TickerTalks
Browse all tickers →
TickerTalks›$HEI
HEHEI

HEICO Corporation

Hot onWhy it's trendingX chatter spiked vs its recent normBacked by solid revenue growth
$HEI·$47B·Aerospace & Defense·Industrials
$337.10-0.1%YTD+4.3%1Y+6.8%
Mentions · last 7 days
2026-06-13: 121 posts2026-06-14: 374 posts2026-06-15: 251 posts2026-06-16: 129 posts2026-06-17: 196 posts2026-06-18: 301 posts2026-06-19: 404 posts1,779+29%
Price updated 19h ago·X counts updated 18h ago
HEHEI
HEICO Corporation$HEI
$337.10-0.07%1.8k posts+29%
AI analysisFundamentalsVoices on X
Loading…

AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $HEI, 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 2026-06-20

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

HEICO raised the dividend 8% on a 25% revenue print and increased the credit facility to $2.2B for M&A optionality.

HEICO Corporation is a global designer-and-manufacturer of FAA-approved replacement parts, electronics, and specialty subsystems for the aerospace and defense industry — a quietly compounding industrial that goes years between headlines. Q2 FY26 revenue grew 25% YoY to $1.38B with operating margin at 25% and the last three quarters all beat EPS by 5-25%. Two recent shareholder-friendly actions: the company raised the cash dividend 8% on June 15 (the second hike this year) and increased the credit facility to $2.2B on June 12 — that's M&A dry powder, given HEICO's historical pattern of bolt-on acquisitions in aerospace aftermarket. The stock is up 4% YTD and 7% over twelve months but sits at the 77th percentile of its 52-week range — the chart hasn't fully priced the revenue acceleration yet. A new June 17 material definitive agreement filing (counterparty/dollar terms not disclosed in the excerpt) is the unresolved fact that could be the next deal.

Agrees with X sentimentBulls correctly anchor to the 8% dividend increase + Q2 net sales +25% + net income +49% + the credit facility expansion to $2.2B for M&A optionality. The Heima crypto $HEI noise is unrelated; the small equity-relevant chatter is fundamental and on-target.

What to watch: Q3 FY26 earnings August 24 — Flight Support segment growth and any acquisition-driven contribution. Unpacking the June 17 material definitive agreement filing — the timing aligns with the credit-facility expansion, so a sizeable bolt-on acquisition is plausible.

On the calendar: 2026-08-24 — Q3 FY26 earnings

serial acquirer credit facility expandeddividend growthaerospace aftermarket growth

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment11 posts analyzed · as of 2026-06-19

Posts mix HEICO raising the semi-annual dividend 8 percent on Q2 net sales up 25 percent and net income up 49 percent with the stock up 12 percent, alongside the Heima crypto $HEI token where Binance cold wallet now holds 54 percent of total supply.

Read the AI verdict + X sentiment for $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)
  • X crowd read with bullish/bearish call + post volume
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.

Aerospace & Defense · Industrials

SpaceX IPO (began trading June 12) sets a new commercial-space valuation benchmark, repricing RKLB, FLY, LUNR, and RDW as institutions mark them against SPCX's public multiple. Traditional A&D floor holds via NATO capex and US hypersonics/drone procurement, but this week's price action is a SpaceX-comparables repricing event.

What this means for $HEI

Neutral — FAA-approved replacement parts demand follows airline flight hours and aftermarket cycles; no commercial space segment.

Top industry ETF

$ITAiShares U.S. Aerospace & Defense ETF
+10.9%YTD
+32.4%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
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%
Q2 2025Aug 25, 2025$1.26$1.13+11.5%
Next earningsMon, Aug 24·consensus EPS $1.46

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 17 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$5.2B$5.1B – $5.4B$6.02$5.62 – $6.3314
FY27$5.8B$5.5B – $6.0B$6.79$6.27 – $7.4317
FY28$6.3B$6.3B – $6.3B$7.73$6.92 – $8.5315
FY29$6.8B$6.5B – $7.0B$8.99$8.53 – $9.387

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.0.8×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.77%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.+11.8%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.+7.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

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
+ 7 other (4 awards · 1 gift · 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 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.

8-KShareholder voteMar 178-K — Item 5.07: Shareholder vote
3New insider — initial holdingsFeb 23
8-KOfficer or director changeDec 22, 20258-K — Item 5.02: Officer or director change
+ 16 other (6 13Gs · 2 10-Qs · 2 earnings 8-Ks · 2 proxys) in window

Recent news

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

HEI Civil Advances Safety Leadership with Dual CSP Certifications for Joosten and Hemricglobenewswire.com·4d agoHEICO Corporation Increases Cash Dividend By 8%accessnewswire.com·5d agoHEICO Corporation Increases Credit Facility to $2.2 Billionaccessnewswire.com·8d agoHEICO vs. Textron: Which Industrials Stock Is a Better Buy in 2026?fool.com·10d agoThis Top Aerospace Stock is a #1 (Strong Buy): Why It Should Be on Your Radarzacks.com·10d 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$RTX$FLY$GPUS$SIDU$LMT$RDW
Voices on X · top 9 · 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