Added to YB: 2026-07-08
Pitch date: 2026-07-05
HEI [bullish]
HEICO Corporation
-1.55%
current return
Author Info
Slow Compounding is an ex buy-side analyst looking for high-quality companies that create high shareholder returns. Investing for the long-term. Sign up for the newsletter.
Company Info
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally.
Market Cap
$42.1B
Pitch Price
$363.66
Price Target
N/A
Dividend
0.07%
EV/EBITDA
31.85
P/E
64.66
EV/Sales
9.18
Sector
Aerospace and Defense
Category
growth
HEICO Corp: A World-Class Compounding Flywheel Riding a Multi-Decade Tailwind
HEI: World-class aerospace/electronics serial acquirer exploiting OEM aftermarket pricing gaps via FAA-approved PMA parts at 30-70% discounts. Since 1990: rev $26M→$4.5B (~16% CAGR), NI $2M→$690M (~18%). ~20k parts, 90M shipped w/ zero ADs. Family owns 21%, 10Y EPS CAGR 16%, capex-light. Moat: regulatory barriers, trust, scale-shared flywheel. Risks: valuation (~$40B cap), M&A execution, aviation cyclicality, OEM countermeasures.
Read full article (21 min)