HEICO, Axon and AAR have been highlighted in this Industry Outlook article.
I maintain a buy rating on HEICO Corporation as fundamentals strengthen, despite a premium valuation. FSG segment delivers 21% sales growth and margin expansion, driven by resilient global aviation aftermarket demand. ETG segment accelerates with 34% sales growth and margin gains, supported by robust aerospace and defense end markets.
HEICO Corporation (HEI) Q2 2026 Earnings Call Transcript
| Aerospace & Defense Industry | Industrials Sector | Eric A. Mendelson CEO | NYSE Exchange | 422806208 CUSIP |
| US Country | 11,100 Employees | 1 Jul 2026 Last Dividend | 28 Jun 2018 Last Split | 17 Mar 1992 IPO Date |
HEICO Corporation operates through its subsidiaries, primarily focusing on the aerospace, defense, and electronics sectors across the United States and internationally. With its roots going back to 1957 and based in Hollywood, Florida, HEICO has carved a niche in providing a wide range of products and services that cater to a diverse clientele. The company is organized into two main segments: Flight Support Group and Electronic Technologies Group, each aimed at delivering specialized components, replacement parts, and services tied to its industry focus. HEICO's commitment to innovation, quality, and customer service has positioned it as a key player in the markets it serves.
The comprehensive range of products and services offered by HEICO Corporation encompasses: