HEICO Corp (HEI) FinancialsHEIHEICO Corp

HEICO Corporation (HEI) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is Aftermarket replacement parts, accounting for 39.4% of total sales, equivalent to $556.28M. Other significant revenue streams include Electronic component parts for defense, and Repair and overhaul parts and services. Understanding this composition is critical for investors evaluating how HEI navigates market cycles within the Aerospace & Defense industry.

Evaluating the bottom line, HEICO Corporation maintains a gross margin of 43.67%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 25.14%, while the net margin is 18.01%. These profitability ratios, combined with a Return on Equity (ROE) of 18.65%, provide a clear picture of how effectively HEI converts its operational activities into shareholder value.

In the context of the broader market, HEI competes directly with industry leaders such as AXON and RKLB. With a market capitalization of $43.12B, it holds a leading position in the sector. When comparing efficiency, HEI's gross margin of 43.67% stands against AXON's 60.42% and RKLB's 36.13%. Such benchmarking helps identify whether HEICO Corporation is trading at a premium or discount relative to its financial performance.

HEICO has shown strong revenue growth, with total revenue increasing from $1.01 billion in Q4 2024 to $1.41 billion in Q3 2026. The gross margin has also improved, reaching 44.05% in Q2 2026, indicating solid operational efficiency.