HEICO CORP
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No SEC Form 4 filings for $HEI in the last 30 days.
See all $HEI insider activity →HEICO (HEI) reported Q3 2026 revenue of $1.41B, up 23% YoY, and net income of $235.44M, up 33% YoY. The company's trailing net profit margin expanded to 16.4% from 15.0%. Despite record results, shares slipped 1%, raising questions about its 57x P/E and debt levels. Both core segments showed double-digit organic growth, supporting bullish arguments, while bears remain cautious about structural risks.
HEICO (NYSE:HEI) reported Q2 CY2026 revenue of $1.41B, up 23.1% YoY, beating estimates. GAAP EPS of $1.67 exceeded forecasts by 11.4%. The company has shown strong long-term growth, with 5-year revenue and EPS CAGRs of 23.8% and 24.2%, respectively. Analysts expect 10.9% revenue growth and 9.9% EPS growth over the next 12 months.
HEICO Corp (HEI) reported Q3 2026 earnings, beating estimates with $1.67 EPS and $1.41B revenue. The company's Electronic Technologies Group saw a 55% year-over-year increase in operating income, driven by defense and aerospace electronics demand. Management anticipates continued sales growth in both segments for the rest of fiscal 2026.
Over the past 7 days, alphai's AI scored 4 news stories mentioning HEI (HEICO CORP). Coverage has skewed bullish: 3 bullish, 1 neutral, and 0 bearish.
Recent HEI coverage spans earnings, corporate actions and financial news.
Earnings beat on revenue and margin but valuation appears stretched.
Strong earnings beat and revenue growth suggest near‑term upside potential.
Positive earnings surprise may lift HEI price in after‑hours trading.
Strong earnings beat and guidance suggest upside potential.
The article frames HEICO’s supply-constrained environment as manageable, supporting the bull case for continued aftermarket growth and acquisition-led expansion.
alphai scores every news story that mentions HEI with an AI model for sentiment and relevance, and aggregates insider trades from HEICO CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
HEICO (HEI) reported Q3 2026 revenue of $1.41B, up 23% YoY, and net income of $235.44M, up 33% YoY. The company's trailing net profit margin expanded to 16.4% from 15.0%. Despite record results, shares slipped 1%, raising questions about its 57x P/E and debt levels. Both core segments showed double-digit organic growth, supporting bullish arguments, while bears remain cautious about structural risks.
3 min readHEICO (NYSE:HEI) reported Q2 CY2026 revenue of $1.41B, up 23.1% YoY, beating estimates. GAAP EPS of $1.67 exceeded forecasts by 11.4%. The company has shown strong long-term growth, with 5-year revenue and EPS CAGRs of 23.8% and 24.2%, respectively. Analysts expect 10.9% revenue growth and 9.9% EPS growth over the next 12 months.
2 min readHEICO Corp (HEI) reported Q3 2026 earnings, beating estimates with $1.67 EPS and $1.41B revenue. The company's Electronic Technologies Group saw a 55% year-over-year increase in operating income, driven by defense and aerospace electronics demand. Management anticipates continued sales growth in both segments for the rest of fiscal 2026.
1 min readHEICO CORP (HEI) filed an SEC Form 8-K — Results of Operations and Financial Condition. EXHIBIT 99.1 August 25, 2026 Victor H. Mendelson (305) 374-1745 ext. 7590 Carlos L. Macau, Jr. (954) 987-4000 ext. 7570 HEICO 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 2026 Cons
2 min readSimply Wall St reports HEICO (HEI) said aftermarket demand for replacement parts, repair services and specialty products remains strong despite supply-chain constraints. Management expects sales to rise in both operating segments for the rest of fiscal 2026, supported by recent acquisitions. The article cites HEICO’s Q2 2026 results and forecasts $6.6B revenue and $1.2B earnings by 2029.
6 min readSimply Wall St reports Heidelberg Materials’ shares (XTRA:HEI) have fallen about 4% in a week and 15% over three months ahead of its H1 2026 results. H1 revenue was €10,416.9m and net income €694.1m, down about 40%. The article cites TTM net income €2.03b, net margin 9.3%, and P/E 13.9, plus €440m transformation savings and a €1.2b buyback.
6 min readAkerman represented HEICO Corporation in a $1.2 billion senior notes offering, consisting of $550 million 4.950% notes due 2031 and $650 million 5.400% notes due 2036. Proceeds will reduce borrowings under HEICO’s $2.2 billion revolving credit agreement, leaving capacity for potential acquisitions.
2 min readCiti analysts led by John Godyn attended the Farnborough International Airshow and reported to clients that channel checks point to accelerating missile demand and new aircraft orders. The note cites positive aftermarket trends for GE and CFM/LEAP engines, supportive secondary-market lease rates for lessors, and expectations for Airbus next-gen narrowbody activity. It also highlights potential M&A and ETN platform growth.
7 min readHEICO CORP (HEI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-4.1 3 ea029813301ex4-1.htm INDENTURE, DATED JULY 16, 2026, BETWEEN HEICO CORPORATION AND TRUIST BANK, AS TRUSTEE Exhibit 4.1 INDENTURE DATED AS OF July 16, 2026 BETWEEN HEICO Corporation, as Issuer, AND Truist Bank, as Trustee Reconciliation and tie between Trust Indenture Act
2 min readHEICO Corporation (NYSE:HEI.A, HEI) said it closed a $1.2 billion senior notes offering, selling $550 million of 4.950% notes due 2031 and $650 million of 5.400% notes due 2036. Net proceeds will be used to pay down borrowings under its $2.2 billion revolving credit agreement, leaving capacity for acquisitions, according to the company.
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