$HEI (Heico Corporation) reported earnings on May 27, 2026, showing solid top- and bottom-line growth. Revenue came in 14.4% higher year-over-year, and earnings per share grew 12.5% over the same period. Both figures reflect continued momentum for the aviation parts and electronics manufacturer.
The stock was priced at $308.33 as of May 26, giving Heico a market cap of $43.02B. The trailing P/E sits at 61.0, with the forward P/E coming in lower at 48.4, which suggests the market expects earnings to grow into the current valuation over the next twelve months. The analyst consensus target stands at $354.40, roughly 15% above the most recent price.
The dividend yield is listed at 8.0% in the current data. Heico has historically paid a modest dividend, so readers should verify this figure directly at acceinvestments.com/stocks/HEI, as yield calculations can shift quickly with price movements.
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What it means
The 14.4% revenue growth is the headline number here. For an industrials company operating in the aerospace aftermarket, that kind of top-line expansion points to strong demand for FAA-approved replacement parts and repair services — Heico's core business. The 12.5% EPS growth trails revenue growth slightly, which could reflect higher costs, acquisition integration expenses, or mix shifts, though we don't have a detailed breakdown to confirm.
The valuation is the sticking point. A trailing P/E of 61.0 is steep for an industrials name. The forward P/E of 48.4 is more digestible but still prices in a lot of continued execution. Heico has historically earned a premium multiple because of its acquisition-driven growth model and the defensible nature of the FAA parts certification business. Even so, at these levels, the stock leaves little room for a miss.
The ACCE score currently sits at 49 out of 100, which puts $HEI right at the midpoint of our ranking system. That neutral score reflects the tension between strong fundamental growth and a valuation that demands continued delivery.
We don't have guidance commentary from this earnings report, so it's unclear how management is framing the outlook for the rest of fiscal 2026. That missing piece matters at a 61x trailing multiple. Watch for any analyst notes or conference call transcripts that surface in the days following the May 27 report.
For the current price and updated metrics, visit acceinvestments.com/stocks/HEI.
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