Perfil da empresa · Industrials

Heico Corporation

HEI · EUA
Outras listagensHEI-A · EUA
Bolsa
EUA
País / Região
USA
Data do IPO
17 de março de 1992
Funcionários
11.100
Preço atual
$357.15
Ao vivo · 27 de julho de 2026
Compra justa
≤ $260
Entrada com margem de segurança
Pontuação de Crescimento Baillie
53/100
Médio
Valor intrínseco · Faixa em três níveis Preço atual $357.15 Ao vivo · Dentro da faixa de valor intrínseco justo

Faixa de valuation composta · conservador $235–$260 / justo $300–$380 / otimista $470–$520. A $357.15, Dentro da faixa de valor intrínseco justo.

Na publicação $331.61 (15 de junho de 2026)

Valor de mercadoUS$ 46,85 bi
Receita (TTM)US$ 4,91 bi
EBITDAUS$ 1,37 bi
Margem líquida16,08%
ROE17,21%
P/L (TTM)62,55
P/L projetado50,51
PEG2,7
LPAUS$ 5,71
Dividend yield0,07%
Faixa de 52 semanasUS$ 256,02 – US$ 369,48
Preço-alvo dos analistasUS$ 386,53
Recomendação dos analistas4.0 / 5

Dados da EODHD, apresentados na moeda de reporte; apenas para referência, não constitui recomendação de investimento.

HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally. Its Flight Support Group segment offers jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components and assemblies. This segment also distributes hydraulic, pneumatic, structural, interconnect, mechanical, and electro-mechanical components for the commercial, regional, and general aviation markets; and offers repair and overhaul services for jet engine and aircraft component parts, avionics, instruments, composites, and commercial aircraft surfaces, as well as for avionics and navigation systems, subcomponents, and other military aircraft instruments. The company's Electronic Technologies Group segment provides electro-optical infrared simulation and test equipment; electro-optical laser products; electro-optical, microwave, and other power equipment; electromagnetic and radio frequency (RF) interference shielding and suppression filters; power electronics; power conversion and interface products; interconnection devices; and underwater locator and emergency locator transmission beacons. This segment also offers traveling wave tube amplifiers and microwave power modules; memory products and specialty semiconductors; environment connectivity products and molded cable assemblies; RF and microwave products; communications and electronic intercept receivers and tuners; self-sealing auxiliary fuel systems; active antenna systems and airborne antennas; nuclear radiation detectors; power amplifiers; ceramic-to-metal feedthroughs and connectors; technical surveillance countermeasures equipment; RF receivers and sources; radiation assurance, embedded computing, and silicone solutions; test sockets and adapters; and electronic components and rotary joint assemblies. The company was incorporated in 1957 and is headquartered in Hollywood, Florida.

História

HEICO Corporation traces back to Heinicke Instruments Co., founded in 1957 in Florida to make laboratory equipment, and completed its IPO in 1960. It entered aircraft parts through a 1974 merger with Jet Avion Corporation and was renamed HEICO Corporation in 1986. In 1990 the Mendelson family became its largest shareholders and took over management, divesting the laboratory products business; Eric Mendelson founded the Flight Support Group in 1993 and Victor Mendelson the Electronic Technologies Group in 1996. Headquartered in Hollywood, Florida, the company grew from about $26 million in revenue in 1990 to $4.485 billion in FY2025.

Posição no setor

HEICO operates in aerospace and defense through two segments: the Flight Support Group, centered on FAA-PMA certified replacement parts, repair and distribution, and the Electronic Technologies Group, covering high-reliability electronics for defense, space, aviation and industrial markets. In FY2025 the two segments generated about $3.117 billion and $1.413 billion in revenue. Its moat rests on FAA-PMA regulatory and airworthiness barriers, cost advantage, and a long-tail parts library: by 2017 it held over 10,000 FAA-approved PMA part licenses, adding roughly 300-500 new parts annually. It is positioned as an independent aviation aftermarket parts leader, with peers including TransDigm, Curtiss-Wright, Woodward and Moog.