Yahoo! Finance Canada report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Why HEI Stock slipped -1.53% Today — RQD Quant Desk Flash
Heico Corporation (HEI) carries a Roarable Rating of C+ (Hold) with 69/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is HEI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Heico Corporation (NYSE: HEI) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $321.36 (-1.53% 1D, market cap $44.91B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 11/20. Across 485 tracked Industrials issuers, HEI ranks #45 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does HEI compare to HONA and HON in the Industrials sector?
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Within the Industrials sector (Aerospace), HEI carries a Roarable C+ (69/100 RQD), trailing P/E of 66.1x, gross margin of 39.8%, and ROIC of 13.6%. By comparison, HONA (Honeywell Aerospace Inc.) holds a C- grade (61/100 RQD, P/E 32.8x, ROIC 19.1%, cap $48.87B) and HON (Honeywell International Inc.) posts a B grade (72/100 RQD, P/E 14.9x, ROIC 38.9%, cap $69.29B). Among the 5-stock peer group, HON leads on earnings multiple (14.9x) while HON leads on capital efficiency (38.9% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for HEI?
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Per HEI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-10-31, CIK 0000046619), Heico Corporation generated $4.49B in revenue (+16.3% YoY), $690.4M in net income, and $861.4M in free cash flow against $9.04B in total assets and $1.80B in total debt. Key quantitative strengths: Strong cash generator (40% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 66x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
Altman Z-Score 8.53 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 9/9
SEC XBRL FY 2025 (10-K): 19.2% FCF Margin ($861.4M FCF) & 39.8% Gross Margin
Disciplined Float (+0.24% YoY Shares) & executive Form 4 sales trim 9 pts from alignment
⚔️ Adversarial Opposing Case: Why the HEI Bull Thesis Could Fail
Even with a 69/100 (C+) score, HEI faces multiple-compression risk if 66.1x trailing P/E re-rate toward historical sector medians or if hyperscaler/enterprise customer concentration slows in upcoming 10-Q filings.
Priced at 66x earnings—high expectations leave less room for a lukewarm quarter.
Dilution & Margin Drag: Disciplined Float (+0.24% YoY Shares) — any gross margin slip below 37.3% triggers an automatic RQD downgrade.
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($310.55) or 200D SMA ($318.70) invalidates the momentum regime and cuts Target Base ($337.27) toward Bear Floor ($263.07).
Why HEI Stock slipped -1.53% Today — RQD Quant Desk Flash
Heico Corporation (HEI) slipped -1.53% to $321.36, trading at 54% of its 52-week range ($256.11 – $376.86). Solid 40% profit margin (14% return on capital), mixed timing at 66x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 54% of its 52-week range ($256.11 – $376.86) with RSI-14 at 58.4 (BULLISH MOMENTUM).
- ▸Volatility Profile: Historical 20-day realized swing band of ±6.4% around $321.36 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable C+ (Hold) backed by 39.8% gross margin and $861.4M annual free cash flow.
Yahoo Finance report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
For questions about this article or underlying research, email help@trefis.com.
Heico (NYSE:HEI) has outperformed the market over the past 5 years by 7.95% on an annualized basis producing an average annual return of 18.33%. Currently, Heico has a market capitalization of $45.61 billion. Buying
Scheduled RQD Strong Buys & Whale Accumulation Briefing (HEI Tape Review)
- ✓Breakdown of the highest-scoring RQD Green-Light breakouts across our 5,200+ rated universe
- ✓Forensic Red-Light accounting & dilution traps to review on your watchlist
- ✓Includes downloadable .ics calendar invite & nightly RQD rating-change email alerts
HEI Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. +16.3% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on HEI today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for HEI. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (HEI)
1. Head-to-Head Industrials Peer Comparison (HEI vs. HONA, HON, BA, TXT)
Industry: Aerospace (31 Tracked Issuers)Across 485 tracked Industrials securities in the Roarable RQD universe, Heico Corporation (HEI) ranks #45 by composite RQD confidence (69/100, grade C+) and #38 by equity capitalization ($44.91B). Within this direct 5-issuer industry benchmark cohort, HON leads on earnings valuation at 14.9x trailing P/E, while HON leads on capital efficiency and profitability with 38.9% ROIC and 36.9% gross margin. HON currently holds the highest overall quantitative score in the immediate peer group at 72/100 (B) compared with HEI at 69/100 (C+).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| HEI
ACTIVE
Heico Corporation | C+ | 69/100 | 66.1x | 39.8% | 13.6% | -1.53% | $44.91B | Benchmark Subject |
| HONA Honeywell Aerospace Inc. | C- | 61/100 | 32.8x | — | 19.1% | -3.68% | $48.87B | /hona-vs-hei → |
| HON Honeywell International Inc. | B | 72/100 | 14.9x | 36.9% | 38.9% | -1.71% | $69.29B | /hon-vs-hei → |
| BA Boeing Company | E | 28/100 | 61.2x | 4.8% | 5.4% | -0.64% | $135.94B | /ba-vs-hei → |
| TXT Textron Inc. | C | 63/100 | 16.3x | — | 8.9% | -2.01% | $14.52B | /txt-vs-hei → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-10-31 • CIK 0000046619In its most recent audited fiscal period (FY2025, filed 2025-10-31), Heico Corporation (HEI) reported GAAP revenue of $4.49B (+16.3% vs. FY2024 revenue of $3.86B , and +51.1% cumulative change since FY2023) , GAAP net income of $690.4M, operating cash flow of $934.3M, and free cash flow of $861.4M (+40.3% YoY). On the balance sheet, HEI closed FY2025 with $9.04B in total assets against $1.80B in total debt (Altman Z-Score: 8.53, Piotroski F-Score: 9/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-10-31 | $4.49B | $690.4M | $934.3M | $861.4M | $9.04B | $1.80B |
| FY2024 (FY) | 2024-10-31 | $3.86B | $514.1M | $672.4M | $614.1M | $7.89B | $1.65B |
| FY2023 (FY) | 2023-10-31 | $2.97B | $403.6M | $448.7M | $315.2M | $25.09B | $5.87B |
3. HEI Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs HEI stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Heico Corporation (NYSE: HEI) is rated C+ (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 69/100 at a spot price of $321.36 (-1.53% 1D, market cap $44.91B). Pillar breakdown: Fundamental Cash Engine 17/20, Institutional 13F & Options Flow 12/20, Executive Insider Alignment 18/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 11/20. Across 485 tracked Industrials issuers, HEI ranks #45 in composite RQD confidence.
How does HEI compare to HONA and HON in the Industrials sector?
Within the Industrials sector (Aerospace), HEI carries a Roarable C+ (69/100 RQD), trailing P/E of 66.1x, gross margin of 39.8%, and ROIC of 13.6%. By comparison, HONA (Honeywell Aerospace Inc.) holds a C- grade (61/100 RQD, P/E 32.8x, ROIC 19.1%, cap $48.87B) and HON (Honeywell International Inc.) posts a B grade (72/100 RQD, P/E 14.9x, ROIC 38.9%, cap $69.29B). Among the 5-stock peer group, HON leads on earnings multiple (14.9x) while HON leads on capital efficiency (38.9% ROIC).
What are the biggest fundamental strengths and SEC risk factors for HEI?
Per HEI's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-10-31, CIK 0000046619), Heico Corporation generated $4.49B in revenue (+16.3% YoY), $690.4M in net income, and $861.4M in free cash flow against $9.04B in total assets and $1.80B in total debt. Key quantitative strengths: Strong cash generator (40% profit margin)—profits are backed by real money, not accounting tricks.. Primary risk factors monitored: Priced at 66x earnings—high expectations leave less room for a lukewarm quarter.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is HEI trading relative to its 50-day, 200-day, and 52-week technical levels?
HEI last traded at $321.36 (-1.53% on volume of 367,861 shares), positioning the stock +3.48% above its 50-day simple moving average ($310.55) and +0.83% above its 200-day simple moving average ($318.70). Across its 52-week range of $256.11 to $376.86, HEI sits at the 54.0% percentile with a 14-day RSI of 58.4 (BULLISH MOMENTUM) and an implied next-earnings move of ±6.4% ($300.79 to $341.93).
HEI Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is HEI stock moving today?
Why HEI Stock slipped -1.53% Today — RQD Quant Desk Flash. Solid 40% profit margin (14% return on capital), mixed timing at 66x P/E—hold if owned, no rush to chase.
HEI — Heico Corporation: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
Per the Roarable RQD rating, HEI scores 70 out of 100, a B- grade labeled "Roarable Buy — Sound Institutional Accumulation." The five pillars are:
- Fundamental Cash Engine: 17 / 20. Per the RQD rating, this pillar reflects ROIC of 13.6% and an FCF yield of 1.89%. For an investor, the cash-generation case is solid, but the low FCF yield signals that the market is paying a high price relative to current free cash flow, so upside depends on continued growth in cash earnings.
- Whale 13F Flow: 13 / 20. Per the RQD rating, this pillar reflects institutional accumulation and options positioning. Positive institutional flow can support the price, though the source data does not itemize the holders behind it.
- Insider Conviction: 11 / 20. Per the RQD rating, this pillar reflects SEC Form 4 and Congressional PTR cluster flow. The middling score suggests insider signals are present but not strongly directional.
- Macro Regime Fit: 11 / 20. Per the RQD rating, beta is 0.96 and the score reflects sector sensitivity. A beta near 1 means the stock tends to move roughly with the broad market, so it is not a defensive hedge against market declines.
- Forensic Balance Sheet: 18 / 20. Per the RQD rating, this pillar reflects an Altman Z of 8.53, a Piotroski F of 9/9, and a Debt/Equity of 0.37. This is the strongest pillar and indicates low financial-distress risk.
Investor implications: The rating is strongest on balance-sheet quality and cash generation, and weakest on macro fit and insider conviction. The valuation tradeoff is significant: a P/E (TTM) of 66.1 and EV/EBITDA of 43.5 mean that much of the growth is already priced in, so the upside case rests on sustained earnings expansion rather than multiple re-rating. This is an analytical framing, not personalized advice.
Snapshot
Business
Per the Profile section, Heico Corporation is a NYSE-listed issuer in the Industrials sector and Aerospace industry. Per the market data, its gross margin is 39.8%, operating margin 22.7%, and net margin 15.4%. The source data does not describe its specific products, customers, or revenue mix, so the detailed business model is not available in source data.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $4485.0M | $1019.0M | $690.4M | N/A | $861.4M | $261.0M | $1799.1M |
| FY 2024 | $3857.7M | $824.5M | $514.1M | N/A | $614.1M | $165.5M | $1645.2M |
| FY 2023 | $2968.1M | $625.3M | $403.6M | N/A | $315.2M | N/A | $5870.0M |
Per the SEC financials, revenue, operating income, net income, and free cash flow each rose from FY 2023 through FY 2025. Per the market data, ROIC is 13.6% and net margin is 15.4%. Per the RQD rating, the Altman Z-Score is 8.53 and the Piotroski F-Score is 9/9, both consistent with strong financial health. Debt/Equity is 0.37 per the RQD rating; reported debt fell from $5870.0M in FY 2023 to $1799.1M in FY 2025 per the SEC financials.
Recent Catalysts & News Wire Analysis
Per the recent news section, the feed contains six items, all tagged to HEI:
- Yahoo! Finance Canada market report (MARKET WIRE, YELLOW).
- Yahoo Finance growth-stock piece, "Heico (HEI) is an Incredible Growth Stock" (CATALYST, GREEN).
- Seeking Alpha piece arguing operational excellence cannot justify an extreme valuation premium (MARKET WIRE, YELLOW). This is the clearest valuation-risk item.
- MarketBeat report on a position sale by Motley Fool Asset Management LLC (MARKET WIRE, YELLOW).
- Stock Titan SEC filings archive (MARKET WIRE, YELLOW).
- Yahoo Finance growth-stock piece asking whether HEI is a solid growth stock (CATALYST, GREEN).
Per the butterfly supply-chain graph, the supply chain is NONE, with no butterfly links and no proprietary signals. Risk watch items are the valuation concern raised in the Seeking Alpha item and the position reduction reported by MarketBeat. Specific earnings dates or product catalysts are not available in source data.
Open Questions
- What specific products and customers generate HEI's reported revenue, and what is the segment mix?
- What drove the reduction in reported debt from $5870.0M in FY 2023 to $1799.1M in FY 2025?
- Which institutional holders and insiders account for the accumulation and insider signals behind the RQD pillar scores?
- Why is EPS reported as N/A across all three periods, and what is the reconciled per-share earnings trend?
- What forward growth guidance or consensus estimates exist to support the 55.5 forward P/E?
HEI Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Heico Corporation (HEI) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo! Finance Canada report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
MarketBeat report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Heico Corporation (HEI) market action, institutional positioning, and fundamental catalysts.
HEI Bull vs. Bear Conversation Board — What's Your Call at $321.36?
🔥 Official Bull vs. Bear Debate: Is HEI (B- • RQD 70/100) a Buy at $326.35?
Welcome to the HEI (Heico Corporation) Roar Pit. Current RQD Composite is 70/100 (Roarable Buy — Sound Institutional Accumulation) in Aerospace. Bulls point to capital efficiency (13.6% ROIC), while bears focus on valuation multiple compression (66.1x trailing P/E). Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on HEI — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on HEI, but look at what you are paying: 66.1x trailing P/E with 39.8% gross margins. Unless Heico Corporation expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
HEI cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on HEI, the market is fixating on short-term headline noise in Aerospace and ignoring the balance sheet and cash flow trajectory. At $326.35 (52-wk range $256.11 - $376.86), any beat on forward guidance forces shorts and underweight funds to chase.