Nama Insights

HEICO (HEI)

Industrials · Aerospace Defense · NYSE

HEICO (HEI) is a Industrials company in the Aerospace Defense industry. It has a market capitalization of $46.49B, a trailing price-to-earnings ratio of 55.4 and a free-cash-flow yield of 1.8%. Over the most recent reported fiscal year, revenue grew 16.3% and free cash flow per share grew 39.7%. Nama's AI scorecard rates it Buy, 8.2 out of 10. On 12-month momentum it ranks in the lagging band of its market.
AI scorecard
Buy · 8.2/10
Clearly positive, short of the top band. As of Nov 7, 2026.
Momentum
Lagging · -6.9% over 12 months ex. last
Second-worst fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-11.7%
How far the last close sits under the highest price of the past five years.
Market cap$46.49B
Trailing P/E55.4
Price / book9.4
Price / sales9.0
FCF yield1.8%
Dividend yield0.1%
Gross margin40.4%
Operating margin24.0%
Net margin16.4%
Revenue growth (YoY)+16.3%
Revenue growth (3-yr annual)+26.6%
EPS growth (YoY)+34.1%
FCF/share growth (YoY)+39.7%
Beta1.1
ExchangeNYSE
SectorIndustrials
IndustryAerospace Defense

HEI earnings

Next report: Dec 17, 2026 (Q4 2026, EPS estimate $1.64). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Aug 25, 2026 $1.67 $1.51 +10.6% $1.41B
Q2 2026 May 27, 2026 $1.66 $1.34 +23.9% $1.38B
Q1 2026 Feb 25, 2026 $1.35 $1.29 +4.7% $1.18B
Q4 2025 Dec 18, 2025 $1.33 $1.22 +9.0% $1.21B

HEI analyst price target

Median target $402.50 from 20 analysts, ranging $294.00 – $491.00.

Aerospace Defense peers

TickerCompanyMarket capP/E
SPCX Space Exploration Technologies $1.82T —
GE GE Aerospace $335.38B 42.0
RTX RTX $255.76B 25.3
BA Boeing $137.41B 20.1
LMT Lockheed Martin $131.00B 20.1
GD General Dynamics $95.68B 20.8
HWM Howmet Aerospace $81.84B 40.7
NOC Northrop Grumman $74.59B 18.1
Explore live HEI data on Nama Insights →

Recent Congressional trades

HEICO trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Rob Bresnahan House Sell $1,001 - $15,000 Feb 13, 2025
Jonathan Jackson House Sell $15,001 - $50,000 Jan 12, 2024
Thomas R Tillis Senate Sell $1,001 - $15,000 —

HEI FAQ

Is HEI a buy?
Nama's AI scorecard currently rates HEICO Buy (8.2 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is HEI's P/E ratio?
HEICO trades at a trailing price-to-earnings ratio of 55.4.
When does HEI report earnings?
HEICO's next scheduled report is on Dec 17, 2026. Analysts expect EPS of $1.64.
What is the HEI price target?
The median analyst price target from 20 analysts is $402.50, with a range of $294.00 – $491.00.
Is HEI Shariah compliant?
Nama's AAOIFI-style screen reads HEICO as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does HEI pay a dividend?
Yes — HEICO's dividend yield is 0.1%.