XNYS · Industrials · Aerospace & Defense
Heico is an aerospace and defense supplier that focuses on creating replacement parts for commercial aircraft and components for defense products. In commercial aerospace, Heico is the largest independent producer of replacement aircraft parts. In the defense market, the company produces niche subcomponents used in targeting technology as well as simulation equipment, among other categories. It operates two segments: the flight support group and the electronic technologies group. Both supply the aerospace and defense sectors to different degrees. Heico is persistently acquisitive, focusing on companies in similar or adjacent markets that offer strong cash flow and profitable growth potential.
HEICO posted a solid quarter, beating on both revenue and EPS with **$1.67** adjusted EPS on **$1.4B** sales, while margins held at **15.4%**. In aerospace and defense, the bigger story is its market leadership and fresh **$550M** debt raise, which supports acquisition capacity and continued compounding.
AI-generated summary — powered by BigEarnings.
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-25 | Q3 2026 | 1.51 | 1.67 | +10.60% | $1.41B | ✅ Beat | +2.46% | -7.38% | — |
| 2026-05-27 | Q2 2026 | 1.33 | 1.66 | +24.81% | $1.38B | ✅ Beat | +10.78% | +6.37% | +11.57% |
| 2026-02-25 |
| Q1 2026 |
| 1.27 |
| 1.35 |
| +6.30% |
| $1.18B |
| ✅ Beat |
| -6.59% |
| -7.16% |
| -20.69% |
| 2025-12-18 | Q4 2025 | 1.21 | 1.33 | +9.92% | $1.21B | ✅ Beat | — | — | — |
| 2025-08-25 | Q3 2025 | 1.13 | 1.26 | +11.50% | $1.15B | ✅ Beat | — | — | — |
| 2025-05-27 | Q2 2025 | 1.03 | 1.12 | +8.74% | $1.10B | ✅ Beat | +7.42% | +8.93% | +17.25% |
| 2025-02-26 | Q1 2025 | 0.95 | 1.20 | +26.32% | $1.03B | ✅ Beat | — | — | — |
| 2024-12-17 | Q4 2024 | 0.98 | 0.99 | +1.02% | $1.01B | ✅ Beat | — | — | — |
Showing last 8 quarters.