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HEICO CorporationNYSE:HEI Stock Report

Market Cap US$37.9b
Share Price
US$329.25
n/a
1Y23.8%
7D-4.9%
Portfolio Value
​
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HEICO Corporation

NYSE:HEI Stock Report

Market Cap: US$37.9b

HEICO (HEI) Stock Overview

Provides aerospace, defense, and electronic related products and services in the United States and internationally. More details

HEI fundamental analysis
Snowflake Score
Valuation1/6
Future Growth1/6
Past Performance5/6
Financial Health3/6
Dividends0/6

Rewards

Trading at 11.5% below our estimate of its fair value

Earnings are forecast to grow 12.52% per year

Earnings grew by 25.6% over the past year

Risk Analysis

Has a high level of debt


HEI Community Fair Values

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See what 55 others think this stock is worth. Follow their fair value or set your own to get alerts.

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HEICO

Aging Fleets And Asia-Pacific Demand Will Drive Aftermarket Success

Key Takeaways Strong demand for aftermarket components, aging fleets, and global air travel recovery support HEICO's growth in revenue, margins, and market share. Strategic acquisitions and rising defense spending broaden HEICO's product range, enhance recurring revenues, and drive long-term earnings expansion.
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US$370.89
FV
11.2% undervalued intrinsic discount
8.89%
Revenue growth p.a.
216
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0users have liked this narrative
0users have commented on this narrative
21users have followed this narrative
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HEICO

3D Printing And OEM Insourcing Will Erode Profit Margins

Key Takeaways Advances in additive manufacturing and increased customer insourcing threaten HEICO's traditional parts business model and pricing power. Persistent supply chain disruptions and less sustainable acquisitions risk pressuring margins and stalling future earnings growth.
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US$298.71
FV
10.2% overvalued intrinsic discount
7.44%
Revenue growth p.a.
27
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
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HEICO

Global Air Travel And Digitalization Will Expand Aerospace Opportunities

Key Takeaways HEICO's decentralized network, customer loyalty, and pricing strategy provide a strong platform for market share gains and margin expansion, surpassing analyst expectations. Growth in space, defense, and digital avionics markets, along with a robust acquisition model, positions HEICO for sustained top-line and earnings growth.
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US$415
FV
20.7% undervalued intrinsic discount
12.11%
Revenue growth p.a.
23
users have viewed this narrative
0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
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HEICO Corporation Competitors

Price History & Performance

Summary of share price highs, lows and changes for HEICO
Historical stock prices
Current Share PriceUS$329.25
52 Week HighUS$361.69
52 Week LowUS$229.07
Beta1.03
1 Month Change-0.50%
3 Month Change6.81%
1 Year Change23.85%
3 Year Change88.55%
5 Year Change166.73%
Change since IPO156,746.96%

Recent News & Updates

HEICO: Here Is Why I Am Upgrading This Aerospace Premium Stock To Buy

Feb 04

Recent updates

HEICO: Here Is Why I Am Upgrading This Aerospace Premium Stock To Buy

Feb 04

A Look At The Intrinsic Value Of HEICO Corporation (NYSE:HEI)

Jan 06
A Look At The Intrinsic Value Of HEICO Corporation (NYSE:HEI)

Here's Why HEICO (NYSE:HEI) Has Caught The Eye Of Investors

Nov 09
Here's Why HEICO (NYSE:HEI) Has Caught The Eye Of Investors

Why Investors Shouldn't Be Surprised By HEICO Corporation's (NYSE:HEI) P/E

Aug 21
Why Investors Shouldn't Be Surprised By HEICO Corporation's (NYSE:HEI) P/E

Is It Too Late To Consider Buying HEICO Corporation (NYSE:HEI)?

Jul 06
Is It Too Late To Consider Buying HEICO Corporation (NYSE:HEI)?

Estimating The Intrinsic Value Of HEICO Corporation (NYSE:HEI)

Jun 24
Estimating The Intrinsic Value Of HEICO Corporation (NYSE:HEI)

There Are Reasons To Feel Uneasy About HEICO's (NYSE:HEI) Returns On Capital

May 19
There Are Reasons To Feel Uneasy About HEICO's (NYSE:HEI) Returns On Capital

HEICO Corporation (NYSE:HEI) Not Lagging Market On Growth Or Pricing

May 07
HEICO Corporation (NYSE:HEI) Not Lagging Market On Growth Or Pricing

HEICO: Your Airline's Favorite Supplier

Apr 29

Should You Be Adding HEICO (NYSE:HEI) To Your Watchlist Today?

Apr 23
Should You Be Adding HEICO (NYSE:HEI) To Your Watchlist Today?

HEICO: Tailwinds Will Keep It Flying High

Mar 27

Estimating The Intrinsic Value Of HEICO Corporation (NYSE:HEI)

Mar 17
Estimating The Intrinsic Value Of HEICO Corporation (NYSE:HEI)

I Hate Saying 'Sell' For HEICO, But This Moat, However Great, Is Still Too Expensive

Dec 24

HEICO: An Aerospace M&A Expert With Growth Potential But Appears Expensive For 2025

Dec 02
User avatar

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.

HEICO: A Great Business But With A Valuation That's Up In The Clouds

Jul 17

HEICO Stock: A Long-Term Aerospace And Defense Value Powerhouse To Buy

May 06

HEICO Corporation: Strong Demand Outlook

Mar 12

HEICO Corporation: I Am Buying The Share Price Dip

Jan 13

Shareholder Returns

HEIUS Aerospace & DefenseUS Market
7D-4.9%0.05%-0.6%
1Y23.8%56.6%15.5%

Return vs Industry: HEI underperformed the US Aerospace & Defense industry which returned 56.6% over the past year.

Return vs Market: HEI exceeded the US Market which returned 15.5% over the past year.

Price Volatility

Is HEI's price volatile compared to industry and market?
HEI volatility
HEI Average Weekly Movement4.6%
Aerospace & Defense Industry Average Movement7.0%
Market Average Movement6.6%
10% most volatile stocks in US Market16.0%
10% least volatile stocks in US Market3.1%

Stable Share Price: HEI has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: HEI's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
195711,100Eric Mendelsonwww.heico.com

HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally. Its Flight Support Group segment offers jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components and assemblies. This segment also distributes hydraulic, pneumatic, structural, interconnect, mechanical, and electro-mechanical components for the commercial, regional, and general aviation markets; and offers repair and overhaul services for jet engine and aircraft component parts, avionics, instruments, composites, and commercial aircraft surfaces, as well as for avionics and navigation systems, subcomponents, and other military aircraft instruments.

HEICO Corporation Fundamentals Summary

How do HEICO's earnings and revenue compare to its market cap?
HEI fundamental statistics
Market capUS$37.88b
Earnings (TTM)US$712.62m
Revenue (TTM)US$4.63b
64.5x
P/E Ratio
9.9x
P/S Ratio

Is HEI overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
HEI income statement (TTM)
RevenueUS$4.63b
Cost of RevenueUS$2.80b
Gross ProfitUS$1.84b
Other ExpensesUS$1.12b
EarningsUS$712.62m

Last Reported Earnings

Jan 31, 2026

Next Earnings Date

n/a

Earnings per share (EPS)5.11
Gross Margin39.62%
Net Profit Margin15.38%
Debt/Equity Ratio49.4%

How did HEI perform over the long term?

See historical performance and comparison

Dividends

0.07%
Current Dividend Yield
5%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/02 12:43
End of Day Share Price 2026/03/02 00:00
Earnings2026/01/31
Annual Earnings2025/10/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

HEICO Corporation is covered by 32 analysts. 19 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
David StraussBarclays
Matthew AkersBNP Paribas