HEICO Beheer
Beheer criteriumcontroles 3/4
De CEO HEICO is Eric Mendelson, benoemd in Oct2009, heeft een ambtstermijn van 16.67 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 13.03M, bestaande uit 9.8% salaris en 90.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 1.79% van de aandelen van het bedrijf, ter waarde $ 704.26M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 16.7 jaar en 15.3 jaar.
Belangrijke informatie
Eric Mendelson
Algemeen directeur
US$13.0m
Totale compensatie
| Percentage CEO-salaris | 9.83% |
| Dienstverband CEO | 16.7yrs |
| Eigendom CEO | 1.8% |
| Management gemiddelde ambtstermijn | 16.7yrs |
| Gemiddelde ambtstermijn bestuur | 15.3yrs |
Recente managementupdates
Recent updates
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 AlphaAnalyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...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
Nieuw narratief • 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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Apr 30 2026 | n/a | n/a | US$790m |
| 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$328m |
Compensatie versus markt: De totale vergoeding ($USD 13.03M ) Eric } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.67M ).
Compensatie versus inkomsten: De vergoeding van Eric is het afgelopen jaar met meer dan 20% gestegen.
CEO
Eric Mendelson (61 yo)
16.7yrs
Tenure
US$13,029,835
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-CEO, Co-President & Co-Chairman | 16.7yrs | US$13.03m | 1.79% $ 704.3m | |
| Co-CEO, Co-President & Co-Chairman | 30.4yrs | US$12.89m | 1.89% $ 740.3m | |
| Executive VP | 14yrs | US$7.48m | 0.12% $ 45.6m | |
| Chief Accounting Officer & Assistant Treasurer | 1.3yrs | US$2.45m | 0.0015% $ 572.9k | |
| General Counsel | 17.8yrs | US$104.05k | geen gegevens | |
| Corporate Secretary | no data | geen gegevens | geen gegevens |
16.7yrs
Gemiddelde duur
59yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van HEI is doorgewinterd en ervaren (gemiddelde ambtstermijn van 16.7 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Co-CEO, Co-President & Co-Chairman | 34.4yrs | US$13.03m | 1.79% $ 704.3m | |
| Co-CEO, Co-President & Co-Chairman | 30.4yrs | US$12.89m | 1.89% $ 740.3m | |
| Independent Director | 11.8yrs | US$290.00k | 0.012% $ 4.6m | |
| Independent Director | 15.3yrs | US$293.91k | 0.026% $ 10.3m | |
| Independent Director | 42.4yrs | US$345.00k | 0.11% $ 42.4m | |
| Independent Director | 11.8yrs | US$290.00k | 0.013% $ 5.0m | |
| Independent Director | 17.8yrs | US$350.00k | 0.044% $ 17.2m | |
| Independent Director | less than a year | geen gegevens | 0.0032% $ 1.2m | |
| Independent Director | 3.5yrs | US$290.00k | 0.0026% $ 1.0m |
15.3yrs
Gemiddelde duur
68yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van HEI zijn ervaren en ervaren (gemiddelde ambtstermijn van 15.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/24 14:06 |
| Aandelenkoers aan het einde van de dag | 2026/06/24 00:00 |
| Inkomsten | 2026/04/30 |
| Jaarlijkse inkomsten | 2025/10/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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 u 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 33 analisten. 22 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.
| Analist | Instelling |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Matthew Akers | BNP Paribas |