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Company Dossier · Industrials

HEICO (Common)

HEINYSEAerospace & DefenseHollywood, US-FL, USLarge cap
  • Russell 1000

What HEICO (Common) is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.

Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

  • Revenue over the four quarters to July 31, 2026: $5.18 billion, up 21% from a year earlier.SEC EDGAR filings (XBRL)
  • Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 31, 2026: $1.03 billion, up 32% from a year earlier.SEC EDGAR filings (XBRL)
  • Capital expenditure over the four quarters to July 31, 2026: $0.08 billion, up 33% from a year earlier.SEC EDGAR filings (XBRL)
  • Latest earnings call or results release (August 26, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
  • Latest annual report (filed December 22, 2025): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
  • Insiders were net sellers in Q2 2026: $0.5 million on the open market.SEC Form 4
  • 775 institutional managers reported a position at June 30, 2026 (+37 on the quarter before).SEC Form 13F
  • H-1B filings certified in Q2 2026: 1 (1 a year earlier).U.S. Department of Labor (OFLC)

Company Posture

How Company Posture is measured →

Company Posture covers S&P 500 companies.

Credit

How these are built →

HEICO (Common)'s borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.

Bonds priced, last 12 months

$1.1B

U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.

PricedAmountCouponMaturesSpreadYield
Jul 13, 2026$550M4.950%2031 (5y)+60bp4.964%
Jul 13, 2026$550M5.400%2036 (10y)+80bp5.412%

From the pricing term sheets HEICO (Common) filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

Cash flow

Business

HEICO (Common): free cash flow, trailing twelve months

Operating cash flow minus capital expenditure, $ billions, from SEC filings

$1.0BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

HEICO (Common): operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

HEICO (Common): revenue, trailing twelve months

$ billions, from SEC filings

$5.2BData to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

HEICO (Common): debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Oct 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

HEICO (Common): debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

HEICO (Common): interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

9.4Data to Jul 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

HEICO (Common): earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.80Data 58 days ago
ImageDataPalanor calculation
Business

HEICO (Common): earnings call confidence

Palanor Discourse score per call, 0 to 1

0.90Data 58 days ago
ImageDataPalanor calculation
Business

HEICO (Common): risk factors added per annual report

New Item 1A risk factors in each 10-K

0.00Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

HEICO (Common): H-1B filings certified

Labor Condition Applications by quarter received

1.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

HEICO (Common): insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$0.5MData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

HEICO (Common): institutional holders

Managers reporting a position on Form 13F, by quarter

775.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

In the news

Headlines that name HEICO (Common), with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days
1 headlines
0% positive · 0% negative
90 days
1 headlines
0% positive · 0% negative

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

  1. Oct 20, 2026Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)third_quarter 2026 · $0.1 million
  2. Sep 1, 2026Patent
    Patent granted: HIGH SECURITY DEVICE FOR MONITORING A DOOR, COMPARTMENT OR OTHER COVERED OPENINGUS 12725499
  3. Aug 4, 2026Patent
    Patent granted: MID-AIR RELEASE MODULE ASSEMBLYUS 12698127
  4. Jul 16, 20268-K
    Material agreement signedItem 1.01
  5. Jul 8, 2026Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)second_quarter 2026 · $0.0 million
  6. Jun 17, 20268-K
    Material agreement signedItem 1.01
  7. May 19, 2026Patent
    Patent granted: SYSTEMS AND METHODS FOR ARRAYED IMAGE SWITCHINGUS 12631754
  8. Apr 21, 2026Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)first_quarter 2026 · $0.1 million
  9. Apr 21, 2026Patent
    Patent granted: UNIVERSAL MARITIME CRAFT AERIAL DELIVERY SYSTEMUS 12606304
  10. Apr 20, 2026Form D
    Private offering notice
  11. Mar 17, 20268-K
    Shareholder vote resultsItem 5.07
  12. Jan 20, 2026Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)fourth_quarter 2025 · $0.1 million
  13. Jan 13, 2026Patent
    Patent granted: METHOD AND APPARATUS FOR CALIBRATING A SINGLE ANTENNA RF INTERFACE CABLEUS 12526040
  14. Dec 22, 20258-K
    Director or officer changeItem 5.02
  15. Dec 22, 202510-K
    Annual report (10-K)0 risk factors added, 0 removed
  16. Oct 20, 2025Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)third_quarter 2025 · $0.0 million
  17. Sep 29, 20258-K
    Director or officer changeItem 5.02
  18. Aug 8, 20258-K
    Director or officer changeItem 5.02
  19. Jul 22, 2025Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)second_quarter 2025 · $0.1 million
  20. Apr 22, 20258-K
    Director or officer changeItem 5.02
  21. Apr 18, 2025Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)first_quarter 2025 · $0.0 million
  22. Mar 18, 20258-K
    Shareholder vote resultsItem 5.07
  23. Feb 14, 20258-K
    Director or officer changeItem 5.02
  24. Feb 7, 2025Form D
    Private offering notice
  25. Jan 21, 2025Lobbying
    Lobbying report (RIDGE PATH STRATEGIES)fourth_quarter 2024 · $0.0 million
  26. Dec 19, 202410-K
    Annual report (10-K)0 risk factors added, 0 removed
  27. Dec 20, 202310-K
    Annual report (10-K)0 risk factors added, 0 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

CompanyRevenueFree cash flowThrough
ATI Inc. ATI$4.7B$0.5BJun 28, 2026
Parsons Corporation PSN$6.3B$0.4BMar 31, 2026
StandardAero SARO$6.3B$0.2BJun 30, 2026
Leonardo DRS DRS$3.8B$0.4BJun 30, 2026
Curtiss-Wright CW$3.6B$0.6BJun 30, 2026
Axon Enterprise AXON$3.2B$0.1BJun 30, 2026
Howmet Aerospace HWM$9.1B$1.8BJun 30, 2026
TransDigm Group TDG$10.0B$1.9BJun 27, 2026

Identity

SEC CIK
46619
LEI
529900O1DTDLCJ7L0I14
Wikidata
Q5629432

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

S&P 500, S&P 100, S&P MidCap 400 and Dow Jones Industrial Average are trademarks of S&P Dow Jones Indices LLC or its affiliates; Nasdaq-100 is a trademark of Nasdaq, Inc.; Russell 1000 is a trademark of FTSE Russell. Membership is shown for identification only. Palanor is not affiliated with or endorsed by the index owners.

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