Heico (HEI) Stock News

HEICO (NYSE:HEI) completed the acquisition of EthosEnergy Accessories and Components ("Ethos A&C") through its Flight Support Group subsidiary Wencor on February 5, 2026. Ethos A&C repairs aeroderivative gas turbine accessories and components, operates three leased facilities (CT, SC, Scotland) with 175 employees and ~175,000 sq ft.

The company said Ethos A&C is expected to be accretive to HEICO's earnings within the year following closing; other financial terms were not disclosed.

VPT (NYSE:HEI) introduced the VSCPL1210SG, the first point-of-load DC–DC converter in its VSC Series of space-grade COTS power supplies.

The device supplies up to 10 A with peak efficiency up to 95%, input 4.5–13.2 V, adjustable output 0.8–5.0 V, and operates −55 °C to +105 °C with no power derating. Radiation testing: 42 MeV/mg/cm² (no destructive SEE) and 40 krad(Si) tested, 30 krad(Si) guaranteed. Manufactured in ISO9001, J-STD-001, IPC-A-610 certified facility; available for order now. Two additional point-of-load models planned later in 2026.

HEICO (NYSE:HEI / HEI.A) completed its acquisition of Axillon Aerospace's Fuel Containment business on January 27, 2026, renaming it Rockmart Fuel Containment, LLC. HEICO expects the acquisition to be accretive to earnings within the year following closing. Terms and financial details were not disclosed; the sellers retained Axillon's Engineered Composites business. Rockmart is headquartered in Rockmart, GA, employs approximately 530 people in a nearly 600,000 sq ft facility, and supplies MIL-SPEC self-sealing and crashworthy fuel cells used across major U.S. military aircraft and vehicles.

HEICO (NYSE:HEI, HEI.A) reported record results for Q4 FY2025 and the full year. Q4 net income rose 35% to $188.3M ($1.33 diluted) and Q4 net sales rose 19% to $1,209.4M. For FY2025, net income rose 34% to $690.4M ($4.90 diluted), net sales rose 16% to $4,485.0M, and operating income rose 24% to $1,019.0M.

Q4 EBITDA was $331.4M (+26%) and FY EBITDA was $1,219.5M (+22%). Operating margin improved to 23.1% (Q4) and 22.7% (FY). Operating cash flow grew to $295.3M (Q4) and $934.3M (FY). Leverage improved: total debt/net income 3.14x and net debt/EBITDA 1.60x as of Oct 31, 2025. Board declared a $0.12 semiannual dividend payable Jan 2026 (95th consecutive).

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.