HEICO stock reports 23 percent Q3 sales growth to USD 1.41 billion

Published on 09/25/2026 at 14:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

HEICO stock posted fiscal Q3 net income of USD 235.4 million on August 25, 2026, up 33 percent year over year. The shares closed at USD 306.33 on September 24.

HEI, US4228061093, Illustration mit AI erstellt.

HEICO stock (ISIN US4228061093) closed at USD 306.33 on the NYSE on September 24, 2026, down USD 4.24 or 1.37 percent from the prior close. The price stood 18.72 percent below the 52-week high of USD 376.86, while fiscal third-quarter results delivered a stronger operating picture.

Q3 sales reach USD 1.41 billion

Fidelity reported on August 25, 2026, that HEICO generated record net sales of USD 1,413.1 million in the quarter ended July 31, 2026. Revenue increased 23 percent from USD 1,147.6 million in the prior-year quarter, giving the stock a concrete growth benchmark after the latest session decline.

The earnings comparison was similarly clear. Net income attributable to HEICO rose 33 percent to USD 235.4 million from USD 177.3 million, while diluted earnings per share increased to USD 1.67 from USD 1.26.

25.1 percent margin sets the pace

Operating income reached USD 355.2 million in fiscal Q3 2026, up 34 percent from USD 265.0 million a year earlier, according to Fidelity. The consolidated operating margin expanded to 25.1 percent from 23.1 percent, showing that profit growth outpaced sales growth.

The two operating groups both contributed to the result. Flight Support Group sales increased 18 percent to USD 947.8 million, while Electronic Technologies Group sales climbed 36 percent to USD 483.5 million and its operating income jumped 55 percent to USD 125.6 million.

Analyst caution meets lower valuation

Investing.com reported on September 15, 2026, that Guggenheim initiated coverage with a Neutral rating. The analyst cited uncertainty over the sustainability of Electronic Technologies margins and the possibility that weaker global aviation conditions could limit further Flight Support margin expansion.

That caution contrasts with HEICO's latest operating data: consolidated EBITDA rose 31 percent to USD 415.2 million in fiscal Q3, and operating cash flow increased 49 percent to USD 345.3 million. For investors, the key tension is the gap between record earnings momentum and the market's response at the September 24 close.

Stock stays below its yearly high

HEICO stock closed at USD 306.33 on the NYSE on September 24, 2026. Its 52-week range was USD 256.11 to USD 376.86, and its market capitalization was USD 42,677,794,511 as of the same date.