Added to YB: 2026-08-18
Pitch date: 2026-08-16
HEI [neutral]
HEICO Corporation
-0.39%
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
$43.9B
Pitch Price
$372.72
Price Target
N/A
Dividend
0.06%
EV/EBITDA
33.15
P/E
66.91
EV/Sales
9.56
Sector
Aerospace and Defense
Category
growth
HEICO Deep Dive (Part 4): The Second Engine and the HEICO Operating System
HEI (deep dive): Aerospace/electronics serial acquirer, family-run (Mendelsons, ~21% insider) since 1990, ~16% 10Y EPS CAGR. Part 4 covers ETG (FY25 $1.41B rev, 23% op margin, ~30% of revenue; defense/space/medical). Decentralized 'do the right thing' M&A: 100+ deals at 5-10x EBIT, buy-to-own, sellers keep ~20%. Key risk: valuation, deal execution as scale grows.
Read full article (40 min)