NYSE · Industrials

HEICO CORP HEI

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.

Aerospace

Company profile

Business mix

  • 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.
  • The company’s Electronic Technologies Group segment provides electro-optical infrared simulation and test equipment.
  • 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.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 59.19 FCF 2% Buyback -0.39%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 0.1% $46.1M 2026-03-31
Mar Vista Investment Partners 1.3% $13.1M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 1 Last 1 13F filing periods
Net reducers 1 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $247,054 Estimated from net added shares
Reduction amount $2.6M Estimated from net reduced shares
Net share change / base shares -3.9% -8,756 / 224,458
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -5.4% 13F value change -$11.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 177,633 Last 1 periods -9,657 (-5.4%) Total shares 167,976 Value $46.1M
Mar Vista Investment Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-13
Minor increase Shares 1.9% 13F value change -$2.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 46,825 Last 1 periods +901 (+1.9%) Total shares 47,726 Value $13.1M

Recent mentions

No public mentions.