HEICO Corporation (HEI)

From the record

HEICO Corporation's filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

From the record

HEICO Corporation's 10 filed years say what it did: revenue went from $1.4 billion in fiscal 2016 to $4.5 billion in fiscal 2025, up 14% a year; it rose in 8 of 9 years; the deepest fall was 13% from fiscal 2019 to fiscal 2020; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-10-31, HEICO Corporation's diluted share count grew about 0.7% a year, and dividends and buybacks returned about 4% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 2 sales and 9 purchases of their own stock on the open market in the year to 2026-10-28, buying about $2 million (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-10-31, HEICO Corporation earned about 16 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 21 cents per dollar of everything the company owns (revenue less the cost of revenue). Leverage: it owed about 48 cents per dollar of assets, and net share issuance: its share count grew 0.4% over the year (the filed statements).

From the record

HEICO Corporation's standing among 7 graded names in its industry family: revenue of $4.5 billion in fiscal 2025 ranks in the bottom 43% by size; a net margin of 15.4% ranks in the top 14%; revenue growth of 26.6% a year over the last 3 filed years ranks in the top 29% (its annual reports).

From the record

HEICO Corporation's leadership, from its insiders' filings and its current reports: the chief executive on the record is Mendelson, Victor H (Co-COB and Co-CEO, as filed), filing under that title since 2025-07-01, 1.4 years (bottom 40% of its family); the 11 officers and directors filing in the last fifteen months have been on the record a median of 14.5 years (top 20%); 5 officer or director changes were reported on Form 8-K since 2023-11-13, against the 11 people in charge now (bottom 43%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

HEICO Corporation's room to grow, from the newest filed statements (fiscal 2025): cash of $218 million against debt of $2.2 billion leaves -22.9% of its assets as net cash, bottom 29% of its family; cash from operations less capital spending is 19.2% of revenue (top 14%); a gross margin of 39.8% (top 17%); research spending of 2.7% of revenue (top 50%) (its annual report).

From the record

HEICO Corporation's growth drivers, from the filed years to fiscal 2025: revenue grew 26.6% a year over the last three filed years against 14% over all 10, speeding up (top 29% of its family); the newest year grew 16.3% (top 29%); research spending grew 16.7% a year (top 40%); capital spending grew 31.6% a year (top 14%) (its annual reports). HEICO Corporation reported 2 lines of business in fiscal 2025: Flight Support Group at $3.1 billion (70%), Electronic Technologies Group at $1.4 billion (31%); 2 of 2 grew against the year before (its annual report).

From the record

HEICO Corporation's newest year against its own record: revenue of $4.5 billion in fiscal 2025 came in 12% below the $5.1 billion its prior three years' pace pointed to (bottom 29% of its family); net income of $690 million against a prior three-year average of $423 million (bottom 43%); a net margin of 15.4% against 14.3% before (bottom 29%) (its annual reports).