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HEICO (Common) HEI

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

Last price$298.28Oct 9, 2026
Business qualityGood
Next earningsDec 16, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What HEICO (Common) does

    HEICO makes specialized aerospace and defense replacement parts, electronic components, and jet engine repair services for commercial airlines and military customers. The company focuses on expanding its niche product catalog through targeted acquisitions and organic market share gains in high-margin flight equipment.

  2. What it does best

    HEICO dominates the FAA-approved alternative replacement parts market, achieving a gross margin of 40.4% that beats peers like NOC at 20.1%. This edge rests on extensive regulatory approvals and proprietary designs that airlines use to cut maintenance costs without risking safety.

  3. The main risk

    Supply chain bottlenecks in aerospace manufacturing could constrain parts delivery, capping revenue expansion across its primary segments if raw material shortages persist.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margins hit 24.1%, placing it in the top decile of its sector at an 89 rank and proving that profitability scales reliably with higher revenue.

MoatFair

FAA certification hurdles lock out quick competitors, anchoring a top-decile FCF margin rank of 91% that protects pricing power in commercial aviation replacement parts.

GrowthFast

Revenue grew 16.3% to $5.2B, accelerating past historical annual figures as flight hours and commercial aerospace demand drive strong volumes.

Financial healthFair

Debt-to-equity sits at 0.5 with interest coverage at 9.4x, keeping borrowing costs manageable while free cash flow reaches $1.0B and strengthens the balance sheet.

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

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 good business?

HEICO (Common) 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?

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

When does HEI report earnings?

Dec 16, 2026, after the close.

For members

See HEI today

  • Today's verdict on HEI, 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 (Common) (HEI)”, https://cluenex.com/stocks/hei/, data as of Oct 10, 2026.