HEICO jumps 10.5% as investors react to record fiscal Q2 results and strong organic growth

HEICO Corporation (HEI) is up 10.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to HEICO’s fiscal second-quarter results released late May 27, which showed record sales and earnings growth alongside expanding operating margins. Investors likely also responded positively to management commentary pointing to continued demand across both operating segments and expectations for strong cash flow and continued acquisition activity.

Details:

HEICO disclosed fiscal Q2 2026 net income of $233.8 million ($1.66 per diluted share), up from $156.8 million ($1.12 per diluted share) in the prior-year quarter.

Quarterly net sales rose to a record $1,375.7 million, and operating income increased to a record $350.4 million; consolidated operating margin improved to 25.5%.

Management highlighted consolidated organic net sales growth of 18% in the quarter, with additional contributions from acquisitions completed in fiscal 2025 and fiscal 2026.

HEICO also noted it completed four acquisitions in the first half of fiscal 2026 and reiterated plans to keep evaluating additional acquisition opportunities while maintaining liquidity and flexibility.

Sources:

HEICO Corporation, U.S. SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

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$HEI Hedge Fund Activity

We have seen 345 institutional investors add shares of $HEI stock to their portfolio, and 389 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL WORLD INVESTORS removed 2,345,520 shares (-49.8%) from their portfolio in Q1 2026, for an estimated $643,141,584
CAPITAL INTERNATIONAL INVESTORS added 2,224,891 shares (+509.1%) to their portfolio in Q1 2026, for an estimated $610,065,112
FMR LLC added 1,284,076 shares (+533.8%) to their portfolio in Q1 2026, for an estimated $352,093,639
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 1,092,836 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $299,655,631
DIAMANT ASSET MANAGEMENT, INC. added 760,687 shares (+25698.9%) to their portfolio in Q1 2026, for an estimated $208,580,375
QUBE RESEARCH & TECHNOLOGIES LTD removed 312,760 shares (-80.9%) from their portfolio in Q1 2026, for an estimated $85,758,792
TD ASSET MANAGEMENT INC removed 287,411 shares (-97.2%) from their portfolio in Q1 2026, for an estimated $78,808,096

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$HEI Government Contracts

We have seen $126,655,710 of award payments to $HEI over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

TBFDS DELTA INSTALL KITS: $35,361,246
8511422308!FILTER ELEMENT,INTA: $1,324,812
REPAIR KIT,VALVE: $797,120

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$HEI Analyst Ratings

Wall Street analysts have issued reports on $HEI in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 01/13/2026

To track analyst ratings and price targets for $HEI, check out Quiver Quantitative's $HEI forecast page.

$HEI Price Targets

Multiple analysts have issued price targets for $HEI recently. We have seen 7 analysts offer price targets for $HEI in the last 6 months, with a median target of $371.0.

Here are some recent targets:

John Godyn from Citigroup set a target price of $323.0 on 04/02/2026
David Strauss from Wells Fargo set a target price of $290.0 on 04/01/2026
Michael Ciarmoli from Truist Securities set a target price of $391.0 on 12/23/2025
Gavin Parsons from UBS set a target price of $371.0 on 12/22/2025
Ken Herbert from RBC Capital set a target price of $375.0 on 12/22/2025
Jonathan Siegmann from Stifel set a target price of $370.0 on 12/22/2025
Scott Deuschle from Deutsche Bank set a target price of $375.0 on 12/22/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.