Heico Corp Stock Price, News & Analysis

HEICO (NYSE:HEI) declared a $0.12 per share cash dividend payable on January 20, 2026 to holders of Class A Common Stock and Common Stock of record on January 5, 2026.

This is HEICO's 95th consecutive semiannual dividend since 1979. The Board also set the annual meeting for March 13, 2026, with shareholders of record on January 16, 2026 eligible to vote.

The release reiterates forward-looking risk factors including liquidity, commercial air travel demand, regulatory and cybersecurity risks and advises review of SEC filings for more detail.

One Equity Partners portfolio company EthosEnergy agreed to sell its aerospace & defense business (EthosEnergy Accessories and Components Limited and EthosEnergy Accessories and Components, LLC) to Wencor Group LLC, a subsidiary of HEICO (NYSE: HEI / HEI.A), in a private transaction with financial terms not disclosed. The divestiture follows OEP's December 2024 acquisition of Ethos and is described as part of a broader transformation to simplify the company and focus on industrial gas turbines.

EthosEnergy will maintain a relationship with the sold business to allow customer access to specialized A&D capabilities. Advisors on the deal included Jefferies, KPMG International Ltd., Davis Polk & Wardwell LLP, and Arnovia LP.

HEICO (NYSE:HEI) announced that its Flight Support Group subsidiary Wencor entered into an agreement to acquire EthosEnergy Accessories and Components Limited and EthosEnergy Accessories and Components, LLC ("Ethos A&C"). Closing is expected in Q1 fiscal 2026 and remains subject to governmental approvals and customary closing conditions. Transaction terms were not disclosed.

Ethos A&C repairs aeroderivative gas turbine engine accessories and components, employs 175 people across three leased sites in Connecticut, South Carolina and Scotland totaling > 175,000 sq ft, and is expected to be accretive to HEICO's earnings within the year following closing.

HEICO (NYSE:HEI, HEI.A) will release fourth quarter results for the period ended October 31, 2025 after the NYSE close on December 18, 2025. The company will discuss results on a conference call on December 19, 2025 at 9:00 a.m. ET. Participants may join by phone using US/Canada (800) 330-6710 or International (646) 769-9200 and Conference ID 5802833. A digital replay will be available two hours after the call for 14 days via the Investors section at https://www.heico.com.

HEICO trades two common stock classes: Common Stock (HEI) with one vote per share and Class A Common Stock (HEI.A) with 1/10 vote per share; some websites may display HEI.A as HEI/A or HEIa.

HEICO (NYSE:HEI) agreed to acquire Axillon Aerospace's Fuel Containment business for cash, with financial terms not disclosed. HEICO said the deal is expected to be accretive to earnings within the year following closing. Closing is subject to customary conditions, including Hart-Scott-Rodino clearance, and is expected in the first calendar quarter of 2026. Axillon Fuel Containment, based in Rockmart, GA, employs approximately 530 people in a nearly 600,000 square foot facility and makes MIL‑SPEC, crashworthy and often ballistically tolerant fuel cells used on many US military aircraft and defense platforms.

Axillon Fuel Containment will remain at its current facilities, keep its management team, and change its name post-closing; SK Capital will retain Axillon's Engineered Composites business.

VPT, a HEICO company (NYSE:HEI), has launched the VXR125-27000S, its first 270 V input DC-DC converter in the VXR Series, alongside the VXRF2-270 EMI filter. The new converter delivers 125 W of output power and operates across a 160 V to 400 V input range.

The product features VPT's patented V-SHIELD® packaging, dual-sided conduction cooling, and achieves up to 89% efficiency. Each unit undergoes a 96-hour burn-in at +105 °C and is qualified to multiple military and aviation standards including JESD22, MIL-STD-810, and MIL-STD-883.

The VXR125-27000S requires no external components for stability, reducing system costs and design complexity while maintaining reliable performance in mission-critical applications.

HEICO Corporation (NYSE:HEI, HEI.A) announced the passing of Executive Chairman Laurans A. Mendelson at age 87. Following the succession plan, his sons Eric A. Mendelson and Victor H. Mendelson, currently Co-Vice Chairmen and Co-CEOs, have been named Co-Chairmen of the Board while retaining their CEO roles.

Under Laurans Mendelson's leadership since 1990, HEICO transformed from a small aviation company with $26 million in revenues to a global aerospace and defense leader with a market capitalization of $39 billion and revenues approaching $4.5 billion. The company now operates 164 facilities across 15 countries and employs 11,000 people worldwide. A $100,000 investment in HEICO during Mendelson's early tenure grew to over $130 million, representing a compound annual growth rate of nearly 23%.

HEICO Corporation (NYSE:HEI, HEI.A) reported exceptional Q3 fiscal 2025 results, with record net income of $177.3 million, up 30% year-over-year. The company achieved record net sales of $1.15 billion, a 16% increase, and record operating income of $265 million, up 22% from Q3 2024.

The Flight Support Group demonstrated remarkable performance with 20 consecutive quarters of growth, posting an 18% increase in net sales to $802.7 million and a 29% rise in operating income to $198.3 million. The Electronic Technologies Group also delivered strong results with record net sales of $355.9 million, up 10%, and operating income of $81 million, up 7%.

HEICO's consolidated operating margin improved to 23.1%, while cash flow from operations increased 8% to $231.2 million. The company maintains a strong financial position with a reduced net debt to EBITDA ratio of 1.90x.

HEICO Corporation (NYSE: HEI, HEI.A) has scheduled its Q3 FY2025 earnings conference call for August 26, 2025, at 9:00 a.m. EDT. The company will release its financial results for the quarter ended July 31, 2025, after NYSE market close on August 25, 2025.

The conference call will be accessible via phone, with dial-in numbers provided for both domestic and international participants. A digital replay will be available for 14 days following the call on HEICO's investor relations website.

HEICO operates through its Flight Support Group in Hollywood, Florida, and Electronic Technologies Group in Miami, Florida, serving aviation, defense, space, medical, telecommunications, and electronics industries. The company maintains two classes of common stock (HEI and HEI.A) with identical economic benefits but different voting rights.