US · Industrials · Aerospace & Defense
EPS came in at 1.67 against a street estimate of 1.51 — a beat of 10.6%.
Analysts rate Heico Corporation a buy (13 buy, 7 hold, 1 sell out of 21) with an average price target of $396.55.
CONFIDENT HEICO delivered record Q3 results with 23% revenue growth, 33% net income growth, and 18% ETG organic growth. Strong cash generation of $345M and record backlogs across all verticals signal robust demand in defense, aerospace, and industrial tech. Q3 FY26 Europe highlighted as strong performer with particular momentum from Exxelia acquisition and rising defense budgets; no quantified regional breakdown provided. Analysts pressed on sustainability of 18% organic growth (broad-based confirmed), margin durability (management cautious, cites mix sensitivity), and M&A strategy post-Wencor (pipeline full, all deal sizes welcome, cultural fit key). Management resisted elevating forward expectations despite strong recent performance. 2026-08-26…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 2.94% |
| Capital Research & Mgmt Co - Division 3 | 2.07% |
| Vanguard Portfolio Management, LLC | 1.60% |
| State Street Corp | 1.24% |
| Capital World Investors | 1.19% |
| FMR Inc | 1.09% |
| Vanguard Capital Management, LLC | 0.95% |
| Morgan Stanley - Brokerage Accounts | 0.73% |
| Document | Date |
|---|---|
| Quarterly report · Q3 FY2026 HEICO CORPORATION - FORM 10-Q SUMMARY For Quarter Ended July 31, 2026 --- HEADLINE NUMBERS • Net sales (9 months): $3,967.3 million vs. $3,275.6 mi | 2026-08-27 |
| Results announced · Q4 FY2026 HEICO CORPORATION Q3 FISCAL 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Income: $235.4 million (up 33%) in Q3 FY2026; $1.67 per diluted share (vs. | 2026-08-25 |
| Material agreement · Q3 FY2026 HEICO CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • HEICO issued $1.2 billion in senior notes on July 16, 2026: $550 million of 4.950% Senior Note | 2026-07-16 |
| Material agreement · Q3 FY2026 HEICO CORPORATION - FORM 8-K SUMMARY HEADLINE NUMBERS • Revolving credit facility increased from $2.0 billion to $2.2 billion ($200 million expansio | 2026-06-17 |
| Quarterly report · Q2 FY2026 HEICO CORPORATION - FORM 10-Q SUMMARY For Quarter Ended April 30, 2026 --- HEADLINE NUMBERS • Net Sales (6 months): $2,554,295 thousand vs. $2,128, | 2026-05-29 |
| Results announced · Q3 FY2026 HEICO CORPORATION – Q2 FISCAL 2026 EARNINGS SUMMARY --- HEADLINE NUMBERS • Net Income (Q2): $233.8 million, up 49% year-over-year ($156.8 million i | 2026-05-27 |
| Quarterly report · Q1 FY2026 HEICO CORPORATION FORM 10-Q SUMMARY For Quarter Ended January 31, 2026 --- HEADLINE NUMBERS • Net sales: $1,178,582 thousand (Q1 2026) vs. $1,030,2 | 2026-02-27 |
| Proxy statement · Q2 FY2026 HEICO CORPORATION PROXY STATEMENT SUMMARY WHAT SHAREHOLDERS ARE VOTING ON • Proposal 1 (Page 13): Elect Board of Directors for the ensuing year. Boa | 2026-01-30 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.13 / share ex-date Jul 1, 2026 · pay Jul 15, 2026 | 2026-07-01 |
| Dividend | $0.12 / share ex-date Jan 5, 2026 · pay Jan 20, 2026 | 2026-01-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Heico Corporation — free to start.
Google PlayApp StoreData updated 2026-09-18.