HEICO buys 80% of a Florida defense aircraft repair company
HEICO (NYSE:HEI) has acquired an 80% stake in Sherwood Avionics and Accessories, a Florida-based FAA and EASA Part 145 repair station specializing in MRO for defense and commercial aviation platforms. The transaction terms were not disclosed, but HEICO expects the acquisition to be accretive to its earnings within the first year. Sherwood's leadership will retain the remaining 20% ownership and continue to manage operations.
Heico Corporation (NYSE:HEI) Given Consensus Recommendation of "Moderate Buy" by Brokerages
Heico Corporation (NYSE:HEI) has received a "Moderate Buy" consensus rating from seventeen brokerages, with an average one-year price target of $358.71. Recent analyst actions include Truist Financial raising their price target to $391 and RBC to $375. The company recently surpassed Q4 earnings estimates with an EPS of $1.35 and revenue of $1.18 billion, marking a 14.4% year-over-year increase.
HEI Technical Analysis & Stock Price Forecast
This article provides a technical analysis of HEICO Corp (HEI), indicating a "Strong Sell" consensus based on various indicators. It details the stock's performance relative to moving averages, momentum indicators like RSI and MACD, and identifies key support and resistance levels. The analysis suggests HEI is currently in a "Strong Sell" position, with its share price below significant moving averages.
Wells Fargo initiates coverage of HEICO (HEI) with equal-weight recommendation
Wells Fargo has initiated coverage of HEICO (HEI) with an "equal-weight" recommendation. This suggests a neutral outlook on the stock's performance relative to the sector or market. Investors will be watching how this new coverage influences HEICO's stock trajectory.
Heico (NYSE:HEI) Given New $323.00 Price Target at Citigroup
Citigroup has lowered its price target for Heico (NYSE:HEI) from $400 to $323, while maintaining a "buy" rating, indicating an 18.97% potential upside from its previous close. Despite beating quarterly earnings estimates with revenue up 14.4% year-over-year, Heico's stock traded down 1.4%. The company currently holds an average analyst rating of "Moderate Buy" with a consensus target price of $358.71.
HEICO (HEI) Beats Earnings on Strong Aerospace Demand
HEICO Corporation (HEI) reported stronger-than-expected earnings and revenue, driven by robust performance in its Flight Support Group and Electronic Technologies Group, benefiting from strong aerospace demand. Jefferies reiterated a Buy rating and $400 price target for HEI shares. The article also includes a promotional section for an AI stock with high growth potential, highlighting its importance for investors while acknowledging HEICO's solid standing.
Assessing HEICO (HEI) Valuation After Recent Share Price Weakness
HEICO (HEI) has seen its stock price drop by about 16% over the last three months, prompting a reassessment of its valuation. Despite this recent dip, a narrative based on discounted cash flows suggests a fair value of around $370.89 per share, indicating it is undervalued compared to its current price of $275.48. However, its current P/E ratio of 53.9x is higher than the industry average, suggesting potential valuation risk if market sentiment shifts.
List of 38 Acquisitions by Heico (Apr 2026)
Heico has completed 38 acquisitions, with its most recent being EthosEnergy in January 2026. The company's highest acquisition activity occurred in 2015 and 2022, and its acquisitions are primarily concentrated in the United States, focusing on sectors like Electronic Components and Space Tech.
Vanguard disaggregates holdings after realignment (HEI)
The Vanguard Group has filed an amended Schedule 13G/A, reporting zero beneficial ownership of HEICO Corp common stock following an internal realignment on January 12, 2026. This administrative update reflects that certain Vanguard subsidiaries will now report their ownership separately, in accordance with SEC Release No. 34-39538. Investors should monitor future filings from Vanguard-related entities for holdings under different reporting names.
Heico Corporation $HEI Stake Reduced by Riverbridge Partners LLC
Riverbridge Partners LLC decreased its stake in Heico Corporation (NYSE:HEI) by 9.7% in the fourth quarter, selling 63,680 shares. Despite this, Heico remains Riverbridge’s third-largest position. The aerospace company surpassed quarterly EPS estimates and reported 14.4% year-over-year revenue growth, with analysts maintaining a "Moderate Buy" consensus rating and an average price target of $364.43.
OPTIMUM LARGE CAP GROWTH FUND's Heico Corp(HEI) Holding History
This article details OPTIMUM LARGE CAP GROWTH FUND's historical holdings in Heico Corp (HEI). As of December 31, 2025, the fund held 7,907 shares valued at $2.56 million, representing 0.12% of its portfolio. The fund's estimated gain on its HEI holdings is $1.08 million, reflecting a 6.66% return since its initial trade in Q2 2025.
Congress Asset Management Co. Sells 49,186 Shares of Heico Corporation $HEI
Congress Asset Management Co. reduced its stake in Heico Corporation (NYSE:HEI) by 18.1%, selling 49,186 shares and ending the quarter with 223,297 shares valued at $72.26 million. Despite this, institutional investors collectively own 27.12% of Heico, with some firms like American Century and Balyasny Asset Management significantly increasing their holdings. Analysts maintain a "Moderate Buy" rating for HEI, with an average target price of $364.43, as the company recently exceeded EPS estimates and reported 14.4% revenue growth.
A Look At HEICO (HEI) Valuation After Investor Focus On Growth Margins And Cash Flow
HEICO (HEI) has attracted investor attention due to volume growth, margin expansion, and strong free cash flow, despite recent share price declines. While a narrative suggests HEICO is 25.8% undervalued with a fair value of $370.89, another view highlights its high P/E ratio of 53.9x compared to industry averages, indicating a premium valuation. The article advises investors to weigh both the potential opportunity and risks in this split sentiment.
What HEICO (HEI)'s Increased Institutional Ownership by Fisher Asset Management Means For Shareholders
Fisher Asset Management has increased its stake in HEICO Corporation by 13%, highlighting institutional confidence in the aerospace and defense supplier's long-term growth through aftermarket parts and acquisitions. This move reinforces HEICO's investment narrative, although some analysts present a more cautious outlook on future revenue and potential competitive pressures. Investors are encouraged to conduct their own comprehensive research into HEICO's financial health and growth prospects.
Numerai GP LLC Makes New $8.01 Million Investment in Heico Corporation $HEI
Numerai GP LLC has made a new investment of $8.01 million in Heico Corporation (NYSE:HEI), acquiring 24,799 shares. This positions Heico as the fifth-largest holding in Numerai GP LLC's portfolio, representing about 1.1% of its total investments. Other institutional investors, including American Century Companies Inc. and Munro Partners, have also increased their stakes in the aerospace company, with institutional ownership now at 27.12%.
Heico shareholders approve director elections and auditor at annual meeting
Heico Corporation shareholders have approved the election of nine director nominees, held a non-binding advisory vote on executive compensation, and ratified Deloitte & Touche LLP as their independent registered public accounting firm for the fiscal year ending October 31, 2026. These decisions were made during the company's annual meeting. The company also recently reported strong first-quarter fiscal 2026 results, surpassing analysts' expectations for EPS and revenues, leading to Jefferies reiterating a Buy rating and William Blair an Outperform rating despite a pre-market stock decline.
HEICO Corporation (HEI): Billionaire Ken Fisher Increases Stake in War Stock
Billionaire Ken Fisher's Fisher Asset Management increased its stake in HEICO Corporation (NYSE:HEI) by 13% in the fourth quarter of 2025. Fisher has held HEICO in his portfolio since 2014, viewing it as a diversified aerospace and defense firm. He emphasizes opportunities in smaller, diversified suppliers within the defense sector rather than pure-play weapons firms.
Heico shares at 8-mont low amid Hormuz strait disruption 📉
Shares of Heico (HEI.US), an aerospace and defense company, have fallen to an 8-month low amidst concerns about the airline industry due to Middle East conflicts and rising jet fuel prices. This decline, approximately 20% from its historical peak, presents a profit-taking opportunity for investors despite the company's strong historical performance and record recent earnings. The stock's current drawdown against its 200-session EMA suggests a potential rebound if the Strait of Hormuz disruption is resolved, but caution remains if disruptions persist.
Lombard Odier Asset Management USA Corp Reduces Stake in Heico Corporation $HEI
Lombard Odier Asset Management USA Corp significantly reduced its stake in Heico Corporation by 62.5% in the third quarter, selling 5,738 shares and ending with 3,443 shares valued at approximately $1.11 million. Despite this reduction, Heico recently surpassed quarterly earnings and revenue estimates, achieving $1.35 EPS against $1.26 expected and $1.18 billion in revenue, a 14.4% year-over-year increase. Other major investors, including American Century, Munro Partners, and Balyasny Asset Management, increased their holdings, contributing to a consensus "Moderate Buy" rating from analysts with an average target price of $364.43.
Heico Corporation $HEI Shares Purchased by Aquatic Capital Management LLC
Aquatic Capital Management LLC increased its stake in Heico Corporation ($HEI) by 9.4% during the third quarter, bringing their total holdings to 42,815 shares valued at $13.82 million. Other institutional investors also raised their positions, with institutional ownership now accounting for 27.12% of the company's stock. Heico recently reported strong quarterly earnings, beating analyst estimates with EPS of $1.35 and revenue of $1.18 billion, while analysts maintain a "Moderate Buy" rating with an average target price of $364.43.
Pinnbrook Capital Management LP Sells 7,390 Shares of Heico Corporation $HEI
Pinnbrook Capital Management LP significantly reduced its stake in Heico Corporation by selling 7,390 shares, leaving it with 17,218 shares valued at approximately $5.56 million. Despite this, Heico reported strong quarterly results, beating EPS and revenue estimates, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $364.43. The company also announced a dividend of $0.12 per share, paid on January 20th.
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 analysts, with an average 12-month price objective of $364.43. Several brokerages, including Royal Bank of Canada and Truist Financial, recently updated their ratings and price targets. Institutional investors have also adjusted their holdings in the company, which recently reported strong quarterly earnings and declared a dividend.
HEICO Corporation (HEI) a Moderate Buy, Analysts See 23% Upside
Analysts see a 23% upside for HEICO Corporation (HEI) despite a recent 9% slump in shares following its Q1 results. Citigroup maintains a Buy rating with a $400 price target, viewing the current price as an attractive entry point. Although the Electronic Technologies Group saw a decline, HEICO reported record net income and strong overall growth.
1 Industrials Stock with Exciting Potential and 2 We Turn Down
This article identifies one industrial stock, HEICO (HEI), with exciting potential due to its strong revenue and earnings growth, and robust free cash flow. Conversely, it advises against Vontier (VNT) and Taylor Morrison Home (TMHC) due to sluggish sales growth, declining backlogs, and less profitable earnings. The piece emphasizes a cautious approach to the industrials sector despite recent gains, highlighting the importance of selecting winners in a cyclical market.
Heico Corporation $HEI Shares Acquired by Dynamic Technology Lab Private Ltd
Dynamic Technology Lab Private Ltd significantly increased its stake in Heico Corporation ($HEI) by 145.7% in Q3, making HEI its 22nd-largest holding. Heico exceeded Q3 earnings expectations with an EPS of $1.35 and revenue of $1.18 billion, a 14.4% year-over-year increase. Analyst sentiment remains positive, with a "Moderate Buy" consensus and an average target price of $364.43.
Heico (NYSE:HEI.A) Shares Pass Below Fifty Day Moving Average - Here's What Happened
Heico Corporation (NYSE:HEI.A) shares recently traded below their 50-day moving average, closing at $234.65 against a 50-day MA of $257.46. Despite this dip, analyst sentiment is mixed but leans positive, with "Strong Buy" and "Hold" ratings contributing to an overall "Buy" consensus from MarketBeat. The company reported a significant quarterly EPS beat of $999.00 against an expected $1.43, with revenues slightly below estimates.
Jefferies Maintains Buy on HEICO Corporation (HEI-A) March 2026
Jefferies has reiterated its "Buy" rating on HEICO Corporation (HEI-A) following the company's 10-Q filing on March 5, 2026. This action signifies sustained confidence in HEICO's operational outlook without introducing a new price target. The market saw a modest positive reaction of 1.23% in HEI-A's stock price, reflecting confirmation of sentiment rather than a fresh catalyst.
Insider Buying: Nandakumar Cheruvatath Acquires Shares in Heico Corp (HEI.A)
Nandakumar Cheruvatath, a Director at a Heico Corp (HEI.A) subsidiary, recently purchased 4,082 shares, increasing his total holdings to 4,146 shares. This transaction, along with 9 insider buys and 0 insider sells over the past year, indicates insider confidence in the company. Heico Corp's shares are currently trading at $244.95, with a GF Value suggesting it is fairly valued.
Here's Why You Should Add HEI Stock to Your Portfolio Right Now
HEICO (HEI) is presented as a strong investment opportunity in the Aerospace sector due to its robust presence in the market, solid liquidity, and low debt. The company shows positive growth projections for fiscal 2026 sales and earnings per share, along with consistent earnings surprises. Its expanding reach in both commercial and defense sectors, supported by strategic acquisitions, positions it for sustained long-term growth despite its stock's recent underperformance compared to the industry average.
Erste Asset Management GmbH Increases Stock Position in Heico Corporation $HEI
Erste Asset Management GmbH significantly increased its stake in Heico Corporation (NYSE:HEI) by 136% in the third quarter, now holding 59,000 shares valued at approximately $18.75 million. The aerospace company reported strong Q3 earnings, surpassing analyst expectations with an EPS of $1.35 and revenue of $1.18 billion, a 14.4% year-over-year increase. Analysts maintain a "Moderate Buy" rating for Heico, with an average price target of $364.43.
HEI Stock Price, Quote & Chart | HEICO CORP (NYSE:HEI)
This article provides a detailed overview of HEICO Corp (NYSE:HEI) stock, including its current price, performance metrics, key statistics, and analyst forecasts. It highlights the company's financial health, recent earnings performance, and technical and fundamental ratings from ChartMill. The article also includes information about HEICO's business segments, ownership structure, and comparisons with competitors in the aerospace and defense industry.
Heico Fills a Sizable and Durable Niche in Aerospace and Defense Parts Manufacturing and Maintenance
Heico specializes in manufacturing and maintaining aerospace and defense parts, effectively exploiting the switching costs created by original equipment manufacturers (OEMs). The company reverse-engineers complex parts and gains regulatory approval to sell functionally equivalent components at a significant discount (30%-40% less than OEMs). While Heico primarily targets systems in later stages of service due to new aircraft operators often sticking with OEM parts and service contracts, its strategy allows it to maintain a durable niche in the market.
HEICO Corporation (NYSE:HEI) Q1 2026 Earnings Call Transcript
HEICO Corporation reported strong first-quarter fiscal 2026 results, with consolidated net income up 13% to a record $190.2 million and net sales improving 14%. The Flight Support Group saw significant organic growth, while the Electronic Technologies Group experienced a temporary dip in operating income due to product mix, expected to recover later in the year. The company remains optimistic about future growth, supported by strategic acquisitions and robust demand in commercial aerospace, defense, and the emerging industrial gas turbine market driven by AI power needs.
HEICO slides 12.3% as investors digest Q1 results and margin/leverage signals
HEICO (HEI) stock slid 12.3% following its fiscal first-quarter earnings release. Despite reporting record net income and double-digit sales growth, concerns were raised by profitability pressure in the Electronic Technologies Group, weaker operating cash flow, and an increased leverage profile due to a recent acquisition. Analysts have issued recent price targets for HEI, with a median target of $375.0.
HEICO (HEI) Stock Trades Down, Here Is Why
Shares of aerospace and defense company HEICO (HEI) fell 12.2% after reporting fourth-quarter 2025 earnings that, despite beating headline estimates, revealed underlying weaknesses. Investors were concerned by an earnings beat attributed to a one-time tax benefit, adjusted EBITDA missing Wall Street consensus, and a decline in free cash flow margin. This significant drop indicates a strong market reaction to the lower-quality earnings and weaker cash generation.
US100 loses 1% amid Nvidia weakness 📉Heico crashes 13%
The US100 is down 1%, primarily due to a 3% drop in Nvidia shares despite the company reporting record-breaking quarterly results and optimistic forward guidance. Additionally, aerospace and defense company Heico (HEI.US) saw its stock crash nearly 13% after its earnings release, possibly reflecting investor disappointment with margin profiles and product mix despite record profits. Other corporate news highlights include J.M. Smucker's rise, and declines for companies like Array, C3.ai, and GoodRx due to missed expectations or weak guidance.
Record Results, Harsh Realities: Why HEICO’s 12% Plunge Masked a Quarter of New Highs
HEICO Corporation (NYSE: HEI) saw its stock plunge 12% despite reporting record first-quarter 2026 financial results, including a 14% sales surge and 13% net income rise. The market reacted negatively due to a "low-quality" earnings beat, where a significant portion of profits came from a one-time tax benefit, and concerns over margin compression in its Electronic Technologies Group. This suggests investors are scrutinizing profitability and the company's increasing leverage from its acquisition strategy, indicating a "show-me" phase for the aerospace company.
Sumitomo Life Insurance Co. Boosts Stock Holdings in Heico Corporation $HEI
Sumitomo Life Insurance Co. significantly increased its stake in Heico Corporation by 97.3% in Q3, now owning 9,920 shares valued at approximately $3.20 million. This move comes as Heico reported strong Q3 earnings, surpassing analyst expectations with an EPS of $1.35 and revenue of $1.18 billion, demonstrating solid financials despite a high valuation. Several other institutional investors also increased their holdings, contributing to an institutional ownership of 27.12% for the aerospace company.
HEICO Corp (NYSE:HEI) Posts Record Q1 2026 Earnings Despite Stock Sell-Off
HEICO Corp (NYSE:HEI) reported record Q1 2026 net income of $190.2 million and diluted EPS of $1.35, surpassing analyst estimates, with strong sales growth of 14% to $1.18 billion. Despite these positive financial results, the stock saw a significant 8.6% decline in after-hours trading. The market reaction is attributed to concerns over the Electronic Technologies Group's contracted operating margin, even as the Flight Support Group showed robust growth and improved profitability.
HEICO Corporation Reports Record Net Income (Up 13%) and Strong Increases in Operating Income (Up 15%) and Net Sales (Up 14%) for the First Quarter of Fiscal 2026
HEICO Corporation announced record net income of $190.2 million for the first quarter of fiscal 2026, marking a 13% increase. The company also reported strong financial growth with a 15% rise in operating income to $259.9 million and a 14% increase in net sales to $1,178.6 million. These results were primarily attributed to strong double-digit consolidated organic net sales growth and contributions from recent acquisitions across both its Flight Support Group and Electronic Technologies Group segments.
Heico to Report Q1 Earnings: What's in Store for the Stock?
Heico is set to release its first-quarter fiscal 2026 earnings, with analysts anticipating increased sales and earnings per share driven by strong performance in both its Flight Support Group and Electronic Technologies units. While the company holds a Zacks Rank of 2 (Buy), its Earnings ESP of 0.00% suggests it may not conclusively beat earnings estimates this quarter. The article also touches on recent defense industry earnings and highlights an opportunity in quantum computing stocks from Zacks Investment Research.
Semanteon Capital Management LP Cuts Stock Position in Heico Corporation $HEI
Semanteon Capital Management LP significantly reduced its stake in Heico Corporation (NYSE:HEI) by 62.7% in Q3, selling 2,944 shares and retaining 1,755 shares valued at $567,000. Despite this, Heico reported strong quarterly results, beating EPS and revenue estimates with a 19.3% year-over-year revenue gain. Other institutional investors, such as American Century Companies Inc. and Munro Partners, increased their holdings or opened new positions, indicating varied institutional sentiment for the aerospace company.
Directional Aviation’s Kenn Ricci Presents HEICO CEO Larry Mendelson with Kenn Ricci Lifetime Living Legends of Aviation Entrepreneur Award
Kenn Ricci of Directional Aviation presented HEICO CEO Larry Mendelson with the Kenn Ricci Lifetime Aviation Entrepreneur Award at the 21st annual Living Legends of Aviation awards ceremony. Mendelson was recognized for his leadership in growing HEICO into a multinational powerhouse with a market capitalization of approximately $21 billion. The event, hosted by John Travolta, also honored Prince Harry and served as a fundraiser for the Kiddie Hawk Air Academy.
HEICO Corp. (NYSE:HEI) Passes the Caviar Cruise Screen for Quality Investing
HEICO Corp. (NYSE:HEI) has been identified as a top-tier company through the "Caviar Cruise" stock screen, signifying its strong alignment with quality investing principles. The company demonstrates consistent revenue and profit growth, exceptional return on invested capital, and robust financial health with trustworthy cash flows. Despite its high stock price, HEICO's underlying financial characteristics make it an attractive prospect for long-term, quality-focused investors.
HEICO schedules Feb. 26 call to explain its latest quarterly results
HEICO Corporation (NYSE: HEI, HEI.A) announced it will release its first-quarter results for the period ended January 31, 2026, on February 25, 2026, after the NYSE close. The company will then host a conference call on February 26, 2026, at 9:00 AM ET to discuss these results. Interested parties can access the earnings release on HEICO's website and join the conference call by dialing specified numbers.
Heico Corporation (HEI) Earnings Expected to Grow: What to Know Ahead of Q1 Release
Heico Corporation (HEI) is anticipated to report an increase in both earnings and revenue for the quarter ending January 2026, with an expected EPS growth of 5% and revenue growth of 11.6%. Despite a positive Zacks Rank #2, the company's Earnings ESP of -3.07% suggests analysts have become more bearish, making an earnings beat difficult to predict conclusively. Investors are advised to consider Heico's consistent history of beating EPS estimates in the past four quarters alongside its current analyst forecasts.
Heico (HEI) Projected to Post Quarterly Earnings on Wednesday
Heico (NYSE:HEI) is projected to release its Q1 2026 earnings before market open on Wednesday, February 25th, with analysts expecting $1.26 EPS and $1.1708 billion in revenue. The company previously beat consensus estimates in Q4 2025, reporting $1.33 EPS and $1.21 billion in revenue. Analysts currently hold a "Moderate Buy" rating for Heico, with an average target price of $364.43.
GF Fund Management CO. LTD. Has $1.25 Million Stock Position in Heico Corporation $HEI
GF Fund Management CO. LTD. significantly reduced its stake in Heico Corporation ($HEI) by 65.3% in Q3, selling 7,293 shares and retaining 3,884 shares valued at approximately $1.25 million. This follows Heico's strong quarterly performance, where the company exceeded earnings estimates with an EPS of $1.33 and revenue of $1.21 billion. Despite the stake reduction by GF Fund Management, analysts maintain a "Moderate Buy" rating for Heico, with an average price target of $364.43.
Heico Corporation (NYSE:HEI) Receives Consensus Recommendation of "Moderate Buy" from Brokerages
Heico Corporation (NYSE:HEI) has received a "Moderate Buy" consensus recommendation from eighteen brokerages, with an average one-year price target of $364.43. The company recently reported strong quarterly earnings, beating expectations with $1.33 EPS and $1.21 billion in revenue, a 19.3% year-over-year increase. Analysts project an EPS of $4.20 for the current fiscal year, and institutional investors hold a significant portion of the stock.
HEICO (NYSE:HEI) shareholders have earned a 21% CAGR over the last five years
HEICO Corporation (NYSE:HEI) shareholders have seen a 156% return over the past five years, translating to a 21% compound annual growth rate. This performance reflects a growing regard for the company among investors, as its 16% annual earnings per share growth has been outpaced by its share price increase. The article suggests that the recent strong performance, including a 46% return over the last year with dividends, might indicate significant business momentum.
