Heico CorporationHEI
▲ PositiveCapitalrelevance
Q2 revenue and EPS beat estimates, with strong EBITDA and margin improvement.
Impact on stocks 1
Defense & Geopolitical Fragmentation
Heico CorporationHEICO reported Q2 CY2026 revenue of $1.41 billion, up 23.1% year on year and 4.4% above analyst estimates of $1.35 billion, with GAAP EPS of $1.67 beating consensus by 11.4%. Adjusted EBITDA reached $415.2 million, surpassing expectations of $375.8 million, and operating margin improved to 25.1% from 23.1% a year ago. The company's five-year revenue CAGR stands at 23.8%, while two-year annualized growth is 17%, and analysts project 10.9% revenue growth over the next 12 months. HEICO's stock remained flat at $359.50 immediately after the report.
Heico CorporationQ2 revenue and EPS beat estimates, with strong EBITDA and margin improvement.