HEICO Corporation

NYSE:HEI Stok Raporu

Piyasa değeri: US$37.3b

HEICO Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

HEICO 0.082% cari getiri oranına sahip temettü ödeyen bir şirkettir.

Anahtar bilgiler

0.08%

Temettü verimi

0.05%

Geri Alım Getirisi

Toplam Hissedar Getirisi0.1%
Gelecekteki Temettü Verimi0.09%
Temettü Büyümesi10.2%
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranı4%

Son temettü ve geri alım güncellemeleri

Recent updates

Anlatı Güncellemesi • Sep 03

HEI: Fixed Income Funding Will Support Future Earnings And Acquisition Momentum

Analysts have adjusted their price target on HEICO to $486 from about $466, citing revised assumptions around revenue growth, profit margins, and future P/E that result in a higher fair value estimate. What’s in the News for HEICO Crédit Agricole Securities (USA) Inc.
Seeking Alpha • Aug 28

HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'

Summary As it did last quarter, HEICO again handily beat estimates. But this time, instead of rallying, the stock just yawned. Organic growth remained excellent, and as one analyst said on the earnings call, the company was still "printing money." Core fundamentals that reveal longer-term trends, likewise, remain excellent. But there’s a lingering question — How sustainable is the recent super-growth? Management doesn’t give guidance. Nor was it able now to pin down anything beyond saying “every one of our verticals” and “every one of the markets." That’s fine, but with a forward P/E in the 50s and a forward PEG at 3.40, I and other investors need more detail. I respect HEI’s results, but I’m keeping my rating at ”Hold”. Read the full article on Seeking Alpha
Analiz Makalesi • Aug 28

HEICO Corporation Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

HEICO Corporation ( NYSE:HEI ) defied analyst predictions to release its quarterly results, which were ahead of market...
Anlatı Güncellemesi • Jun 30

HEI: Record Results And Acquisition Capacity Will Support Measured Long Term Upside

Analysts have raised their price target for HEICO to $386.10, citing updated assumptions for fair value at $386.10 along with revised inputs for discount rate, revenue growth, profit margin and future P/E that collectively influence their valuation framework. What’s in the News for HEICO HEICO reported record fiscal Q2 2026 results, with higher net income, revenue, and operating margins across both the Flight Support Group and Electronic Technologies Group, according to recent earnings coverage.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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).
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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).
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
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
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Yeni Anlatı • 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.

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: HEI US piyasası için dikkate değer bir temettü ödemesi yapmıyor, bu nedenle ödemelerin istikrarlı olup olmadığını kontrol etmeye gerek yok.

Büyüyen Temettü: HEI US piyasası için dikkate değer bir temettü ödemiyor, bu nedenle ödemelerin artıp artmadığını kontrol etmeye gerek yok.

Piyasaya Karşı Temettü Getirisi

HEICO Piyasaya Karşı Temettü Getirisi
HEI temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (HEI)0.08%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.1%
Sektör Ortalaması (Aerospace & Defense)1.2%
Analist tahmini (HEI) (3 yıla kadar)0.09%

Önemli Temettü: HEI şirketinin temettüsü ( 0.082% ), US pazarındaki temettü ödeyenlerin en alttaki %25'ine ( 1.36% ) kıyasla dikkate değer değil.

Yüksek Temettü: HEI 'in temettüsü ( 0.082% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.11% ) kıyasla düşüktür.

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: HEI US piyasası için dikkate değer bir temettü ödemiyor.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: HEI US piyasası için dikkate değer bir temettü ödemiyor.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/13 03:56
Gün Sonu Hisse Fiyatı2026/09/11 00:00
Kazançlar2026/07/31
Yıllık Kazançlar2025/10/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

HEICO Corporation 34 Bu analistlerden 23, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Peter ArmentBaird
David StraussBarclays
Matthew AkersBNP Paribas