earnings
confidence high
sentiment positive
materiality 0.80
HEICO reports record Q1 FY2026 net income up 13% to $190.2M, revenue up 14% to $1.18B
HEICO CORP
2026-Q1 EPS reported
$1.35
revenue$1,178,582,000
- 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.