HEICO（HEI）株式概要
HEICO Corporation は、航空宇宙、防衛、電子関連の製品とサービスを米国内外で提供している。 詳細
HEI Community Fair Values
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Analyst Price Targets
HEICO Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$301.04 |
| 52週高値 | US$361.69 |
| 52週安値 | US$256.11 |
| ベータ | 0.95 |
| 1ヶ月の変化 | 14.01% |
| 3ヶ月変化 | -14.15% |
| 1年変化 | 12.31% |
| 3年間の変化 | 88.98% |
| 5年間の変化 | 114.32% |
| IPOからの変化 | 143,308.38% |
最新ニュース
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.ナラティブの更新 • 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).Recent updates
ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.ナラティブの更新 • 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).ナラティブの更新 • 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).ナラティブの更新 • 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ナラティブの更新 • 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).ナラティブの更新 • 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).分析記事 • 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...ナラティブの更新 • 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).ナラティブの更新 • 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.分析記事 • 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...ナラティブの更新 • 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.ナラティブの更新 • 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.分析記事 • 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...分析記事 • 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...分析記事 • 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
新しいナラティブ • 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 Alpha株主還元
| HEI | US Aerospace & Defense | US 市場 | |
|---|---|---|---|
| 7D | 2.5% | 2.4% | 1.1% |
| 1Y | 12.3% | 30.6% | 28.7% |
業界別リターン: HEI過去 1 年間で30.6 % の収益を上げたUS Aerospace & Defense業界を下回りました。
リターン対市場: HEIは、過去 1 年間で28.7 % のリターンを上げたUS市場を下回りました。
価格変動
| HEI volatility | |
|---|---|
| HEI Average Weekly Movement | 5.9% |
| Aerospace & Defense Industry Average Movement | 9.2% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: HEI 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: HEIの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1957 | 11,100 | Eric Mendelson | www.heico.com |
HEICOコーポレーションは、航空宇宙、防衛、電子関連の製品とサービスを米国内外で提供している。フライト・サポート・グループ部門は、ジェットエンジンと航空機部品の交換部品、断熱ブランケットと部品、再生可能／再利用可能断熱システム、特殊部品とアセンブリを提供している。また、民間、地域、一般航空市場向けに油圧、空気圧、構造、相互接続、機械、電気機械部品を販売し、ジェットエンジンや航空機部品、航空電子機器、計器類、複合材、民間航空機表面、航空電子機器、ナビゲーションシステム、サブコンポーネント、その他軍用機計器類の修理・オーバーホールサービスも提供している。電子技術グループ部門は、電気光学赤外線シミュレーションおよび試験装置、電気光学レーザー製品、電気光学、マイクロ波およびその他の電力装置、電磁波および無線周波数（RF）干渉のシールドおよび抑制フィルター、パワーエレクトロニクス、電力変換およびインターフェース製品、相互接続装置、水中探知機および緊急探知機送信ビーコンを提供している。また、進行波管アンプおよびマイクロ波パワーモジュール、メモリー製品および特殊半導体、環境接続製品およびモールドケーブルアセンブリ、RFおよびマイクロ波製品、通信および電子傍受レシーバーおよびチューナー、自己密閉型補助燃料システムも提供している；アクティブアンテナシステムおよび空中アンテナ、核放射線検出器、電力増幅器、セラミック-金属フィードスルーおよびコネクター、技術監視対策機器、RF受信機およびソース、放射線保証、組み込みコンピューティングおよびシリコーンソリューション、テストソケットおよびアダプター、電子部品およびロータリージョイントアセンブリ。同社は1957年に設立され、フロリダ州ハリウッドに本社を置いている。
HEICO Corporation 基礎のまとめ
| HEI 基礎統計学 | |
|---|---|
| 時価総額 | US$35.50b |
| 収益（TTM） | US$712.62m |
| 売上高(TTM) | US$4.63b |
58.9x
PER（株価収益率9.1x
P/SレシオHEI は割高か？
公正価値と評価分析を参照収益と収入
| HEI 損益計算書（TTM） | |
|---|---|
| 収益 | US$4.63b |
| 売上原価 | US$2.80b |
| 売上総利益 | US$1.84b |
| その他の費用 | US$1.12b |
| 収益 | US$712.62m |
直近の収益報告
Jan 31, 2026
次回決算日
May 27, 2026
| 一株当たり利益（EPS） | 5.11 |
| グロス・マージン | 39.62% |
| 純利益率 | 15.38% |
| 有利子負債／自己資本比率 | 49.4% |
HEI の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.08%
現在の配当利回り5%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/25 23:52 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/01/31 |
| 年間収益 | 2025/10/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
HEICO Corporation 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34
| アナリスト | 機関 |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Matthew Akers | BNP Paribas |