$HEI

HEICO (HEI) and TransDigm (TDG) are compared on pricing, balance sheets, and valuation. HEICO has lower margins but a stronger balance sheet and customer preference. TransDigm has higher margins but faces regulatory risks and higher debt. HEICO trades at a premium, while TransDigm offers potential upside. Both have different appeal for investors.

Jim Cramer expressed optimism about HEICO (HEI) but cautioned against investing in the aerospace sector, citing challenges with Boeing (BA). HEICO reported Q3 revenue of $1.41B, up 23% YoY, and net income of $235.4M, up 33%. Boeing reported Q2 revenue of $24.6B but a net loss of $428M, facing production and certification issues. HEICO completed a $1.2B senior-notes offering in July.

Hawaiian Electric Industries (HEI) sold 2M shares of American Savings Bank (ASB) in its IPO, raising $29.5M. HEI now holds 6.4% of ASB, valued at $76.7M. Proceeds will help fund HEI's $2B Maui wildfire settlement. HEI shares closed at a 52-week low of $9.57.

Compass Point upgraded Coinbase (COIN) to Neutral with a $177 price target, citing Bitcoin's cyclical recovery. Wolfe Research upgraded Affirm (AFRM) to Outperform with a $90 target, noting favorable risk/reward. UBS upgraded Allegiant Travel (ALGT) and Zions Bancorp (ZION) with price targets of $107 and $78, respectively. Baird downgraded Nike (NKE) to Neutral with a $44 target, citing concerns post-earnings. Other analysts made various upgrades and downgrades across multiple sectors.

Melius Research downgraded GE Aerospace (GE), HEICO (HEI), Honeywell Aerospace (HONA), TransDigm (TDG), and Woodward (WWD) to 'Hold' from 'Buy', citing expected slowdown in commercial aviation aftermarket growth. The firm lowered price targets for all five companies, with GE's target cut to $350 from $432 and HEICO's to $350 from $402. The stocks traded lower in early morning trade.

HEICO (HEI) reported Q3 2026 results with net sales of $1.41B, up 23%, and net income of $235.4M, up 33%. Organic growth was 14%, with strong performance in aerospace, defense, and electronics. Cash flow increased 49% to $345.3M. The company issued $1.2B in senior notes and extended its revolving credit facility to 2031. Management highlighted high demand and strategic acquisitions.

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.

HEICO 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