{"filings":[{"id":1112438,"accession_number":"0001213900-26-069674","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2026-06-17T20:40:56+00:00","items":["1.01","9.01"],"status":"ready","headline":"HEICO increases revolving credit facility to $2.2B, extends maturity to 2031","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Credit facility capacity raised from $2.0B to $2.2B.","Maturity date extended to June 11, 2031.","Interest rate based on company's senior unsecured long-term debt ratings.","Subsidiary guarantees released under both the credit facility and outstanding notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":697678,"accession_number":"0000046619-26-000012","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2026-05-27T20:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO Q2 FY2026: record net income +49%, sales +25%, organic growth 18%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income record $233.8M ($1.66 diluted EPS) vs $156.8M ($1.12) YoY; revenue record $1.376B.","Operating income record $350.4M (+41%), margin 25.5% vs 22.6%; EBITDA $408.3M (+37%).","Flight Support: sales $929.4M (+21%), operating income $243.1M (+31%) with 19% organic growth.","Electronic Tech: sales $459.5M (+34%), operating income $121.8M (+56%) with 17% organic growth.","Op cash flow $292.0M (+43%); four fiscal 2026 acquisitions completed; net debt/EBITDA 1.74x."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113460,"accession_number":"0000046619-26-000007","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2026-03-17T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"HEICO shareholders elect all nine directors, approve say-on-pay and Deloitte ratification","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected; Mark H. Hildebrandt and Dr. Alan Schriesheim each received >14M against votes but still elected.","Non-binding advisory vote on executive compensation approved with 48.96M for, 4.91M against.","Ratification of Deloitte & Touche as independent auditor for FY2026 approved with 56.48M for, 1.44M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113459,"accession_number":"0000046619-26-000003","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO reports record Q1 FY2026 net income up 13% to $190.2M, revenue up 14% to $1.18B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net income $190.2M ($1.35 diluted EPS), up 13% YoY; revenue $1,178.6M (+14%).","Flight Support Group operating income +21% to $200.7M; margin improved to 24.5% (23.3% YoY).","Electronic Technologies net sales +12% to $370.7M; operating income $73.2M (down from $76.5M due to mix).","Operating cash flow $178.6M; net debt/EBITDA 1.79x (vs 1.60x) reflecting recent acquisition.","Outlook: continued sales momentum from organic demand and acquisitions; focus on long-term shareholder value."],"consensus_eps_estimate":null,"consensus_eps_actual":1.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":1178582000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129845,"accession_number":"0000046619-25-000080","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"HEICO appoints Nanda Kumar Cheruvatath as independent director effective Dec 24, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Nanda Kumar Cheruvatath, age 64, appointed as independent director effective December 24, 2025.","He previously served as President of Eaton's Aerospace Group with over 30 years at Eaton.","Will serve on the Environmental, Safety and Health Committee effective December 23, 2025.","No arrangements or related party transactions in connection with the appointment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":129844,"accession_number":"0000046619-25-000076","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-12-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO Q4 FY2025: record net income up 35% to $188.3M; net sales up 19% to $1.21B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 diluted EPS $1.33 vs $0.99 (+34%); full-year EPS $4.90 vs $3.67 (+34%).","Flight Support Group net sales +21% to $834.4M; operating income +30% to $201.0M.","Electronic Technologies Group net sales +14% to $384.8M; operating income +10% to $89.6M.","Operating cash flow +44% to $295.3M in Q4; net debt/EBITDA improved to 1.60x from 2.06x.","Board declared $0.12/share semiannual dividend payable Jan 2026; 5 acquisitions closed in FY2025."],"consensus_eps_estimate":null,"consensus_eps_actual":4.9,"consensus_revenue_estimate":null,"consensus_revenue_actual":4485044000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146434,"accession_number":"0000046619-25-000064","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-09-29T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"HEICO Executive Chairman Laurans Mendelson passes away at 87; sons named Co-Chairmen","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Laurans A. Mendelson, Executive Chairman, died Sept 27, 2025 at age 87.","Sons Eric A. Mendelson and Victor H. Mendelson appointed Co-Chairmen, effective immediately; remain Co-CEOs.","Succession follows long-standing board-approved plans; company does not anticipate business/operations changes.","Mendelson led HEICO from $26M revenue in 1990 to ~$4.5B with market cap ~$39B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146433,"accession_number":"0000046619-25-000060","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-08-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO reports record Q3 net income up 30% to $177.3M; EPS $1.26","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales record $1,147.6M (+16% YoY); operating income record $265.0M (+22%); consolidated operating margin 23.1% vs 21.8%.","Flight Support Group: net sales +18% to $802.7M, operating income +29% to $198.3M, margin 24.7% vs 22.5%.","Electronic Technologies Group: net sales +10% to $355.9M, operating income +7% to $81.0M, margin 22.8% vs 23.5%.","EBITDA Q3 +21% to $316.4M; cash flow from ops +8% to $231.2M; net debt/EBITDA improved to 1.90x.","Nine-month diluted EPS $3.57 (+34% YoY); twenty consecutive quarters of Flight Support Group net sales growth."],"consensus_eps_estimate":null,"consensus_eps_actual":3.57,"consensus_revenue_estimate":null,"consensus_revenue_actual":3275633000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146432,"accession_number":"0000046619-25-000058","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-08-08T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"HEICO director Frank J. Schwitter passes away on August 5, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Frank J. Schwitter, board member since December 2006, died August 5, 2025.","He served on the company's Audit Committee during his tenure.","No immediate replacement announced; remaining board composition unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164804,"accession_number":"0000046619-25-000042","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-05-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO Q2 net income up 27% to $156.8M; record sales $1.098B, operating income $248.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $156.8M ($1.12 diluted EPS) vs $123.1M ($0.88) in Q2 FY24, up 27%.","Record net sales $1,097.8M, up 15% YoY; record operating income $248.2M, up 19%.","Flight Support Group sales up 19% to $767.1M, operating income up 24% to $185.0M.","Electronic Technologies Group sales up 7% to $342.2M, operating income up 3% to $77.9M.","Cash flow from operations up 45% to $204.7M; debt leverage ratios improved."],"consensus_eps_estimate":1.0427,"consensus_eps_actual":2.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":2128042000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":164803,"accession_number":"0000046619-25-000030","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"HEICO appoints Eric and Victor Mendelson as Co-CEOs; Laurans Mendelson becomes Executive Chairman","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Laurans A. Mendelson transitions to Executive Chairman from CEO effective May 1, 2025.","Eric A. Mendelson and Victor H. Mendelson, current Co-Presidents, become Co-CEOs effective same date.","Both Eric and Victor continue as CEOs of Flight Support Group and Electronic Technologies Group respectively.","Succession part of long-standing internal plan; no change in executive compensation arrangements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182512,"accession_number":"0000046619-25-000020","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"HEICO elects all 10 directors at annual meeting; two incumbents face over 14 million votes against","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Mark H. Hildebrandt received 19,987,157 votes against (37.7% of votes cast excluding broker non-votes)","Dr. Alan Schriesheim received 14,726,398 votes against (27.8% of votes cast)","Advisory vote on executive compensation passed with 50,071,474 for, 2,754,088 against","Ratification of Deloitte as auditor for FY2025 approved with 55,996,656 for"],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.15,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182511,"accession_number":"0000046619-25-000013","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO Q1 FY2025: net income record $168M (+46%), sales record $1.03B (+15%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $1.20 vs $0.82 YoY; includes $0.19 discrete tax benefit from stock option exercises.","Flight Support Group net sales $713.2M (+15% YoY); operating margin improved to 23.3% from 22.0%.","Electronic Technologies Group net sales $330.3M (+16% YoY); operating margin rose to 23.1% from 19.3%.","Operating cash flow $203M (+82% YoY); deployed ~$255M on acquisitions in the quarter.","Total debt to net income ratio 4.15x; net debt to EBITDA 2.08x; management cites strong demand outlook."],"consensus_eps_estimate":null,"consensus_eps_actual":1.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1030222000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182510,"accession_number":"0000046619-25-000009","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2025-02-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"HEICO CAO Steven M. Walker retires; Bradley K. Rowen appointed successor","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven M. Walker, age 60, retires as Chief Accounting Officer and Assistant Treasurer effective Feb 14, 2025.","Walker joined HEICO in 2002; served as CAO since 2012. Retirement not due to any disagreement.","Walker will remain an employee through March 31, 2025 for transition under current compensation.","Bradley K. Rowen, age 43, appointed CAO and Assistant Treasurer effective Feb 14, 2025.","Rowen has been with HEICO since 2011, most recently Senior Director of Corporate Accounting and Finance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199117,"accession_number":"0000046619-24-000109","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO reports record Q4 net income $139.7M (+35%); FY net sales $3.86B (+30%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 record net sales $1,013.7M (+8% YoY), operating income $218.6M (+15%), margin 21.6% vs 20.2%.","Flight Support Group Q4 sales $691.8M (+15%), op. inc. $154.5M (+35%) with 12% organic growth; 17th consecutive quarterly sales growth.","Electronic Technologies Q4 sales $336.2M (flat), op. inc. $81.8M (-5%) on lower defense sales; record backlog lifts FY2025 outlook.","Cash from ops $205.6M (+39%); total debt/net income ratio improved to 4.34x from 6.14x; semiannual dividend $0.11 declared."],"consensus_eps_estimate":null,"consensus_eps_actual":3.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":3857669000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215167,"accession_number":"0000046619-24-000057","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2024-08-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO posts record Q3 net sales up 37% to $992M; EPS $0.97 vs $0.74 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net income rose 34% to $136.6M ($0.97 diluted EPS); operating income up 45% to $216.4M.","Flight Support Group net sales +68% to $681.6M; organic growth 15% with 17% growth in aftermarket parts.","Electronic Technologies Group net sales $322.1M (flat YoY); operating income +2% to $75.8M, margin improved to 23.5%.","Consolidated operating margin improved to 21.8% from 20.7%; cash flow from ops up 47% to $214M.","Acquired Capewell Aerial Systems divisions; expects accretion within one year. Net debt/EBITDA improved to 2.11x."],"consensus_eps_estimate":null,"consensus_eps_actual":2.67,"consensus_revenue_estimate":null,"consensus_revenue_actual":2844004000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234439,"accession_number":"0000046619-24-000037","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2024-05-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO Q2 FY2024: Record sales up 39%, net income up 17% to $123.1M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net sales record $955.4M (+39% YoY); operating income record $209.2M (+33%); diluted EPS $0.88.","Flight Support Group net sales record $647.2M (+65%), with 12% organic growth; operating income record $148.9M (+49%).","Electronic Technologies Group net sales $319.3M (+6%), operating income $75.3M (+11%), margin improved to 23.6%.","Cash from operations surged 82% to $141.1M; net debt-to-EBITDA improved to 2.45x from 3.04x.","Company expects continued net sales growth in both segments, driven by acquisitions and demand."],"consensus_eps_estimate":null,"consensus_eps_actual":1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":1851758000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252323,"accession_number":"0000046619-24-000017","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2024-03-19T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"HEICO shareholders elect all 10 directors, pass advisory vote on exec compensation, ratify Deloitte","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 10 director nominees elected; Mark H. Hildebrandt received 20.8M against votes (still elected).","Non-binding advisory vote on executive compensation passed with 34.96M for, 19.94M against.","Ratification of Deloitte & Touche as independent auditor approved with 57.24M for, 1.54M against.","Over 83.5M Class A common shares with 1/10 vote each participated; record date Jan 19, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252322,"accession_number":"0000046619-24-000012","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2024-02-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO Q1 FY2024 net sales +44%, net income +23% to $114.7M; Flight Support Group record sales up 67%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.82 vs $0.67; net income $114.7M vs $93.0M; operating income +39% to $180.2M.","Flight Support Group net sales record $618.7M (+67%); operating income record $136.1M (+63%); organic growth 12%.","Electronic Technologies Group net sales +12% to $285.9M; operating income $55.3M vs $56.5M; margin 19.3% vs 22.2%.","Cash flow from operations +46% to $111.7M; EBITDA +43% to $224.4M; net debt/EBITDA improved to 2.79x.","Guidance: Net sales growth anticipated in both segments driven by FY2023 acquisitions and continued demand."],"consensus_eps_estimate":null,"consensus_eps_actual":0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":896363000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269830,"accession_number":"0000046619-23-000159","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-12-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO reports record FY2023 net sales up 34% to $2.97B, EPS $2.91 (+15%)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net sales $936.4M (+54% YoY); operating income $189.4M (+29%); diluted EPS $0.74 (+6%).","Full-year diluted EPS $2.91 (+15% YoY); net income $403.6M; acquisition costs reduced EPS by $0.15.","Flight Support Group net sales $1,770.2M (+41% YoY); Electronic Technologies net sales $1,225.2M (+26% YoY).","Declared semi-annual dividend of $0.10/share; 91st consecutive since 1979.","Fiscal 2024 outlook: net sales growth expected in both segments; Wencor integration ongoing."],"consensus_eps_estimate":null,"consensus_eps_actual":2.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":2968105000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":269829,"accession_number":"0000046619-23-000138","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K/A","filed_at":"2023-10-18T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"HEICO completes $1.9B acquisition of Wencor; Wencor reported $487.5M revenue in FY2022","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Total consideration: $1.9B cash (net of adjustments) plus 1,137,628 HEI Class A shares.","Cash funded via $600M of 5.250% notes due 2028 and $600M of 5.350% notes due 2033 plus revolving credit.","Wencor (Jazz Parent) audited FY2022 results: net sales $487.5M, net income $20.5M, total assets $866.1M.","Wencor is a large aftermarket parts and repair provider for commercial and military aircraft.","Acquisition closed August 4, 2023; financial statements of Wencor filed as part of this amendment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286836,"accession_number":"0000046619-23-000123","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-08-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO reports record Q3 net sales $723M, net income up 24%, completes $2B Wencor acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net sales record $722.9M (+27% YoY); diluted EPS $0.74 vs $0.60; net income $102.0M (+24%).","Flight Support Group net sales record $405.0M (+23% YoY); operating income $89.2M (+26%).","Electronic Technologies Group net sales record $325.9M (+33% YoY); operating income $74.2M (+9%).","Completed $2.05B Wencor acquisition (cash & shares) on Aug 4, 2023; expects accretion within one year.","Issued $1.2B senior notes (5.25% due 2028 and 5.35% due 2033) to fund Wencor."],"consensus_eps_estimate":null,"consensus_eps_actual":2.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":2031658000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286835,"accession_number":"0001213900-23-065643","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-08-10T23:59:59+00:00","items":["1.02","2.01","3.02","9.01"],"status":"ready","headline":"HEICO completes $1.9B acquisition of Wencor Group (Jazz Parent Inc.)","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Closed acquisition of Jazz Parent, owner of Wencor, for $1.9B cash (adjusted) plus 1,137,628 HEI.A shares.","Cash consideration funded by $600M 5.250% notes due 2028 and $600M 5.350% notes due 2033 plus revolver.","Terminated bridge financing commitment with Truist Bank and Truist Securities, Inc.","Filed S-3ASR to register resale of 1,054,606 shares of Class A common stock issued in merger.","Shares issued in merger were unregistered under Section 4(a)(2) of Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286834,"accession_number":"0001213900-23-063475","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-08-04T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"HEICO completes $2.05B acquisition of Wencor Group, its largest ever","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Paid $1.9B cash plus $150M HEICO Class A common stock at closing; aggregate value $2.05B.","Expects acquisition to be accretive to earnings within one year; Wencor projected $724M revenue and $153M EBITDA in CY2023.","Anticipates net debt-to-EBITDA below 3:1, returning to historical levels within 12-18 months.","Expects $75M tax benefits realized through fiscal 2038; Wencor joining HEICO Flight Support Group.","Wencor, a large aircraft aftermarket company, employs ~1,000; HEICO expects meaningful synergies."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286833,"accession_number":"0001213900-23-060321","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"HEICO closes $1.2B investment-grade notes offering to fund Wencor acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Closed $600M 5.250% senior notes due 2028 and $600M 5.350% senior notes due 2033.","Net proceeds to fund Wencor Group acquisition; temporarily repaid credit facility.","Wencor acquisition expected to close by end of calendar year 2023.","If acquisition not closed by Feb 14, 2024, must redeem 2033 notes at 101% of principal.","Company highlights investment-grade rating on its inaugural notes offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286832,"accession_number":"0001213900-23-059240","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-07-24T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"HEICO issues $1.2B in senior notes to fund Wencor acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M 5.250% Senior Notes due 2028 and $600M 5.350% Senior Notes due 2033.","Net proceeds to fund portion of Wencor Group acquisition purchase price and related fees.","Underwriting agreement with BofA Securities, Truist Securities, and Wells Fargo Securities.","Transaction expected to close on July 27, 2023.","Remaining proceeds for general corporate purposes; may temporarily repay revolver."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":286831,"accession_number":"0001213900-23-057239","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-07-17T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"HEICO increases revolving credit facility to $2.0B, extends maturity to July 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment boosts lender commitments from $1.5B to $2.0B and extends maturity to July 14, 2028.","Pricing grid adjusted for certain total leverage ratio tiers; terms otherwise unchanged.","Amendment was signed July 14, 2023, with Truist Bank as administrative agent and multiple lenders.","All existing loans and obligations continue; subsidiary guarantees reaffirmed."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306807,"accession_number":"0000046619-23-000081","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-05-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"HEICO Q2 record: rev $687.8M, op inc $157.1M, EPS $0.76; announces $1.9B Wencor acquisition","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Record net sales $687.8M (+28% YoY), operating income $157.1M (+28%), net income $105.1M ($0.76 diluted EPS, +24%).","Flight Support Group net sales record $392.2M (+28%), operating margin improved to 25.5% from 21.6%.","Electronic Technologies Group net sales record $301.8M (+27%), operating margin 22.5% vs 27.8% prior year.","Agreed to acquire Wencor for $1.9B cash + $150M stock; expected close by end of calendar 2023.","Organic growth 10% consolidated; cash from ops $77.8M; debt-to-equity 26.4% due to Exxelia financing."],"consensus_eps_estimate":null,"consensus_eps_actual":1.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":1308756000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306806,"accession_number":"0000950142-23-001471","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"HEICO to acquire Wencor Group for $2.05B ($1.9B cash + $150M stock)","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Wencor is a large commercial/military aircraft aftermarket parts distributor and repair provider, owned by Warburg Pincus.","Aggregate purchase price $2.05B: $1.9B cash + 1,137,656 shares of HEICO Class A Common Stock valued at ~$150M.","Closing expected by end of 2023, subject to HSR and other regulatory approvals; termination fee of $143.5M payable by HEICO under certain conditions.","Financing committed via increased credit facility to $2.0B plus up to $1.5B bridge loan; $20M escrow for post-closing adjustments.","Acquisition expected to strengthen HEICO's position in aftermarket aircraft parts and repair services."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":1.0,"calibrated_materiality_score":1.0,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306805,"accession_number":"0000950142-23-001445","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-05-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"HEICO acquires Wencor Group for $2.05B ($1.9B cash + $150M stock), its largest deal","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition valued at $2.05 billion: $1.9B cash and $150M in HEICO Class A Common Stock at closing.","Wencor projected to generate ~$724M revenue and ~$153M adjusted EBITDA in CY2023; effective purchase multiple ~12.9x.","Expected tax benefits of ~$75M through FY2038; accretion expected within one year of closing.","Closing expected by end of calendar 2023, subject to antitrust clearance; Wencor will join Flight Support Group.","HEICO anticipates net debt-to-EBITDA leverage below 3:1 post-closing, returning to historical levels within 12-18 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":36408137680.568535,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":306804,"accession_number":"0000046619-23-000071","cik":46619,"company_name":"HEICO CORP","ticker":"HEI","form_type":"8-K","filed_at":"2023-04-12T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"HEICO reports cybersecurity incident with data theft; 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