HEICO Corporation (HEI)

Over the past six months, HEICO's stock has been positively influenced by strong financial results, consistently exceeding analyst expectations in Q2 and Q3 2025, with net income and revenue growth. Acquisitions, such as Gables Engineering in July 2025, have also driven growth. In November 2025, Wall Street Zen downgraded HEICO's rating to "hold," but the overall analyst consensus remains a "Moderate Buy". The passing of Executive Chairman Laurans Mendelson in September 2025 was a significant corporate event.

HEICO's products and services generally experience strong and consistent demand rather than pronounced seasonality. The Flight Support Group has recorded consecutive quarters of sales growth due to aerospace demand and air travel rebound. The Electronic Technologies Group benefits from robust demand in space, aerospace, and defense sectors, supported by long-term industry tailwinds.

HEICO Corporation is a technology-driven company focused on aerospace, industrial, defense, and electronics sectors, operating through the Flight Support Group (FSG) and the Electronic Technologies Group (ETG). The FSG provides aerospace aftermarket solutions, including FAA-PMA approved parts and DER repairs. The ETG designs and manufactures high-reliability subcomponents and subsystems for various applications.

HEICO Corporation has a significant international presence, with operations and stocking facilities across the Americas, Europe, the Middle East, Asia, and Australia. The company's headquarters are located in Hollywood, Florida, U.S.

HEICO has a strong brand reputation as a successful and growing technology-driven company known for innovation, customer service, and operational excellence. Its products are trusted by major airlines, OEMs, and the U.S. military. Consistent double-digit organic growth and exceeding earnings estimates further enhance its market standing. The passing of Executive Chairman Laurans Mendelson was a significant event, but its direct impact on the company's brand reputation is not explicitly detailed as negative.

HEICO Corporation's ownership includes institutional, retail, and individual investors, with major institutional owners such as Capital World Investors, Vanguard Group Inc, and BlackRock, Inc. Laurans A. Mendelson is identified as the largest individual shareholder, holding 2.53 million shares, representing 1.82% of the company.