
HEICO Corporation (HEI) Q1 2026 Earnings Call Transcript
HEICO Corporation (HEI) Q1 2026 Earnings Call Transcript
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HEICO Corporation (HEI) Q1 2026 Earnings Call Transcript

HEI posts Q1 EPS beat and 14.4% sales growth, driven by strong Flight Support performance and organic gains across both segments.

HOLLYWOOD, FL AND MIAMI, FL / ACCESS Newswire / February 25, 2026 / HEICO CORPORATION (NYSE:HEI.A)(NYSE:HEI) today reported an increase in net income of 13% to a record $190.2 million, or $1.35 per diluted share, in the first quarter of fiscal 2026, up from $168.0 million, or $1.20 per diluted share, in the first quarter of fiscal 2025. Net sales increased 14% to $1,178.6 million in the first quarter of fiscal 2026, up from $1,030.2 million in the first quarter of fiscal 2025.

HOLLYWOOD, FL AND MIAMI, FL / ACCESS Newswire / February 19, 2026 / On February 25, 2026, after the NYSE closing, HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) will release its financial results for the first quarter ended January 31, 2026. The earnings release will be available through the Internet on the Company's website at https://www.heico.com.

Expands HEICO into Aeroderivative Gas Turbine Parts MIAMI, FLORIDA / ACCESS Newswire / February 5, 2026 / HEICO Corporation (NYSE:HEI.A, HEI) today announced that its Flight Support Group subsidiary, Wencor Group, LLC ("Wencor"), completed its previously announced acquisition of EthosEnergy Accessories and Components Limited and EthosEnergy Accessories and Components, LLC ("Ethos A&C"). Ethos A&C is expected to be accretive to HEICO's earnings within the year following closing.

HEICO is upgraded from hold to buy, with a new price target of $396.68, reflecting 19% upside potential. HEI demonstrates robust organic and inorganic growth, with Q4 revenues up 19.3% and significant margin improvements, especially in the Flight Support Group. Growth is driven by strong aftermarket demand, PMA parts, successful M&A integrations, and favorable end-market trends in both commercial aerospace and defense.

Business to be renamed Rockmart Fuel Containment MIAMI, FL AND ROCKMART, GA / ACCESS Newswire / January 27, 2026 / HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) today announced that its Electronic Technologies Group completed its previously announced acquisition of Axillon Aerospace's Fuel Containment Business. Axillon Fuel Containment will be renamed Rockmart Fuel Containment, LLC ("Rockmart").

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.

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.

HEI beats Q4 earnings estimates as EPS rose 34.3% year over year, powered by strong segment sales growth and lower interest expenses.

HOLLYWOOD, FL and MIAMI, FL / ACCESS Newswire / December 17, 2025 / HEICO CORPORATION (NYSE:HEI.A)(NYSE:HEI) today reported net income increased 35% to a record $188.3 million, or $1.33 per diluted share, in the fourth quarter of fiscal 2025, up from $139.7 million, or $.99 per diluted share, in the fourth quarter of fiscal 2024. Net income increased 34% to a record $690.4 million, or $4.90 per diluted share, in the fiscal year ended October 31, 2025, up from $514.1 million, or $3.67 per diluted share, in the fiscal year ended October 31, 2024.

$.12 per share cash dividend declared HOLLYWOOD, FLORIDA / ACCESS Newswire / December 18, 2025 / HEICO Corporation (NYSE:HEI.A, HEI) today announced that its Board of Directors declared a $0.12 per share cash dividend payable on all shares of its Class A Common Stock and its Common Stock. The dividend is HEICO's 95th consecutive semiannual cash dividend since 1979.

Purchases Expand HEICO into Aeroderivative Gas Turbine Parts MIAMI, FL / ACCESS Newswire / December 16, 2025 / HEICO Corporation (NYSE:HEI.A) and (NYSE:HEI) today announced that its Flight Support Group subsidiary, Wencor Group, LLC ("Wencor"), entered into an agreement to acquire EthosEnergy Accessories and Components Limited and EthosEnergy Accessories and Components, LLC ("Ethos A&C"). Closing is subject to governmental approval and standard closing conditions and is expected to occur in the first quarter of fiscal 2026.

Agrees to acquire Axillon Fuel Containment ROCKMART, GA AND MIAMI, FL / ACCESS Newswire / November 10, 2025 / HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) today announced that its Electronic Technologies Group has agreed to acquire Axillon Aerospace's Fuel Containment Business ("Axillon Fuel Containment") from affiliates of SK Capital Partners, LP ("SK Capital") for cash payable at closing. Financial terms and details were not disclosed.

MIAMI, FL / ACCESS Newswire / September 29, 2025 / HEICO Corporation (NYSE:HEI.A)(NYSE:HEI) today reported that Laurans A. Mendelson, the Company's Executive Chairman of the Board, passed away on September 27, 2025 at age 87.

HEI's aftermarket strength, high liquidity and smart acquisitions fuel growth, making it a compelling aerospace investment pick.

HEI posts a 29.9% EPS jump and 15.7% revenue growth in the third quarter of fiscal 2025, fueled by strong demand across both major segments.

HEICO Corporation (NYSE:HEI ) Q3 2025 Earnings Conference Call August 26, 2025 9:00 AM ET Company Participants Carlos L. Macau - Executive VP, CFO & Treasurer Eric A.

HOLLYWOOD, FL and MIAMI, FL / ACCESS Newswire / August 25, 2025 / HEICO CORPORATION (NYSE:HEI.A)(NYSE:HEI) today reported an increase in net income of 30% to a record $177.3 million, or $1.26 per diluted share, in the third quarter of fiscal 2025, up from $136.6 million, or $.97 per diluted share, in the third quarter of fiscal 2024. Net income increased 34% to a record $502.1 million, or $3.57 per diluted share, in the first nine months of fiscal 2025, up from $374.4 million, or $2.67 per diluted share, in the first nine months of fiscal 2024.

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