Added to YB: 2026-08-11
Pitch date: 2026-08-09
HEI [neutral]
HEICO Corporation
-1.45%
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
$42.8B
Pitch Price
$369.29
Price Target
N/A
Dividend
0.07%
EV/EBITDA
32.36
P/E
65.64
EV/Sales
9.33
Sector
Aerospace and Defense
Category
growth
HEICO Deep Dive (Part 3): Inside HEICO’s Crown Jewel
HEI (deep dive): Aerospace serial acquirer, Mendelson family-run (~21% insider), ~$40B cap. FSG 'crown jewel' (70% rev, 24% margin) is world's largest independent PMA parts provider, ~20k approved parts. Moat: 30-40% OEM discount widening to 70-80%, credibility, availability. ~10% organic growth, ~16% 10Y EPS CAGR. Wencor deal ($2.05B) expanded catalog. Risks: rich valuation, aviation cyclicality, OEM response, M&A execution.
Read full article (56 min)