HEICO Corporation

NYSE:HEI Rapport sur les actions

Capitalisation boursière : US$35.5b

HEICO Croissance future

Future contrôle des critères 1/6

HEICO devrait augmenter ses bénéfices et son chiffre d'affaires de 13.2% et de 8.5% par an respectivement. Le BPA devrait croître de de 12.1% par an. Le rendement des capitaux propres devrait être 15.8% dans 3 ans.

Informations clés

13.2%

Taux de croissance des bénéfices

12.06%

Taux de croissance du BPA

Aerospace & Defense croissance des bénéfices19.0%
Taux de croissance des recettes8.5%
Rendement futur des capitaux propres15.81%
Couverture par les analystes

Good

Dernière mise à jour24 May 2026

Mises à jour récentes de la croissance future

Recent updates

Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Mise à jour du récit • 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 Alpha
Mise à jour du récit • 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).
Mise à jour du récit • 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).
Article d’analyse • 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...
Mise à jour du récit • 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).
Mise à jour du récit • 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.
Article d’analyse • 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...
Mise à jour du récit • 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.
Mise à jour du récit • 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.
Article d’analyse • 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...
Article d’analyse • 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...
Article d’analyse • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nouveau récit • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

Prévisions de croissance des bénéfices et des revenus

NYSE:HEI - Estimations futures des analystes et données financières antérieures (USD Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
10/31/20285,9431,0151,1671,25615
10/31/20275,5208991,0721,14622
10/31/20265,07979289696523
1/31/20264,633713841910N/A
10/31/20254,485690861934N/A
7/31/20254,289642782845N/A
4/30/20254,134601762827N/A
1/31/20253,992567702764N/A
10/31/20243,858514614672N/A
7/31/20243,780478558615N/A
4/30/20243,511443493547N/A
1/31/20243,244425432484N/A
10/31/20232,968404399449N/A
7/31/20232,641397403444N/A
4/30/20232,488378410448N/A
1/31/20232,339358432467N/A
10/31/20222,208352436468N/A
7/31/20222,108341403434N/A
4/30/20222,010335378409N/A
1/31/20221,938321386415N/A
10/31/20211,866304408444N/A
7/31/20211,782280409444N/A
4/30/20211,697258381413N/A
1/31/20211,699263404435N/A
10/31/20201,787314386409N/A
7/31/20201,902337398423N/A
4/30/20202,048364436465N/A
1/31/20202,096370439469N/A
10/31/20192,056328N/A437N/A
7/31/20191,991310N/A427N/A
4/30/20191,925296N/A403N/A
1/31/20191,839273N/A326N/A
10/31/20181,778259N/A328N/A
7/31/20181,722246N/A324N/A
4/30/20181,648224N/A294N/A
1/31/20181,586210N/A284N/A
10/31/20171,525186N/A288N/A
7/31/20171,467177N/A256N/A
4/30/20171,431173N/A244N/A
1/31/20171,413166N/A260N/A
10/31/20161,376156N/A260N/A
7/31/20161,342150N/A224N/A
4/30/20161,286143N/A211N/A
1/31/20161,227137N/A189N/A
10/31/20151,189133N/A173N/A
7/31/20151,152127N/A185N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de HEI ( 13.2% par an) est supérieure au taux d'épargne ( 3.5% ).

Bénéfices vs marché: Les bénéfices de HEI ( 13.2% par an) devraient croître plus lentement que le marché US ( 16.8% par an).

Croissance élevée des bénéfices: Les bénéfices de HEI devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de HEI ( 8.5% par an) devrait croître plus lentement que le marché de US ( 11.7% par an).

Croissance élevée des revenus: Le chiffre d'affaires de HEI ( 8.5% par an) devrait croître plus lentement que 20% par an.

Prévisions de croissance du bénéfice par action

Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de HEI devrait être faible dans 3 ans ( 15.8 %).

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/25 18:55
Cours de l'action en fin de journée2026/05/22 00:00
Les revenus2026/01/31
Revenus annuels2025/10/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

HEICO Corporation est couverte par 34 analystes. 23 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Peter ArmentBaird
David StraussBarclays
Matthew AkersBNP Paribas