HEICO Corporation (HEI)

HEICO beat expectations on both the top and bottom line in the third fiscal quarter of 2026, reported August 25, 2026, based on preliminary results, with EPS of $1.67 topping the $1.51 estimate (+10.6%) and revenue of $1.413 billion topping the $1.353 billion estimate (+4.4%). Revenue rose 23.1% to about $1.4 billion (up from roughly $1.1 billion a year ago), while net income increased 32.8% to about $235.4 million (from roughly $177.3 million) and EPS grew 32.5% to $1.67 (up from $1.26). The quarter’s profitability included operating income of roughly $355.2 million alongside the higher revenue base. Cash generation was supported by operating cash flow of about $345.3 million, and the company paid roughly $18.2 million in dividends. HEICO operates across the Flight Support Group and Electronic Technologies Group, spanning aftermarket aviation parts and repairs as well as specialized electronics and mission-critical equipment. For the next period, consensus calls for EPS of $1.55 on revenue of $1.399 billion.