$HEI

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

Simply 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.

Simply 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.

Akerman 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.