Welcome to our dedicated page for Heico SEC filings (Ticker: HEI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
HEICO Corporation filings document operating results, shareholder voting matters, governance changes, and the company’s dual-class common stock structure. 8-K reports furnish quarterly and fiscal-year results, annual meeting vote outcomes, board appointments, and leadership-related governance updates.
Proxy materials describe director elections, advisory executive-compensation votes, auditor ratification, record-date voting rights for HEICO Common Stock and Class A Common Stock, and board and committee matters. The filings also identify the Florida corporation’s NYSE-listed HEI and HEI.A securities and the different voting rights attached to each class.
Principal Global Investors and Principal Funds, Inc. report significant passive ownership of HEICO Corp Class A common stock. They jointly report beneficial ownership of 8,915,023 shares, representing 10.6% of the Class A shares outstanding as of December 31, 2025.
Within this total, Principal Funds, Inc., through the Principal MidCap Fund, owns 6,389,714 shares, or 7.6% of the class. Both entities report shared voting and dispositive power over their respective shares and certify the holdings are in the ordinary course of business, not for influencing control of HEICO.
HEICO Corporation director Nanda Kumar Cheruvatath filed an initial ownership report showing beneficial holdings in the company’s shares. He reports 276 shares of Common Stock and 64 shares of Class A Common Stock, all held directly. The filing notes it was submitted late because of delays in receiving EDGAR access codes.
HEICO Corporation is asking shareholders to vote at its March 13, 2026 annual meeting on three items: electing nine directors, an advisory vote on executive compensation, and ratifying Deloitte & Touche LLP as auditor for the fiscal year ending October 31, 2026.
The company highlights a record fiscal 2025, with net sales up 16% to $4.485 billion and operating income up 24% to $1.019 billion, yielding a 22.7% operating margin. EBITDA rose 22% to $1.220 billion, and cash flow from operations reached $934 million. HEICO also continued its long history of dividends, including a $0.12 per share cash dividend in December 2025, marking its 95th consecutive semi-annual dividend.
The proxy describes an active acquisition program, a largely independent board (78% independent), and governance practices such as required director stock purchases and an executive compensation clawback policy. It also details a shift to performance-based stock options and leadership compensation plan awards that vest only if net income attributable to HEICO grows at least 5% annually, more tightly linking executive pay to long-term performance.
HEICO Corporation reports strong long-term growth and details its two-segment aerospace and electronics business. The Flight Support Group, which supplies FAA-approved jet engine and aircraft component replacement parts and related services, generated 70% of net sales in fiscal 2025. The Electronic Technologies Group, focused on mission-critical electronic, microwave and electro‑optical products for aviation, defense, space and other industries, contributed 30% of 2025 net sales.
Net sales grew from $26.2 million in 1990 to $4,485.0 million in 2025, while net income rose from $2.0 million to $690.4 million over the same period. HEICO emphasizes a disciplined acquisition strategy, with approximately 107 acquisitions since 1990, and continued investment in innovation, including 2025 research and development spending of $43.7 million in the Flight Support Group and $77.2 million in the Electronic Technologies Group.
The company serves a diversified global customer base with no single customer representing 10% or more of sales in recent years. As of October 31, 2025, HEICO employed about 11,100 people, highlights competitive compensation and equity-based incentives, and describes broad compliance with aviation, environmental, trade and workplace regulations.
HEICO Corporation reported a leadership update, appointing Nanda Kumar Cheruvatath as an independent director. His appointment to the Board is effective December 24, 2025, and he will serve on the Environmental, Safety and Health Committee effective December 23, 2025.
Mr. Cheruvatath, age 64, brings decades of senior executive experience in the aerospace and automotive industries, including more than thirty years at Eaton Corporation, where he most recently served as President of Eaton’s Aerospace Group and previously as Executive Vice President overseeing the Eaton Business System. Since retiring from Eaton in April 2024, he has advised various aerospace companies and serves as Vice Chairman of an Eaton joint venture.
HEICO Corp insider Victor H. Mendelson, who serves as Co-Chairman of the Board and Co-Chief Executive Officer and is also a director and member of a 10% owner group, reported a change in his holdings of HEICO Class A common stock. On 12/19/2025, he reported a transaction involving 2,660 shares of Class A Common Stock at a price of $0, which adjusted his reported positions.
Following the transaction, he directly owns 215,911 shares of Class A Common Stock and 1,277,020 shares of Common Stock, and he also reports significant indirect ownership through a corporation jointly owned with his brother, a partnership he controls, retirement and compensation plans, custodial accounts for his children, and multiple family trusts.
HEICO Corporation furnished a current report describing that it has issued a press release with its results of operations for the fiscal year ended October 31, 2025. The press release is included as Exhibit 99.1, and the disclosure under this item is being treated as "furnished" rather than "filed" under securities laws, which limits how it is incorporated into other regulatory documents. The filing also confirms the company’s common stock and Class A common stock continue to trade on the New York Stock Exchange under the symbols HEI and HEI.A.
HEICO Corporation furnished a current report describing that it has issued a press release with its results of operations for the fiscal year ended October 31, 2025. The press release is included as Exhibit 99.1, and the disclosure under this item is being treated as "furnished" rather than "filed" under securities laws, which limits how it is incorporated into other regulatory documents. The filing also confirms the company’s common stock and Class A common stock continue to trade on the New York Stock Exchange under the symbols HEI and HEI.A.
HEICO Corp (HEI): Co‑Chairman and Co‑CEO Eric A. Mendelson reported insider transactions dated 10/31/2025. He exercised options and acquired 80,000 shares of Common Stock (Code M) at $44.9638, then reported a disposition of 38,004 Common shares (Code F) at $317.77.
Following these transactions, he reported 1,266,407 Common shares held directly and 148,891 Class A Common shares held directly. Indirect holdings include Common and Class A shares via trusts, a corporation, a partnership, Keogh and 401(k) plans, a 409A plan, and as custodian for children.
Derivative holdings include options to purchase Common Stock with exercise prices of $70.656 (expiring 03/16/2028; 125,000 shares), $134.7 (09/24/2031; 125,000), $163.35 (03/17/2033; 62,500), and $163.61 (06/09/2033; 62,500). The exercised grant at $44.9638 covered 80,000 shares; options are exercisable at 20% per year over five years from grant.
HEICO (HEI) executive EVP-CFO & Treasurer reported insider transactions. On 10/31/2025, the reporting person exercised 40,000 Class A Common Stock options at $38.3744 per share (Code M) and recorded a disposition of 19,022 Class A shares at $247.73 (Code F). Following these transactions, 156,316 Class A shares were held directly.
Indirect holdings include 2,000 shares by sons and 401k positions noted as of October 31, 2025. Remaining derivative holdings include options with expirations through 2033, and the footnote states option grants vest at 20% per year over five years.