HEICO Corporation

NYSE:HEI.A Voorraadrapport

Marktkapitalisatie: US$35.5b

HEICO Inkomsten in het verleden

Verleden criteriumcontroles 5/6

HEICO heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 20.1%, terwijl de Aerospace & Defense-industrie de winst zag groeien met 20.1% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 22.1%. Het rendement op eigen vermogen van HEICO is 15.2%, en het heeft een nettomarge van 15.4%.

Belangrijke informatie

20.13%

Groei van de winst

19.44%

Groei van de winst per aandeel

Aerospace & Defense Groei van de industrie5.38%
Inkomstengroei22.08%
Rendement op eigen vermogen15.24%
Nettomarge15.38%
Volgende winstupdate27 May 2026

Recente prestatie-updates uit het verleden

Recent updates

Seeking Alpha • Jul 09

HEICO: A Total Return Monster

Summary HEICO Corporation, a supplier of key parts in the aerospace industry, is seeing growth due to the resurgence of aerospace demand and its strong pricing power, high revenue growth, and healthy balance sheet. The company has outperformed the S&P 500 over the past decade, with shares returning 720% in that period, and it has recently reported record results and announced the planned acquisition of Wencor Group. Despite a low dividend yield of 0.1%, HEICO's focus on mergers and acquisitions and long-term total return make it an attractive investment for those seeking growth. Read the full article on Seeking Alpha
Seeking Alpha • Jan 01

HEICO: A Great Company Trading At An Unreasonable Price

Summary HEICO has done really well from a fundamental perspective recently, and it's likely that the long-term outlook for shareholders is favorable from here. The company is certainly a leader in its space and a nice niche player in the aerospace market. But even a leader in an attractive market is only worth so much and HEICO is nearing the point of warranting downside.
Seeking Alpha • Oct 17

HEICO Corporation: Too Expensive At This Time

Summary HEICO continues to generate strong revenue and profit growth, even in this current environment. Long term, the company will likely do well and create a lot of value for shareholders. But the stock does look too expensive at this time to warrant serious consideration. If what you're looking for in an investment opportunity is a firm that is involved in the production and sale of aircraft or parts of them, one firm that is definitely worth knowing about is HEICO (HEI). As the world's largest manufacturer of FAA-approved jet engine and aircraft component replacement parts (excluding OEM firms and their subcontractors), HEICO is a rather sizable firm with a market capitalization of $17.41 billion. What's really impressive about the enterprise is how stable it has been during the market's general downturn. Although the company continues to generate strong fundamental performance, shares are incredibly pricey at this point in time. Normally, this would result in some significant downside as the market tanks. But so far, the company has been mostly immune from that. Although this has been the case recently, I do also think that investors would be wise to approach this prospect cautiously. If it weren't for how high quality the enterprise is, I would certainly rate it a ‘sell’, but the quality of it leads me to keep it at a ‘hold’ for now. HEICO is flying high compared to the market Last time I wrote an article about HEICO was back in May of this year. In that article, I found myself impressed by how strong the fundamental performance of the company had been. I could not help but to conclude, based on the company's historical financial data and its overall business model, that it was a truly quality operator in the aerospace market. I even went so far as to claim that the long-term picture for the company was favorable. Given how shares were priced, however, I found myself rating the company a ‘hold’, reflecting my belief that it should generate returns that more or less matched the broader market moving forward. Since then, the company has easily exceeded my expectations. While the S&P 500 is down by 13.7%, shares have generated a loss for investors of only 2.4%. Author - SEC EDGAR Data To understand why this return disparity exists, we should look at data covering the third quarter of the company's 2022 fiscal year. This is the only quarter for which data was not available when I last wrote about the company but that is available today. Consider, for starters, revenue. During that quarter, sales came in at $569.5 million. That's 20.7% higher than the $471.7 million generated the same quarter just one year earlier. Although the company did benefit from a modest increase in revenue associated with its Electronic Technologies Group, the vast majority of the rise came from the Flight Support Group. Revenue there shot up 39.3%, climbing from $237.1 million to $330.3 million. This increase, management said, can be attributed to strong organic growth of 25%. However, the company also benefited to the tune of $35 million from acquisitions made in 2021 and so far in 2022. Interestingly, management also said that sales price changes were not a significant contributing factor to the change in revenue. This is interesting when you consider recent cost inflation and the prospect of additional supply chain disruptions. Management did say, however, that both of these factors could help to push sales even higher for the rest of the year. The company should also benefit from acquisition activities it engaged in. For instance, on July 28th, the company announced its largest-ever acquisition of a global and leading electronic component supplier (95% of it at least) called Exxelia International in a deal valued at 453 million euros, plus the assumption of 14 million euros of liabilities. The firm has continued to make other purchases. But this is just the largest worth mentioning. Author - SEC EDGAR Data The rise in revenue for the company brought with it a nice improvement in profitability. Net income rose from $76.9 million in the third quarter of 2021 to $82.5 million in the third quarter of this year. The reason why the increase wasn't greater is that the gross profit margin for the company dropped from 39.2% to 38.8%, driven by a change in product mix and offset some by higher production volume. Other profitability metrics followed suit. Operating cash flow rose from $124 million to $149.1 million. If we adjust for changes in working capital, it would have risen from $103.7 million to $126.7 million. Meanwhile, EBITDA also improved, jumping from $129.3 million to $152.7 million. As you can see in the chart above, the third quarter was not a one-time event. For the full nine months of its 2022 fiscal year, the company saw attractive revenue, profitability, and cash flow growth. Author - SEC EDGAR Data When it comes to the rest of the 2022 fiscal year, management has not really provided any guidance. But if we annualize results experienced so far for the year, we would get net income of $354.8 million, adjusted operating cash flow of $546.6 million, and EBITDA of $590.4 million. These numbers make it easy to value the company. The firm is currently trading at a forward price to earnings multiple of 49.1, at a forward price to adjusted operating cash flow multiple of 31.9, and at a forward EV to EBITDA multiple of 29.1. These numbers compare favorably to the 57.2, 39.2, and 35.3, readings that we get, respectively, when using data from the 2021 fiscal year. As part of my analysis, I also decided to compare HEICO to five similar firms. On a price-to-earnings basis, these companies ranged from a low of 16.5 to a high of 49.5. And on a price to operating cash flow basis, the range was between 5.1 and 71.6. In both scenarios, four of the five companies were cheaper than our prospect. Meanwhile, using the EV to EBITDA approach, the range was between 10 and 18.1, with HEICO being the most expensive of the group.
Seeking Alpha • May 29

HEICO: Business Is Good, But Shares Are Expensive

HEICO continues to perform well on both its top and bottom lines, a sign that the company is a quality operator in its space. Long-term, the picture for the business is favorable, but this doesn't make it a good investment prospect today. At present, shares are too pricey to make much sense and investors would be wise to look elsewhere for opportunities.

Opbrengsten en kosten

Hoe HEICO geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.

Inkomsten en omzetgeschiedenis

NYSE:HEI.A Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
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
31 Jul 151,1521272010

Kwaliteitswinsten: HEI.A heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: De huidige netto winstmarges (15.4%) HEI.A } zijn hoger dan vorig jaar (14.2%).

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: De winst van HEI.A is de afgelopen 5 jaar aanzienlijk gegroeid met 20.1% per jaar.

Versnelling van de groei: De winstgroei van HEI.A over het afgelopen jaar ( 25.6% ) overtreft het 5-jarig gemiddelde ( 20.1% per jaar).

Winst versus industrie: De winstgroei HEI.A over het afgelopen jaar ( 25.6% ) overtrof de Aerospace & Defense -sector 23.6%.

Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 15.2% ) van HEI.A wordt als laag beschouwd.

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden

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Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/26 11:30
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2026/01/31
Jaarlijkse inkomsten2025/10/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

HEICO Corporation wordt gevolgd door 34 analisten. 23 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Peter ArmentBaird
David StraussBarclays
Matthew AkersBNP Paribas