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Upturn AI SWOT - About
HEI-A 
HEICO Corporation (HEI-A)
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Upturn Advisory Summary
10/21/2025: HEI-A (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
1 Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $280
1 Year Target Price $280
| 0 | Strong Buy |
| 0 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 18.84% | Avg. Invested days 53 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/21/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 37.04B USD | Price to earnings Ratio 53.76 | 1Y Target Price 280 |
Price to earnings Ratio 53.76 | 1Y Target Price 280 | ||
Volume (30-day avg) 1 | Beta 1.08 | 52 Weeks Range 174.74 - 264.71 | Updated Date 10/21/2025 |
52 Weeks Range 174.74 - 264.71 | Updated Date 10/21/2025 | ||
Dividends yield (FY) 0.10% | Basic EPS (TTM) 4.56 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 14.96% | Operating Margin (TTM) 23.09% |
Management Effectiveness
Return on Assets (TTM) 7.6% | Return on Equity (TTM) 16.18% |
Valuation
Trailing PE 53.76 | Forward PE 46.51 | Enterprise Value 40764304342 | Price to Sales(TTM) 8.64 |
Enterprise Value 40764304342 | Price to Sales(TTM) 8.64 | ||
Enterprise Value to Revenue 9.5 | Enterprise Value to EBITDA 35.38 | Shares Outstanding 84152807 | Shares Floating 122199625 |
Shares Outstanding 84152807 | Shares Floating 122199625 | ||
Percent Insiders 11.09 | Percent Institutions 88.61 |
Upturn AI SWOT
HEICO Corporation
Company Overview
History and Background
HEICO Corporation was founded in 1957 by Mendelson and Herskovic, initially focusing on high-reliability electronic components. It has evolved through strategic acquisitions and organic growth into a leading aerospace and electronics company.
Core Business Areas
- Flight Support Group (FSG): Manufactures FAA-approved jet engine and aircraft component replacement parts and offers component repair and overhaul services.
- Electronic Technologies Group (ETG): Designs and manufactures electronic equipment, including microwave and radio frequency (RF) products, electro-optical and infrared (EO/IR) simulation systems, and power supplies.
Leadership and Structure
Laurans A. Mendelson serves as Chairman and CEO. The company operates with a decentralized structure, allowing each business unit a high degree of autonomy while maintaining centralized financial oversight.
Top Products and Market Share
Key Offerings
- FAA-Approved Replacement Parts: Offers a wide array of replacement parts for commercial and military aircraft. Market share is estimated to be around 25% in the PMA (Parts Manufacturer Approval) segment. Competitors include TransDigm Group (TDG) and Esterline Technologies (now part of TransDigm).
- Microwave and RF Products: Designs and manufactures microwave amplifiers, filters, and other RF components for defense, space, and commercial applications. Specific market share data is fragmented, but HEICO is a recognized player in this niche. Competitors include Qorvo (QRVO) and Analog Devices (ADI).
- Electro-Optical and Infrared (EO/IR) Simulation Systems: Designs and manufactures EO/IR components for defense, space, and commercial applications. HEICO has acquired market share via strategic acquisitions. Market share data is fragmented, but HEICO is a recognized player in this niche. Competitors include CAE (CAE) and L3Harris Technologies (LHX).
Market Dynamics
Industry Overview
The aerospace and electronics industries are characterized by high barriers to entry, stringent regulatory requirements, and technological advancements. Demand is driven by aircraft production, aftermarket services, defense spending, and commercial communication infrastructure.
Positioning
HEICO is positioned as a value-added supplier of highly engineered products and services, with a focus on aftermarket parts and niche electronic components. Its competitive advantage lies in its decentralized structure, rapid product development, and strong customer relationships.
Total Addressable Market (TAM)
The TAM for aerospace aftermarket parts and specialized electronics is estimated at hundreds of billions of dollars globally. HEICO's positioning allows it to capture a portion of this large market, primarily targeting high-growth niches.
Upturn SWOT Analysis
Strengths
- Strong aftermarket focus
- Decentralized operating structure
- Rapid product development
- High barriers to entry in niche markets
- Proven acquisition strategy
Weaknesses
- Dependence on aerospace cycles
- Exposure to regulatory changes
- Potential for integration challenges following acquisitions
- Relatively small size compared to larger aerospace players
Opportunities
- Expansion into new geographic markets
- Increased demand for aircraft maintenance and repair
- Growth in defense spending
- Acquisition of complementary businesses
- Innovation in new technologies
Threats
- Economic downturns affecting air travel
- Intensified competition from larger aerospace companies
- Supply chain disruptions
- Geopolitical instability
- Rising interest rates
Competitors and Market Share
Key Competitors
- TDG
- COL
- HON
Competitive Landscape
HEICO competes with larger aerospace companies such as TransDigm, Collins Aerospace (COL), and Honeywell (HON) but differentiates itself through its focus on aftermarket parts, niche electronic components, and rapid product development. It also benefits from its agile, decentralized organizational structure.
Major Acquisitions
Wiman Corporation
- Year: 2022
- Acquisition Price (USD millions): 22.1
- Strategic Rationale: Expanded HEICO's offerings in the aerospace and defense sector with a new family of specialized high-performance, high-reliability rotating and stationary blade containment rings.
Flight Data Systems Pty Ltd
- Year: 2023
- Acquisition Price (USD millions): 42
- Strategic Rationale: Expands HEICO's capabilities in flight data monitoring, safety, and analysis tools for commercial and business aviation.
Growth Trajectory and Initiatives
Historical Growth: HEICO has experienced consistent revenue and earnings growth over the past decade, driven by both organic expansion and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings for HEICO, supported by strong demand in the aerospace and electronics industries and the company's acquisition strategy.
Recent Initiatives: Recent initiatives include acquisitions of complementary businesses, investments in research and development, and expansion into new geographic markets.
Summary
HEICO Corporation exhibits strong financial performance and a proven track record of growth through strategic acquisitions and organic expansion. The company's decentralized structure and focus on niche markets provide a competitive edge. Key risks include dependence on aerospace cycles and integration challenges following acquisitions. Overall, HEICO is a well-managed company with a promising growth trajectory, but management should be aware of rising interest rates and geopolitical events.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q)
- Investor presentations
- Analyst reports
- Press releases
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and a thorough understanding of the company and its prospects. Market share data are estimates and may not be precise.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About HEICO Corporation
Exchange NYSE | Headquaters Hollywood, FL, United States | ||
IPO Launch date 2016-01-04 | Co-CEO, Co-President & Co-Chairman Mr. Eric A. Mendelson | ||
Sector Industrials | Industry Aerospace & Defense | Full time employees 10000 | Website https://www.heico.com |
Full time employees 10000 | Website https://www.heico.com | ||
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally. The company's 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; and offers repair and overhaul services for jet engine and aircraft component parts, avionics, instruments, composites, and commercial aircraft surfaces, as well as for avionics and navigation systems, subcomponents, and other military aircraft instruments. Its Electronic Technologies Group segment provides electro-optical infrared simulation and test equipment; electro-optical laser products; electro-optical, microwave, and other power equipment; electromagnetic and radio frequency (RF) interference shielding and suppression filters; power electronics; power conversion and interface products; interconnection devices; and underwater locator and emergency locator transmission beacons. 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; communications and electronic intercept receivers and tuners; self-sealing auxiliary fuel systems; active antenna systems and airborne antennas; nuclear radiation detectors; power amplifiers; ceramic-to-metal feedthroughs and connectors; technical surveillance countermeasures equipment; RF receivers and sources; radiation assurance, embedded computing, and silicone solutions; test sockets and adapters; and electronic components and rotary joint assemblies. The company was incorporated in 1957 and is headquartered in Hollywood, Florida.
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