HEICO Corporation

NYSE:HEI 株式レポート

時価総額：US$37.3b

HEICO 過去の業績

過去 基準チェック /56

HEICOは、平均年間21.6%の収益成長を遂げていますが、 Aerospace & Defense業界の収益は、年間 成長しています。収益は、平均年間19.2% 21.8%収益成長率で 成長しています。 HEICOの自己資本利益率は16.2%であり、純利益率は16.4%です。

主要情報

21.61%

収益成長率

20.95%

EPS成長率

Aerospace & Defense 業界の成長5.38%
収益成長率21.78%
株主資本利益率16.17%
ネット・マージン16.38%
前回の決算情報31 Jul 2026

最近の業績更新

Recent updates

ナラティブ更新 • Sep 03

HEI: Fixed Income Funding Will Support Future Earnings And Acquisition Momentum

Analysts have adjusted their price target on HEICO to $486 from about $466, citing revised assumptions around revenue growth, profit margins, and future P/E that result in a higher fair value estimate. What’s in the News for HEICO Crédit Agricole Securities (USA) Inc.
Seeking Alpha • Aug 28

HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'

Summary As it did last quarter, HEICO again handily beat estimates. But this time, instead of rallying, the stock just yawned. Organic growth remained excellent, and as one analyst said on the earnings call, the company was still "printing money." Core fundamentals that reveal longer-term trends, likewise, remain excellent. But there’s a lingering question — How sustainable is the recent super-growth? Management doesn’t give guidance. Nor was it able now to pin down anything beyond saying “every one of our verticals” and “every one of the markets." That’s fine, but with a forward P/E in the 50s and a forward PEG at 3.40, I and other investors need more detail. I respect HEI’s results, but I’m keeping my rating at ”Hold”. Read the full article on Seeking Alpha
分析記事 • Aug 28

HEICO Corporation Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

HEICO Corporation ( NYSE:HEI ) defied analyst predictions to release its quarterly results, which were ahead of market...
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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).
ナラティブ更新 • 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.
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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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.

収支内訳

HEICO の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:HEI 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Jul 265,1778488350
30 Apr 264,9117908020
31 Jan 264,6337137720
31 Oct 254,4856907550
31 Jul 254,2896427240
30 Apr 254,1346017070
31 Jan 253,9925676900
31 Oct 243,8585146800
31 Jul 243,7804786620
30 Apr 243,5114436290
31 Jan 243,2444255690
31 Oct 232,9684045160
31 Jul 232,6413974580
30 Apr 232,4883784140
31 Jan 232,3393583950
31 Oct 222,2083523740
31 Jul 222,1083413660
30 Apr 222,0103353540
31 Jan 221,9383213470
31 Oct 211,8663043330
31 Jul 211,7822803160
30 Apr 211,6972583090
31 Jan 211,6992632960
31 Oct 201,7873143050
31 Jul 201,9023373230
30 Apr 202,0483643390
31 Jan 202,0963703580
31 Oct 192,0563283540
31 Jul 191,9913103450
30 Apr 191,9252963320
31 Jan 191,8392733200
31 Oct 181,7782593160
31 Jul 181,7222463060
30 Apr 181,6482242980
31 Jan 181,5862102850
31 Oct 171,5251862670
31 Jul 171,4671772550
30 Apr 171,4311732440
31 Jan 171,4131662490
31 Oct 161,3761562440
31 Jul 161,3421502420
30 Apr 161,2861432310
31 Jan 161,2271372120
31 Oct 151,1891332040

質の高い収益: HEIは 高品質の収益 を持っています。

利益率の向上: HEIの現在の純利益率 (16.4%)は、昨年(15%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: HEIの収益は過去 5 年間で年間21.6%増加しました。

成長の加速: HEIの過去 1 年間の収益成長率 ( 32.1% ) は、5 年間の平均 ( 年間21.6%を上回っています。

収益対業界: HEIの過去 1 年間の収益成長率 ( 32.1% ) はAerospace & Defense業界28.9%を上回りました。

株主資本利益率

高いROE: HEIの 自己資本利益率 ( 16.2% ) は 低い とみなされます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/14 17:03
終値2026/09/14 00:00
収益2026/07/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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 24 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 ArmentBaird
David StraussBarclays
Matthew AkersBNP Paribas