Added to YB: 2026-07-22
Pitch date: 2026-07-19
HEI [neutral]
HEICO Corporation
-1.15%
current return
Author Info
Slow Compounding is an ex buy-side analyst looking for high-quality companies that create high shareholder returns. Investing for the long-term. Sign up for the newsletter.
Company Info
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally.
Market Cap
$40.1B
Pitch Price
$344.37
Price Target
N/A
Dividend
0.07%
EV/EBITDA
30.42
P/E
61.19
EV/Sales
8.77
Sector
Aerospace and Defense
Category
growth
HEICO Deep Dive (Part 1): The Aviation Ecosystem Behind HEICO
HEI (deep dive): Part 1 of aerospace serial acquirer deep dive. ~$40B cap, founder-run (Mendelson, 21% insider), ~16% 10Y EPS CAGR. Thesis: structural aircraft shortage (5,300 shortfall to ~2031-34), aging fleets & full backlogs boost aftermarket; HEICO's PMA parts 30-40% below OEM, regulatory moat. No valuation/target yet.
Read full article (43 min)