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HEICO (Class A) HEI.A

HEICO (Class A) scores good on business quality (7.3 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$223.05Oct 9, 2026
Business qualityGood
Next earningsDec 16, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What HEICO (Class A) does

    Heico manufactures replacement aircraft parts and specialized components for the aerospace and defense industries. Airlines and defense contractors buy these parts to lower maintenance costs.

  2. What it does best

    Heico dominates the FAA-approved commercial aircraft replacement parts market, boasting a gross margin of 40.4% that outpaces defense primes like Northrop Grumman at 20.1%. Strict regulatory hurdles and complex parts design create a deep moat that protects its pricing power against new entrants.

  3. The main risk

    Supply chain disruptions and aerospace manufacturing bottlenecks threaten delivery timelines. If production slows, high fixed costs could compress the strong operating margins that currently drive cash flow.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin stands at 24.1% with free cash flow margin in the top decile of its sector at the 91st percentile. Scale directly expands profitability as higher revenue flows efficiently to cash.

MoatFair

FAA regulatory approvals create high switching costs for airline customers who rely on certified replacement parts. Its operating margin ranks in the top decile of its sector at 89th percentile.

GrowthFast

Revenue grew to $5.2B, up from $3.9B in 2024, driven by strong commercial aerospace demand. This pace accelerates compared to historical multi-year trends.

Financial healthFair

Debt-to-equity sits at 0.5 with interest coverage at 9.4x, keeping debt servicing manageable. Free cash flow reached $1.0B, showing rapid improvement from prior years.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on HEI.A

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is HEI.A a good business?

HEICO (Class A) scores good on the Cluenex quality check (7.3 of 10), measured against its own industry. Profitability is strong, moat fair, growth fast and financial health fair.

Are insiders buying HEI.A?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does HEI.A report earnings?

Dec 16, 2026, after the close.

For members

See HEI.A today

  • Today's verdict on HEI.A, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “HEICO (Class A) (HEI.A)”, https://cluenex.com/stocks/hei.a/, data as of Oct 10, 2026.