HEI-AHEICO Corporation
Price
-10%1YEnd-of-day closes, not the intraday tick.
More going right than wrong
Quality strong, nothing alarming, price roughly fair, growing in the filings, the market undecided.
HEICO Corporation through its subsidiaries (collectively, “HEICO,” “we,” “us,” “our” or the “Company”) believes it is the world’s largest manufacturer of Federal Aviation Administration (“FAA”)-approved jet engine and aircraft component replacement parts, other than the original equipment manufacturers (“OEMs”) and their subcontractors. HEICO also believes it is a leading manufacturer of various types of electronic equipment for the aviation, defense, space, medical, telecommunications and electronics industries.
In the company’s own words · 10-K filed Dec 22, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
HEICO Corporation (HEI-A) reported revenue of $1.41B in Q3 2026 (quarter ended Jul 31, 2026), up 23% from the same quarter a year earlier. That came with a gross margin of 41% and net income of $235M (17% of revenue). For the full year FY2025, revenue was $4.49B (+16% year on year) and net income $690M. Its largest product in Q3 2026 was Aftermarket Replacement Parts at $556M, 39% of the disclosed total, ahead of Electronic Componentsfor Defense Spaceand Aerospace at 27%. The next results filing is expected around Nov 24, 2026, a quarter after the last one.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 25, 2026Victor H. Mendelson (305) 374-1745 ext. 7590.Earnings release · press release
- Jul 16, 2026On July 13, 2026, HEICO Corporation (“HEICO” or the “Company”) executed an Underwriting Agreement (the “Underwriting Agreement”) with BofA Securities, Inc., PNC Capital Markets LLC, Truist Securities, Inc. and Wells Fargo Securities, LLC, as the representatives of the several underwriters listed in Schedule 1 therein …Material agreement entered · Form 8-K
- Jun 17, 2026On June 11, 2026, HEICO Corporation (the “Company”) entered into a fourth amendment (the "Fourth Amendment") to its Revolving Credit Agreement (the "Credit Agreement") with several banks and other financial institutions from time to time party thereto (collectively, the "Lenders") and Truist Bank (as successor by …Material agreement entered · Form 8-K
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q3 2026 · $1.43BThe company’s own SEC segment disclosure.
- Aftermarket Replacement Parts$556.3M39%
- Electronic Componentsfor Defense Space and Aerospace$392.4M27%
- Repair and Overhaul Parts and Services$248.6M17%
- Specialty Products$142.9M10%
- Other Electronic Components$91.1M6%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.