HEICO (HEI)
Supplies aftermarket aerospace parts and niche electronics through a decentralized, acquisition-built portfolio.
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Sells FAA-approved aftermarket aircraft parts, repair and overhaul services, distribution, and niche mission-critical electronics through the Flight Support Group and Electronic Technologies Group. Product development and acquisitions expand the portfolio, while continued aviation demand, regulatory approvals, acquisition integration, and decentralized subsidiary accountability shape the business.
Supplies FAA-approved aftermarket replacement parts, repair and overhaul services, and aircraft-parts distribution through the Flight Support Group. The Electronic Technologies Group holds a portfolio of niche, mission-critical electronics businesses serving aerospace and other markets.
Builds product breadth through internal development and acquisitions. Subsidiaries retain substantial day-to-day and strategic autonomy, often with founders continuing in leadership and sellers retaining minority ownership, while airline partnerships support parts development.
The operating footprint has expanded through purchases that add customers, technologies, and geography. Growth depends on continued aviation demand, regulatory approvals, successful acquisition integration, and maintaining accountability across a decentralized portfolio.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 14, 2026 | Guggenheim | Initiate | Rating: — | |
| Sep 14, 2026 | Melius Research | Target | Target: — | Target: $350 |
| Sep 2, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $370 | Target: $365 |
| Aug 31, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $382 | Target: $491 |
| Aug 27, 2026 | Stifel Nicolaus | Target | Target: $370 | Target: $410 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 31, 2026Cash & short-term investments $241.0M · Total debt $2.54B · Total assets $9.94B · Shareholders' equity $4.95B
- Revenue
- $1.41B
- Operating income
- $355.2M
- Net income
- $235.4M
HistoryDividendAnnual yield
| Institutions | ≥ 31.31% | 43.76M shares | |
|---|---|---|---|
| 799 holders · as of Jun 30, 2026 | |||
| Insiders | 4.03% | 5.64M shares | |
| 13 holders · as of Sep 1, 2026 | |||
| Other | ≤ 64.66% | 90.36M shares | |
| remainder | |||
139.76M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Institutional filings for HEI-A (60% of the company) are not on file here, so the institutional figure is a floor.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 2.81% | 3.93M | as of Jun 30, 2026 |
Price T Rowe Associates Inc /MD/Institution | 2.29% | 3.20M | as of Jun 30, 2026 |
T. Rowe Price Associates, Inc.Institution | 2.29% | 3.20M | filed Aug 14, 2026 |
Capital International InvestorsInstitution | 2.07% | 2.89M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 1.60% | 2.24M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 10, 2026 | Bradley K. Rowen | officer: Chief Accounting Officer | −1,326 | $241.63 |
| Apr 15, 2026 | Julie Neitzel | director | −676 | $223.00 |
| Mar 4, 2026 | Nandakumar Cheruvatath | director | +4,082 | $244.95 |
| Oct 21, 2025 | Mark H. Hildebrandt | director | +400 | $248.76 |
| Oct 10, 2025 | Mark H. Hildebrandt | director | +676 | $243.93 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| HEICO | $301.93 | −0.36% | $42.22B | 50.5 | 43.9 | 8.2 | +23.1% |
| TransDigm Group | $1,091.23 | −1.66% | $62.07B | 33.7 | 23.4 | 6.2 | +22.6% |
| RTX | $187.51 | −3.51% | $261.92B | 34.2 | 25.5 | 2.8 | +14.5% |
| GE Aerospace | $314.38 | −1.45% | $330.99B | 37.7 | 37.3 | 6.5 | +14.6% |
| AAR | $116.84 | +0.50% | $4.64B | 23.9 | 20.3 | 1.4 | +23.0% |
| Curtiss-Wright | $545.32 | −4.00% | $20.98B | 39.1 | 33.9 | 5.7 | +5.4% |
| Mercury Systems | $82.63 | −3.53% | $5.14B | — | 53.6 | 5.2 | +6.1% |
| Median | 34.2 | 29.7 | 5.5 | +14.6% |