HEI Earnings
Wednesday, May 27 2026
EPS Estimate
$1.33
$1.28 – $1.42
Revenue Estimate
$1.2B
Current Price
$289.77
Our Position
bullish · highHeico expands into rugged antennas market
est. revisions stable
(+0.2pp / 30d)
The antenna market acquisition diversifies Heico's product range in defense and law enforcement, complementing its leading position in aerospace parts and reflecting focused M&A strategy to drive growth.
Watch: Monitor integration of Southwest Antennas and upcoming Q2 acquisition for potential revenue synergies and margin stabilization in Electronics group.
Data Signal Summary
2 bullish
0 bearish
Insider buying cluster
Put/call 0.4 (bullish skew)
Key Context
Insider Activity
selling
Price Trend
mixed
1-Month Return
+0.2%
From 52w High
-3.4%
P/E Ratio
59.0
Est. Revisions (30d)
+0.3% 3up/2dn
Analyst Target (mean)
$354 $282–$418 +22%
Options P/C Ratio
0.36
Est. Dispersion
10% 19 analysts
Insider Cluster
strong buy (officer)
Fund Convergence
strong Two Sigma, D.E. Shaw, Renaissance, Citadel, Bridgewater
Recent Activity
insider trades
33 transactions
Exercise
·
MENDELSON ERIC A (Chief Executive Officer)
·80,000 shares
·$3,597,104
Exercise
·
MENDELSON VICTOR H (Chief Executive Officer)
·80,000 shares
·$3,597,104
Sell
·
MENDELSON LAURANS A (Officer, Director and Beneficial Owner)
·56,300 shares
·$17,985,001
Other
·
MENDELSON LAURANS A (Officer and Director)
·470 shares
Sell
·
SCHRIESHEIM ALAN (Director)
·35,000 shares
·$10,442,614
28 more
Sell
·
SCHWITTER FRANK J
·356 shr
·$106,481
Sell
·
NEITZEL JULIE
·700 shr
·$172,363
Other
·
MENDELSON LAURANS A
·210 shr
Sell
·
SCHRIESHEIM ALAN
·50,000 shr
·$11,978,505
Sell
·
SCHWITTER FRANK J
·600 shr
·$142,815
Other
·
MENDELSON LAURANS A
·72 shr
Other
·
MENDELSON LAURANS A
·755 shr
Other
·
MENDELSON LAURANS A
·922 shr
Exercise
·
SCHRIESHEIM ALAN
·32,500 shr
·$18,567
Other
·
NEITZEL JULIE
·55 shr
Other
·
SCHRIESHEIM ALAN
·100 shr
Buy
·
MENDELSON ERIC A
·726 shr
·$190,894
Buy
·
MENDELSON LAURANS A
·725 shr
·$190,631
Buy
·
NEITZEL JULIE
·726 shr
·$190,894
Buy
·
FINE CAROL F.
·725 shr
·$190,631
Buy
·
MENDELSON VICTOR H
·726 shr
·$190,894
Buy
·
CULLIGAN THOMAS M.
·726 shr
·$190,894
Buy
·
SCHRIESHEIM ALAN
·724 shr
·$190,368
Buy
·
HENRIQUES ADOLFO
·726 shr
·$190,894
Buy
·
SCHWITTER FRANK J
·726 shr
·$190,894
Buy
·
HILDEBRANDT MARK H
·726 shr
·$190,894
Exercise
·
MENDELSON ERIC A
·97,656 shr
·$2,436,498
Exercise
·
MENDELSON VICTOR H
·97,656 shr
·$2,436,498
Other
·
MENDELSON LAURANS A
·4,884 shr
Buy
·
SCHWITTER FRANK J
·475 shr
·$119,825
Other
·
IRWIN THOMAS S
·500 shr
Other
·
IRWIN THOMAS S
·250 shr
Other
·
SCHRIESHEIM ALAN
·14,000 shr
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