Added to YB: 2026-09-16
Pitch date: 2026-09-13
HEI [bullish]
HEICO Corporation
-1.94%
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
$37.3B
Pitch Price
$309.76
Price Target
N/A
Dividend
0.08%
EV/EBITDA
26.61
P/E
52.67
EV/Sales
7.79
Sector
Aerospace and Defense
Category
growth
HEICO Q3 2026: Growth Across Every Engine
HEI (earnings): HEICO’s record Q3 reinforced the thesis: organic share gains across its end markets drove 12% organic growth at FSG and 18% at ETG, while its decentralized cost structure helped both segments expand margins and earnings grow faster than revenue. Consolidated revenue rose 23% to $1.41B and operating income 34% to $355M; nine-month free cash flow before M&A was ~$771M. The key question is the durability of defense and industrial-technology demand.
Read full article (9 min)