HEICO Class A
HEI.A
About: Heico is an aerospace and defense supplier that focuses on creating replacement parts for commercial aircraft and components for defense products. In commercial aerospace, Heico is the largest independent producer of replacement aircraft parts. In the defense market, the company produces niche subcomponents used in targeting technology as well as simulation equipment, among other categories. 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 persistently acquisitive, focusing on companies in similar or adjacent markets that offer strong cash flow and profitable growth potential.
Employees: 10,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
97% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 34
27% more capital invested
Capital invested by funds: $15.1B [Q1] → $19.2B (+$4.07B) [Q2]
21% more repeat investments, than reductions
Existing positions increased: 210 | Existing positions reduced: 173
21% more funds holding in top 10
Funds holding in top 10: 24 [Q1] → 29 (+5) [Q2]
5% more funds holding
Funds holding: 534 [Q1] → 559 (+25) [Q2]
2.78% more ownership
Funds ownership: 85.52% [Q1] → 88.3% (+2.78%) [Q2]
67% less call options, than puts
Call options by funds: $2.47M | Put options by funds: $7.57M
Financial journalist opinion
