HEICO stock reports record Q3 growth as valuation stays high

Published on 10/05/2026 at 22:37 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

HEICO stock was last at USD 301.57 on October 5, 2026, after fiscal Q3 revenue reached USD 1.4131 billion. Seventeen analysts set a USD 392.14 average target, while operating margin rose to 25.1 percent.

HEI, US4228061093, Illustration mit AI erstellt.

HEICO stock (ISIN US4228061093) was last at USD 301.57 on the NYSE on October 5, 2026 at 4:00 p.m. ET, down 0.29 percent from the prior close. The aerospace and defense company delivered record fiscal Q3 2026 results, with revenue rising 23 percent year over year to USD 1.4131 billion, according to Fidelity on August 25, 2026.

Revenue reaches USD 1.4131 billion

HEICO's fiscal third quarter ended July 31, 2026. Net income attributable to HEICO rose 33 percent to USD 235.4 million, while diluted earnings per share increased to USD 1.67 from USD 1.26 in the year-earlier quarter, the company release carried by Fidelity reported.

Operating income climbed 34 percent to USD 355.2 million, and the consolidated operating margin expanded to 25.1 percent from 23.1 percent. Operating cash flow increased 49 percent to USD 345.3 million, giving the quarter a stronger cash conversion profile alongside the earnings growth.

Electronics adds a second growth engine

The Flight Support Group generated fiscal Q3 revenue of USD 947.8 million, up 18 percent year over year. Electronic Technologies Group revenue advanced 36 percent to USD 483.5 million, while its operating income increased 55 percent to USD 125.6 million, according to Fidelity.

That segment mix matters because HEICO's growth was not limited to aftermarket aviation parts. Defense, aerospace electronics and acquisitions supported the Electronic Technologies Group, while the Flight Support Group continued to benefit from demand across its product lines.

Consensus target sits above the quote

MarketBeat reported on September 29, 2026 that 17 research firms held a Moderate Buy consensus for HEICO, with an average 12-month price target of USD 392.14. The target lies 30.0 percent above the October 5 price, while the published 52-week range was USD 256.11 to USD 376.86.

The same valuation picture carries a counterweight: MarketBeat listed a price-to-earnings ratio of 50.76 and a market capitalization of USD 42.63 billion on September 29, 2026. The current quote is also below the 52-week high, so the earnings growth is being weighed against a premium valuation.

HEICO stock stays below its yearly high

HEICO stock was last at USD 301.57 on the NYSE on October 5, 2026 at 4:00 p.m. ET. Its market capitalization was USD 42.0 billion, and the session volume was 475,873 shares.