HEI - Heico Corp Latest SEC Filings
This article provides the latest SEC filings and comprehensive financial data for Heico Corp (HEI). It includes key financial metrics, performance indicators, insider ownership details, and analyst recommendations for the aerospace and defense company.
What Makes HEICO Corporation (HEI.A) an Investment Bet?
Brown Advisory's Large-Cap Growth Strategy highlighted HEICO Corporation (HEI.A) as a key holding in its Q1 2026 investor letter. The investment management company sees HEICO, an aerospace, defense, and electronics firm, as well-positioned for long-term growth due to its focus on engineered aftermarket parts and repair solutions, and its presence in niche markets with strong competitive advantages. Despite its positive outlook on HEICO, Brown Advisory suggests that some AI stocks may offer higher returns in a shorter timeframe.
Heico (NYSE:HEI) Hits New 12-Month High - Should You Buy?
Heico (NYSE:HEI) shares reached a new 52-week high of $363.40 after reporting strong quarterly results, with earnings beating estimates and revenue up 25.3% year-over-year. Analyst sentiment is largely positive with a "Moderate Buy" consensus and an average price target of $372.06, despite some mixed recent ratings including one downgrade to "hold." The company also declared a $0.13 dividend, and several hedge funds have adjusted their positions in the stock.
Heico Corp stock hits all-time high at 361.84 USD
Heico Corp's stock has reached an all-time high of $361.84, currently trading at $362.26 with a market capitalization of $36.67 billion. The company has seen a 13% increase in stock value over the past year and continues to expand its operations, including an 8% dividend increase and expansions to its credit facility. Analyst UBS has raised its price target for HEICO to $390, citing strong growth.
Wendell David Associates Inc. Purchases 3,595 Shares of Heico Corporation $HEI
Wendell David Associates Inc. significantly increased its stake in Heico Corporation by 54.5% in the first quarter, accumulating 10,189 shares valued at approximately $2.79 million. This move is part of a broader trend of institutional investment, with several hedge funds growing their positions in Heico, reflecting confidence in the aerospace company. Heico recently reported strong quarterly earnings, surpassing both EPS and revenue estimates, and analysts generally maintain a "Moderate Buy" rating with an average price target of $371.62.
HEICO clear guidance on fiscal 2026 outlook, shares tracked against aerospace peers
HEICO Corp has reaffirmed its fiscal 2026 guidance, maintaining confidence in its order book and acquisition strategy focusing on small-to-mid-sized deals. Analysts predominantly hold a positive view, citing its focus on high-margin aftermarket parts and niche engineered products, despite trading at a premium against some peers. The company's operational strength in both its Flight Support Group and Electronic Technologies Group, supported by a steady demand in the broader aerospace and defense sector, underpins its continued growth expectations.
UBS Increases HEICO (HEI) Price Target as Commercial Aerospace Demand Remains Strong
UBS and RBC Capital have both raised their price targets for HEICO Corporation (HEI) following strong Q2 earnings that surpassed expectations, driven by substantial organic growth and high segment EBIT margins. Analysts cited continued robust demand across commercial aerospace and defense markets, with no significant slowdown in the aftermarket business. HEICO will also trade ex-dividend on July 1.
UBS Increases HEICO (HEI) Price Target as Commercial Aerospace Demand Remains Strong
UBS has increased its price target for HEICO Corporation (HEI) to $390 from $371, reiterating a Neutral rating. This decision follows HEICO's strong second-quarter earnings beat, driven by 18% organic growth and robust segment EBIT margins. RBC Capital also raised its price goal to $390 from $375, maintaining an Outperform rating, citing strong revenue and organic growth across both business segments.
Assenagon Asset Management S.A. Invests $8.88 Million in Heico Corporation $HEI
Assenagon Asset Management S.A. has invested $8.88 million in Heico Corporation by acquiring 32,389 shares in the first quarter. This comes as several analysts have turned more bullish on Heico, with Truist upgrading it to strong-buy and Citigroup raising its price target. Heico recently reported strong earnings, exceeding expectations with $1.66 per share and $1.38 billion in revenue, also announcing a $0.13 per share dividend.
Heico
This article provides a detailed company overview and stock information for Heico (NYSE: HEI). It includes current stock price, company description, financial summaries for recent years, key stock data, profitability metrics, and analyst consensus recommendations. Heico is described as a manufacturer of electronic equipment for various industries, operating through its Flight Support Group and Electronic Technologies Group segments.
Diamant Asset Management Inc. Purchases 760,687 Shares of Heico Corporation $HEI
Diamant Asset Management Inc. significantly increased its stake in Heico Corporation (NYSE:HEI) during the first quarter, purchasing 760,687 additional shares and bringing its total holding to 763,647 shares valued at approximately $209.4 million. This move positions Heico as the 26th biggest holding in Diamant's portfolio. The aerospace company has received a consensus "Moderate Buy" rating from analysts, alongside strong Q1 earnings results and a declared dividend.
The RF Microwave Power Amplifier from HEICO Corp. - compact satcom muscle for crowded racks
HEICO Corporation's RF Microwave Power Amplifier provides solid-state power for satellite uplinks in a compact 19-inch rack-mount form factor, targeting professional teleport operators, defense contractors, and aerospace integrators. The article highlights its technical specifications, including linearity, gain flatness, and robust control/monitoring features, underscoring its role as a workhorse product in HEICO's Electronic Technologies Group. This product contributes to HEICO's broader strategy of supplying mission-critical hardware for aerospace and defense, with the company's shares trading on the NYSE under tickers HEI and HEIa.
MinichMacGregor Wealth Management LLC Acquires 4,662 Shares of Heico Corporation $HEI
MinichMacGregor Wealth Management LLC increased its stake in Heico Corporation (NYSE:HEI) by 14.6% during the first quarter, now owning 36,613 shares valued at $10.04 million. Analysts have a "Moderate Buy" consensus rating for Heico with a target price of $371.62, following several price target increases. Heico also reported strong Q1 earnings, with EPS of $1.66 and revenue of $1.38 billion, and declared a dividend of $0.13.
Heico Corporation $HEI Stake Lowered by Riverbridge Partners LLC
Riverbridge Partners LLC reduced its holdings in Heico Corporation (NYSE:HEI) by 31.1% in the first quarter, selling 183,299 shares but still retaining 406,226 shares valued at $111.4 million. Despite the reduction, Heico remains a significant portion of Riverbridge's portfolio at 2.7%. The company recently reported strong quarterly earnings, surpassing analyst expectations with EPS of $1.66 and revenue of $1.38 billion, while analysts maintain a "Moderate Buy" rating with an average target of $371.62.
3 Aerospace-Defense Equipment Stocks Poised for Aviation Growth
The Aerospace-Defense Equipment industry is set for growth due to strategic acquisitions and long-term increases in global air travel, despite facing issues like supply-chain disruptions and labor shortages. Companies like HEICO (HEI), Axon Enterprise (AXON), and AAR Corp. (AIR) are identified as strong investment opportunities within this sector. These firms are expanding their capabilities through M&As, benefiting from increased demand for aircraft parts and services, and are expected to see significant improvements in sales and earnings.
4,392 Shares in Heico Corporation $HEI Bought by Verde Capital Management
Verde Capital Management acquired 4,392 shares of Heico Corporation (NYSE:HEI) for approximately $1.2 million in the first quarter. Heico reported strong quarterly results, with earnings of $1.66 per share and revenue of $1.38 billion, both exceeding analyst expectations. Analysts maintain a "Moderate Buy" consensus for the stock, with an average target price of $371.62.
CPC Advisors LLC Has $2.52 Million Position in Heico Corporation $HEI
CPC Advisors LLC significantly increased its stake in Heico Corporation (NYSE:HEI) by 208.4% in the first quarter, now holding 9,187 shares valued at $2.52 million. Heico recently reported strong quarterly results, with earnings of $1.66 per share and revenue of $1.38 billion, both surpassing analyst expectations. The company also announced a $0.13 dividend payable on July 15th, and Wall Street maintains a "Moderate Buy" consensus rating with an average target price of $371.62.
Heico Corporation (NYSE:HEI) Receives Average Recommendation of "Moderate Buy" from Brokerages
Heico Corporation (NYSE:HEI) has received an average recommendation of "Moderate Buy" from eighteen brokerages, with an average one-year price target of $371.63. The company recently reported strong quarterly results, beating EPS and revenue estimates, and announced a $0.13 dividend payable on July 15th. Insider share sales and institutional buying were also noted, with the stock currently trading up 0.1%.
HEICO Corp (HEI) Institutional Confidence
HEICO Corp (HEI) has an institutional shareholding score of 7.00, placing it 23rd out of 73 in the Aerospace & Defense industry. Institutional shareholding stands at 76.77%, marking a 4.04% quarter-over-quarter increase. ETHSX is the largest institutional shareholder, holding 916.77K shares, representing 0.74% of outstanding shares.
HEI.A Earning Date, Earning Analysis and Earning Prediction
This article provides an earnings analysis and prediction for HEI.A, including past quarterly results and AI-driven forecasts. It details revenue and EPS estimates for future quarters, highlights the correlation between earnings forecast revisions and stock price movements, and discusses historical stock performance around earnings report dates. The content also includes an AI summary outlining current analyst forecasts and sentiment toward HEI.A.
HEICO Corporation Amends Revolving Credit Agreement to Increase L/C Sublimit and Update Lender Terms (2026)
HEICO Corporation has amended its revolving credit agreement, increasing the facility from $2.0 billion to $2.2 billion and releasing subsidiary guarantees. This amendment ties borrowing costs directly to the company's credit rating, making interest rates sensitive to rating changes. The expanded facility enhances HEICO's financial flexibility, but investors should monitor credit ratings due to their impact on profitability.
HEICO Expands Revolving Credit Facility to $2.2 Billion, Extends Maturity to 2031
HEICO (HEI) has amended its Revolving Credit Agreement, increasing its credit facility from $2.0 billion to $2.2 billion and extending the maturity to June 11, 2031. The new agreement also ties pricing to the company's unsecured credit ratings and releases subsidiary guarantors, aiming to enhance liquidity, reduce complexity, and provide greater financial flexibility. These changes also release subsidiary guarantees on HEICO's 5.250% Notes due 2028 and 5.350% Notes due 2031.
HEICO (NYSE: HEI) boosts credit facility to $2.2B and extends to 2031
HEICO Corporation has amended its Revolving Credit Agreement, increasing its credit facility from $2.0 billion to $2.2 billion and extending its maturity date to June 11, 2031. The amendment also modifies the interest rate calculation based on HEICO’s senior unsecured, non-credit enhanced, long-term debt ratings and releases subsidiaries from prior guarantee obligations under the credit facility and specific 2028 and 2031 notes. This strategic move enhances HEICO's liquidity, simplifies its debt structure, and pushes out major refinancing needs.
HEICO Corp (HEI) Revenue Breakdown: Business Segments, Regional Revenue & Profit Contribution
This article provides a detailed revenue breakdown for HEICO Corp (HEI) by business segments, outlining the proportion each segment contributes. It highlights Aftermarket replacement parts as the largest contributor, followed by Electronic component parts for defense, and Repair and overhaul parts and services. The data is presented for fiscal year 2026 Q1.
Munro Partners Buys 87,265 Shares of Heico Corporation $HEI
Munro Partners significantly increased its stake in Heico Corporation (NYSE:HEI) by 44.2% in the fourth quarter, purchasing 87,265 additional shares and bringing their total holdings to 284,898 shares valued at approximately $92.2 million. This increase makes Heico the 17th biggest position in Munro Partners' investment portfolio. Other hedge funds also adjusted their positions in Heico, and the company reported stronger-than-expected quarterly results with EPS of $1.66 and revenue of $1.38 billion.
HEICO Corporation Increases Cash Dividend By 8%
HEICO Corporation announced an 8% increase in its semiannual cash dividend to $.13 per share, marking its 96th consecutive semiannual dividend. The dividend is payable on July 15, 2026, to shareholders of record on July 1, 2026. This increase reflects the company's strong financial performance and its commitment to sharing success with its team members and shareholders.
HEICO Corporation Increases Cash Dividend By 8%
HEICO Corporation announced an 8% increase in its semiannual cash dividend to $.13 per share, marking its 96th consecutive semiannual dividend. The dividend is payable on July 15, 2026, to shareholders of record on July 1, 2026. This increase reflects the company's strong financial performance and its commitment to returning value to shareholders.
HEICO raises semiannual dividend 8% to 13 cents per share
HEICO Corporation announced an 8% increase in its semiannual cash dividend to $0.13 per share, payable on July 15, 2026. This marks the company's 96th consecutive semiannual dividend and continues a streak of 8 consecutive years of dividend raises. The aerospace supplier, with a $39.17 billion market cap, recently reported strong organic revenue growth and expanded its credit facility, with analysts raising price targets citing robust performance.
HEI.A Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial analysis of HEICO Corp (HEI.A), detailing its revenue breakdown, profitability margins, and competitive landscape. HEI.A's main revenue driver is aftermarket replacement parts, and the company maintains solid gross, operating, and net margins. The analysis also compares HEI.A's efficiency metrics, such as gross margin, with key competitors like AXON and TDY.
Marsico Capital Management LLC Has $32.13 Million Holdings in Heico Corporation $HEI
Marsico Capital Management LLC decreased its stake in Heico Corporation (NYSE:HEI) by 14.9% in the fourth quarter, reducing its holdings to 99,287 shares valued at $32.13 million. Despite this reduction, Wall Street analysts maintain a "Moderate Buy" consensus rating for Heico, with an average price target of $371.63, following strong Q4 earnings where the company beat EPS and revenue estimates. Several other institutional investors also adjusted their positions in HEI, and the company's stock has seen some insider selling recently.
HEICO Corporation Expands Credit Facility to $2.2 Billion, Extends Maturity to 2031
HEICO Corporation has expanded its unsecured revolving credit facility to $2.2 billion, up from $2 billion, and extended its maturity to 2031. This move provides the company with increased financial flexibility and capital to support future acquisitions and growth initiatives, as emphasized by its co-CEOs and CFO. The facility, backed by a syndicate of major banks, includes an accordion feature allowing for an increase to $3 billion under certain conditions, with interest rates tied to HEICO's investment-grade credit rating.
HEICO secures $2.2B credit to fund acquisitions after 110 deals
HEICO Corporation has increased its unsecured revolving credit facility to $2.2 billion, up from $2.0 billion, with the maturity extended to 2031. This expanded facility, which includes an accordion feature allowing it to grow up to $3 billion, will primarily be used to fund acquisitions and general corporate purposes, supporting HEICO's long-standing strategy of over 110 deals since 1996. The interest rate is tied to SOFR plus 75-125 basis points, reflecting the company's investment-grade rating and providing flexible, low-cost capital for continued accretive growth.
HEICO Corporation Increases Credit Facility to $2.2 Billion
HEICO Corporation has increased its existing unsecured revolving credit facility to $2.2 billion, a $200 million increase from its previous limit, and extended its maturity to 2031. This record-size facility, which includes an accordion feature allowing it to be increased to $3 billion, will primarily fund acquisitions and general business purposes. The company's Co-Chairmen and Co-Chief Executive Officers highlighted that this expansion provides significant flexibility for growth, while the CFO noted it reflects HEICO's financial strength and commitment to disciplined, accretive growth.
HEICO Corporation's Exxelia Acquires Leading High-Voltage Ceramic Capacitor Company
HEICO Corporation announced that its Exxelia subsidiary has acquired 90% ownership of CalRamic Technologies, LLC, a leading manufacturer of high-voltage ceramic capacitors for aerospace, defense, and industrial markets. This acquisition is expected to be accretive to HEICO's earnings within the next year and expands Exxelia's capacitor portfolio and manufacturing capabilities in the U.S. CalRamic will retain its leadership and team, operating as part of Exxelia.
HEICO Subsidiary Exxelia Acquires High-Voltage Capacitor Manufacturer CalRamic Technologies
HEICO Corporation announced that its Exxelia subsidiary has acquired a 90% ownership stake in CalRamic Technologies, a Nevada-based manufacturer of high-voltage ceramic capacitors for aerospace, defense, and industrial markets. CalRamic's founder and CEO, Jeff Day, will retain a 10% ownership and remain in his leadership role. This acquisition is expected to be accretive to HEICO's earnings within one year and strengthens Exxelia's capabilities in high-reliability and high-voltage ceramic capacitors.
HEICO Exxelia acquires majority stake in CalRamic Technologies
HEICO's Exxelia subsidiary has acquired a 90% stake in CalRamic Technologies, a manufacturer of high-voltage ceramic capacitors for aerospace, defense, and industrial markets. This marks HEICO's fifth acquisition this fiscal year and is expected to be accretive to earnings within a year. CalRamic's founder and CEO, Jeff Day, will retain the remaining ownership and continue leading the company's existing 40-plus employees.
Zacks.com featured highlights include HEICO, Dillard's and CBRE
Zacks.com highlights HEICO Corp (HEI), Dillard's Inc. (DDS), and CBRE Group, Inc. (CBRE) as top sales growth stocks. Despite market volatility and macro concerns, these companies are recommended for their strong business expansion evidenced by sustained sales growth. The article emphasizes sales growth as a more reliable metric than earnings for evaluating stock performance, especially given current economic conditions and AI-led optimism.
Citi Reiterates Bullish Outlook on HEICO Corporation (HEI), Hikes Price Target
Citi has reiterated its bullish outlook on HEICO Corporation (HEI) and increased its price target to $403 from $323, maintaining a Buy rating. This follows strong second-quarter earnings, with the company reporting a record net income of $233.8 million and net sales of $1,375.7 million. UBS also raised its price target for HEICO, citing robust demand in the commercial aerospace and defense markets.
Citi Reiterates Bullish Outlook on HEICO Corporation (HEI), Hikes Price Target
Citigroup and UBS have both raised their price targets for HEICO Corporation (HEI) following strong Q2 earnings. Citi maintained a "Buy" rating and increased its target to $403, while UBS kept a "Neutral" rating and hiked its target to $390, citing robust performance and rising EBITDA estimates in the commercial aerospace and defense markets. HEICO reported record net income and sales, with a 49% year-over-year increase in net income and a 25% increase in net sales.
HEICO Corp stock (US4228061093): Aerospace supplier extends growth streak with Q2 2026 earnings and guidance upgrade
HEICO Corp has reported another quarter of record results for Q2 2026, driven by strong demand in commercial aerospace and defense, and has raised its full-year guidance. The company’s growth is underpinned by its Flight Support and Electronic Technologies segments, which supply aircraft parts, specialty electronics, and defense components. HEICO focuses on a niche acquisition strategy and offers differentiated products with high reliability requirements, contributing to its stable performance in the aerospace and defense sector.
Here's how much a $1000 investment in Heico Corporation made 10 years ago would be worth today
This article analyzes the hypothetical growth of a $1000 investment in Heico Corporation (HEI) made ten years ago. It calculates the present-day value of such an investment, assuming reinvestment of dividends, and evaluates the company's past stock performance.
Here's Why You Should Add HEI Stock to Your Portfolio Right Now
HEICO (HEI) is presented as a strong investment due to its robust presence in the aerospace market, solid liquidity, and low debt. The company shows strong growth projections for fiscal 2026 sales and earnings, alongside a positive earnings surprise history. Its success is driven by demand for aerospace aftermarket parts and growth in defense and space markets.
HEICO Expands Defense Supply Chain Footprint With Cook Defence Acquisition
HEICO Corporation has acquired an 80% stake in Cook Defence Systems, a UK-based manufacturer of armored vehicle track systems, through its Flight Support Group. This acquisition strengthens HEICO's position in global defense supply chains, particularly in land warfare technologies, and provides access to non-U.S. defense markets. Cook Defence will continue to be led by Managing Director William Cook, with William Cook Holdings retaining a 20% ownership stake.
HEICO Corporation Acquires Manufacturer of Armored Vehicle Track Systems
HEICO Corporation announced the acquisition of a manufacturer specializing in track systems for armored vehicles. This strategic move aims to expand HEICO’s defense-related product portfolio and manufacturing capabilities. The financial terms of the deal were not disclosed, and the acquired firm will continue its operations within HEICO’s corporate structure.
UK armored-vehicle track maker joins HEICO, bringing global defense ties
HEICO (NYSE:HEI) has acquired an 80% stake in UK-based Cook Defence Systems, a key supplier of armored vehicle track systems, forming HEICO-Cook Defence. The acquisition expands HEICO's international defense exposure, as Cook Defence generates most of its revenue outside the US and works with NATO and allied nations. HEICO anticipates the deal will be accretive to its earnings within a year of closing.
HEICO acquires Cook Defence Systems for track systems unit
HEICO Corporation has acquired Cook Defence Systems, a UK-based manufacturer of track systems for armored vehicles, through its Flight Support Group. HEICO will own 80% of the newly formed HEICO-Cook Defence, with William Cook Holdings retaining 20% ownership. The acquisition is expected to be accretive to HEICO's earnings within the first year, adding a company that supplies national defense ministries and global defense original equipment manufacturers.
HEICO Corporation Acquires Key Supplier of Armored Vehicle Track Systems
HEICO Corporation's Flight Support Group has acquired Cook Defence Systems, a key designer and manufacturer of armored vehicle track systems, forming HEICO-Cook Defence (HCD). HEICO holds an 80% ownership stake, with the remaining 20% retained by William Cook Holdings. The acquisition is expected to be accretive to HEICO's earnings within the first year and expands its international growth opportunities in the defense sector.
UBS raises Heico stock price target to $390 on strong growth
UBS has increased its price target for Heico Corp. (NYSE:HEI) to $390 from $371, maintaining a Neutral rating, following strong second fiscal quarter results that showed 18% organic growth. The company reported impressive segment EBIT margins and no slowdown in aftermarket business, with defense demand remaining robust. Other analysts like Stifel and Jefferies also raised their price targets, indicating strong investor confidence despite potential headwinds from future aircraft retirements.
HEI.A SWOT Analysis: Strong Growth and Strategic Acquisitions Highlighted in 10-Q Filing
Heico Corp (HEI.A) has shown strong financial performance with a 20% increase in net sales for the first half of fiscal 2026, reaching $2.55 billion. The company boasts a GF Score of 92/100 and a GF Value indicating it is slightly undervalued. While its reliance on acquisitions for growth and moderate financial strength are weaknesses, Heico's opportunities lie in increasing demand for aerospace and defense products and technological advancements, despite threats from market volatility and supply chain disruptions.
HEICO CORP 2Q 2026: Revenue $1.38B, EPS $1.66— 10-Q Summary
HEICO CORP (HEI) reported strong second-quarter 2026 results, with revenue reaching $1.38 billion and diluted EPS at $1.66, reflecting significant year-over-year increases. The company's growth was driven by robust organic demand and strategic acquisitions, leading to record sales for both its Flight Support Group and Electronic Technologies Group. Management anticipates continued sales expansion through demand and acquisitions, alongside balanced capital allocation for organic investments and M&A.
