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HEICO

NYQ:HEI · US4228061093
Aerospace & DefenseX-Large

360

60
EV / EBIT27
Price / Owner Earnings41
Owner Earnings Yield60
Dividend Yield65
Price/Sales20
EV / Gross Profit26
Price/Book22
Return on Capital61
Cash Return on Capital64
Return on Equity51
EBIT Margin93
Gross Profitability71
Cash Conversion45
Accruals13
Owner Earnings Margin90
Sales growth60
Profit Growth79
Long-Term EPS Growth48
Owner Earnings Growth70
Reinvestment23
Price momentum35
Debt load54
Refinancing51
Debt Payback64
Liquidity76
Analyst ratings32
Opinion Changes78
Price Target Upside33
Market mood53
Value Creation20/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

HEICO generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustryAerospace & Defense
SizeX-Large
TypePublic Company
ExchangeNYSE
Founded1957
Employees502
Websiteheico.com
ISINUS4228061093
Last UpdateApr 2, 2026
Indices
D.J. US Aerospace & Defense
Themes
Industrial AutomationNavigationDetectors, Sensors and MemsSpaceTechSimulationPassenger Aircraft ManufacturingDefenseTechAerospaceElectronicsManufacturing

Description

HEICO Corporation (HEICO), through its subsidiaries, operates as a manufacturer of Federal Aviation Administration (‘FAA’)-approved jet engine and aircraft component replacement parts, other than the original equipment manufacturers (‘OEMs’) and thei…

Analysis

Hope premium

HEICO Corporation is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 43.2×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 17% a year, against analyst forecasts of 16%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is adequate. The company scores 20/20 on our value-creation score: strong value creator.

Flags to be aware of: A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
39
2023202420252026

All-time high

84

Nov 2023

All-time low

19

Feb 2026

Average rank

47

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
20
5
3
3
Price/Earnings
17
3
5
1
Price/Book
22
12
10
8
Dividend Yield
65
50
50
47
Value (overall)
24
5
6
4

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →