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HEI HEICO Corporation

USIndustrials
$347.78-2.86%ClosedMarket Cap: $48.45B

As of 2026-07-08 16:00

Why HEI matters now

HEICO Corporation (HEI) is a US stock in Industrials. The latest InvestLog snapshot shows $347.78 with -2.86% on the session and $48.45B in market capitalization; recent performance reads 1-month +15.30% and YTD +4.17%.

The latest financial table shown here is Q2 2026, with revenue of $1.38B, net income of $233.8M, and EPS of $1.66. Investors can compare that operating picture with valuation signals such as P/E 56.48 and FCF yield 2.0%.

The latest indexable market news headline is "Forget The Airlines, The Hidden Monopoly Is Pocketing Your Higher Airfare" from Benzinga.

Additional event context on this page matters because analyst consensus is Buy with a median target of $375.00; recent insider activity includes Rowen Bradley K filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

56.48

PEG

2.21

P/B

9.85

P/S

9.56

EV/EBITDA

36.06

DCF Value

$138.67

FCF Yield

2.0%

Div Yield

0.0%

Margins & Returns

Gross Margin

40.1%

Operating Margin

23.5%

Net Margin

16.1%

ROE

17.8%

ROA

8.2%

ROIC

10.9%

Financials

PeriodRevenueNet IncomeEPS
Q2 2026$1.38B$233.8M$1.66
Q1 2026$1.18B$190.2M$1.35
Q4 2025$1.21B$188.3M$1.33
FY 2025$4.49B$690.4M$4.90

Analyst Ratings

Consensus

Buy

Target (Consensus)

$378.44

Target (Median)

$375.00

Target Range

$350.00 - $410.00

Strong Buy: 3Buy: 12Hold: 8Sell: 0Strong Sell: 0
Wells FargoEqual Weight
2026-06-01
UBSNeutral
2026-06-01
CitigroupBuy
2026-06-01
SusquehannaNeutral
2026-05-29
RBC CapitalOutperform
2026-05-29

Trading Activity

Insider Trades

Rowen Bradley Kofficer: Chief Accounting Officer
Sell2026-06-11
SCHRIESHEIM ALANdirector
Sell2026-06-02
Rowen Bradley Kofficer: Chief Accounting Officer
Sell2026-06-02
Rowen Bradley Kofficer: Chief Accounting Officer
Sell2026-06-02
Rowen Bradley Kofficer: Chief Accounting Officer
Sell2026-06-02

Company Info

Sector

Industrials

Industry

Aerospace & Defense

Country

US

Exchange

Beta

1.03

HEICO Corporation operates as a global enterprise through its various subsidiaries, specializing in the design, manufacturing, and distribution of an extensive range of products and services tailored for the aerospace, defense, and electronics industries. The company's Flight Support Group (FSG) division is a principal supplier of essential replacement components for jet engines and aircraft. Its offerings include specialized thermal insulation products, such as blankets and reusable systems, along with a variety of bespoke parts. The FSG also serves as a distributor for a wide array of hydraulic, pneumatic, structural, interconnect, mechanical, and electro-mechanical components, primarily targeting the commercial, regional, and general aviation sectors. Additionally, this segment provides comprehensive repair and overhaul services, covering jet engine and aircraft parts, avionics, instruments, composites, and flight surfaces for commercial aircraft, as well as navigation systems and various instruments used in military planes. HEICO's Electronic Technologies Group (ETG) delivers a broad and sophisticated portfolio of electronic solutions. This encompasses electro-optical infrared simulation and testing equipment, laser products, and diverse power equipment spanning electro-optical and microwave technologies. The ETG is also proficient in developing electromagnetic and radio frequency interference (RFI) shielding, high-speed interface products, high-voltage interconnection devices, advanced high-voltage power electronics, and power conversion units. Critical safety items like underwater and emergency locator beacons are also produced by this group. Further innovative contributions from the ETG include traveling wave tube amplifiers, microwave power modules, cutting-edge three-dimensional microelectronic and stacked memory products, rugged connectivity solutions, custom-molded cable assemblies designed for harsh environments, and a range of radio frequency and microwave amplifiers, transmitters, and receivers. The segment additionally provides communication and electronic intercept receivers and tuners, self-sealing auxiliary fuel systems, active antenna systems, and nuclear radiation detectors. The company's diverse clientele primarily spans the aviation, defense, space, medical, telecommunications, and general electronics sectors. HEICO Corporation was established in 1957 and its main offices are situated in Hollywood, Florida.