HEICO
Supplies aftermarket aerospace parts and niche electronics through a decentralized, acquisition-built portfolio.
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Profile
Sells FAA-approved aftermarket aircraft parts, repair and overhaul services, distribution, and niche mission-critical electronics through the Flight Support Group and Electronic Technologies Group. Product development and acquisitions expand the portfolio, while continued aviation demand, regulatory approvals, acquisition integration, and decentralized subsidiary accountability shape the business.
Supplies FAA-approved aftermarket replacement parts, repair and overhaul services, and aircraft-parts distribution through the Flight Support Group. The Electronic Technologies Group holds a portfolio of niche, mission-critical electronics businesses serving aerospace and other markets.
Builds product breadth through internal development and acquisitions. Subsidiaries retain substantial day-to-day and strategic autonomy, often with founders continuing in leadership and sellers retaining minority ownership, while airline partnerships support parts development.
The operating footprint has expanded through purchases that add customers, technologies, and geography. Growth depends on continued aviation demand, regulatory approvals, successful acquisition integration, and maintaining accountability across a decentralized portfolio.
Company facts
Categories
Key statistics
Year to date +2.2% · Average volume (30d) 466.5K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 27, 2026 | Stifel Nicolaus | Target | $370 | $410 | |
| Aug 27, 2026 | UBS | Reiterate | Neutral | $390 | $396 |
| Aug 26, 2026 | Jefferies | Target | $425 | $430 | |
| Aug 19, 2026 | Deutsche Bank | Reiterate | Buy | $375 | $421 |
| Aug 13, 2026 | Jefferies | Reiterate | Buy | $410 | $425 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 25, 2026Q3 FY26 | $1.52 | $1.67 | +9.9% | $1.36B | $1.41B | +4.2% | −1.40% |
| May 27, 2026Q2 FY26 | $1.33 | $1.66 | +24.8% | $1.25B | $1.38B | +10.0% | +11.53% |
| Feb 25, 2026Q1 FY26 | $1.28 | $1.35 | +5.5% | $1.17B | $1.18B | +0.9% | −9.21% |
| Dec 18, 2025Q4 FY25 | $1.22 | $1.33 | +9.0% | $1.17B | $1.21B | +3.2% | +5.81% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.10B | $1.15B | $1.21B | $1.18B | $1.38B | $1.41B | |
| Gross profit | $466.5M | $457.2M | $485.8M | $455.0M | $569.5M | −$1.02B | |
| Operating income | $251.9M | $265.0M | $279.0M | $259.9M | $350.4M | $355.2M | |
| Net income | $156.8M | $177.3M | $188.3M | $190.2M | $233.8M | $235.4M | |
| Diluted EPS | $1.12 | $1.26 | $1.33 | $1.35 | $1.66 | $1.66 | |
| Gross margin | 42.5% | 39.8% | 40.2% | 38.6% | 41.4% | -72.5% | |
| Operating margin | 22.9% | 23.1% | 23.1% | 22.1% | 25.5% | 25.1% |
Fiscal years (4-quarter sums)FY21 $1.87B · FY22 $2.21B · FY23 $2.97B · FY24 $3.86B · FY25 $4.49B
Revenue by product · Q3 FY26
Revenue by geography · FY25
Balance sheet, Jul 31, 2026Cash & short-term investments $241.0M · Total debt $0 · Total assets $9.94B · Shareholders' equity $5.64B
Dividends
Raised for 11 straight years — most recently to $0.13 from $0.12 in Jul 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 1, 2026 | Jul 1 | Jul 15 | $0.13 | raised from $0.12 |
| Jan 5, 2026 | Jan 5 | Jan 20 | $0.12 | |
| Jul 1, 2025 | Jul 1 | Jul 15 | $0.12 | raised from $0.11 |
| Jan 3, 2025 | Jan 3 | Jan 17 | $0.11 | |
| Jul 1, 2024 | Jul 1 | Jul 15 | $0.11 | raised from $0.10 |
| Jan 3, 2024 | Jan 4 | Jan 19 | $0.10 | |
| Jun 30, 2023 | Jul 3 | Jul 17 | $0.10 | |
| Jan 4, 2023 | Jan 5 | Jan 23 | $0.10 | raised from $0.09 |
Ownership
Shares outstanding 139.32M · Float 123.88M · 88.9% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Principal Global Investors | 8.92M | 10.60% | 13G | Feb 6, 2026 |
| BlackRock, Inc. | 3.93M | 2.82% | 13F | Aug 7, 2026 |
| Price T Rowe Associates Inc /MD/ | 3.20M | 2.30% | 13F | Aug 14, 2026 |
| T. Rowe Price Associates, Inc. | 3.20M | 5.80% | 13G | Aug 14, 2026 |
| Capital International Investors | 2.89M | 2.07% | 13F | Aug 12, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 10, 2026 | Bradley K. Rowen | officer: Chief Accounting Officer | −1,326 | $241.63 |
| Apr 15, 2026 | Julie Neitzel | director | −676 | $223.00 |
| Mar 4, 2026 | Nandakumar Cheruvatath | director | +4,082 | $244.95 |
| Oct 21, 2025 | Mark H. Hildebrandt | director | +400 | $248.76 |
| Oct 10, 2025 | Mark H. Hildebrandt | director | +676 | $243.93 |
Peers
- TransDigm Group
Proprietary aircraft components with deep aftermarket exposure
- RTX
Aerospace OEM spanning engines, avionics, components, and MRO
- GE Aerospace
Engine OEM with a large commercial and defense services franchise
- AAR
Independent aviation parts distribution and component MRO specialist
- Curtiss-Wright
Defense electronics and aerospace component supplier
- Mercury Systems
Mission-critical processing and RF electronics for defense programs
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| HEICO | $336.53 | −0.01% | $46.89B | 56.1 | 50.6 | 9.1 | +23.1% |
| TransDigm Group | $1,185.97 | +0.05% | $66.34B | 36.0 | 25.4 | 6.6 | +22.6% |
| RTX | $212.00 | +0.13% | $285.33B | 37.3 | 28.8 | 3.1 | +14.5% |
| GE Aerospace | $343.00 | +0.11% | $355.45B | 40.4 | 40.7 | 7.0 | +14.6% |
| AAR | $133.19 | +0.04% | $5.31B | 27.4 | 23.0 | 1.6 | +23.0% |
| Curtiss-Wright | $596.37 | −0.07% | $22.03B | 41.0 | 36.9 | 6.0 | +5.4% |
| Mercury Systems | $88.54 | +0.04% | $5.32B | — | 57.8 | 5.4 | +37.1% |
| Median | 37.3 | 32.8 | 5.7 | +18.6% |