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HEHEI-A

HEICO Corporation

$HEI-A·$51B·Aerospace & Defense·Industrials
$250.06-0.4%YTD+1.5%1Y+0.6%
Mentions · last 7 days
2026-08-19: 0 posts2026-08-20: 0 posts2026-08-21: 0 posts2026-08-22: 0 posts2026-08-23: 0 posts2026-08-24: 1 posts1
Price updated 21h ago·X counts updated 5d ago
HEHEI-A
$HEI-AHEICO Corporation
$250.06-0.38%1 posts
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $HEI-A, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-08-20

The move is getting stronger, with heavier trading behind it.

HEICO aerospace-parts compounder — Q2 fiscal-2026 revenue +25%, EPS beat 25% on parts-and-defense demand.

HEICO Corporation is the leading FAA-approved PMA (parts manufacturer approval) aerospace parts supplier — making jet-engine replacement parts that airlines buy as lower-cost alternatives to OEM parts, plus a growing defense-electronics arm. HEI-A is the Class A share class with reduced voting rights.

The setup that's compounding:

  • Revenue growth is exceptional: Q2 fiscal-2026 revenue grew 25.3% year-on-year to $1.38B after 14.4% in Q1 and 19-23% the prior three — this is the airline-aftermarket-parts cycle continuing plus the defense-electronics organic and M&A growth combining.
  • The Q2 EPS beat was material: EPS of $1.68 beat consensus by 24.8% following a 5.5% Q1 beat — two consecutive material beats mean the sell-side model is being pulled up quarter over quarter, which supports the current 59x trailing multiple.
  • The $1.2B senior notes deal is fresh capital: HEICO closed a $1.2B senior notes offering — this is bolt-on-acquisition and organic-growth funding, consistent with the M&A-cadence-driven compounder model that has defined HEICO for two decades.

Trajectory is accelerating at 81% of the 52-week range on the beat cadence; the Aug 25 Q3 fiscal-2026 print (this week) needs another material beat plus commentary on M&A pipeline deployment — a soft aerospace-aftermarket commentary or a defense-electronics margin compression breaks the setup back toward $240.

What to watch: Aug 25 Q3 fiscal-2026 earnings (this week) — another material beat plus M&A pipeline deployment commentary sustains the multiple; a soft aerospace-aftermarket commentary or a defense-electronics margin compression breaks the setup back toward $240.

On the calendar: 2026-08-25 — Q3 fiscal-2026 earnings

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Read the AI verdict + X sentiment for $HEI-A

  • 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)
  • X crowd read with bullish/bearish call + post volume
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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-A.

Aerospace & Defense · Industrials

No material change from last week — institutions now mark RKLB, LUNR, and RDW against SPCX's $1.

What this means for $HEI-A

Partial — Makes FAA-approved aircraft replacement parts and niche defense electronics, undercutting OEM pricing in aerospace aftermarket; partial earnings exposure to aerospace & defense demand dynamics through its product portfolio.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+16.3%YTD
+16.3%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$1.21+9.9%
Next earningsMon, Dec 21·consensus EPS $1.58

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 20 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.3B$5.0B – $5.4B$6.09$5.61 – $6.2820
FY27$5.8B$5.5B – $6.0B$6.86$6.32 – $7.0820
FY28$6.3B$5.9B – $6.4B$7.74$7.13 – $7.9810
FY29$6.8B$6.4B – $7.0B$8.99$8.28 – $9.2711

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.1.0×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.63%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.-2.8%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.+2.7%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 today0.2% 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.β1.085-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.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

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

Recent transactions

SellJun 10Bradley K RowenChief Accounting Officer1.3K sh$320KSellApr 15Julie NeitzelDirector676 sh$151KBuyMar 4Nandakumar CheruvatathDirector4.1K sh$1000K
+ 8 other (4 awards · 2 gifts · 1 inkind · 1 exempt) in window

See when $HEI-A 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
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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's Class A share filing for the same $1.2 billion dual-tranche notes transaction: $550M of 4.950% notes due 2031 and $650M of 5.400% notes due 2036, with proceeds used to pay down the revolving credit facility. Filed for both HEI and HEI-A since HEICO has two classes of common stock listed on the NYSE.

424B5Prospectus supplement (offering)Jul 15424B5
AI summary

HEICO Corporation (HEI-A) filed a 424B5 prospectus supplement on July 15, 2026, for its dual-tranche senior note offering: $550 million of 4.950% Notes due 2031 (priced at 99.936%) and $650 million of 5.400% Notes due 2036 (priced at 99.905%), totaling $1.2 billion gross. Notes are expected to be delivered on July 16, 2026. Joint book-runners include Truist, Bank of America, PNC, Wells Fargo, Credit Agricole, and TD Securities. This filing covers HEI-A (Class A common stock), a registered 12(b) security of the same issuer.

424B5Prospectus supplement (offering)Jul 13424B5
AI summary

HEICO Corporation (HEI-A) — 424B5 preliminary prospectus supplement for a dual-tranche senior notes offering. Dollar amounts and interest rates are left as TBD in this preliminary version; final terms will appear in the effective 424B5. Material — signals HEICO is pursuing a new public debt financing; final size and rate pending; relates to Class A shares.

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

HEICO Corporation (HEI-A) — S-3ASR automatic shelf registration filed July 13, 2026, enabling HEICO to offer securities from time to time. This filing relates to the Class A share class. Administrative — same shelf registration as HEI common; enables the concurrent debt offering.

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

HEICO Corporation (NYSE: HEI / HEI.A) entered a material definitive agreement (Item 1.01) on June 11, 2026. The terms, counterparty, and deal type are in the exhibit not included in the excerpt. HEICO regularly makes tuck-in acquisitions of FAA-approved aircraft parts businesses; an Item 1.01 filing is consistent with a new acquisition agreement or credit facility amendment. Without the body, the materiality and deal size are unknown — HEICO's acquisition history suggests this could range from a small bolt-on to a more substantial deal.

8-KShareholder voteMar 178-K — Item 5.07: Shareholder vote
+ 12 other (7 13Gs · 2 earnings 8-Ks · 1 10-Q · 1 SD) in window

Recent news

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

HEICO: A Fundamentals Superstar But Also An Informational Enigma; Staying At 'Hold'seekingalpha.com·1d agoHEICO Q3 Earnings Call Highlights Broad Demand and M&A Capacityzacks.com·2d agoHEICO Corporation (HEI) Q3 2026 Earnings Call Transcriptseekingalpha.com·3d agoHEICO Q3 Earnings Top Estimates, Sales Increase Year Over Yearzacks.com·3d agoHEICO Corporation Reports Record Net Income (Up 33%) on Record Operating Income (Up 34%) and Record Net Sales (Up 23%) for the Third Quarter of Fiscal 2026accessnewswire.com·4d ago

In themes

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

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Voices on X · last 7 days

No standout posts about $HEI-A 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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