TickerTalks
Browse all tickers →
TickerTalks›$HEI-A
HEHEI-A

HEICO Corporation

Strong FundamentalsStrong FundamentalsRevenue growing 25% YoY at strong margins8 insiders bought $1.4M in 30 daysQuiet on X (0 mentions/wk)
$HEI-A·$43B·Aerospace & Defense·Industrials
$233.85+1.1%YTD-12.3%1Y-4.1%
Price updated 1m ago·X counts updated 5d ago
HEHEI-A
$HEI-AHEICO Corporation
$233.85+1.08%0 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $HEI-A 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.

0X posts · last 7 days
Sep 28Oct 11

AI verdictAI analysisGenerated by AI from underlying data

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

Proven numbersEvent coming upAI verdict · as of 2026-10-03

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

HEICO Class A with 25% revenue growth and 25% EPS surprise — aerospace-aftermarket compounder into Dec 21.

HEICO Class A (HEI-A) is the lower-vote class of HEICO Corp — a specialty aerospace-aftermarket-parts manufacturer whose 2026 story is operational-execution across commercial aerospace, defense, and specialty-industrial-components markets.

  • The P&L is firing: Q3 revenue grew 25.3% YoY to $1.38B at a 25.5% operating margin and $1.68 EPS, with trailing EPS beats of 9.9% and 24.8% — these are consistent large surprises on a specialty-aerospace compounder.
  • The specific capital-markets positioning is substantive: '3 Reasons Why Heico (HEI.A) is a Solid Choice' plus Zacks Industry Outlook with HEICO, ATI and AAR — three coordinated sector-leader framings.

At 32% of its 52-week range and 7% below the 200-day going into Dec 21 earnings, the setup is a classic aerospace-aftermarket-at-drawdown coil. Another 15%+ EPS surprise plus continued Electronic Technologies Group commentary is the trigger for a reclaim; a soft Flight Support Group or any specific defense-sector signal is the invalidation.

What to watch: Dec 21 Q4 earnings — Flight Support Group revenue, Electronic Technologies Group growth, operating margin direction, and FY27 guide. 15%+ EPS surprise plus segment acceleration is the trigger; Flight Support softness is the invalidation.

On the calendar: 2026-12-21 — Q4 earnings

aerospace aftermarket

Read the AI verdict on $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)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

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 — Defense procurement backlogs remain intact on NATO 2% GDP commitments.

What this means for $HEI-A

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
-0.4%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$1.21+9.9%
Next earningsMon, Dec 21·consensus EPS $1.64

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 24 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.4B$5.3B – $5.5B$6.31$6.12 – $6.6424
FY27$6.0B$5.8B – $6.4B$7.14$6.93 – $7.5124
FY28$6.5B$6.4B – $6.8B$8.06$7.82 – $8.4821
FY29$7.0B$6.8B – $7.3B$9.34$9.06 – $9.8214

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.0.7×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.40%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.-3.9%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.-3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 124.0M 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.β1.135-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 8Adolfo HenriquesDirector795 sh$175KBuyOct 8Nandakumar CheruvatathDirector795 sh$175KBuyOct 8Alan SchriesheimDirector795 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-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
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'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.

+ 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.

HEICO Corporation Co-CEOs and Co-Chairmen Receive Wright Brothers Memorial Awardaccessnewswire.com·3d agoHEICO Has the Better Business, the Better Balance Sheet, and a Price That Makes It Impossible to Buy247wallst.com·11d agoLooking for a Growth Stock? 3 Reasons Why Heico (HEI.A) is a Solid Choicezacks.com·28d agoZacks Industry Outlook HEICO, ATI and AARzacks.com·29d agoHeico (HEI.A) Loses 10.0% in 4 Weeks, Here's Why a Trend Reversal May be Around the Cornerzacks.com·43d ago

In themes

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

Defense & Drones

More in Aerospace & Defense

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$SPCX$RKLB$FLY$SIF$BA$LUNR$RDW$ACHR
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.

PrivacyTermsSupport