HEICO Yönetim
Yönetim kriter kontrolleri 3/4
HEICO CEO'su Eric Mendelson, Oct2009 tarihinde atandı, in görev süresi 16.58 yıldır. in toplam yıllık tazminatı $ 13.03M olup, şirket hissesi ve opsiyonları dahil olmak üzere 9.8% maaş ve 90.2% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.8% ine doğrudan sahiptir ve bu hisseler $ 583.03M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 16.6 yıl ve 15.2 yıldır.
Anahtar bilgiler
Eric Mendelson
İcra Kurulu Başkanı
US$13.0m
Toplam tazminat
| CEO maaş yüzdesi | 9.83% |
| CEO görev süresi | 16.6yrs |
| CEO sahipliği | 1.8% |
| Yönetim ortalama görev süresi | 16.6yrs |
| Yönetim Kurulu ortalama görev süresi | 15.2yrs |
Son yönetim güncellemeleri
Recent updates
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.
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.
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.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).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).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).HEICO: Here Is Why I Am Upgrading This Aerospace Premium Stock To Buy
Feb 04HEI: 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).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).A Look At The Intrinsic Value Of HEICO Corporation (NYSE:HEI)
Jan 06
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).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.Here's Why HEICO (NYSE:HEI) Has Caught The Eye Of Investors
Nov 09Aging 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.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.Why Investors Shouldn't Be Surprised By HEICO Corporation's (NYSE:HEI) P/E
Aug 21Is It Too Late To Consider Buying HEICO Corporation (NYSE:HEI)?
Jul 06Estimating The Intrinsic Value Of HEICO Corporation (NYSE:HEI)
Jun 24There Are Reasons To Feel Uneasy About HEICO's (NYSE:HEI) Returns On Capital
May 19HEICO Corporation (NYSE:HEI) Not Lagging Market On Growth Or Pricing
May 07HEICO: Your Airline's Favorite Supplier
Apr 29HEICO: Tailwinds Will Keep It Flying High
Mar 27I Hate Saying 'Sell' For HEICO, But This Moat, However Great, Is Still Too Expensive
Dec 24HEICO: An Aerospace M&A Expert With Growth Potential But Appears Expensive For 2025
Dec 02
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 17HEICO Stock: A Long-Term Aerospace And Defense Value Powerhouse To Buy
May 06HEICO Corporation: Strong Demand Outlook
Mar 12CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| 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$328m |
Tazminat ve Piyasa: Eric 'ın toplam tazminatı ($USD 13.03M ) US pazarındaki benzer büyüklükteki şirketler için ortalamadır ($USD 14.58M ).
Tazminat ve Kazançlar: Eric 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Eric Mendelson (60 yo)
16.6yrs
Görev süresi
US$13,029,835
Tazminat
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...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-CEO, Co-President & Co-Chairman | 16.6yrs | US$13.03m | 1.8% $ 583.0m | |
| Co-CEO, Co-President & Co-Chairman | 30.3yrs | US$12.89m | 1.89% $ 612.9m | |
| Executive VP | 13.9yrs | US$7.48m | 0.12% $ 37.8m | |
| Chief Accounting Officer & Assistant Treasurer | 1.3yrs | US$2.45m | 0.0014% $ 464.1k | |
| General Counsel | 17.7yrs | US$102.66k | Veri yok | |
| Corporate Secretary | no data | Veri yok | Veri yok |
16.6yrs
Ortalama Görev Süresi
58yo
Ortalama Yaş
Deneyimli Yönetim: HEI 'un yönetim ekibi deneyimli ve deneyimlidir ( 16.6 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Co-CEO, Co-President & Co-Chairman | 34.3yrs | US$13.03m | 1.8% $ 583.0m | |
| Co-CEO, Co-President & Co-Chairman | 30.3yrs | US$12.89m | 1.89% $ 612.9m | |
| Independent Director | 11.7yrs | US$290.00k | 0.012% $ 3.8m | |
| Independent Director | 15.2yrs | US$293.91k | 0.026% $ 8.5m | |
| Independent Director | 42.3yrs | US$345.00k | 0.11% $ 35.2m | |
| Independent Director | 11.7yrs | US$290.00k | 0.013% $ 4.1m | |
| Independent Director | 17.7yrs | US$350.00k | 0.044% $ 14.2m | |
| Independent Director | less than a year | Veri yok | 0.0032% $ 1.0m | |
| Independent Director | 3.4yrs | US$290.00k | 0.0026% $ 847.1k |
15.2yrs
Ortalama Görev Süresi
67yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: HEI 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 15.2 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/04 05:13 |
| Gün Sonu Hisse Fiyatı | 2026/05/04 00:00 |
| Kazançlar | 2026/01/31 |
| Yıllık Kazançlar | 2025/10/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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 33 Bu analistlerden 22, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Peter Arment | Baird |
| David Strauss | Barclays |
| Matthew Akers | BNP Paribas |