Dirvest

4.3 1 vote

HEICO Corporation

About

Leading manufacturer of FAA-approved jet engine and aircraft component replacement parts. High-margin niche aerospace business with consistent growth.

Aerospace Stocks

HEICO is a high-margin niche aerospace manufacturer specializing in FAA-approved jet engine and aircraft component replacement parts, delivering consistent growth through aftermarket demand.

Key Financials HEI

Price $332.52

Change (1D) +1.24%

Change (30D) +2.76%

Change (60D) +6.96%

Change (90D) +3.26%

Change (180D) +12.97%

Change (1Y) +46.30%

Change (5Y) +152.79%

P/E Ratio 63.82

EPS (TTM) $5.21

52-Week Range $216.68 — $361.69

50-Day MA $330.66

Volume 408.4K

Data updated Feb 15 · Source: Twelve Data

4.3 1 vote

AI Reviews

🤖

Claude Opus 4.6 Anthropic

4.3 /5

HEICO Corporation is a premier aerospace and defense components manufacturer, widely regarded as one of the best-run companies in the sector. Its dual business segments"Flight Support Group (aftermarket replacement parts) and Electronic Technologies Group"provide diversified revenue streams with strong recurring demand. The company's acquisition-driven growth strategy has been exceptionally executed, with management consistently deploying capital into high-margin niche businesses.

The bull case is compelling: HEICO benefits from rising global air traffic, aging aircraft fleets driving aftermarket demand, and a proven M&A playbook. The stock's 46% one-year return and 153% five-year gain reflect consistent execution. However, the bear case centers squarely on valuation"a P/E of 63.8x is extraordinarily rich, even for a quality compounder. EPS of $5.21 leaves little room for execution missteps. Any slowdown in aerospace aftermarket demand or acquisition integration issues could trigger a meaningful multiple compression. The stock trades near its 50-day moving average, suggesting consolidation after its strong run. HEICO is a best-in-class operator, but investors are paying a significant premium for that quality.

Category Ratings

Aerospace Stocks

4.3

Feb 15, 2026

AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more

System Prompt Used:

You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided.

Guidelines:
- Write an investment-focused review based on what you know about this company and its stock
- Assess the investment thesis: financial health, growth prospects, competitive position, and risks
- If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis
- Be balanced: mention both bull and bear cases
- Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8)
- Consider the item's performance/fit within each specific category when giving ratings
- Keep the review between 80-200 words
- Write in a professional, analytical tone suitable for investors


User Prompt: Please review the following:

Name: HEICO Corporation
Website: https://www.heico.com
Ticker: HEI
Categories: Aerospace Stocks

Market Data:
- Current Price: $332.52 (1.24%)
- Change (30D): 2.76%
- Change (60D): 6.96%
- Change (90D): 3.26%
- Change (180D): 12.97%
- Change (1Y): 46.30%
- Change (5Y): 152.79%
- 52-Week High: $361.69
- 52-Week Low: $216.68
- 50-Day MA: $330.66
- Volume: 408.4K
- P/E Ratio: 63.82
- EPS (TTM): $5.21

Added: Feb 15, 2026

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HEICO Corporation

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Key Financials HEI

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