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HEI

HEICO Corporation

HEI

NYSE·Industrials·Aerospace & Defense·Mkt cap $50.1B

$358.46

-0.34%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$256.11 - $366.59

P/E

70.70

Fwd P/E

59.12

Beta

1.03

Div Yield

0.07%

Avg Vol

687.7K

Shares Out

139.2M

Mkt Cap

$50.1B

Price action

Price chart

Up 12.8% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Established relationships with major aerospace OEMs and defense contractors providing recurring revenue streams
  • Specialized manufacturing expertise in high-reliability, mission-critical components with stringent certification requirements
  • Diversified customer base across commercial aviation, military defense, space, medical, and telecommunications sectors reducing concentration risk
  • Vertical integration capabilities combining component manufacturing with repair and overhaul services
  • Proprietary technologies in electro-optical, microwave, and advanced power electronics with high barriers to entry

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Moderate growth ahead

Rising global air traffic and commercial aircraft fleet expansion driving demand for replacement parts and maintenance services

Value

Significant premium - growth priced in

Momentum

Hot

+32.4% over 3m

Quality

Strong

Excellent business quality

Dividend

Token

0.07% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 24, 2026

Q2 26 RECAP

MAY 27, 2026

Reported EPS of $1.66 vs $1.33 consensus (+24.8% surprise). Revenue of $1.4B vs $1.3B expected (+10.0%). Beat on both top and bottom lines.

EPS beat +24.8%
Rev beat +10.0%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+24.8%

Next: Aug 24, 2026

Revenue trend · last 8Q

+15%

+15%

+16%

+19%

+14%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$955.4M

$992.2M

$1.0B

$1.0B

$1.1B

$1.1B

$1.2B

$1.2B

Margins · last 8Q

Gross

38.6%

Operating

22.1%

Profit

16.1%

Wall Street consensus

4 analysts · 75% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

3

75%

Hold

1

25%

Sell

0%

Median Price Target

$375.00

+4.6% vs $358.46

Low $360.00
Median $375.00
High $410.00

Latest: Citi · Jul 1, 2026

2 analysts covering

vs Industry

How HEI stacks vs Aerospace & Defense

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.