HEICO Corp

HEI

Market cap $48.6B

HEICO Corporation (HEI) Q2 2026 Earnings Call Transcript

Heico NYSE: HEI reported record fiscal second-quarter 2026 results, with management citing strong demand across commercial aviation, defense and space, as well as contributions from recent acquisitions.

HEI tops fiscal Q2 EPS and sales estimates as net sales rose 25.3% to $1.38 billion, margins widen to 25.5%, and record net income hits $233.8 million.

The headline numbers for Heico (HEI) give insight into how the company performed in the quarter ended April 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Heico Corporation (HEI) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.33 per share. This compares to earnings of $1.12 per share a year ago.

Consolidated Quarterly Organic Net Sales Growth exceeds 18% HOLLYWOOD, FL AND MIAMI, FL / ACCESS Newswire / May 27, 2026 / HEICO CORPORATION (NYSE:HEI.A)(NYSE:HEI) today reported an increase in net income of 49% to a record $233.8 million, or $1.66 per diluted share, in the second quarter of fiscal 2026, up from $156.8 million, or $1.12 per diluted share, in the second quarter of fiscal 2025. Net income increased 31% to a record $424.0 million, or $3.01 per diluted share, in the first six months of fiscal 2026, up from $324.7 million, or $2.31 per diluted share, in the first six months of fiscal 2025.

HEI's Q2 sales and EPS are expected to have benefited from the completed acquisition and aftermarket demand support for the Flight Support and Electronic Technologies.

On a recent episode of The Compound and Friends, hosts Josh Brown and Michael Batnick sat down with former Janus analyst Matt Ancrum to discuss his study of 100-bagger stocks.

HOLLYWOOD, FL AND MIAMI, FL / ACCESS Newswire / May 6, 2026 / On May 27, 2026, after the NYSE closing, HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) will release its financial results for the second quarter ended April 30, 2026. The earnings release will be available through the Internet on the Company's website at https://www.heico.com.

ATRO and HEI ride strong aerospace demand from fleet growth and defense spending, but innovation, acquisitions and performance set them apart.