Added to YB: 2025-08-28
Pitch date: 2025-08-26
HEI [neutral]
HEICO Corporation
-10.06%
current return
Author Info
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Company Info
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally.
Market Cap
$35.5B
Pitch Price
$334.88
Price Target
N/A
Dividend
0.08%
EV/EBITDA
29.31
P/E
59.70
EV/Sales
8.27
Sector
Aerospace and Defense
Category
growth
Heico Q3 2025
HEI (earnings update): Q4 net sales +16% to $1.15B, net income +30% to $177M ($1.26/share). FSG posted 20th consecutive quarter of sequential growth (+18% rev, margins 22.5%→24.7%). Wencor acquisition absorbed while deleveraging 2.06x→1.90x debt/EBITDA. Trades 47x FCF, 31x EBITDA but quality aerospace aftermarket model justifies premium.
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