HEICO Corp Class A

HEI.A

Market cap $38B

I've consistently struggled with HEICO's circa-60 P/E ratio. This is aftermarket aircraft parts. That's a nice business. But it's not like AI. HEI cites growth rates in the 15%-20% as being aspirational. It may achieve or sometimes top that range. But it won't hang its head if it occasionally undershoots. Business now is presently strong, as usual for HEI. But I still don't see enough growth to support its P/E.

The Pentagon reportedly wants to its missile suppliers to double or even quadruple production.

HEICO Corporation HEI will release earnings results for the third quarter, after the closing bell on Monday, Aug. 25.

HEICO Corporation HEI will release earnings results for the third quarter, after the closing bell on Monday, Aug. 25.

Electronics manufacturer Heico Corporation (HEI) up 155.6% since first outlier signal in 2019.

The Investment Committee debate the latest Calls of the Day.

Initiating HEICO Corporation with a Buy rating and a fair value of $332 per share, driven by strong structural growth in Flight Support Group. HEICO's value proposition—low-cost, FAA-approved replacement parts—positions it to gain market share as airlines focus on cost control post-pandemic. Strategic acquisitions, including the value-accretive Wencor deal, expand HEICO's product offerings and geographic reach, supporting sustained double-digit growth.

HOLLYWOOD, FL, EUGENE, OR AND DERBY, KS / ACCESS Newswire / April 21, 2025 / HEICO Corporation today announced that its Mid Continent Controls, Inc. ("MC2") subsidiary acquired all of the ownership interests of Rosen Aviation, LLC ("Rosen") for cash consideration paid at closing. Further terms and financial details were not disclosed.

HEICO's fair value is $290 per share, representing a discount to the current stock price. The company is well-positioned to keep delivering high-teens net income growth in the future, justifying its premium to the market. The industry tailwinds in commercial aviation and defense are accelerating organic growth, and the acquisition pipeline remains strong.

As of March 26, 2025, two stocks in the industrials sector could be flashing a real warning to investors who value momentum as a key criteria in their trading decisions.