HEICO's PMA aftermarket parts and electronic systems franchises capture growing demand from both commercial aerospace and defense replenishment. Wencor acquisition is delivering revenue and margin synergies ahead of plan. ETG segment exposure to space, defense electronics and medical provides counter-cyclical diversification. Founder-family alignment and disciplined acquisitions create long compounding runway.
Thesis reviewed May 29, 2026
HEICO Corporation is headquartered in United States, which is currently showing elevated risk signals.
πΊπΈUnited States78REDUCEView United States risk detail βπ‘Defense89WATCH| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NOC | Northrop Grumman Corporation | 81 | +17% | β87% | ENTRY |
| GD | General Dynamics Corporation | 81 | +15% | β87% | ENTRY |
| LMT | Lockheed Martin | 81 | +9% | β87% | ENTRY |
| HII | Huntington Ingalls Industries | 81 | +14% | β87% | ENTRY |
| HEI | HEICO Corporation | 81 | +12% | β87% | ENTRY |
| SAAB | Saab AB | 81 | +25% | β87% | ENTRY |
| BA | The Boeing Company | 81 | +9% | β87% | NEUTRAL |
Investors who hold HEI may also have indirect exposure through these country funds.
Commercial aerospace aftermarket up 14% as fleet ages
HEICO ETG wins multiple FY26 missile electronics awards
Estimates Β· Yahoo Finance Β· Not audited figures