HEICO (HEI) Panoramica del titolo
HEICO Corporation fornisce prodotti e servizi aerospaziali, di difesa ed elettronici negli Stati Uniti e a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 0/6 |
| Crescita futura | 1/6 |
| Prestazioni passate | 5/6 |
| Salute finanziaria | 3/6 |
| Dividendi | 0/6 |
HEI Community Fair Values
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Analyst Price Targets
Concorrenti di HEICO Corporation
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$347.78 |
| Massimo di 52 settimane | US$369.48 |
| Minimo di 52 settimane | US$256.11 |
| Beta | 1.03 |
| Variazione di 1 mese | 7.51% |
| Variazione a 3 mesi | 18.61% |
| Variazione di 1 anno | 9.76% |
| Variazione a 3 anni | 98.92% |
| Variazione a 5 anni | 157.86% |
| Variazione dall'IPO | 165,574.22% |
Notizie e aggiornamenti recenti
Aggiornamento della narrazione • Jun 30
HEI: Record Results And Acquisition Capacity Will Support Measured Long Term Upside
Analysts have raised their price target for HEICO to $386.10, citing updated assumptions for fair value at $386.10 along with revised inputs for discount rate, revenue growth, profit margin and future P/E that collectively influence their valuation framework. What’s in the News for HEICO HEICO reported record fiscal Q2 2026 results, with higher net income, revenue, and operating margins across both the Flight Support Group and Electronic Technologies Group, according to recent earnings coverage.Seeking Alpha • Jun 22
HEICO: Ebitda To Continue Compounding At A Healthy Pace
Summary I maintain a buy rating on HEICO Corporation as fundamentals strengthen, despite a premium valuation. FSG segment delivers 21% sales growth and margin expansion, driven by resilient global aviation aftermarket demand. ETG segment accelerates with 34% sales growth and margin gains, supported by robust aerospace and defense end markets. Cook Defence acquisition enhances HEI's exposure to armored vehicle demand amid rising NATO and European defense spending. Read the full article on Seeking AlphaArticolo di analisi • Jun 19
HEICO (HEI) Stock Could Be 5.9% Undervalued After Dividend Hike And Credit Expansion
HEICO (HEI) has given investors two fresh signals to consider, pairing an 8% increase in its semiannual dividend with an expanded and extended revolving credit facility that adjusts pricing to its unsecured debt ratings. See our latest analysis for HEICO. Those dividend and credit moves come after a strong run in HEICO’s share price, with a 30 day share price return of 15.3% and a 90 day gain of 22.5%. The 5 year total shareholder return of 136.54% shows how long term holders have been...Recent updates
Aggiornamento della narrazione • Jun 30
HEI: Record Results And Acquisition Capacity Will Support Measured Long Term Upside
Analysts have raised their price target for HEICO to $386.10, citing updated assumptions for fair value at $386.10 along with revised inputs for discount rate, revenue growth, profit margin and future P/E that collectively influence their valuation framework. What’s in the News for HEICO HEICO reported record fiscal Q2 2026 results, with higher net income, revenue, and operating margins across both the Flight Support Group and Electronic Technologies Group, according to recent earnings coverage.Seeking Alpha • Jun 22
HEICO: Ebitda To Continue Compounding At A Healthy Pace
Summary I maintain a buy rating on HEICO Corporation as fundamentals strengthen, despite a premium valuation. FSG segment delivers 21% sales growth and margin expansion, driven by resilient global aviation aftermarket demand. ETG segment accelerates with 34% sales growth and margin gains, supported by robust aerospace and defense end markets. Cook Defence acquisition enhances HEI's exposure to armored vehicle demand amid rising NATO and European defense spending. Read the full article on Seeking AlphaArticolo di analisi • Jun 19
HEICO (HEI) Stock Could Be 5.9% Undervalued After Dividend Hike And Credit Expansion
HEICO (HEI) has given investors two fresh signals to consider, pairing an 8% increase in its semiannual dividend with an expanded and extended revolving credit facility that adjusts pricing to its unsecured debt ratings. See our latest analysis for HEICO. Those dividend and credit moves come after a strong run in HEICO’s share price, with a 30 day share price return of 15.3% and a 90 day gain of 22.5%. The 5 year total shareholder return of 136.54% shows how long term holders have been...
Aggiornamento della narrazione • Jun 16
HEI: Future Profit Margins Will Benefit From Record Earnings And Acquisition Momentum
Analysts raised their price target for HEICO stock from $418.00 to about $465.88, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E expectations. What’s in the News for HEICO HEICO reported record Q2 fiscal 2026 net income of US$233.8 million and a 25% rise in net sales, with 18% organic growth plus contributions from acquisitions, as both Flight Support Group and Electronic Technologies Group reached record quarterly sales and operating income.
Aggiornamento della narrazione • Jun 02
HEI: Elevated P/E Will Constrain Returns Despite Record Earnings Momentum
Analysts have modestly raised their price target on HEICO to $302.69 from $295.97, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News HEICO reported record Q2 fiscal 2026 results, with net income of US$233.8 million and net sales up 25%, supported by 18% consolidated organic growth and contributions from recent acquisitions.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...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
Nuova narrazione • 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 AlphaRendimenti per gli azionisti
| HEI | US Aerospace & Defense | US Mercato | |
|---|---|---|---|
| 7D | -3.3% | -1.7% | -0.4% |
| 1Y | 9.8% | 25.4% | 18.4% |
Ritorno vs Industria: HEI ha avuto una performance inferiore rispetto al US Aerospace & Defense che ha registrato un rendimento 25.4 % nell'ultimo anno.
Rendimento vs Mercato: HEI ha avuto una performance inferiore al mercato US che ha registrato un rendimento 18.4 % nell'ultimo anno.
Volatilità dei prezzi
| HEI volatility | |
|---|---|
| HEI Average Weekly Movement | 5.8% |
| Aerospace & Defense Industry Average Movement | 9.4% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
Prezzo delle azioni stabile: HEI non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 6% ) di HEI è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1957 | 11,100 | Eric Mendelson | www.heico.com |
HEICO Corporation fornisce prodotti e servizi nel settore aerospaziale, della difesa e dell'elettronica negli Stati Uniti e a livello internazionale. Il segmento Flight Support Group offre parti di ricambio per motori a reazione e componenti di aerei; coperte e parti di isolamento termico; sistemi di isolamento rinnovabili/riutilizzabili; componenti e assemblaggi speciali. Questo segmento distribuisce anche componenti idraulici, pneumatici, strutturali, di interconnessione, meccanici ed elettromeccanici per i mercati dell'aviazione commerciale, regionale e generale, e offre servizi di riparazione e revisione per motori a reazione e componenti di aeromobili, avionica, strumenti, materiali compositi e superfici di aeromobili commerciali, nonché per sistemi avionici e di navigazione, sottocomponenti e altri strumenti di aeromobili militari.
HEICO Corporation Riepilogo dei fondamenti
| HEI statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$41.51b |
| Utili (TTM) | US$789.63m |
| Ricavi(TTM) | US$4.91b |
61.5x
Rapporto P/E9.9x
Rapporto P/SHEI è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| HEI Conto economico (TTM) | |
|---|---|
| Ricavi | US$4.91b |
| Costo del fatturato | US$2.94b |
| Profitto lordo | US$1.97b |
| Altre spese | US$1.18b |
| Utili | US$789.63m |
Ultimi utili riportati
Apr 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 5.65 |
| Margine lordo | 40.06% |
| Margine di profitto netto | 16.08% |
| Rapporto debito/patrimonio netto | 47.7% |
Come si è comportato HEI nel lungo periodo?
Vedi performance storica e confrontoDividendi
0.07%
Rendimento attuale del dividendo4%
Rapporto di remunerazioneHEI paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di HEI| HEICO date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 01 2026 |
| Data di pagamento dei dividendi | Jul 15 2026 |
| Giorni fino al dividendo Ex | 8 days |
| Giorni prima della data di pagamento dei dividendi | 6 days |
HEI paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di HEIAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/07/08 04:39 |
| Prezzo dell'azione a fine giornata | 2026/07/08 00:00 |
| Utili | 2026/04/30 |
| Utili annuali | 2025/10/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
HEICO Corporation è coperta da 33 analisti. 21 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Matthew Akers | BNP Paribas |