Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
HEI
HoldHEICO Corporation · Industrials · United States · $47.0B · Avg Vol: $158M/d
COMPANY DESCRIPTION
HEICO Corporation is a niche manufacturer of FAA-approved jet engine and aircraft component replacement parts, operating through its Flight Support and Electronic Technologies groups. The company's competitive moat is built on its proprietary Parts Manufacturer Approval (PMA) process, which allows it to offer high-quality replacement parts at a significant discount to original equipment manufacturers (OEMs). This unique positioning has made HEICO a vital, high-margin partner for global airlines and defense contractors seeking cost-effective fleet maintenance.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 2.2B | 3.0B | 3.9B | 4.5B | 26.6% | 4.9B | 5.3B | 5.8B | 13.9% |
| EPS | 6.41 | 7.37 | 9.33 | 12.55 | 25.1% | 6.00 | 15.69 | 17.79 | 19.0% |
| Shares | 55.2M | 55.2M | 55.2M | 55.2M | 0.0% | — | — | — | — |
| Debt | 304.9M | 2.5B | 2.3B | 2.2B | 93.0% | 2.6B | — | — | — |
| Equity | 2.6B | 3.1B | 3.6B | 4.3B | 18.2% | — | — | — | — |
| Op CF | 467.9M | 448.7M | 672.4M | 934.3M | 25.9% | 997.1M | — | — | — |
| Inv CF | -395.8M | -2.5B | -293.2M | -731.7M | — | — | — | — | — |
| Fin CF | -33.8M | 2.1B | -389.4M | -150.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of HEI are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| HEI | HEICO Corporation(you) | $47.0B | 54 | Hold |
| TDG | TransDigm Group Incorporated | $65.6B | 59 | Hold |
| HONA | Honeywell Aerospace Inc. | $51.5B | 44 | Hold |
| NOC | Northrop Grumman Corporation | $77.5B | 42 | Hold |
| HRS.DE | L3Harris Technologies Inc. R | $55.0B | 34 | Sell |
| LMT | Lockheed Martin Corporation | $130.1B | 58 | Hold |
| CW | Curtiss-Wright Corporation | $22.0B | 44 | Hold |
| HWM | Howmet Aerospace Inc. | $105.6B | 64 | Hold |
| TXT | Textron Inc. | $14.3B | 51 | Hold |
| WWD | Woodward, Inc. | $20.2B | 44 | Hold |
Peer medians: ROE 10.1% · P/E 28.7x · Gross margin 29.2%