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HEHEI

HEICO Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 25% YoY at strong margins8 insiders bought $1.4M in 30 daysConsistent chatter on X (117/wk), no spike
$HEI·$43B·Aerospace & Defense·Industrials
$309.87+0.4%YTD-8.2%1Y+0.8%
Price updated 7h ago·X counts updated 5d ago
HEHEI
$HEIHEICO Corporation
$309.87+0.40%117 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $HEI on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

117X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $HEI's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 75% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-10-02

The $HEI feed is a crypto token (not Heico) — holders are up ~11% from entry after a symmetrical-triangle long setup with TPs at $0.155, $0.165 and $0.180 off a $0.1347 stop, and a $4.6 longer-term projection after the escaped-downtrend backtest completes. The thread is small and promo-flavored with no bear voice; the technical setup is the whole thesis.

Read what X is saying about $HEI

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $HEI — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersStalledAI verdict · as of 2026-10-02

The move has stalled — likely just drifts unless something new shows up.

HEICO at 42% of 52-week range — 25% revenue growth, aerospace-aftermarket moat intact, Dec 17 earnings is next catalyst.

HEICO Corporation is the dominant aerospace FAA-PMA parts manufacturer plus Electronic Technologies defense/space products. The stock is down 5% YTD, consolidating below the 50-day MA ahead of Dec 17 earnings.

  • The P&L is actually accelerating: revenue grew 25.3% YoY to $1.38B last quarter at a 23.5% operating margin and EPS $1.68 — the Flight Support Group (aftermarket PMA parts) is the growth engine, with Electronic Technologies (ETG) extending the defense-adjacency.
  • At 58.5x trailing earnings and 9.4x sales for an aerospace aftermarket compounder with 23%+ operating margins, HEICO trades at a quality premium that bulls argue is deserved — the family-controlled governance and multi-decade compounding record is specific.
  • The ASB-shares-monetization-for-Maui-wildfire-settlement-funding is a specific capital-allocation signal — HEICO extracting value from a legacy holding to fund operational needs, which is governance-neutral.

Stalled holds until Dec 17 earnings confirm Flight Support revenue growth above 20% YoY and operating margin stays above 23%. A soft Flight Support print, or any specific commentary on PMA parts pricing pressure, is what tips this toward breaking-down; a FY27 revenue guide above $5.5B plus specific defense-contract wins is what breaks the stalled tape higher.

Differs from X sentimentThe X thread is actually about Heima the crypto token ($0.140-$0.144 entry, TPs $0.155/$0.165/$0.180, HTF $4.6 projection) — not HEICO the aerospace parts manufacturer, whose actual tape is driven by Flight Support Group revenue the crypto posters never engage with.

What to watch: Dec 17 earnings — Flight Support Group revenue growth above 20% YoY, Electronic Technologies segment growth, operating margin above 23%, FY27 revenue guide. A soft Flight Support print or PMA pricing softness is what breaks the stalled tape lower.

On the calendar: 2026-12-17 — Q4 FY26 earnings

Read the AI verdict on $HEI

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Makes FAA-approved aircraft replacement parts and niche defense electronics, undercutting OEM pricing in aerospace aftermarket.

Industry overviewAI analysisGenerated by AI from underlying data

Where Aerospace & Defense sits in its cycle right now — and what that implies for $HEI.

Aerospace & Defense · Industrials

No material change from last week — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $HEI

Partial — Makes FAA-approved aircraft replacement parts and niche defense electronics, undercutting OEM pricing in aerospace aftermarket.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
-5.3%YTD
+1.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
58.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
10.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
23.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
2.0%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
17.8%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
40.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.5Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 25, 2026$1.67$1.52+9.9%
Q1 2026May 27, 2026$1.66$1.33+24.8%
Q4 2025Feb 25, 2026$1.35$1.28+5.5%
Q3 2025Dec 18, 2025$1.33$1.22+9.0%
Next earningsThu, Dec 17·consensus EPS $1.61

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.4B+25.3%41.4%25.5%$1.68$273.9M
Q1 FY26$1.2B+14.4%38.6%22.1%$1.36$165.1M
Q4 FY25$1.2B+19.3%40.2%23.1%$1.35$268.5M
Q3 FY25$1.1B+15.7%39.8%23.1%$1.27$218.5M

Forward consensus

4-year forecast · up to 19 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.4B$5.4B – $5.4B$6.33$6.16 – $6.4417
FY27$6.0B$5.8B – $6.3B$7.16$6.59 – $7.6617
FY28$6.5B$6.2B – $7.1B$8.10$7.65 – $8.8419
FY29$7.0B$6.8B – $7.4B$9.34$9.01 – $9.9918

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.45%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-4.3%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-3.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 123.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.095-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Cluster buy8 insiders bought shares in the last 30 days.

Recent transactions

BuyOct 8Victor H MendelsonCEO795 sh$175KBuyOct 8Thomas M CulliganDirector795 sh$175KBuyOct 8Mark H HildebrandtDirector795 sh$175KBuyOct 8Julie NeitzelDirector592 sh$175KBuyOct 8Carol F. FineDirector795 sh$175KBuyOct 8Alan SchriesheimDirector795 sh$175KBuyOct 8Adolfo HenriquesDirector795 sh$175KBuyOct 8Nandakumar CheruvatathDirector795 sh$175KSellJun 10Bradley K RowenChief Accounting Officer1.3K sh$320K
+ 9 other (4 awards · 3 gifts · 1 inkind · 1 exempt) in window

See when $HEI insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJul 168-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation · Item 7.01: Press release / Reg FD · Item 8.01: Other event
AI summary

HEICO Corporation issued $550M of 4.950% senior notes due 2031 and $650M of 5.400% senior notes due 2036, totaling $1.2 billion in fixed-rate long-term debt. Net proceeds were used to pay down the revolving credit facility, refinancing floating-rate borrowings into fixed-rate obligations—a favorable liability management transaction for the aviation parts and electronics manufacturer.

424B5Prospectus supplement (offering)Jul 15424B5
AI summary

HEICO Corporation (HEI) priced a dual-tranche senior note offering on July 15, 2026, comprising $550 million of 4.950% Notes due 2031 (priced at 99.936%, yielding approximately $546.3 million net) and $650 million of 5.400% Notes due 2036 (priced at 99.905%, yielding approximately $645.2 million net), for combined gross proceeds of $1.2 billion. Notes are to be delivered on July 16, 2026. Joint book-runners include Truist, Bank of America, PNC, Wells Fargo, Credit Agricole, and TD Securities. Proceeds will be used for general corporate purposes.

424B5Prospectus supplement (offering)Jul 13424B5
AI summary

HEICO Corporation (HEI) — 424B5 preliminary prospectus supplement for a dual-tranche senior notes offering with amounts and interest rates still TBD. Final terms to be set in the effective prospectus. Material — HEICO pursuing a new public debt raise; same filing as HEI-A, cross-filed for common share class.

S-3ASRAuto-shelf registrationJul 13S-3ASR
AI summary

HEICO Corporation (HEI) — S-3ASR automatic shelf registration statement filed July 13, 2026, enabling HEICO to offer debt and equity securities on an expedited basis. Filed in conjunction with the concurrent senior notes offering. Administrative — enabling shelf registration for HEICO's upcoming debt offering; actual terms are in the concurrent 424B5 supplement.

8-KMaterial agreementJun 178-K — Item 1.01: Material agreement
AI summary

HEICO Corporation filed an 8-K (Item 1.01) dated June 11, 2026, reporting entry into a material definitive agreement. The excerpt is limited to cover-page boilerplate; no counterparty, deal type, or dollar amounts are visible in the available text. Given HEICO's history of aviation-parts acquisitions, this may represent a business combination or supply agreement, but terms cannot be confirmed from the excerpt.

+ 11 other (5 13Gs · 2 10-Qs · 2 earnings 8-Ks · 1 SD) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Does Heico (HEI) Have the Potential to Rally 26.83% as Wall Street Analysts Expect?zacks.com·17h ago3 Top Ranked Stocks Gaining Despite Market Turmoilzacks.com·2d agoHEICO Corporation Co-CEOs and Co-Chairmen Receive Wright Brothers Memorial Awardaccessnewswire.com·4d agoBuy 3 Defense Equipment Stocks Amid Solid Short-Term Price Upsidezacks.com·9d agoHeico (HEI) is an Incredible Growth Stock: 3 Reasons Whyzacks.com·12d ago

In themes

Explore the broader themes this ticker is being talked about under.

Defense & Drones

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Voices on X · last 7 days

No standout posts about $HEI on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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