Professional
Added to YB: 2025-05-08
Pitch date: 2025-04-24
HEI [neutral]
HEICO Corporation
+41.7%
current return
Author Info
No bio for this author
Company Info
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally.
Market Cap
$42.4B
Pitch Price
$247.41
Price Target
N/A
Dividend
0.07%
EV/EBITDA
32.08
P/E
64.90
EV/Sales
9.25
Sector
Aerospace and Defense
Category
growth
NZS Growth Equity Strategy Focus Position: HEICO Corporation
HEI (holding update): HEICO supplies aftermarket aircraft parts at 30-50% discount vs OEM monopoly pricing, saving airlines millions. Decentralized structure, customer-centric culture, and perfect safety record (90M parts, no bulletins) make it industry leader. M&A strategy: non-competitive deals, entrepreneur retention, minority stakes. Berkshire invested but Mendelsons 'not interested in selling.'
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