HEICO Class A
HEI.A

$184.90

1.39%

Market Cap: 25.6B

About: Heico is an aerospace and defense supplier that focuses on creating niche replacement parts for commercial aircraft and components for defense products. In commercial aerospace, Heico is the largest independent producer of replacement aircraft parts, primarily for engines. In the defense market, the company produces niche subcomponents used in targeting technology as well as simulation equipment, among other things. It operates as two segments: the flight support group,or FSG, and the electronic technologies group, or ETG, both of which supply the aerospace and defense sectors to different degrees. The company is highly acquisitive, focusing on companies in similar or adjacent markets that are generating strong cash flow with the potential for growth.

Employees: 9,600

Industrials Aircraft Engines & Engine Parts

0

Funds holding %

of 6,702 funds

–

Analysts bullish %

–

News positive %

Fund manager confidence

Based on 2024 Q1 SEC filings by fund managers ($100M+ AUM)

59% more call options, than puts

Call options by funds: $416K | Put options by funds: $262K

21% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 135

11% more capital invested

Capital invested by funds: $10.2B [Q4 2023] → $11.4B (+$1.15B) [Q1 2024]

2.48% more ownership

Funds ownership: 85.98% [Q4 2023] → 88.47% (+2.48%) [Q1 2024]

5% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 39

0% more funds holding

Funds holding: 417 [Q4 2023] → 419 (+2) [Q1 2024]

6% less funds holding in top 10

Funds holding in top 10: 17 [Q4 2023] → 16 (-1) [Q1 2024]

See Fund Rankings

Research analyst outlook

We haven’t received any recent analyst ratings for HEI.A.

See Analyst Rankings

Financial journalist opinion

Donald Trump presidency would be good for defense spending, HEICO exec said

A Donald Trump presidency would benefit the U.S. defense industry, independent aerospace and defense parts producer Heico Corp's co-president Eric Mendelson told Reuters on Wednesday.

Donald Trump presidency would be good for defense spending, HEICO exec said

How To Earn $500 A Month From Heico Stock Ahead Of Q2 Earnings - Heico (NYSE:HEI)

HEICO Corporation HEI shares closed slightly higher on Friday ahead of an earnings report set to be released on Tuesday.

How To Earn $500 A Month From Heico Stock Ahead Of Q2 Earnings - Heico (NYSE:HEI)

HEICO Stock: A Long-Term Aerospace And Defense Value Powerhouse To Buy

HEICO Corp. stock has reached its price target of $211.28, prompting a reassessment of its potential upside. The company has shown impressive long-term stock price growth and has a strong M&A drive to generate value. Analysts expect Q2 2024 earnings growth, and the stock is marked as a buy with a 15% upside.

HEICO Stock: A Long-Term Aerospace And Defense Value Powerhouse To Buy

HEICO Corporation: Strong Demand Outlook

HEI is rated as a buy due to its growth potential in the aerospace industry and the expansion of its SKU range through the acquisition of Wencor. HEI operates in two segments: Flight Support Group and Electronic Technologies Group, offering aftermarket parts and defense components. Strong organic growth is expected in the FSG segment due to increased air travel and the aging of aircraft, while margin expansion is anticipated in the ETG segment.

HEICO Corporation: Strong Demand Outlook

CNBC Television

Lockheed Martin and Heico are top picks within the defense sector, says Degas Wright

Degas Wright, Founder, CEO, and CIO of Decatur Capital, disucsses the outlook for the defense sector and which stocks he's bullish on.

Lockheed Martin and Heico are top picks within the defense sector, says Degas Wright

3 Aerospace Stocks to Launch Your Portfolio to New Heights in 2024

Aerospace stocks are rallying with the iShares U.S. Aerospace & Defense ETF (BATS: ITA ) up over 15% in the fourth quarter. Is this momentum likely to continue in 2024?

3 Aerospace Stocks to Launch Your Portfolio to New Heights in 2024

It's high time to take a look at HEICO Corporation

Analysts note that HEICO Corporation NYSE: HEI benefits from cyclical strength in the commercial aerospace market. This low-yield, high-growth company is growing via demand for "the majority of our commercial aerospace products" and acquisitions, which have boosted the business into a hyper-growth phase.

It's high time to take a look at HEICO Corporation

Proactive Investors

Heico 4Q financial results top estimates on aerospace products demand

Heico Corp after Monday's close announced that its fourth quarter 2023 revenue rose 54% year over year to a record $936.4 million, surpassing the $898.25 million analyst consensus forecast. The airplane-part and electronics supplier's earnings for the period, meanwhile, increased 6% to $0.74 per share, better than Wall Street expectations of $0.69.

Heico 4Q financial results top estimates on aerospace products demand

Investors Business Daily

Top Defense Stock Kicks Into Breakout Mode On Earnings

Heico stock surged above a buy point after the defense components provider topped Q4 estimates, posted record net sales.

Top Defense Stock Kicks Into Breakout Mode On Earnings

HEICO: Insanely Overpriced Or Extremely Underappreciated?

HEICO's acquisition of Wencor Group is expected to positively impact earnings, with estimated revenues of $911.8 million for Q4 2023. The consensus is that HEICO will generate $0.66 in earnings per share, marking a 5% decline. The stock is trading at an elevated EV/EBITDA multiple, but there is still potential for a 21% upside to $211.28 per share.

HEICO: Insanely Overpriced Or Extremely Underappreciated?

See News Rankings