HEICO Corp. disclosure: Capital International Investors reports beneficial ownership of 2,812,919 shares of Common Stock, representing 5.1% of the 55,148,527 shares believed to be outstanding. The filing lists sole voting power for 2,785,841 shares.
HEICO Corp reported an institutional beneficial ownership disclosure. Vanguard Capital Management reports beneficial ownership of 4,733,510 shares of HEICO Common Stock, representing 5.61% of the class. The filer discloses sole dispositive power over 4,733,510 shares and sole voting power for 641,190 shares. The filing states the position is held on behalf of various Vanguard-managed accounts and funds.
HEICO CORP director Julie Neitzel reported an open-market sale of 676 shares of Class A Common Stock at $223.0007 per share on April 15, 2026, leaving her with no directly held Class A shares. She continues to hold 418 shares of Common Stock directly and additional Common Stock and Class A shares indirectly through an IRA and the HEICO Corporation Leadership Compensation Plan (409A Plan). Separate Class A shares are held by her son, for which she disclaims beneficial ownership.
HEICO Corp: The Vanguard Group filed Amendment No. 7 to Schedule 13G reporting that, following an internal realignment, certain Vanguard subsidiaries will report holdings separately and, in this filing, The Vanguard Group reports 0 shares beneficially owned, representing 0% of the class.
The filing states the realignment and disaggregation were made in accordance with SEC Release No. 34-39538 and is signed by Vanguard's Head of Global Fund Administration.
HEICO Corp ownership disclosure amended: The Vanguard Group filed Amendment No. 8 to report beneficial ownership of 0 shares (0%) of HEICO Corp common stock.
The filing explains an internal realignment of The Vanguard Group on January 12, 2026, after which certain subsidiaries report ownership separately in reliance on SEC Release No. 34-39538. The filing is signed by Ashley Grim on 03/27/2026.
HEICO Corporation reported the results of its Annual Meeting of Shareholders held on March 13, 2026. Shareholders elected all nine director nominees, with most receiving strong majorities of votes cast and consistent broker non-vote totals of 4,015,763.
Investors approved the non-binding advisory vote on executive compensation, with 48,957,609 votes for, 4,907,408 against, and 68,560 abstentions, alongside the same 4,015,763 broker non-votes. Shareholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending October 31, 2026, with 56,478,611 votes for, 1,437,105 against, and 33,624 abstentions.
HEICO CORP director Nandakumar Cheruvatath bought Class A Common Stock in an open-market transaction. On March 4, 2026, he purchased 4,082 shares of Class A Common Stock at a price of $244.9527 per share, bringing his direct Class A holdings to 4,146 shares. He also directly holds 276 shares of Common Stock.
HEICO Corporation reported strong first-quarter fiscal 2026 growth, with net sales rising 14% to $1,178.6 million from $1,030.2 million and net income attributable to HEICO increasing to $190.2 million from $168.0 million. Diluted EPS improved to $1.35 from $1.20.
The Flight Support Group led performance, lifting sales 15% to $820.0 million and operating income 21% to $200.7 million on 12% organic growth and contributions from 2025 acquisitions. Electronic Technologies Group sales grew 12% to $370.7 million, though operating income slipped 4% to $73.2 million due to mix-driven margin pressure. Consolidated operating margin edged up to 22.1%.
HEICO continued its acquisition strategy, buying Rockmart Fuel Containment in January 2026 and, after quarter-end, acquiring EthosEnergy Accessories & Components and agreeing to acquire 80% of another components services business. Backlog reached $2,453.0 million, with $1,348.7 million expected to convert to sales during the remainder of fiscal 2026. Long-term debt rose to $2,504.3 million, mainly from acquisition funding, while operating cash flow was a solid $178.6 million despite higher working capital uses.
HEICO Corporation reported strong first quarter fiscal 2026 results with record profitability and solid growth. Net income attributable to HEICO rose 13% to $190.2 million, or $1.35 per diluted share, compared with $168.0 million, or $1.20 per diluted share, a year earlier.
Net sales increased 14% to $1,178.6 million, while operating income grew 15% to $259.9 million. The consolidated operating margin edged up to 22.1%, and EBITDA rose 14% to $312.0 million, reflecting both organic growth and contributions from recent acquisitions.
The Flight Support Group led performance with net sales of $820.0 million, up 15%, and operating income of $200.7 million, up 21%, driven by broad-based demand and better margins. The Electronic Technologies Group’s sales climbed 12% to $370.7 million, though operating income eased to $73.2 million as mix shifted away from higher-margin space and certain defense products.