HEICO Gestion
Gestion contrôle des critères 3/4
Le PDG HEICO est Eric Mendelson, nommé en Oct2009, a un mandat de 16.58 ans. La rémunération annuelle totale est $ 13.03M, composée du salaire de 9.8% et des bonus 90.2%, y compris les actions et options de la société. détient directement 1.8% des actions de la société, d'une valeur de $ 583.03M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 16.6 ans et 15.2 ans.
Informations clés
Eric Mendelson
Directeur général
US$13.0m
Rémunération totale
| Pourcentage du salaire du PDG | 9.83% |
| Durée du mandat du directeur général | 16.6yrs |
| Propriété du PDG | 1.8% |
| Durée moyenne d'occupation des postes de direction | 16.6yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 15.2yrs |
Mises à jour récentes de la gestion
Recent updates
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.
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.
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.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).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).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).HEICO: Here Is Why I Am Upgrading This Aerospace Premium Stock To Buy
Feb 04HEI: 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).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).A Look At The Intrinsic Value Of HEICO Corporation (NYSE:HEI)
Jan 06
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).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.Here's Why HEICO (NYSE:HEI) Has Caught The Eye Of Investors
Nov 09Aging 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.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.Why Investors Shouldn't Be Surprised By HEICO Corporation's (NYSE:HEI) P/E
Aug 21Is It Too Late To Consider Buying HEICO Corporation (NYSE:HEI)?
Jul 06Estimating The Intrinsic Value Of HEICO Corporation (NYSE:HEI)
Jun 24There Are Reasons To Feel Uneasy About HEICO's (NYSE:HEI) Returns On Capital
May 19HEICO Corporation (NYSE:HEI) Not Lagging Market On Growth Or Pricing
May 07HEICO: Your Airline's Favorite Supplier
Apr 29HEICO: Tailwinds Will Keep It Flying High
Mar 27I Hate Saying 'Sell' For HEICO, But This Moat, However Great, Is Still Too Expensive
Dec 24HEICO: An Aerospace M&A Expert With Growth Potential But Appears Expensive For 2025
Dec 02
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.HEICO: A Great Business But With A Valuation That's Up In The Clouds
Jul 17HEICO Stock: A Long-Term Aerospace And Defense Value Powerhouse To Buy
May 06HEICO Corporation: Strong Demand Outlook
Mar 12Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jan 31 2026 | n/a | n/a | US$713m |
| Oct 31 2025 | US$13m | US$1m | US$690m |
| Jul 31 2025 | n/a | n/a | US$642m |
| Apr 30 2025 | n/a | n/a | US$601m |
| Jan 31 2025 | n/a | n/a | US$567m |
| Oct 31 2024 | US$6m | US$1m | US$514m |
| Jul 31 2024 | n/a | n/a | US$478m |
| Apr 30 2024 | n/a | n/a | US$443m |
| Jan 31 2024 | n/a | n/a | US$425m |
| Oct 31 2023 | US$15m | US$1m | US$404m |
| Jul 31 2023 | n/a | n/a | US$397m |
| Apr 30 2023 | n/a | n/a | US$378m |
| Jan 31 2023 | n/a | n/a | US$358m |
| Oct 31 2022 | US$4m | US$1m | US$352m |
| Jul 31 2022 | n/a | n/a | US$341m |
| Apr 30 2022 | n/a | n/a | US$335m |
| Jan 31 2022 | n/a | n/a | US$321m |
| Oct 31 2021 | US$10m | US$1m | US$304m |
| Jul 31 2021 | n/a | n/a | US$280m |
| Apr 30 2021 | n/a | n/a | US$258m |
| Jan 31 2021 | n/a | n/a | US$263m |
| Oct 31 2020 | US$2m | US$948k | US$314m |
| Jul 31 2020 | n/a | n/a | US$337m |
| Apr 30 2020 | n/a | n/a | US$364m |
| Jan 31 2020 | n/a | n/a | US$370m |
| Oct 31 2019 | US$4m | US$1m | US$328m |
Rémunération vs marché: La rémunération totale de Eric ($USD 13.03M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.60M ).
Rémunération et revenus: La rémunération de Eric a augmenté de plus de 20 % au cours de l'année écoulée.
PDG
Eric Mendelson (60 yo)
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-CEO, Co-President & Co-Chairman | 16.6yrs | US$13.03m | 1.8% $ 583.0m | |
| Co-CEO, Co-President & Co-Chairman | 30.3yrs | US$12.89m | 1.89% $ 612.9m | |
| Executive VP | 13.9yrs | US$7.48m | 0.12% $ 37.8m | |
| Chief Accounting Officer & Assistant Treasurer | 1.3yrs | US$2.45m | 0.0014% $ 464.1k | |
| General Counsel | 17.7yrs | US$102.66k | pas de données | |
| Corporate Secretary | no data | pas de données | pas de données |
Gestion expérimentée: L'équipe dirigeante de HEI est chevronnée et expérimentée (16.6 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-CEO, Co-President & Co-Chairman | 34.3yrs | US$13.03m | 1.8% $ 583.0m | |
| Co-CEO, Co-President & Co-Chairman | 30.3yrs | US$12.89m | 1.89% $ 612.9m | |
| Independent Director | 11.7yrs | US$290.00k | 0.012% $ 3.8m | |
| Independent Director | 15.2yrs | US$293.91k | 0.026% $ 8.5m | |
| Independent Director | 42.3yrs | US$345.00k | 0.11% $ 35.2m | |
| Independent Director | 11.7yrs | US$290.00k | 0.013% $ 4.1m | |
| Independent Director | 17.7yrs | US$350.00k | 0.044% $ 14.2m | |
| Independent Director | less than a year | pas de données | 0.0032% $ 1.0m | |
| Independent Director | 3.4yrs | US$290.00k | 0.0026% $ 847.1k |
Conseil d'administration expérimenté: Le conseil d'administration de la HEI est chevronné et expérimenté ( 15.2 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/04 20:02 |
| Cours de l'action en fin de journée | 2026/05/01 00:00 |
| Les revenus | 2026/01/31 |
| Revenus annuels | 2025/10/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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 33 analystes. 22 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.
| Analyste | Institution |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Matthew Akers | BNP Paribas |