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Upturn AI Summary - About
Heico Corporation(HEI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HEI
11/09/2026: HEI (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Heico Corporation is a specialized aerospace and defense company primarily known for producing cost-effective replacement parts and high-tech electronic components. The company has a strong reputation for maintaining consistent operating margins and utilizing a disciplined M&A strategy to drive long-term growth. Its primary opportunity lies in the growing demand for aftermarket maintenance as the global aircraft fleet ages and airlines seek efficient solutions. However, the company faces risks from the cyclical nature of the aerospace industry, potential OEM competitive pressure, and regulatory changes. Heico may suit growth-oriented investors looking for exposure to aerospace, though it is not a primary choice for those seeking high dividends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | Heico has a consistent history of growing both revenue and earnings through organic expansion and strategic M&A. |
| Momentum investor | Strong fit while signal remains positive | The stock often exhibits strong price trends aligned with the aerospace sector's recovery and growth. |
| Value investor | Mixed fit | The stock frequently trades at a premium valuation due to its high quality and consistent growth profile. |
| Dividend investor | Weak fit | Heico prioritizes capital reinvestment over high dividend yields for shareholders. |
| Low-risk investor | Medium | While the business is high quality, it is still subject to the cyclical nature of the aerospace and defense industries. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price can be sensitive to aerospace industry news and market sentiment. |
| Valuation risk | Medium / high | Heico typically commands a high P/E multiple that requires consistent growth to justify. |
| Competition risk (OEM pricing) | Medium | Large OEMs may occasionally adjust pricing strategies to pressure independent aftermarket competitors. |
| Business quality | Strong | Heico is known for strong operating margins and a robust, recurring revenue model in the aftermarket. |
| Dividend income | Low | Dividends are not the primary return mechanism for this stock. |
| Execution risk | Medium | Success depends on the effective integration of numerous niche acquisitions. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 32.36% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 46.49B USD | Price to earnings Ratio 55.44 | 1Y Target Price 390.7 |
Price to earnings Ratio 55.44 | 1Y Target Price 390.7 | ||
Volume (30-day avg) 461.6K shares | Beta 1.09 | 52 Weeks Range 256.02 - 376.86 | Updated Date 11/08/2026 |
52 Weeks Range 256.02 - 376.86 | Updated Date 11/08/2026 | ||
Dividends yield (FY) 0.08% | Basic EPS (TTM) 6 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Flight Support Group | PMA parts, repair and overhaul services, and distribution of commercial aircraft components. | This is the core aftermarket business that benefits directly from more planes flying. |
| Electronic Technologies Group | Specialized sensors, microwave components, and electronic subsystems for defense and space. | This segment provides exposure to high-tech, mission-critical defense and industrial electronics. |
| Geography | Global sales with significant concentration in North America and major aviation hubs. | Heico is a global company that moves with the international commercial aviation market. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 55.44 | Forward PE 45.66 | Enterprise Value 41.83B | Price to Sales(TTM) 8.98 |
Enterprise Value 41.83B | Price to Sales(TTM) 8.98 | ||
Enterprise Value to Revenue 8.08 | Enterprise Value to EBITDA 28.51 | Shares Outstanding 55.24M | Shares Floating 123.89M |
Shares Outstanding 55.24M | Shares Floating 123.89M | ||
Percent Insiders 22.95 | Percent Institutions 81.04 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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