HEICO Corporation

NYSE:HEI 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

Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Seeking Alpha Feb 04

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

Summary HEICO is upgraded from hold to buy, with a new price target of $396.68, reflecting 19% upside potential. HEI demonstrates robust organic and inorganic growth, with Q4 revenues up 19.3% and significant margin improvements, especially in the Flight Support Group. Growth is driven by strong aftermarket demand, PMA parts, successful M&A integrations, and favorable end-market trends in both commercial aerospace and defense. Despite a premium valuation at 40.1x EV/EBITDA, HEI's disciplined capital allocation and margin expansion justify the higher multiple and positive outlook. Read the full article on Seeking Alpha
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Analysartikel 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...
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel Jun 24

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, HEICO fair value estimate is US$330 Current share price of...
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
User avatar
Ny berättelse 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 Alpha
Seeking Alpha May 06

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

Summary HEICO Corp. stock has reached its price target of $211.28, prompting a reassessment of its potential upside. The company has shown impressive long-term stock price growth and has a strong M&A drive to generate value. Analysts expect Q2 2024 earnings growth, and the stock is marked as a buy with a 15% upside. Read the full article on Seeking Alpha
Seeking Alpha Mar 12

HEICO Corporation: Strong Demand Outlook

Summary HEI is rated as a buy due to its growth potential in the aerospace industry and the expansion of its SKU range through the acquisition of Wencor. HEI operates in two segments: Flight Support Group and Electronic Technologies Group, offering aftermarket parts and defense components. Strong organic growth is expected in the FSG segment due to increased air travel and the aging of aircraft, while margin expansion is anticipated in the ETG segment. Read the full article on Seeking Alpha

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

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

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

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

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


Vinstutdelning till aktieägarna

Resultattäckning: HEI betalar ingen anmärkningsvärd utdelning för US marknaden.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: HEI betalar ingen anmärkningsvärd utdelning för US marknaden.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/22 08:51
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