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Upturn AI Summary - About
HEICO Corporation(HEI-A)
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-A
10/23/2026: HEI-A (2-star) is currently NOT-A-BUY. Pass it for now.
HEICO Corporation is a prominent player in the aerospace and defense sector, specialized in manufacturing aftermarket replacement parts and high-end electronic components. The company is known for its ability to generate high margins by providing cost-effective alternatives to original equipment manufacturers. Its growth story is driven by a strategy of organic product expansion and disciplined acquisitions in specialized technical niches. Investors should monitor risks such as aerospace cyclicality, regulatory hurdles for parts, and valuation levels, as the stock often trades at a premium. It is generally suited for long-term growth investors who prioritize business quality over high immediate dividends or low valuation multiples.
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 | The company has a consistent track record of organic and inorganic growth in essential aerospace and defense markets. |
| Momentum investor | Strong fit while signal remains positive | The stock frequently exhibits positive price momentum aligned with its strong fundamental performance and industry tailwinds. |
| Value investor | Mixed fit | HEICO often trades at a premium valuation multiple due to its quality and growth, which may not satisfy traditional value criteria. |
| Dividend investor | Mixed fit | While HEICO pays a dividend, it is focused more on capital appreciation than high current income. |
| Low-risk investor | Mixed fit | While the business is high-quality, the stock can experience volatility typical of the aerospace and defense sector. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is subject to market sentiment shifts regarding aerospace cyclicality and valuation. |
| Valuation risk | High | Investors pay a growth premium, making the stock sensitive to earnings misses or changes in growth outlook. |
| Competition risk (OEM dominance) | Medium | Large OEMs like GE and RTX maintain significant control over proprietary data and parts designs. |
| Business quality | Strong | The company has established a durable niche in high-margin aftermarket services and critical electronics. |
| Dividend income | Low | Dividends are a secondary priority to capital allocation for growth. |
| Execution risk | Medium | Continued success depends on the ability to integrate acquisitions and maintain strict regulatory compliance. |
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 28.43% | Avg. Invested days 54 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/23/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 31.69B USD | Price to earnings Ratio 37.79 | 1Y Target Price 300 |
Price to earnings Ratio 37.79 | 1Y Target Price 300 | ||
Volume (30-day avg) 339.9K shares | Beta 1.09 | 52 Weeks Range 199.25 - 279.52 | Updated Date 10/25/2026 |
52 Weeks Range 199.25 - 279.52 | Updated Date 10/25/2026 | ||
Dividends yield (FY) 0.11% | Basic EPS (TTM) 6 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Flight Support Group | Replacement parts, component repairs, and distribution for engines and airframes. | This is the 'aftermarket' business that benefits from every flight taken. |
| Electronic Technologies Group | Power electronics, sensors, and communication systems for defense and space. | This is the 'tech' business that rides on government and space industry spending. |
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 37.79 | Forward PE 30.49 | Enterprise Value 37.63B | Price to Sales(TTM) 6.12 |
Enterprise Value 37.63B | Price to Sales(TTM) 6.12 | ||
Enterprise Value to Revenue 7.27 | Enterprise Value to EBITDA 25.66 | Shares Outstanding 84.52M | Shares Floating 123.97M |
Shares Outstanding 84.52M | Shares Floating 123.97M | ||
Percent Insiders 8.98 | Percent Institutions 84.66 |
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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