • Updated 2026Q2
VerdictNeutral: While the company shows strong growth and a 19.9% free cash flow margin
Growth:Accelerating
Profitability:Strong
Financial:Healthy
Cash Flow:Robust
Primary Risk:Regulatory certification process dependency
Key Thesis Takeaways
- HEICO continues to demonstrate robust top-line momentum, evidenced by a 25.3% year-over-year revenue growth in 2026Q2, driven by its successful aftermarket aerospace strategy.
- The company maintains a disciplined capital structure with a debt-to-equity ratio of 0.48, effectively funding inorganic growth through strategic acquisitions while preserving operational profitability.
- Investors should monitor the significant $4.2 billion goodwill concentration and the inherent volatility in working capital cycles, which may impact future cash flow predictability.
Verdict Logic
the current P/E ratio of 70.45 suggests that significant future performance is already priced into the stock.
HEI Growth Metrics
HEICO Corporation (HEI) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years14.2%
5 Years20.21%
3 Years26.64%
TTM18.8%
Profit CAGR
10 Years17.87%
5 Years17.07%
3 Years25.21%
TTM31.38%
EPS CAGR
10 Years17.11%
5 Years16.43%
3 Years24.32%
TTM30.84%
Return on Capital
10 Years14.32%
5 Years13.07%
3 Years13.02%
Last Year13.96%
HEI Recent Earnings
HEICO Corporation (HEI) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 27, 2026Metric
Actual
Est
EPS
$1.66+24.8%
$1.33
Rev
$1.4B+10.0%
$1.3B
Q1 2026
Feb 25, 2026Metric
Actual
Est
EPS
$1.35+5.5%
$1.28
Rev
$1.2B+0.9%
$1.2B
Q4 2025
Dec 18, 2025Metric
Actual
Est
EPS
$1.33+9.0%
$1.22
Rev
$1.2B+3.2%
$1.2B
Q3 2025
Aug 25, 2025Metric
Actual
Est
EPS
$1.26+11.5%
$1.13
Rev
$1.1B+2.9%
$1.1B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 27, 2026 | $1.66vs $1.33+24.8% | $1.4Bvs $1.3B+10.0% |
| Q1 2026 | Feb 25, 2026 | $1.35vs $1.28+5.5% | $1.2Bvs $1.2B+0.9% |
| Q4 2025 | Dec 18, 2025 | $1.33vs $1.22+9.0% | $1.2Bvs $1.2B+3.2% |
| Q3 2025 | Aug 25, 2025 | $1.26vs $1.13+11.5% | $1.1Bvs $1.1B+2.9% |
Based on last 12 quarters of dataView full earnings history →
Latest HEI News
Recent stock market news and headlines for HEICO Corporation (HEI)
Zacks Investment Research·Jun 24, 2026
Is Heico (HEI) Stock Outpacing Its Aerospace Peers This Year?Here is how Heico Corporation (HEI) and Rolls-Royce Holdings PLC (RYCEY) have performed compared to their sector so far this year.
Zacks Investment Research·Jun 24, 2026
Heico Corporation (HEI) Just Overtook the 20-Day Moving AverageFrom a technical perspective, Heico Corporation (HEI) is looking like an interesting pick, as it just reached a key level of support. HEI recently overtook the 20-day moving average, and this suggests a short-term bullish trend.
Zacks Investment Research·Jun 24, 2026
Zacks Industry Outlook HEICO, Axon and AARHEICO, Axon and AAR have been highlighted in this Industry Outlook article.
Zacks Investment Research·Jun 23, 2026
3 Aerospace-Defense Equipment Stocks Poised for Aviation GrowthAerospace-Defense Equipment stocks like HEI, AXON and AIR stand to gain from strategic acquisitions and long-term growth in global air travel.
Peers Comparison
Key metrics vs top competitors for HEICO Corporation (HEI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $358.02 | $49.88B | 73.07 | 16.26% | 15.39% | 17.1% | 0.06% | |
| $1309.18 | $73.23B | 40.81 | 11.22% | 21.29% | — | — | |
| $404.84 | $24.13B | 56.31 | 7.3% | 12.85% | 20.25% | — | |
| $766.54 | $28.29B | 59.56 | 12.08% | 14.17% | 19.64% | — | |
| $45.47 | $12.13B | 44.15 | 12.8% | 7.85% | 10.79% | — | |
| $39.50 | $4.64B | -2.16 | 4.44% | -40.65% | — | — |
Compare HEI vs Peers
HEICO Corporation (HEI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
HEI SEC Filings & Documents
HEICO Corporation (HEI) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 27, 2026·SEC
Material company update
Mar 17, 2026·SEC
Material company update
Feb 25, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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HEI Frequently Asked Questions
HEICO Corporation (HEI) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is HEICO Corporation's revenue?
HEICO Corporation (HEI) reported $4.91B in revenue for fiscal year 2025. This represents a 14095% increase from $34.6M in 1996.
How fast is HEICO Corporation growing?
HEICO Corporation (HEI) grew revenue by 16.3% over the past year. This is strong growth.
Is HEI profitable?
Yes, HEICO Corporation (HEI) is profitable, generating $789.6M in net income for fiscal year 2025 (15.4% net margin).
Dividend & Returns
Does HEI pay dividends?
HEICO Corporation (HEI) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
What is HEI's return on equity?
HEICO Corporation (HEI) has a return on equity (ROE) of 17.1%. This is reasonable for most industries.
What is HEICO Corporation's free cash flow?
HEICO Corporation (HEI) generated $926.0M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.