Zacks Investment Research·1d ago
Astronics vs. HEICO: Which Aerospace Stock Is a Better Buy Today?ATRO and HEI offer different aerospace exposures, but diverging valuations, debt levels and price performance set the stocks apart.
HEICO is experiencing a robust aerospace recovery, with revenue growth accelerating to 23.1% in Q3 2026 and operating margins expanding to 25.1%, driven by strong pricing power and disciplined cost management. The company's fortress balance sheet, with a debt-...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has accelerated to 23.1% year-over-year in Q3 2026, while operating margins have expanded to 25.1%, demonstrating strong operating leverage and pricing power.
HEICO has established a strong position in specialized aerospace, industrial, defense, and electronics sectors.
The company's prudent capital allocation and strategic acquisitions have driven growth and earnings momentum.
HEICO has demonstrated strong and consistent earnings growth, supporting stock appreciation.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 25, 2026 | $1.67+9.9% vs $1.52 | $1.4B+4.2% vs $1.4B |
Q2 2026 May 27, 2026 | $1.66+24.8% vs $1.33 | $1.4B+10.0% vs $1.3B |
Q1 2026 Feb 25, 2026 | $1.35+5.5% vs $1.28 | $1.2B+0.9% vs $1.2B |
Q4 2025 Dec 18, 2025 | $1.33+9.0% vs $1.22 | $1.2B+3.2% vs $1.2B |
ATRO and HEI offer different aerospace exposures, but diverging valuations, debt levels and price performance set the stocks apart.
HONOLULU--(BUSINESS WIRE)--On September 16, 2026, Hawaiian Electric Industries, Inc. (NYSE - HE) (“HEI”) monetized 30% of its 9.9% stake in American Savings Bank, N.A. (NYSE - ASBH) (“ASB”), as part of ASB's initial public offering. The sale of approximately 2.0 million shares resulted in $29.5 million in proceeds to HEI, net of underwriting fees and issuance costs. The underwriters have a 30-day option to purchase up to an additional 293,904 shares of common stock from HEI, and fully exercisin.
Heico (HEI) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Heico (HEI) possesses solid growth attributes, which could help it handily outperform the market.
Benchmark HEI against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for HEICO Corporation (HEI)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $310.57 | $43.27B | 63.38 | 16.26% | 15.39% | 17.1% | 0.07% | |
| $1105.28 | $61.82B | 34.45 | 11.22% | 21.28% | — | — | |
| $326.23 | $19.44B | 45.37 | 7.3% | 13.17% | 21.75% | — | |
| $545.15 | $20.14B | 42.36 | 12.08% | 14.81% | 20.69% | — | |
| $37.41 | $9.98B | 36.32 | 12.8% | 8.52% | 11.76% | — | |
| $39.50 | $4.64B | -2.16 | 4.44% | -40.65% | — | — |
HEICO Corporation (HEI) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
HEICO Corporation (HEI) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 25, 2026·SEC
May 27, 2026·SEC
Mar 17, 2026·SEC
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HEICO Corporation (HEI) stock FAQ — growth, dividends, profitability & financials explained
HEICO Corporation (HEI) reported $5.18B in revenue for fiscal year 2025. This represents a 14862% increase from $34.6M in 1996.
HEICO Corporation (HEI) grew revenue by 16.3% over the past year. This is strong growth.
Yes, HEICO Corporation (HEI) is profitable, generating $847.7M in net income for fiscal year 2025 (15.4% net margin).
HEICO Corporation (HEI) does not currently pay a meaningful dividend. The company may be reinvesting profits for growth.
HEICO Corporation (HEI) has a return on equity (ROE) of 17.1%. This is reasonable for most industries.
HEICO Corporation (HEI) generated $1.03B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
