HEICO Corporation (HEI)

In Q4 Fiscal 2025, HEICO reported record results with net sales increasing by 19% and net income rising 35%, leading to a positive stock reaction. In Q1 Fiscal 2026, HEICO reported record net income with strong increases in operating income and net sales, but the stock experienced a 9% drop due to a deceleration in organic growth within the Flight Support Group. In December 2025, HEICO declared a semiannual cash dividend of $0.12 per share.

HEICO Corporation's revenue stream is resilient due to its focus on global flight hours and the high-margin aerospace aftermarket. The company benefits from strong demand for aftermarket parts, driven by an aging global aircraft fleet, and experiences consistent demand in both commercial and defense markets. The Electronic Technologies Group also sees increased demand for its defense, space, and other electronics products.

HEICO Corporation operates through two primary business segments: the Flight Support Group (FSG) and the Electronic Technologies Group (ETG). The FSG is a global leader in aerospace aftermarket solutions, specializing in designing, manufacturing, and distributing FAA-PMA approved jet engine and aircraft component replacement parts, DER repairs and overhauls, and specialty product manufacturing and distribution services. The ETG designs, manufactures, and sells high-reliability subcomponents and subsystems integral to aerospace, defense systems, avionics, telecommunications, medical, and industrial applications.

HEICO Corporation supports a global customer base through a decentralized network of facilities across North America, Europe, and Asia. The company's headquarters are in Hollywood, Florida, U.S.

HEICO has built a strong brand reputation for reliability and value due to its extensive catalog of FAA-approved parts and focus on high-margin, recurring revenue in the aerospace aftermarket, coupled with a disciplined strategy of organic growth and strategic acquisitions.

HEICO Corporation has a diverse ownership structure, with institutional investors maintaining majority control with 26.93% ownership. As of March 24, 2026, HEICO Corporation had 873 institutional owners and shareholders holding a total of 41,918,795 shares. Management insiders owned a 3.91% stake, totaling approximately 5.54 million shares as of February 19, 2026.