HEICO Corporation

NYSE:HEI.A Aktierapport

Börsvärde: US$35.5b

HEICO Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

HEICO är ett utdelningsbetalande företag med en aktuell avkastning på 0.08%.

Viktig information

0.08%

Avkastning på utdelning

0.03%

Återköpsavkastning

Total avkastning till aktieägarna0.1%
Framtida utdelningsavkastning0.1%
Utdelningstillväxt10.6%
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandel5%

Senaste utdelnings- och återköpsuppdateringar

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.

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: HEI.A betalar ingen anmärkningsvärd utdelning för US marknaden, därför behöver du inte kontrollera om betalningarna är stabila.

Växande utdelning: HEI.A betalar ingen anmärkningsvärd utdelning för US marknaden, därför behöver du inte kontrollera om betalningarna ökar.

Utdelningsavkastning jämfört med marknaden

HEICO Utdelningsavkastning jämfört med marknaden
Hur är HEI.A:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (HEI.A)0.08%
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Aerospace & Defense)1.1%
Prognosanalytiker (HEI.A) (upp till 3 år)0.1%

Anmärkningsvärd utdelning: HEI.A s utdelning ( 0.08% ) är inte märkbar jämfört med de lägsta 25 % av utdelningsbetalarna på US marknaden ( 1.41% ).

Hög utdelning: HEI.A s utdelning ( 0.08% ) är låg jämfört med de översta 25 % av utdelningsbetalarna på US marknaden ( 4.24% ).

Vinstutdelning till aktieägarna

Resultattäckning: HEI.A betalar ingen anmärkningsvärd utdelning för US marknaden.

Kontantutbetalning till aktieägarna

Kassaflödestäckning: HEI.A betalar ingen anmärkningsvärd utdelning för US marknaden.

Upptäck bolag med stark utdelning

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Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/25 16:31
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/01/31
Årlig intjäning2025/10/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

HEICO Corporation bevakas av 34 analytiker. 23 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Peter ArmentBaird
David StraussBarclays
Matthew AkersBNP Paribas