$HEI

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.

Heidelberg Materials (HEI) reported strong Q2 2026 revenue and RCO growth, including the first positive volume impact in over four years. The company said M&A activity accelerated and cost and pricing actions offset inflation, but margin pressure persists in Asia and cement. Guidance was narrowed to EUR 3.4–3.65 billion RCO.

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.

Citi 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.

HEICO 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

HEICO 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.

Ahead of Q2 earnings, Morgan Stanley kept a constructive view on aerospace and defense, citing resilient commercial demand, improving aircraft production, and durable aftermarket needs. It noted Boeing 737 MAX at 47 aircraft per month. For defense, it argued a $1.1T FY2027 base budget is underestimated. It downgraded Loar and TransDigm, cut CAE and Voyager, and adjusted price targets for multiple firms.

After President Trump said an Iran ceasefire was “over” and threatened new strikes, oil prices rose and risk sentiment weakened. Boeing (BA), HEICO (HEI), and Ducommun (DCO) fell about 3% to 3.4%. WTI rose 7.1% to $75.41, pressuring commercial aviation supply-chain expectations. HEICO’s prior quarter showed revenue up 14.4% to $1.18B but weaker cash flow.

HEICO CORP (HEI) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.1 2 ea029469601ex10-1.htm FOURTH AMENDMENT TO REVOLVING CREDIT AGREEMENT, EFFECTIVE AS OF JUNE 11, 2026, AMONG HEICO CORPORATION, AS BORROWER, THE LENDERS FROM TIME TO TIME PARTY THERETO AND TRUIST BANK (AS SUCCESSOR BY MERGER TO SUNTRUST BANK), AS ADMINISTRATIVE AGENT Exhi