Bilaal.Raja
Company record

HEI  HEICO CORP

Trailing twelve months to 2026-07-31, as filed 2026-08-27 and not restated since.
Industrials

Scale

Market cap
$42.3bn
Revenue TTM
$5.2bn
Net income TTM
$848m
Free cash flow
$1.0bn
Composite score
49.2
Sector rank
#265

Valuation

P / E
49.9
EV / EBITDA
28.7
EV / sales
8.1
FCF yield
2.44%
Yield vs 10-yr
-3.27pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 5.28% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
16.4%
EBITDA margin
28.2%
ROE
17.1%
ROIC
26.4%
Revenue growth
20.7%

Insider activity, last 90 days

Net open-market
$-0.32m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The increase in consolidated net sales principally reflects an increase of $414.3 million (an 18% increase) to a record $2,697.2 million in net sales of the FSG and an increase of $285.3 million (a 28% increase) to a record $1,313.7 million in net sales of the ETG. The net sales increase in the FSG reflects robust organic growth of 15% and net sales of $81.9 million contributed by fiscal 2026 and 2025 acquisitions. The FSG's organic net sales growth reflects increased demand within its aftermarket replacement parts, repair and overhaul parts and services, and specialty products product lines resulting in net sales increases of $234.0 million, $50.7 million, and $46.4 million, respectively. …HEICO CORP, 10-Q, period ended 2026-07-31, filed 2026-08-27

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