HEIIndustrials · Aerospace & DefenseThe 24 Wall Street analysts covering HEICO Corp. hold a median 12-month price target of $403 — +35.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 71 of 100 as at 12 Oct 2026 — in the upper half. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores HEICO Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (96): Analysts have, on balance, been raising their forecasts.
Accruals (33): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on HEI, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +35.6% from it.
Of the 20 most recent actions, 6 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 9 Oct 2026 | TD Cowen | Maintains | Hold | $350 → $330 |
| 30 Sept 2026 | Wells Fargo | Maintains | Equal-Weight | $350 → $335 |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 15 Sept 2026 | Guggenheim | Initiates | Neutral | — |
| 2 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $370 → $365 |
| 2 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 28 Aug 2026 | Citigroup | Maintains | Buy | $429 → $441 |
| 28 Aug 2026 | Citigroup | Maintains | Buy | — |
| 27 Aug 2026 | Jefferies | Maintains | Buy | $425 → $430 |
| 27 Aug 2026 | Jefferies | Maintains | Buy | — |
| 27 Aug 2026 | UBS | Maintains | Neutral | $382 → $396 |
| 27 Aug 2026 | UBS | Maintains | Neutral | — |
| 19 Aug 2026 | Deutsche Bank | Maintains | Buy | $403 → $421 |
| 19 Aug 2026 | Deutsche Bank | Maintains | Buy | — |
| 13 Aug 2026 | Citigroup | Maintains | Buy | — |
| 13 Aug 2026 | Citigroup | Maintains | Buy | $410 → $429 |
| 1 July 2026 | Citigroup | Maintains | Buy | — |
| 1 July 2026 | Citigroup | Maintains | Buy | $403 → $410 |
| 1 June 2026 | Citigroup | Maintains | Buy | — |
| 1 June 2026 | UBS | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. HEI appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 13 Oct 2026, HEICO Corp. returned −4.6% against +18.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 15% of US stocks
Cheaper than 16% of US stocks
Cheaper than 11% of US stocks
Cheaper than 9% of US stocks
Higher than 72% of US stocks
Higher than 67% of US stocks
Higher than 51% of US stocks
Higher than 84% of US stocks
Higher than 79% of US stocks
Higher than 78% of US stocks
Higher than 89% of US stocks
Higher than 63% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
HEICO Corp. has a market value of $41.7B and an enterprise value of $44.7B.
Revenue in the twelve months to 31 July 2026: $5.2B. The latest quarter grew 23.1% year on year.
Net income over the same four quarters: $912.4M, a 17.6% net margin.
Diluted earnings per share, trailing twelve months: $6.01.
Free cash flow in the twelve months to 31 July 2026: $1.0B, after $81.0M of capital spending.
HEICO Corp. spent $34.9M on dividends in the twelve months to 31 July 2026.
Trailing P/E: 49.3×; forward P/E: 41.3× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.09%, paying out 4% of earnings.
HEICO Corp. employs 11,100 people — $466K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own HEICO Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
HEICO reported that Co-CEOs and Co-Chairmen Eric A. Mendelson and Victor H. received the Wright Brothers Memorial Award.
Why it matters — The award recognition of HEICO's co-leaders is relevant to investors following the company's leadership.
Zacks identifies HEICO, ATI and TDY as defense equipment stocks with potential short-term upside, citing defense demand, record backlogs and strategic acquisitions as growth supports.
Why it matters — The item links HEICO’s outlook to defense demand, backlog strength and acquisitions.
Zacks Investment Research published an article highlighting Heico (HEI) as an incredible growth stock, citing solid growth attributes that could produce exceptional returns.
Why it matters — HEI watchers would care because the article spotlights Heico's growth characteristics and reinforces positive analyst attention on the stock.
This 24/7 Wall Street analysis compares HEICO and TransDigm within the same captive market, arguing that while HEICO has a better business model and balance sheet, its stock price is too high to justify purchasing.
Why it matters — HEICO watchers would care because the piece highlights the company's structural strengths while cautioning that the current valuation makes buying the stock impractical.
Zacks Investment Research upgraded Heico (HEI) to a Zacks Rank #1 (Strong Buy), citing growing optimism about the company's earnings prospects. The upgrade reflects increased confidence that the stock may gain in the near term.
Why it matters — Heico watchers may care because the upgrade signals improved sentiment from a research firm regarding the company's earnings outlook.
The 24 Wall Street analysts covering HEICO Corp. have a median 12-month price target of $403, with estimates ranging from $294 to $491. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 24 analysts covering HEICO Corp., 14 rate it a Buy, 10 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks HEICO Corp. 71 out of 100 across roughly 4,600 US stocks as at 12 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 Oct 2026, HEICO Corp. ranks 71 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (96 of 100).
No one can know that. What the data says: the median 12-month target from 24 analysts implies +35.6% from the last close, and Ticker Nerd's factor model ranks HEICO Corp. 71 out of 100 as at 12 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering HEICO Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for HEI are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $294 to $491 over the next 12 months.
HEICO Corp. returned -4.6% over the 12 months to 13 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
HEICO Corporation is a technology-driven aerospace, defense, industrial, and electronics company headquartered in Hollywood, Florida. The company designs, manufactures, repairs, and sells FAA-approved aircraft replacement parts, jet engine components, and specialty aerospace products used across commercial, regional, business, and military aviation.
The most recent item we track (Accesswire, 13 Oct 2026): "HEICO Corporation Co-CEOs and Co-Chairmen Receive Wright Brothers Memorial Award". HEICO reported that Co-CEOs and Co-Chairmen Eric A. Mendelson and Victor H. received the Wright Brothers Memorial Award.
HEICO Corporation is a technology-driven aerospace, defense, industrial, and electronics company headquartered in Hollywood, Florida. The company designs, manufactures, repairs, and sells FAA-approved aircraft replacement parts, jet engine components, and specialty aerospace products used across commercial, regional, business, and military aviation. It also develops electrically and electro-optical engineered products for defense, space, and broader electronics applications, including simulation, testing, and mission-support equipment. Through its Flight Support Group and Electronic Technologies Group, HEICO serves airlines, aircraft operators, maintenance providers, original equipment manufacturers, and government customers with aftermarket parts, repair services, and niche electronic systems. Its role in the market is centered on providing specialized, high-reliability components that support aircraft maintenance, operational readiness, and technical performance across multiple critical industries.
CEO Mr. Eric A. Mendelson · 11,100 employees · United States · https://www.heico.com
