Heico Corp · Aircraft Engines & Engine Parts

HEI

Low riskNext report: Around Dec 17 (est.)

View price ↗

The short version

A high-quality, profitable business with growing sales. Insiders and institutions are both adding.

Going well

Sales up 23% in the latest quarter vs a year ago
Profitable every year for 10 years
Sales up 16% last year

Money moves

8 insiders bought $1.4M of shares with their own money in the last 30 days
Institutions added 5.4% to their holdings in the quarter ending June 2026 (367 bought, 335 sold)
Held by Cathie Wood (ARK Invest)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$309.67+4.1% that day

Latest insider buy: A director bought at $220.30 on Oct 8. The stock is now $309.67, +40.6% since.

Company value: $43.7B; Share price times all shares
Price vs profit (P/E): 51.5x; You pay about $52 for each $1 of yearly profit
Price vs sales: 8.5x; Company value is 8.5 times a year of sales
Dividend yield: 0.1%; Yearly dividend as a share of today's price
Cash vs value: 1%; Cash as a share of company value
Debt vs value: 0%; Debt as a share of company value

From HEI's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$1.4B+23% vs a year earlier

Oct '23Tap a barJul '26

Last 12 months: $5.2B, up 21% from the 12 months before. Over 5 years, sales grew about 20% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of HEI. Starting points are the company's recent numbers.

Sales growth+21% a yearRecently: +21% a yearProfit margin16%Last 12 months: 16.4%P/E at the end40xToday: 51.5x. Many steady companies trade at 12x to 25xShare count change+1% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$13.4B

Profit in 5 years$2.1B

Price these guesses point to$578.78+87% vs $309.67 todayAbout +13% a year, before dividends

What today's price needs: with a 16% margin and a 40x P/E, sales would have to grow about 6.8% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

5/6Strong

PassReturn on equity 15%+Earns a lot on the money owners have in the business.16.7%
PassDebt under half of equityNot relying on borrowed money.0.00x equity
PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.15.4%
PassProfitable every yearSteady profits, not one good year.10 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$861.4M
MissShare count not growingNot diluting owners. Falling means buybacks.+2.0% in 3 years

Revenue: $4.5B; +16.3% vs prior year
5-year growth: +20.2%/yr; revenue, per year
Total debt: $3.4M; 0.00x equity
Current ratio: 3.06x; short-term assets / bills due

From annual reports filed with the SEC. Not in this company's SEC data, so not scored: gross margin 40%+. A checklist is a starting point for research, not a verdict.

Latest quarter

Quarter ended Jul 31, 2026

Reported Aug 25

Revenue: $1.4B; +23.1% YoY
EPS: $1.67; vs $1.26
Op. margin: 25.1%; +2.0 pts
Gross margin: 41.1%; +1.3 pts
Free cash flow: $322.8M
Share count: +0.2%; vs a year ago

Insider rating

Last 90 days

94Strong buying

8 insiders bought $1.4M
Cluster buy: 8 insiders within 1 day
Top executive buying (Co-COB and Co-CEO)
Carol F. Fine grew their stake 118.3%
New position opened

50 is neutral. Buying by more insiders, top executives and bigger stakes raises it. Selling lowers it; pre-planned sales count less.

Weekly insider trend

13 weeks agoBoughtSoldThis week

Filing buzz

Last 7 days vs normal

0/ 100

This week: 0
Normal week: 1.0
vs normal: 0.0x

SEC filings of any kind. 50 means a normal week.

Institutional ownership

Accumulating+5.4%

Institutions added 5.4% to their holdings. 367 bought, 335 sold. 3 quarters of net buying in a row.

Shares held by institutions43.2M

Sep '24Jun '26

Safety check

From SEC filings

Share count growthYearly rate, last 3 years

+0.7%

Cash runwayAt last year's cash burn

Cash flow positive

Debt to equityLatest balance sheet: debt compared with what owners have

0.5x · $2.5B debt

Shares outstandingLatest reported

27M

Earnings reports

Last 12

Next reportAround Dec 17 (est.)Estimated from the same quarter last year

Results filedAug 25
Results filedMay 27
Results filedFeb 25
Results filedDec 18, 2025
Results filedAug 25, 2025

Flags and big holders

Offerings 6 months, flags 12 months, holders 90 days

New 5%+ holder (passive)Aug 14 · View filing ↗Big holder 5%+ holder update (passive)Aug 5 · View filing ↗Big holder Offering prospectusJul 15 · View filing ↗Offering Offering prospectusJul 13 · View filing ↗Offering

Insider trades

Open-market buys and sells, last 90 days

Bought$1.4M8 insiders

Sold$00 insiders

Cluster buy8 buyers$1.4M on the same day

Insider	Trade	Shares	Avg price	Value	Owns after	Date
Carol F. FineDirector	Buy	795	$220.30	$175K	1K	Oct 8Filing ↗
+118.3% of their holdings Held via 409A Plan Filed 5 days after
Nandakumar CheruvatathDirector	Buy	795	$220.30	$175K	5K	Oct 8Filing ↗
+19.5% of their holdings Filed 5 days after
Julie NeitzelDirector	Buy	592	$294.93	$175K	1K	Oct 8Filing ↗
+141.6% of their holdings Filed 5 days after
Mark H HildebrandtDirector	Buy	795	$220.30	$175K	50K	Oct 8Filing ↗
+1.6% of their holdings Held via 409A Plan Filed 5 days after
Thomas M CulliganDirector	Buy	795	$220.30	$175K	12K	Oct 8Filing ↗
+7.2% of their holdings Held via 409A Plan Filed 5 days after
Alan SchriesheimDirector	Buy	795	$220.30	$175K	1K	Oct 8Filing ↗
+195.3% of their holdings Filed 5 days after
Adolfo HenriquesDirector	Buy	795	$220.30	$175K	25K	Oct 8Filing ↗
+3.3% of their holdings Held via 409A Plan Filed 5 days after
Victor H MendelsonCo-COB and Co-CEO	Buy	795	$220.30	$175K	795	Oct 8Filing ↗
New position, first shares owned Held via 409A Plan Also Director Filed 5 days after