HEICO Resultados de beneficios anteriores
Pasado controles de criterios 5/6
HEICO ha aumentado sus beneficios a una tasa media anual de 20.1%, mientras que los beneficios de la industria de Aerospace & Defense han experimentado un crecimiento de 20.1% anual. Los ingresos han ido creciendo a una tasa media de 22.1% al año. La rentabilidad financiera de HEICO es de 15.2%, y sus márgenes netos son de 15.4%.
Información clave
20.13%
Tasa de crecimiento de los beneficios
19.44%
Tasa de crecimiento del BPA
| Crecimiento de la industria Aerospace & Defense | 5.38% |
| Tasa de crecimiento de los ingresos | 22.08% |
| Rentabilidad financiera | 15.24% |
| Margen neto | 15.38% |
| Próxima actualización de resultados | 27 May 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Apr 27
HEI: Future Profit Margins Will Benefit From Updated Earnings Assumptions
Analysts have raised their price target for HEICO slightly, increasing the fair value estimate from $415.00 to $418.00 after adjusting assumptions on discount rate, revenue growth, profit margin, and future P/E to reflect updated expectations for the business. Valuation Changes Fair Value: revised from $415.00 to $418.00, reflecting a slight upward adjustment in the valuation estimate.
Actualización de narrativa • Apr 13
HEI: Higher Margins And Revenue Assumptions Will Support Long Term Upside
Analysts have reduced their HEICO price target by about $12, citing updated assumptions that combine slightly higher revenue growth and profit margins with a lower future P/E multiple and a modestly higher discount rate. Valuation Changes Fair Value: reset from $370.89 to $358.42, representing a modest reduction in the modeled intrinsic value per share.
Actualización de narrativa • Mar 30
HEI: Fine Tuned Assumptions And Elevated P/E Will Shape Balanced Returns
Analysts have kept their price target for HEICO steady at $295.97, with small adjustments to assumptions for discount rate, revenue growth, profit margin, and future P/E helping to fine tune rather than reshape their outlook. Valuation Changes Fair Value: $295.97 is unchanged, indicating no adjustment to the central valuation estimate.Actualización de narrativa • Mar 16
HEI: Acquisition Pipeline And Elevated P/E Will Shape Balanced Future Returns
Analysts have trimmed their price target on HEICO to $295.97 from $298.71, citing updated assumptions for the discount rate, revenue growth, profit margins and future P/E, which slightly lower their assessment of upside potential. What's in the News HEICO is actively looking for acquisition opportunities across both its Flight Support Group and Electronic Technologies Group, with management highlighting a healthy pipeline of targets under evaluation (Key Developments).Actualización de narrativa • Mar 02
HEI: Acquisition Pipeline And Segment Expansion Will Drive Long Term Upside
Analysts have raised their HEICO price target from $353.00 to approximately $370.89, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News HEICO is actively seeking acquisition opportunities, with management highlighting a healthy pipeline of potential targets currently under evaluation across both the Flight Support Group and Electronic Technologies Group (Key Developments).Actualización de narrativa • Feb 16
HEI: Acquisition Plans And Elevated P/E Will Eventually Pressure Future Returns
Analysts have modestly trimmed their HEICO price target to $298.71, reflecting updated assumptions for discount rate, revenue growth, profit margin and future P/E that slightly adjust their valuation framework without changing the headline fair value figure. What's in the News HEICO is actively looking for acquisition opportunities that align with its existing operations in both the Flight Support Group and Electronic Technologies Group, with management highlighting a healthy pipeline of potential targets currently under review (Key Developments).Seeking Alpha • Feb 04
HEICO: Here Is Why I Am Upgrading This Aerospace Premium Stock To Buy
Summary HEICO is upgraded from hold to buy, with a new price target of $396.68, reflecting 19% upside potential. HEI demonstrates robust organic and inorganic growth, with Q4 revenues up 19.3% and significant margin improvements, especially in the Flight Support Group. Growth is driven by strong aftermarket demand, PMA parts, successful M&A integrations, and favorable end-market trends in both commercial aerospace and defense. Despite a premium valuation at 40.1x EV/EBITDA, HEI's disciplined capital allocation and margin expansion justify the higher multiple and positive outlook. Read the full article on Seeking AlphaActualización de narrativa • Feb 02
HEI: Acquisition Pipeline And Rich P/E Will Eventually Constrain Future Returns
Analysts have lifted their price target on HEICO to US$298.71 from US$290.98, citing updated assumptions for slightly higher revenue growth, modestly stronger profit margins, and a marginally lower discount rate, reflected in a forward P/E of 54.74x versus 53.93x previously. What's in the News Management highlighted that HEICO is actively seeking acquisition opportunities, with a pipeline of potential deals under evaluation across both the Flight Support Group and the Electronic Technologies Group (Key Developments).Actualización de narrativa • Jan 19
HEI: Future Profit Margins Will Benefit From Ongoing Acquisition Program
Analysts have raised their fair value estimate for HEICO to $415 from $400, citing updated assumptions for the discount rate, revenue growth, profit margins, and future P/E multiples in their revised models. What's in the News HEICO is actively seeking acquisition opportunities, with management highlighting a healthy pipeline of potential deals under evaluation across both the Flight Support Group and Electronic Technologies Group (Key Developments).Artículo de análisis • Jan 06
A Look At The Intrinsic Value Of HEICO Corporation (NYSE:HEI)
Key Insights The projected fair value for HEICO is US$353 based on 2 Stage Free Cash Flow to Equity Current share price...Actualización de narrativa • Jan 05
HEI: Acquisition-Driven Expansion Will Eventually Struggle To Justify Rich Share Price
Analysts modestly raised their price target on HEICO to approximately 291 dollars from about 273 dollars, citing slightly lower discount rate assumptions, a more favorable long term profit margin outlook, and only a minimal change in expected future valuation multiples. What's in the News HEICO is actively seeking acquisition opportunities, with management highlighting a robust pipeline of potential deals under evaluation to support long term growth across both the Flight Support Group and Electronic Technologies Group (Key Developments).Actualización de narrativa • Dec 15
HEI: Long Term Profit Margins Are Expected To Strengthen
Analysts have raised their price target on HEICO to 400 dollars from 360 dollars, citing slightly lower discount rate assumptions along with modestly higher expectations for long term revenue growth, profit margins, and future valuation multiples. Valuation Changes The fair value estimate has risen moderately from 360 dollars to 400 dollars per share, reflecting a higher intrinsic valuation.Artículo de análisis • Nov 09
Here's Why HEICO (NYSE:HEI) Has Caught The Eye Of Investors
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Actualización de narrativa • Sep 26
Aging Fleets And Asia-Pacific Demand Will Drive Aftermarket Success
HEICO’s fair value estimate saw a minimal increase to $353.00, as analysts’ price targets and future P/E expectations were largely unchanged amid steady revenue growth forecasts. What's in the News HEICO is actively seeking acquisition opportunities, leveraging strong cash generation to support growth.Actualización de narrativa • Aug 27
Future Acquisitions Will Expand Presence In Defense, Space, And Commercial Aviation
Despite a slight downgrade in revenue growth expectations, HEICO’s valuation was supported by a modest improvement in net profit margin, resulting in a marginally higher consensus price target of $329.76. What's in the News HEICO Corporation (NYSE:HEI) and HEICO Corporation (NYSE:HEI.A) were dropped from the Russell 1000 Dynamic Index.Artículo de análisis • Aug 21
Why Investors Shouldn't Be Surprised By HEICO Corporation's (NYSE:HEI) P/E
NYSE:HEI 1 Year Share Price vs Fair Value Explore HEICO's Fair Values from the Community and select yours When close to...Artículo de análisis • Jul 06
Is It Too Late To Consider Buying HEICO Corporation (NYSE:HEI)?
Today we're going to take a look at the well-established HEICO Corporation ( NYSE:HEI ). The company's stock saw a...Artículo de análisis • Jun 24
Estimating The Intrinsic Value Of HEICO Corporation (NYSE:HEI)
Key Insights Using the 2 Stage Free Cash Flow to Equity, HEICO fair value estimate is US$330 Current share price of...Seeking Alpha • Apr 29
HEICO: Your Airline's Favorite Supplier
Summary HEICO excels in the aircraft aftermarket parts industry by offering high-quality, FAA-approved parts at a 30-50% discount, saving customers millions annually. The company's decentralized, customer-centric approach and strong FAA relationship have made it a leader in the growing third-party parts market. HEICO's acquisition strategy aligns incentives with sellers, ensuring smooth integrations and maintaining entrepreneurial autonomy, contributing to its non-zero-sum business model. Berkshire Hathaway's investment underscores HEICO's long-term growth potential and the management's commitment to remaining independent, benefiting shareholders and airline operators alike. Read the full article on Seeking AlphaSeeking Alpha • Mar 27
HEICO: Tailwinds Will Keep It Flying High
Summary HEICO's fair value is $290 per share, representing a discount to the current stock price. The company is well-positioned to keep delivering high-teens net income growth in the future, justifying its premium to the market. The industry tailwinds in commercial aviation and defense are accelerating organic growth, and the acquisition pipeline remains strong. The management team has a 19% stake in the company and has created a well-designed incentive structure for its employees. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
I Hate Saying 'Sell' For HEICO, But This Moat, However Great, Is Still Too Expensive
Summary HEICO has a great business moat in aftermarket aerospace parts, and its shares are, and have in the past been, very highly valued. So, any earnings-related disappointment could be expected to cause the stock to plummet. In fact, HEI stock did get hit after the release of the latest results. But it’s really hard to pin HEICO stock’s pain to any truly negative business news. Explanations, pseudo-explanations, etc. aside, the simple reality is that the investors are getting cold feet holding such a high P/E… and those still clinging should bail out. Read the full article on Seeking AlphaSeeking Alpha • Dec 02
HEICO: An Aerospace M&A Expert With Growth Potential But Appears Expensive For 2025
Summary HEICO Corporation's EBITDA is projected to grow at 17.5% annually, and free cash flow at 26.8%, driven by strong M&A activities. Despite impressive growth, HEI's stock is overvalued compared to peers and offers little upside against its own 5-year median EV/EBITDA, justifying a hold rating. The company's M&A strategy boosts the stock price but results in a low dividend yield, making it less attractive for income investors. HEICO's net debt to EBITDA is low at 0.4x, with a $1.3 billion cash position expected by FY2026. Read the full article on Seeking Alpha
Nueva narrativa • Aug 29
Opportunistic Acquisitions And Diverse Markets Fuel Revenue And EBITDA Growth In Aerospace And Defense
HEICO's strategic acquisitions and focus on innovation are set to widen market reach and strengthen revenue streams in aerospace and defense sectors.Seeking Alpha • Jul 17
HEICO: A Great Business But With A Valuation That's Up In The Clouds
Summary HEICO specializes in aerospace and defense parts and services, focusing on organic and inorganic growth through acquisitions. The company has shown impressive long-term performance, with revenue and EBITDA growth rates exceeding industry averages. Investment positives include margin expansion, attractive end markets, and a balance sheet that supports future M&A. In my view, HEICO's current valuation is high compared to historical averages and peers, suggesting shares may be overpriced. Read the full article on Seeking AlphaSeeking Alpha • May 06
HEICO Stock: A Long-Term Aerospace And Defense Value Powerhouse To Buy
Summary HEICO Corp. stock has reached its price target of $211.28, prompting a reassessment of its potential upside. The company has shown impressive long-term stock price growth and has a strong M&A drive to generate value. Analysts expect Q2 2024 earnings growth, and the stock is marked as a buy with a 15% upside. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
HEICO Corporation: Strong Demand Outlook
Summary HEI is rated as a buy due to its growth potential in the aerospace industry and the expansion of its SKU range through the acquisition of Wencor. HEI operates in two segments: Flight Support Group and Electronic Technologies Group, offering aftermarket parts and defense components. Strong organic growth is expected in the FSG segment due to increased air travel and the aging of aircraft, while margin expansion is anticipated in the ETG segment. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero HEICO. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Jan 26 | 4,633 | 713 | 772 | 0 |
| 31 Oct 25 | 4,485 | 690 | 755 | 0 |
| 31 Jul 25 | 4,289 | 642 | 724 | 0 |
| 30 Apr 25 | 4,134 | 601 | 707 | 0 |
| 31 Jan 25 | 3,992 | 567 | 690 | 0 |
| 31 Oct 24 | 3,858 | 514 | 680 | 0 |
| 31 Jul 24 | 3,780 | 478 | 662 | 0 |
| 30 Apr 24 | 3,511 | 443 | 629 | 0 |
| 31 Jan 24 | 3,244 | 425 | 569 | 0 |
| 31 Oct 23 | 2,968 | 404 | 516 | 0 |
| 31 Jul 23 | 2,641 | 397 | 458 | 0 |
| 30 Apr 23 | 2,488 | 378 | 414 | 0 |
| 31 Jan 23 | 2,339 | 358 | 395 | 0 |
| 31 Oct 22 | 2,208 | 352 | 374 | 0 |
| 31 Jul 22 | 2,108 | 341 | 366 | 0 |
| 30 Apr 22 | 2,010 | 335 | 354 | 0 |
| 31 Jan 22 | 1,938 | 321 | 347 | 0 |
| 31 Oct 21 | 1,866 | 304 | 333 | 0 |
| 31 Jul 21 | 1,782 | 280 | 316 | 0 |
| 30 Apr 21 | 1,697 | 258 | 309 | 0 |
| 31 Jan 21 | 1,699 | 263 | 296 | 0 |
| 31 Oct 20 | 1,787 | 314 | 305 | 0 |
| 31 Jul 20 | 1,902 | 337 | 323 | 0 |
| 30 Apr 20 | 2,048 | 364 | 339 | 0 |
| 31 Jan 20 | 2,096 | 370 | 358 | 0 |
| 31 Oct 19 | 2,056 | 328 | 354 | 0 |
| 31 Jul 19 | 1,991 | 310 | 345 | 0 |
| 30 Apr 19 | 1,925 | 296 | 332 | 0 |
| 31 Jan 19 | 1,839 | 273 | 320 | 0 |
| 31 Oct 18 | 1,778 | 259 | 316 | 0 |
| 31 Jul 18 | 1,722 | 246 | 306 | 0 |
| 30 Apr 18 | 1,648 | 224 | 298 | 0 |
| 31 Jan 18 | 1,586 | 210 | 285 | 0 |
| 31 Oct 17 | 1,525 | 186 | 267 | 0 |
| 31 Jul 17 | 1,467 | 177 | 255 | 0 |
| 30 Apr 17 | 1,431 | 173 | 244 | 0 |
| 31 Jan 17 | 1,413 | 166 | 249 | 0 |
| 31 Oct 16 | 1,376 | 156 | 244 | 0 |
| 31 Jul 16 | 1,342 | 150 | 242 | 0 |
| 30 Apr 16 | 1,286 | 143 | 231 | 0 |
| 31 Jan 16 | 1,227 | 137 | 212 | 0 |
| 31 Oct 15 | 1,189 | 133 | 204 | 0 |
| 31 Jul 15 | 1,152 | 127 | 201 | 0 |
Ingresos de calidad: HEI tiene ganancias de alta calidad.
Margen de beneficios creciente: Los actuales márgenes de beneficio (15.4%) de HEI son superiores a los del año pasado (14.2%).
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: En los últimos 5 años, los beneficios de lHEI han crecido significativamente en un 20.1% al año.
Acelerando crecimiento: El crecimiento de los beneficios de HEI en el último año (25.6%) supera su media de 5 años (20.1% al año).
Beneficios vs. Industria: El crecimiento de los beneficios de HEI en el último año (25.6%) superó al de la industria Aerospace & Defense 23.6%.
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de HEI (15.2%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 00:16 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/01/31 |
| Ingresos anuales | 2025/10/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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.
| Analista | Institución |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Matthew Akers | BNP Paribas |