Heico Corp SEC Filings

HEICO (HEI) insider activity: Co‑CoB and Co‑CEO Eric A. Mendelson, also a Director, reported a purchase of Class A Common Stock. On 10/10/2025, a plan account acquired 676 Class A shares at $243.934 per share (transaction code P), held indirectly through the HEICO Leadership Compensation Plan (409A Plan). Following this transaction, the 409A Plan held 10,042 Class A shares.

The filing also lists substantial direct and indirect beneficial ownership across multiple vehicles, including a Keogh account, trusts for immediate family, shares owned by a corporation and a partnership, custodial accounts for children, and the HEICO Corporation 401(k), as explained in the footnotes. These entries detail where the shares are held and Mendelson’s relationship to each entity.

HEICO Corp (HEI, HEI.A): Director open-market purchase reported. Director Julie Neitzel filed a Form 4 disclosing the purchase of 676 shares of Class A Common Stock on 10/10/2025 at a price of $243.934 per share.

Following this transaction, reported holdings include: 676 Class A shares held directly; 2,400 Common shares held indirectly by IRA; 1,507 Class A shares held indirectly by IRA; 325 Class A shares held indirectly by son (beneficial ownership disclaimed); 9,460 Class A shares held indirectly by the HEICO Corporation Leadership Compensation Plan (409A Plan); and 2,263 Common shares held indirectly by the 409A Plan.

HEICO Corp (HEI) director Thomas M. Culligan reported a Form 4 transaction. On 10/10/2025, he purchased 676 shares of Class A Common Stock at $243.934 through the HEICO Corporation Leadership Compensation Plan (409A Plan). After this trade, he indirectly holds 11,030 Class A shares via the plan. The filing also shows 1,223 shares of Common Stock held directly.

HEICO (HEI): Victor H. Mendelson, Co‑COB and Co‑CEO (also a Director and member of a 10% owner group), reported an open‑market purchase of 676 shares of Class A Common Stock at $243.934 on 10/10/2025 (transaction code P).

Following the transaction, he directly holds 218,571 Class A Common Stock and 1,234,950 Common Stock. He also reports indirect holdings, including by Trusts of 568,140 Common Stock and 137,199 Class A Common Stock, by 401(k) of 93,135 Common Stock and 88,368 Class A Common Stock, plus additional amounts through a corporation, partnership, custodial, Keogh, 409A plan, and trusts as described.

HEICO (HEI): Insider share purchase reported. A company director reported buying 672 shares of Class A Common Stock on 10/10/2025 at $243.934 per share, held indirectly through the HEICO Corporation Leadership Compensation Plan (409A Plan).

The filing also lists indirect beneficial ownership of 1,204 shares of Common Stock via the 409A Plan and 1,766 shares of Common Stock via an IRA.

HEICO (HEI) director Mark H. Hildebrandt filed a Form 4 reporting an open‑market purchase. On 10/10/2025, he acquired 676 shares of HEICO Class A Common Stock at $243.934 per share. Following this transaction, he beneficially owned 49,423 Class A shares indirectly through the HEICO Corporation Leadership Compensation Plan (409A Plan).

He also reported 1,974 Class A shares held directly in brokerage accounts as a joint tenant with right of survivorship, plus additional Class A holdings held indirectly via irrevocable trusts: 3,019 shares and 781 shares. Separately, he reported 5,470 shares of HEICO Common Stock held indirectly through the 409A Plan.

HEICO Corporation announced that Laurans A. Mendelson, its Executive Chairman of the Board of Directors, passed away on September 27, 2025 at the age of 87. He led the company in key leadership roles for decades, including serving as Chairman and Chief Executive Officer from 1990 until earlier in 2025.

In line with long-standing succession plans previously approved by the Board of Directors, Eric A. Mendelson and Victor H. Mendelson, who currently serve as Co-Vice Chairmen and Co-Chief Executive Officers, have been appointed Co-Chairmen of the Board, effective immediately. They will continue in their roles as Co-Chief Executive Officers, and the company states that it does not anticipate any changes to its business or operations as a result of Mr. Mendelson’s passing.

HEICO Corporation reported stronger operating performance in the third quarter and first nine months of fiscal 2025. Consolidated operating income reached a record $265.0 million in Q3, up 22% year-over-year, driving net income attributable to HEICO to a record $177.3 million, or $1.26 per diluted share in Q3 (prior year $136.6 million, $0.97). SG&A rose in absolute dollars but improved as a percentage of sales to 17.1% for the nine months and 16.7% for Q3. Backlog (remaining performance obligations) stood at $2,064.3 million, with $625.5 million expected to be recognized in the remainder of fiscal 2025 and the balance thereafter. Operating cash flow was $638.9 million for the first nine months, supporting acquisitions funded by cash and the revolving credit facility. Interest expense declined year-over-year and the company remains in compliance with debt covenants. The company recognized tax benefits from stock option exercises, reported changes in contingent consideration estimates, and noted recent acquisitions and related goodwill and amortization schedules.

HEICO Corporation furnished an update on its financial performance by announcing results of operations for the three and nine months ended July 31, 2025. The company released these results through a press release dated August 25, 2025, which is included as Exhibit 99.1. The disclosure is provided under a section that keeps the information furnished rather than filed, which limits certain legal liabilities and controls how it may be incorporated into other regulatory documents.