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HEICO Corporation (HEI)

Defense & Aerospace · US stock

HEICO Corporation recent earnings releases

Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.

  • 26Q2Released Aug 25, 2026
    Revenue +23.1% YoY · EPS $1.67
    Released after the close: Aug 25 close → Aug 26 close, the stock moved -1.4% · over the same window, market +0.0% · sector +0.5%
  • 26Q1Released May 27, 2026
    Revenue +25.3% YoY · EPS $1.66
    Released after the close: May 27 close → May 28 close, the stock moved +11.5% · over the same window, market +0.6% · sector +1.9%
  • 25Q4Released Feb 25, 2026
    Revenue +14.4% YoY · EPS $1.35
    Released after the close: Feb 25 close → Feb 26 close, the stock moved -9.2% · over the same window, market -0.6% · sector +1.7%
  • 25Q3Released Dec 18, 2025
    Revenue +19.3% YoY · EPS $1.33
    Released after the close: Dec 18 close → Dec 19 close, the stock moved +5.8% · over the same window, market +0.6% · sector +2.8%

The next earnings release is estimated around Dec 17, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).

Company overview

HEICO Corporation is a technology-driven aerospace, defense, industrial, and electronics company headquartered in Hollywood, Florida. The company designs, manufactures, repairs, and sells FAA-approved aircraft replacement parts, jet engine components, and specialty aerospace products used across commercial, regional, business, and military aviation. It also develops electrically and electro-optical engineered products for defense, space, and broader electronics applications, including simulation, testing, and mission-support equipment. Through its Flight Support Group and Electronic Technologies Group, HEICO serves airlines, aircraft operators, maintenance providers, original equipment manufacturers, and government customers with aftermarket parts, repair services, and niche electronic systems. Its role in the market is centered on providing specialized, high-reliability components that support aircraft maintenance, operational readiness, and technical performance across multiple critical industries.

What is the Defense & Aerospace sector?

Defense, aerospace, and government contracts. Benefits from geopolitical tension.

HEICO Corporation is classified under the Defense & Aerospace sector. See peers below.

HEICO Corporation key financials

Based on SEC filings · as of Jul 31, 2026

16.0%
0.51x
as of Jul 31, 2026

Tap a metric name to see its meaning in the glossary.

HEICO Corporation vs Defense & Aerospace sector benchmark

Median of 13 representative sector stocks · SEC filings · factual comparison (not advice)

Revenue growth (YoY)
20.7%vs benchmark 16.6%↑ above
Operating margin
25.1%vs benchmark 10.1%↑ above
Net margin
16.4%vs benchmark 8.2%↑ above
ROE
16.0%vs benchmark 11.9%↑ above

A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.

HEI segment revenue mix trend

Quarterly change in segment revenue share · verified from SEC filings

Jul '24Apr '25Jan '26Jul '26
Flight Support Group 67%Electronic Technologies Group 34%Intersegment net sales -1%

2 quarters with a different segment breakdown were omitted (filing basis changed).

ETFs holding HEICO Corporation

Per SEC N-PORT · 2026-06-30 · by weight · factual

VUGVANGUARD GROWTH INDEX FUND
0.06%
VTIVANGUARD TOTAL STOCK MARKET INDEX FUND
0.03%
ITOTiShares Core S&P Total U.S. Stock Market ETF
0.03%

HEI on Stocklore

  • Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
  • Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
  • 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
  • Sector-relative metrics — Valuation and growth compared with the Defense & Aerospace average
See full HEI analysis →

Peers · Defense & Aerospace

HEI FAQ

What is HEICO Corporation (HEI)?

HEICO Corporation is a technology-driven aerospace, defense, industrial, and electronics company headquartered in Hollywood, Florida. The company designs, manufactures, repairs, and sells FAA-approved aircraft replacement parts, jet engine components, and specialty aerospace products used across commercial, regional, business, and military aviation. It also develops electrically and electro-optical engineered products for defense, space, and broader electronics applications, including simulation, testing, and mission-support equipment. Through its Flight Support Group and Electronic Technologies Group, HEICO serves airlines, aircraft operators, maintenance providers, original equipment manufacturers, and government customers with aftermarket parts, repair services, and niche electronic systems. Its role in the market is centered on providing specialized, high-reliability components that support aircraft maintenance, operational readiness, and technical performance across multiple critical industries.

What sector is HEICO Corporation in?

HEICO Corporation is classified under Defense & Aerospace. Defense, aerospace, and government contracts. Benefits from geopolitical tension.

What are HEICO Corporation's key financials?

As of Jul 31, 2026 in SEC filings: Revenue growth (YoY) 20.7%, Operating margin 25.1%, Net margin 16.4%, ROE 16.0%, Debt-to-equity 0.51x. Definitions and interpretation are available on Stocklore.

Where can I analyze HEICO Corporation (HEI) stock?

On Stocklore you can see HEI's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.

Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.

Not an investment adviser and not personalized investment advice; not a discretionary management service. No trade recommendations, no target prices, no execution or brokerage. We do not recommend or guarantee any purchase, sale, or returns. Investment decisions and their outcomes are your own.

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