HEICO Corporation

Informe acción NYSE:HEI.A

Capitalización de mercado: US$35.5b

HEICO Dirección

Dirección controles de criterios 3/4

El CEO de HEICO es Eric Mendelson , nombrado en Oct 2009, tiene una permanencia de 16.58 años. compensación anual total es $13.03M, compuesta por 9.8% salario y 90.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 1.8% de las acciones de la empresa, por valor de $637.67M. La antigüedad media del equipo directivo y de la junta directiva es de 16.6 años y 15.2 años, respectivamente.

Información clave

Eric Mendelson

Chief Executive Officer (CEO)

US$13.0m

Compensación total

Porcentaje del salario del CEO9.83%
Permanencia del CEO16.6yrs
Participación del CEO1.8%
Permanencia media de la dirección16.6yrs
Promedio de permanencia en la Junta Directiva15.2yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Jul 09

HEICO: A Total Return Monster

Summary HEICO Corporation, a supplier of key parts in the aerospace industry, is seeing growth due to the resurgence of aerospace demand and its strong pricing power, high revenue growth, and healthy balance sheet. The company has outperformed the S&P 500 over the past decade, with shares returning 720% in that period, and it has recently reported record results and announced the planned acquisition of Wencor Group. Despite a low dividend yield of 0.1%, HEICO's focus on mergers and acquisitions and long-term total return make it an attractive investment for those seeking growth. Read the full article on Seeking Alpha
Seeking Alpha • Jan 01

HEICO: A Great Company Trading At An Unreasonable Price

Summary HEICO has done really well from a fundamental perspective recently, and it's likely that the long-term outlook for shareholders is favorable from here. The company is certainly a leader in its space and a nice niche player in the aerospace market. But even a leader in an attractive market is only worth so much and HEICO is nearing the point of warranting downside.
Seeking Alpha • Oct 17

HEICO Corporation: Too Expensive At This Time

Summary HEICO continues to generate strong revenue and profit growth, even in this current environment. Long term, the company will likely do well and create a lot of value for shareholders. But the stock does look too expensive at this time to warrant serious consideration. If what you're looking for in an investment opportunity is a firm that is involved in the production and sale of aircraft or parts of them, one firm that is definitely worth knowing about is HEICO (HEI). As the world's largest manufacturer of FAA-approved jet engine and aircraft component replacement parts (excluding OEM firms and their subcontractors), HEICO is a rather sizable firm with a market capitalization of $17.41 billion. What's really impressive about the enterprise is how stable it has been during the market's general downturn. Although the company continues to generate strong fundamental performance, shares are incredibly pricey at this point in time. Normally, this would result in some significant downside as the market tanks. But so far, the company has been mostly immune from that. Although this has been the case recently, I do also think that investors would be wise to approach this prospect cautiously. If it weren't for how high quality the enterprise is, I would certainly rate it a ‘sell’, but the quality of it leads me to keep it at a ‘hold’ for now. HEICO is flying high compared to the market Last time I wrote an article about HEICO was back in May of this year. In that article, I found myself impressed by how strong the fundamental performance of the company had been. I could not help but to conclude, based on the company's historical financial data and its overall business model, that it was a truly quality operator in the aerospace market. I even went so far as to claim that the long-term picture for the company was favorable. Given how shares were priced, however, I found myself rating the company a ‘hold’, reflecting my belief that it should generate returns that more or less matched the broader market moving forward. Since then, the company has easily exceeded my expectations. While the S&P 500 is down by 13.7%, shares have generated a loss for investors of only 2.4%. Author - SEC EDGAR Data To understand why this return disparity exists, we should look at data covering the third quarter of the company's 2022 fiscal year. This is the only quarter for which data was not available when I last wrote about the company but that is available today. Consider, for starters, revenue. During that quarter, sales came in at $569.5 million. That's 20.7% higher than the $471.7 million generated the same quarter just one year earlier. Although the company did benefit from a modest increase in revenue associated with its Electronic Technologies Group, the vast majority of the rise came from the Flight Support Group. Revenue there shot up 39.3%, climbing from $237.1 million to $330.3 million. This increase, management said, can be attributed to strong organic growth of 25%. However, the company also benefited to the tune of $35 million from acquisitions made in 2021 and so far in 2022. Interestingly, management also said that sales price changes were not a significant contributing factor to the change in revenue. This is interesting when you consider recent cost inflation and the prospect of additional supply chain disruptions. Management did say, however, that both of these factors could help to push sales even higher for the rest of the year. The company should also benefit from acquisition activities it engaged in. For instance, on July 28th, the company announced its largest-ever acquisition of a global and leading electronic component supplier (95% of it at least) called Exxelia International in a deal valued at 453 million euros, plus the assumption of 14 million euros of liabilities. The firm has continued to make other purchases. But this is just the largest worth mentioning. Author - SEC EDGAR Data The rise in revenue for the company brought with it a nice improvement in profitability. Net income rose from $76.9 million in the third quarter of 2021 to $82.5 million in the third quarter of this year. The reason why the increase wasn't greater is that the gross profit margin for the company dropped from 39.2% to 38.8%, driven by a change in product mix and offset some by higher production volume. Other profitability metrics followed suit. Operating cash flow rose from $124 million to $149.1 million. If we adjust for changes in working capital, it would have risen from $103.7 million to $126.7 million. Meanwhile, EBITDA also improved, jumping from $129.3 million to $152.7 million. As you can see in the chart above, the third quarter was not a one-time event. For the full nine months of its 2022 fiscal year, the company saw attractive revenue, profitability, and cash flow growth. Author - SEC EDGAR Data When it comes to the rest of the 2022 fiscal year, management has not really provided any guidance. But if we annualize results experienced so far for the year, we would get net income of $354.8 million, adjusted operating cash flow of $546.6 million, and EBITDA of $590.4 million. These numbers make it easy to value the company. The firm is currently trading at a forward price to earnings multiple of 49.1, at a forward price to adjusted operating cash flow multiple of 31.9, and at a forward EV to EBITDA multiple of 29.1. These numbers compare favorably to the 57.2, 39.2, and 35.3, readings that we get, respectively, when using data from the 2021 fiscal year. As part of my analysis, I also decided to compare HEICO to five similar firms. On a price-to-earnings basis, these companies ranged from a low of 16.5 to a high of 49.5. And on a price to operating cash flow basis, the range was between 5.1 and 71.6. In both scenarios, four of the five companies were cheaper than our prospect. Meanwhile, using the EV to EBITDA approach, the range was between 10 and 18.1, with HEICO being the most expensive of the group.
Seeking Alpha • May 29

HEICO: Business Is Good, But Shares Are Expensive

HEICO continues to perform well on both its top and bottom lines, a sign that the company is a quality operator in its space. Long-term, the picture for the business is favorable, but this doesn't make it a good investment prospect today. At present, shares are too pricey to make much sense and investors would be wise to look elsewhere for opportunities.

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Eric Mendelson en comparación con los beneficios de HEICO?
FechaCompensación totalSalarioIngresos de la empresa
Jan 31 2026n/an/a

US$713m

Oct 31 2025US$13mUS$1m

US$690m

Jul 31 2025n/an/a

US$642m

Apr 30 2025n/an/a

US$601m

Jan 31 2025n/an/a

US$567m

Oct 31 2024US$6mUS$1m

US$514m

Jul 31 2024n/an/a

US$478m

Apr 30 2024n/an/a

US$443m

Jan 31 2024n/an/a

US$425m

Oct 31 2023US$15mUS$1m

US$404m

Jul 31 2023n/an/a

US$397m

Apr 30 2023n/an/a

US$378m

Jan 31 2023n/an/a

US$358m

Oct 31 2022US$4mUS$1m

US$352m

Jul 31 2022n/an/a

US$341m

Apr 30 2022n/an/a

US$335m

Jan 31 2022n/an/a

US$321m

Oct 31 2021US$10mUS$1m

US$304m

Jul 31 2021n/an/a

US$280m

Apr 30 2021n/an/a

US$258m

Jan 31 2021n/an/a

US$263m

Oct 31 2020US$2mUS$948k

US$314m

Jul 31 2020n/an/a

US$337m

Apr 30 2020n/an/a

US$364m

Jan 31 2020n/an/a

US$370m

Oct 31 2019US$4mUS$1m

US$328m

Compensación vs. Mercado: La compensación total ($USD13.03M) de Eric está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD14.84M).

Compensación vs. Ingresos: La compensación de Eric ha aumentado más de un 20% en el último año.

CEO

Eric Mendelson (60 yo)

16.6yrs
Permanencia
US$13,029,835
Compensación

Mr. Eric A. Mendelson is Co-CEO of HEICO Corporation from May 1, 2025 and serves as its Co-Chairman from September 27, 2025. He Co-Founded Mendelson International Corporation (MIC) and has been its Managin...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Eric Mendelson
Co-CEO, Co-President & Co-Chairman16.6yrsUS$13.03m1.8%
$ 637.7m
Victor Mendelson
Co-CEO, Co-President & Co-Chairman30.3yrsUS$12.89m1.89%
$ 670.3m
Carlos Macau
Executive VP13.9yrsUS$7.48m0.12%
$ 41.3m
Bradley Rowen
Chief Accounting Officer & Assistant Treasurer1.3yrsUS$2.45m0.0014%
$ 507.6k
Joseph Pallot
General Counsel17.7yrsUS$78.00ksin datos
Elizabeth Letendre
Corporate Secretaryno datasin datossin datos
16.6yrs
Permanencia media
58yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de HEI.A es experimentado (16.6 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Eric Mendelson
Co-CEO, Co-President & Co-Chairman34.3yrsUS$13.03m1.8%
$ 637.7m
Victor Mendelson
Co-CEO, Co-President & Co-Chairman30.3yrsUS$12.89m1.89%
$ 670.3m
Julie Neitzel
Independent Director11.7yrsUS$290.00k0.012%
$ 4.2m
Adolfo Henriques
Independent Director15.2yrsUS$293.91k0.026%
$ 9.3m
Alan Schriesheim
Independent Director42.3yrsUS$345.00k0.11%
$ 38.4m
Thomas Culligan
Independent Director11.7yrsUS$290.00k0.013%
$ 4.5m
Mark Hildebrandt
Independent Director17.7yrsUS$350.00k0.044%
$ 15.5m
Nanda Cheruvatath
Independent Directorless than a yearsin datos0.0032%
$ 1.1m
Carol Fine
Independent Director3.4yrsUS$290.00k0.0026%
$ 926.5k
15.2yrs
Permanencia media
67yo
Promedio de edad

Junta con experiencia: Los miembros de la junta directiva de HEI.A son experimentados ( 15.2 años antigüedad media).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 16:20
Precio de las acciones al final del día2026/05/22 00:00
Beneficios2026/01/31
Ingresos anuales2025/10/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

HEICO Corporation está cubierta por 34 analistas. 23 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Peter ArmentBaird
David StraussBarclays
Matthew AkersBNP Paribas