HEICO (HEICO) Stock Price & Analysis
HEICO Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 712.52B
- Enterprise Value
- MXN 53.34B
- Total Cash (Recent Filing)
- MXN 240.96M
- Total Debt (Recent Filing)
- MXN 2.54B
- Price to Earnings (P/E)
- 52.9
- Beta
- N/A
- Next Earnings
- Dec 21, 2026 (Est.)
- EPS Estimate
- 30.92
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Sustained Growth And Profitability
HEICO has expanded revenue from $1.9B in 2021 to $5.18B TTM while maintaining mid-teens net margins and healthy operating profitability. This combination indicates scalable demand and gives the company resources to keep investing in product development, capacity and acquisitions.
Strong Cash Generation
Cash generation closely supports reported earnings, with TTM free cash flow reaching $1.03B and conversion near 0.93 of net income. Reliable internal cash funding improves resilience, supports acquisitions and shareholder returns, and reduces reliance on external financing for ongoing growth.
Specialized Market Position And Backlog
HEICO operates in specialized markets where FAA certification and defense or aerospace qualification requirements create meaningful barriers to entry. Its niche products, repair capabilities and record backlog support customer retention, recurring demand and a durable position across multiple end markets.
Bears Say
Repair Supply-chain Constraints
Parts shortages and extended lead times can prevent completed repair work from being shipped, limiting throughput and delaying revenue recognition. If these constraints persist, they could restrain Flight Support growth, increase operational complexity and reduce the benefit of otherwise strong demand.
Margin Sensitivity To Product Mix
Recent margin expansion may not fully persist because results depend on the mix of products and projects delivered each period. Management’s caution on raising guidance means shifts toward lower-margin work could moderate earnings growth even while revenue and backlog remain strong.
Acquisition Pricing Pressure
HEICO’s acquisition-led expansion could become less efficient if attractive aerospace and defense businesses command elevated prices. Paying more for targets would raise integration and return requirements, while passing on deals could slow portfolio expansion and reduce a key avenue for future growth.
HEICO News
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HEICO Stock Smart Score
Company Description
HEICO
HEICO Corporation operates as a global enterprise through its various subsidiaries, specializing in the design, manufacturing, and distribution of an extensive range of products and services tailored for the aerospace, defense, and electronics industries. The company's Flight Support Group (FSG) division is a principal supplier of essential replacement components for jet engines and aircraft. Its offerings include specialized thermal insulation products, such as blankets and reusable systems, along with a variety of bespoke parts. The FSG also serves as a distributor for a wide array of hydraulic, pneumatic, structural, interconnect, mechanical, and electro-mechanical components, primarily targeting the commercial, regional, and general aviation sectors. Additionally, this segment provides comprehensive repair and overhaul services, covering jet engine and aircraft parts, avionics, instruments, composites, and flight surfaces for commercial aircraft, as well as navigation systems and various instruments used in military planes. HEICO's Electronic Technologies Group (ETG) delivers a broad and sophisticated portfolio of electronic solutions. This encompasses electro-optical infrared simulation and testing equipment, laser products, and diverse power equipment spanning electro-optical and microwave technologies. The ETG is also proficient in developing electromagnetic and radio frequency interference (RFI) shielding, high-speed interface products, high-voltage interconnection devices, advanced high-voltage power electronics, and power conversion units. Critical safety items like underwater and emergency locator beacons are also produced by this group. Further innovative contributions from the ETG include traveling wave tube amplifiers, microwave power modules, cutting-edge three-dimensional microelectronic and stacked memory products, rugged connectivity solutions, custom-molded cable assemblies designed for harsh environments, and a range of radio frequency and microwave amplifiers, transmitters, and receivers. The segment additionally provides communication and electronic intercept receivers and tuners, self-sealing auxiliary fuel systems, active antenna systems, and nuclear radiation detectors. The company's diverse clientele primarily spans the aviation, defense, space, medical, telecommunications, and general electronics sectors. HEICO Corporation was established in 1957 and its main offices are situated in Hollywood, Florida.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- CEO
- Eric A. Mendelson
- Employees
- 11,100
- Website
- www.heico.com
- Address
- 3000 Taft Street, Hollywood, FL, 33021, US
HEICO (HEICO) Earnings & Revenues
HEICO Earnings Call
Earnings Call SentimentPositive
The call conveyed a strongly positive operational and financial picture: record revenue, operating income, net income and EBITDA; robust organic growth across major segments; margin expansion; exceptional cash generation and improved leverage; active and accretive M&A with enhanced liquidity; and an increased dividend. Notable operational headwinds include supply chain constraints affecting repair volumes, elevated working capital and a one-time $70M–$75M cash outflow in Q4, plus caution around margin sustainability due to mix sensitivity and higher deal valuations. Overall, the favorable results, strong cash flow and strategic balance sheet moves materially outweigh the manageable challenges discussed.
View all MX:HEICO earnings summaries











