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25 days ago
HEICO Corporation (HEI) Q4 2025 Earnings Call Transcript
HEICO Corporation ( HEI ) Q4 2025 Earnings Call December 19, 2025 9:00 AM EST Company Participants Victor Mendelson - Co-CEO, Co-President & Co-Chairman Eric Mendelson - Co-CEO, Co-President & Co-Chairman Carlos Macau - Executive VP, CFO & Treasurer Conference Call Participants Lawrence Solow - CJS Securities, Inc. Ronald Epstein - BofA Securities, Research Division Peter Arment - Robert W. Baird & Co. Incorporated, Research Division Kenneth Herbert - RBC Capital Markets, Research Division Sheila Kahyaoglu - Jefferies LLC, Research Division John Godyn - Citigroup Inc., Research Division Noah Poponak - Goldman Sachs Group, Inc., Research Division George Bancroft - Gabelli Funds, LLC Jonathan Siegmann - Stifel, Nicolaus & Company, Incorporated, Research Division Scott Deuschle - Deutsche Bank AG, Research Division Scott Mikus - Melius Research LLC Gavin Parsons - UBS Investment Bank, Research Division Alexandra Eleni Mandery - Truist Securities, Inc., Research Division Gautam Khanna - TD Cowen, Research Division Cashen Keeler - BNP Paribas, Research Division Louis Raffetto - Wolfe Research, LLC Presentation Operator Welcome to the HEICO Corporation Fourth Quarter 2025 Financial Results Call.