Added to YB: 2026-07-29
Pitch date: 2026-07-26
HEI [neutral]
HEICO Corporation
-11.77%
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
$42.4B
Pitch Price
$354.19
Price Target
N/A
Dividend
0.07%
EV/EBITDA
32.08
P/E
64.90
EV/Sales
9.25
Sector
Aerospace and Defense
Category
growth
HEICO Deep Dive (Part 2): Why the Aircraft Aftermarket Creates a Structural Opportunity
HEI (deep dive): Aerospace serial acquirer, world's largest independent FAA-approved PMA parts maker (~20k parts, +400-550/yr). Structural aftermarket moat via regulatory approvals, airline trust (Lufthansa, BA), installed-base scale; PMA cuts airline costs 30%+. FY25 $4.49B rev, $690M NI; since 1990 rev/NI CAGR ~16%/18%, 10Y EPS CAGR ~16%. Family-owned (~21%). Risks: valuation, cyclicality, OEM countermeasures.
Read full article (53 min)