CoverageForm 410-K10-Q8-K13D13G13F

HEI, HEI.A · Heico Corp - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$1.18B-$1.15B$1.10B$1.03B-$992.25M$955.39M$896.36M-
Cost of Revenue$723.62M-$690.43M$660.02M$624.56M-$602.98M$583.60M$549.59M-
Gross Profit$454.96M-$457.16M$437.80M$405.66M-$389.27M$371.80M$346.77M-
R&D$31.94M-$31.93M$28.74M$27.61M-$29.78M$27.93M$25.10M-
SG&A$195.06M-$192.14M$189.65M$178.86M-$172.82M$162.64M$166.56M-
Total Operating Expenses$918.68M-$882.57M$849.67M$803.42M-$775.80M$746.24M$716.15M-
D&A$51.01M-$14.15M$13.17M$46.23M-$12.64M$11.27M$43.51M-
Operating Income$259.90M-$265.02M$248.15M$226.81M-$216.45M$209.15M$180.21M-
Interest Expense$29.49M-$31.70M$32.87M$32.46M-$36.79M$38.51M$38.61M-
Income Tax$26.70M-$44.30M$45.40M$13.70M-$32.50M$36.20M$16.80M-
Net Income$190.19M-$177.34M$156.79M$167.96M-$136.58M$123.15M$114.70M-
EPS - Basic$1.36-$1.27$1.13$1.21-$0.99$0.89$0.83-
EPS - Diluted$1.35-$1.26$1.12$1.20-$0.97$0.88$0.82-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$217.78M$217.78M$261.89M$242.31M$165.47M$162.10M$202.94M$204.16M$171.05M$171.05M
Accounts Receivable$637.62M$637.62M$597.62M$591.40M$538.49M$538.49M$525.75M$504.36M$471.70M$509.07M
Inventory$1.34B$1.30B$1.31B$1.24B$1.22B$1.17B$1.12B$1.09B$1.07B$1.01B
Accounts Payable$240.98M$231.04M$230.63M$230.37M$208.14M$198.43M$207.46M$194.88M$194.89M$205.89M
Current Assets$2.48B$2.36B$2.39B$2.28B$2.10B$2.06B$2.03B$1.97B$1.91B$1.86B
Total Assets$9.04B$8.50B$8.53B$8.09B$7.89B$7.59B$7.42B$7.37B$7.34B$7.20B
Current Liabilities$810.60M$832.00M$711.32M$664.86M$618.34M$663.85M$614.71M$559.16M$604.10M$665.34M
Long-term Debt----------
Total Liabilities$4.00B$3.65B$3.88B$3.62B$3.66B$3.53B$3.50B$3.55B$3.65B$3.64B
Stockholders' Equity$4.50B$4.31B$4.14B$3.97B$3.75B$3.64B$3.54B$3.39B$3.27B$3.15B
Retained Earnings$3.82B$3.65B$3.49B$3.33B$3.18B$3.06B$2.95B$2.83B$2.71B$2.61B

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow$178.60M---$203.03M---$111.65M-
Investing Cash Flow($446.97M)---($288.00M)---($71.14M)-
Financing Cash Flow$309.58M---$90.71M---($16.73M)-
CapEx$13.50M---$17.34M---$13.38M-
Free Cash Flow$165.10M---$185.70M---$98.28M-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin38.6%-39.8%39.9%39.4%-39.2%38.9%38.7%-
Operating margin22.1%-23.1%22.6%22.0%-21.8%21.9%20.1%-
EBITDA margin26.4%-24.3%23.8%26.5%-23.1%23.1%25.0%-
Net margin16.1%-15.5%14.3%16.3%-13.8%12.9%12.8%-
Free cash flow margin14.0%---18.0%---11.0%-
FCF / Net income0.87---1.11---0.86-
R&D / Revenue2.7%-2.8%2.6%2.7%-3.0%2.9%2.8%-
SG&A / Revenue16.6%-16.7%17.3%17.4%-17.4%17.0%18.6%-
Effective tax rate12.3%-20.0%22.5%7.5%-19.2%22.7%12.8%-
Return on assets2.1%-2.1%1.9%2.1%-1.8%1.7%1.6%-
Return on equity4.2%-4.3%4.0%4.5%-3.9%3.6%3.5%-
Return on invested capital----------
Liquidity
Current ratio3.062.833.353.433.403.113.303.523.172.79
Quick ratio1.411.281.511.561.431.341.471.571.401.27
Cash ratio0.270.260.370.360.270.240.330.370.280.26
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage8.8x-8.4x7.6x7.0x-5.9x5.4x4.7x-
Equity multiplier2.011.972.062.042.112.092.102.172.252.29
Liabilities / Assets0.440.430.450.450.460.460.470.480.500.51
Efficiency
Asset turnover0.13-0.130.140.13-0.130.130.12-
Inventory turnover0.54-0.530.530.51-0.540.540.51-
Days sales outstanding197d-190d197d191d-193d193d192d-
Days inventory outstanding675d-693d688d712d-681d681d710d-
Days payable outstanding122d-122d127d122d-126d122d129d-
Cash conversion cycle751d-761d757d781d-749d751d772d-
Valuation
P / E----------
P / B----------
P / S----------
EV / EBITDA----------
Growth
Revenue growth (YoY)14.4%-15.7%14.9%14.9%-37.3%-44.4%-
Revenue CAGR (3y)23.8%-26.3%16.9%28.1%-28.1%27.0%--
Revenue CAGR (5y)--24.3%18.6%19.8%-13.3%13.1%14.0%-
Gross profit growth (YoY)12.2%-17.4%17.8%17.0%-39.7%-42.2%-
Operating income growth (YoY)14.6%-22.4%18.6%25.9%-44.9%-39.2%-
Net income growth (YoY)13.2%-29.8%27.3%46.4%-33.9%-23.3%-
EPS growth (YoY)12.5%-29.9%27.3%46.3%-31.1%-22.4%-
EPS CAGR (3y)26.3%-28.1%13.8%24.0%-20.1%19.9%--
EPS CAGR (5y)--25.8%15.3%18.7%-10.5%8.0%7.2%-
FCF growth (YoY)-11.1%---89.0%---49.3%-
FCF CAGR (5y)----15.2%---17.6%-
Book value growth (YoY)20.2%18.4%17.0%17.1%14.7%15.6%21.5%-21.0%20.7%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-10-31.

Business segments

$4.44B total
Flight Support Group$3.12B · 70.2%
Electronic Technologies Group$1.37B · 30.8%
Corporate And Eliminations($45.35M) · -1.0%

Product / service

$4.53B total
Aftermarket Replacement Parts$1.92B · 42.4%
Electronic Componentsfor Defense Spaceand Aerospace$1.14B · 25.2%
Repairand Overhaul Partsand Services$748.85M · 16.5%
Specialty Products$446.11M · 9.8%
Other Electronic Components$270.91M · 6.0%

Geographic

$4.49B total
North America$2.78B · 61.9%
Non Us$1.71B · 38.1%

Peer comparison

Same SIC group: Aircraft Engines & Engine Parts

CompanyRevenue (last FY)Net marginROE
HON$37.44B12.6%34.0%
RTX$88.60B7.6%10.3%
SARO$6.06B4.6%10.4%
SIF$84.81M-0.9%-2.0%
TATT$178.01M9.4%9.5%

Comparing HEICO CORP against the 5 most active filers in the same SIC group.