HEI HEICO Corporation

bullish · high conviction track record → $291.57 +6.91 (+2.4%)
Get emailed when HEI changes direction
Mkt Cap $42B P/E 59.5 fwd 47.2 52wk $234.48 - $361.69 3h ago
Insider selling: $40,827,779 sold by 11 insiders (30d)
Est. revisions: +0.4% (2 up, 1 down in 30d)
Factor Model (net +1.0)

Factor Model

net +1.0 3.3 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+0.6
Narrative Gap
+0.0

Heico expands into rugged antennas market

Watch: Monitor integration of Southwest Antennas and upcoming Q2 acquisition for potential revenue synergies and margin stabilization in Electronics group.

Heico Corp acquired a 90% stake in Southwest Antennas on April 9, 2026, marking its expansion into rugged antennas for defense and law enforcement up to 8.5 GHz. This follows prior acquisitions including 80% of Sherwood Avionics, expanding its aerospace and defense footprint. Multiple insiders also bought shares recently at $262.94, signaling confidence amid strong institutional backing.

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.

Evidence

4h ago HEICO Corporation (HEI) Expands Into Antennas Market with Southwest Antennas Deal yahoo-finance
5d ago Insider buy by HENRIQUES ADOLFO (HEI): $190,894
5d ago Insider buy by SCHWITTER FRANK J (HEI): $190,894
5d ago Insider buy by HILDEBRANDT MARK H (HEI): $190,894
5d ago Insider buy by SCHWITTER FRANK J (HEI): $119,825
5d ago Insider buy by SCHRIESHEIM ALAN (HEI): $190,368
5d ago Insider buy by CULLIGAN THOMAS M. (HEI): $190,894
5d ago Insider buy by MENDELSON VICTOR H (HEI): $190,894
7 older signals
5d ago Insider buy by FINE CAROL F. (HEI): $190,631
5d ago Insider buy by NEITZEL JULIE (HEI): $190,894
5d ago Insider buy by MENDELSON LAURANS A (HEI): $190,631
5d ago Insider buy by MENDELSON ERIC A (HEI): $190,894
5d ago Insider sell by SCHRIESHEIM ALAN (HEI): $11,978,505
5d ago Insider sell by SCHRIESHEIM ALAN (HEI): $10,442,614
5d ago Insider sell by MENDELSON LAURANS A (HEI): $17,985,001
Fundamentals & Data ▾
HEICO Corporation Industrials · Aerospace & Defense
Mkt Cap
$42B
P/E
59.5 fwd 47.2
Beta
1.08
Div Yield
8.00%
52w Range
$234.48 - $361.69
Short Interest
543,720 1.07%
Days to Cover
0.8 -75%
Technicals downtrend
from 52w Hi
-2.8%
1w return
+0.8%
Insiders
buying 10B / 1S
EPS Estimate
$1.34 +0.4% 30d 2up / 1dn
Est. Dispersion
10% 19 analysts
Analyst Target
$354 $282 - $417
Options P/C
0.93 1C / 1P unusual
Insider Cluster
strong buy 10B / 4S (officer)
Fund Convergence
strong Two Sigma, D.E. Shaw, Renaissance, Citadel, Bridgewater
Financials
Revenue
$1.2B +14% YoY
FCF
$165M
Gross Margin
39%
Op Margin
22%
Momentum: decelerating
Top Holders
Berkshire $327M
Two Sigma $157M
D.E. Shaw $76M
Renaissance $39M
Citadel $19M
Recent Filings & Data
insider trade 33
net selling · $40,827,779 sold · $2,027,713 bought
11 insiders · 33 transactions (30d)
Recent transactions
MENDELSON ERIC A · exercise · $3,597,104
MENDELSON VICTOR H · exercise · $3,597,104
MENDELSON LAURANS A · sell · $17,985,001
MENDELSON LAURANS A · other
SCHRIESHEIM ALAN · sell · $10,442,614
SCHWITTER FRANK J · sell · $106,481
NEITZEL JULIE · sell · $172,363
MENDELSON LAURANS A · other
SCHRIESHEIM ALAN · sell · $11,978,505
SCHWITTER FRANK J · sell · $142,815
MENDELSON LAURANS A · other
MENDELSON LAURANS A · other
MENDELSON LAURANS A · other
SCHRIESHEIM ALAN · exercise · $18,567
NEITZEL JULIE · other
SCHRIESHEIM ALAN · other
MENDELSON ERIC A · buy · $190,894
MENDELSON LAURANS A · buy · $190,631
NEITZEL JULIE · buy · $190,894
FINE CAROL F. · buy · $190,631
MENDELSON VICTOR H · buy · $190,894
CULLIGAN THOMAS M. · buy · $190,894
SCHRIESHEIM ALAN · buy · $190,368
HENRIQUES ADOLFO · buy · $190,894
SCHWITTER FRANK J · buy · $190,894
HILDEBRANDT MARK H · buy · $190,894
MENDELSON ERIC A · exercise · $2,436,498
MENDELSON VICTOR H · exercise · $2,436,498
MENDELSON LAURANS A · other
SCHWITTER FRANK J · buy · $119,825
IRWIN THOMAS S · other
IRWIN THOMAS S · other
SCHRIESHEIM ALAN · other
15 signals · latest 4h ago

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