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.
🇺🇸United States82EXITView United States risk detail →🛡Defense100WATCH| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| WWD | Woodward, Inc. | 90 | +13% | ↓85% | ENTRY |
| AIR | Airbus SE | 90 | +13% | ↓85% | ENTRY |
| LDOS | Leidos Holdings, Inc. | 90 | +14% | ↓85% | ENTRY |
| HII | Huntington Ingalls Industries | 90 | +14% | ↓85% | ENTRY |
| HEI | HEICO Corporation | 90 | +12% | ↓85% | ENTRY |
| AXON | Axon Enterprise Inc. | 90 | +10% | ↓85% | ENTRY |
| NOC | Northrop Grumman Corporation | 90 | +17% | ↓85% | ENTRY |
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 · Yahoo Finance · Not audited figures
[Senate Hearing 119-359] [From the U.S. Government Publishing Office] S. Hrg. 119-359 TRUTH IN LABELING: AMERICANS DESERVE TO KNOW WHERE THEIR DRUGS COME FROM ======================================================================= HEARING BEFORE THE SPECIAL COMMITTEE ON AGING …