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Price · 1Y
$349.61
Thesis
HEICO is the dominant independent supplier of FAA-approved PMA aftermarket parts for commercial and military aircraft, paired with an Electronic Technologies Group serving defense, space, and medical electronics. The structural cost advantage versus OEM parts compounds as fleets age.
A long record of disciplined tuck-in acquisitions and family-led capital allocation has produced one of the most consistent compounders in aerospace.
Catalysts
- Aging commercial and military fleet driving aftermarket demand
- ETG content growth on defense and space platforms
- Continued bolt-on M&A at attractive multiples
- Margin expansion as supply-chain constraints ease
Recent events
Material filings, federal awards, and regulatory activity. Impact is scored against market cap.
- Jul 16OtherSEC
HEICO 8-K discloses entry into material definitive agreement and creation of financial obligation (items 1.01, 2.03).
- Jul 13Securities offeringSEC
Filed preliminary prospectus supplement (Form 424B5).
- Jun 17OtherSEC
8-K filed (items 1.01, 9.01) disclosing entry into material definitive agreement.
- May 27Financial resultsSEC
HEICO filed 8-K (items 2.02, 9.01) reporting financial results.