Heico CorpHEI
Price$306.39Intrinsic value$273.3111% below price

Outlook & Key Dates

Estimates, guidance, catalysts, and upcoming events

Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
17.6%projected annual EPS growth
As of 27 Aug 2026
Analyst Coverage
19analysts covering
Consensus: PositiveAs of 18 Aug 2026
FY Revenue (est.)
$5.3Bnext fiscal year
As of 18 Aug 2026
FY EPS (est.)
$6.12next fiscal year
As of 18 Aug 2026
Reporting Calendar
EventExpected Date
Q4 Fiscal 2026 Earnings Release16 Dec 2026
Monitoring Framework
Key Performance Indicators
Consolidated Net Sales Growth Quarterly25.0%Target: Double-digit organic and inorganic growth
Flight Support Group (FSG) Operating Margin Quarterly25.0%Target: 24% - 26%
Electronic Technologies Group (ETG) Operating Margin Quarterly23.0%Target: 22% - 24%
Acquisition EBITA Margin Floor Annually20.0%Target: >= 20%
Watch Items
  • Integration of Southwest Antennas (SWA) and Sherwood AvionicsTrigger: EBITDA margin contribution below 20%Action: Conduct operational review and adjust integration strategy
  • Leverage Ratio (Net Debt / EBITDA)Trigger: Exceeding 3.0xAction: Pause non-essential M&A and prioritize debt paydown using strong operating cash flows
  • OEM Competitive Pricing and Legal ActionsTrigger: OEM price increases dropping below 5% or aggressive legal challenges to PMA partsAction: Re-evaluate pricing strategy and expand reverse-engineering pipeline to maintain 20-50% discount
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Research as of 2 Sep 2026

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.