Heico Corporation
HEI
Jodie read · what matters now
Revenue increased 25.3% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to HEI, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-29 against the comparable filing from 2025-05-29.
What improved
- Revenue increased 25.3% versus the comparable filing period.
- Operating margin improved 2.9 percentage points.
- Net income increased 49.1% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“The increase in the FSG's operating income as a percentage of net sales reflects a 1.3% impact from a decrease in SG&A expenses as a percentage of net sales, primarily driven by the previously mentioned SG&A expense efficiencies, and the previously mentioned improved gross profit margin.”
“The increase in the ETG's operating income as a percentage of net sales reflects the previously mentioned improved gross profit margin and a 1.0% impact from a decrease in SG&A expenses as a percentage of net sales, primarily driven by the previously mentioned SG&A expense efficiencies.”
“The decrease in interest expense was principally due to a lower weighted-average interest rate on outstanding borrowings under our revolving credit facility, partially offset by an increase in the amount of debt outstanding.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind HEI
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Depended on by
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 3 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
HEI is currently a Early Follower in the organic co-movement group Aerospace & Industrial. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.