HEICO (HEI) stock: Winston Score and insider trades

§Winston Score History

HEICO Corporation makes replacement parts for aircraft engines and other aviation components. It sells these parts to airlines, aircraft repair shops, and the U.S. military. HEICO is one of the largest independent makers of FAA-approved aircraft parts that are not made by the original equipment manufacturers — these are called PMA (Parts Manufacturer Approval) parts.

HEICO makes money by selling these parts at prices that are typically lower than what the original manufacturers charge, which keeps airlines coming back. The company operates mainly in the United States but sells globally, and its two main divisions are Flight Support and Electronic Technologies. Its core competitive advantage is its large library of FAA approvals, which takes years and significant cost to replicate, making it hard for new competitors to enter. The main growth driver is continued air travel expansion and aging aircraft fleets, which increase demand for affordable replacement parts, though supply chain disruptions and regulatory changes remain ongoing risks.

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1 Congressional buy and 1 sell on HEI in the last 12 months.

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Growth Profile

For growth stock investors

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+23.1% YoY

YoY Growth Rate

Steady revenue growth

Reported EPS Growth

+33.1% YoY

Quarterly reporting periods ended:

31 Jul 2025: $1.27

31 Jul 2026: $1.69

Reported/statutory EPS, not adjusted or underlying earnings. One-off items can affect this figure. Provider rounding can affect the growth rate.

YoY Growth Rate

Reported EPS increased year over year

R&D Spend

$0/ year

↓ Declining (-100% vs prior year)

0.0% of revenue

Below sector average (4%)

R&D spend declining — could signal cost-cutting or efficiency

Insider Activity

11.1%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$241M cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Growth + cash flow

HEICO Corporation is a rare growth stock that's already generating positive cash flow while growing at 23%. The Winston Score doesn't fully credit this transition from "burner" to "earner."

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

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Quality

Profit per sale

Gross Margin

-72.5%

Thin — -72.5% gross margin

Profit after running costs

Operating Margin

25.1%

Excellent — 25.1% operating margin

Return on the money invested

ROCE

22.1%

Exceptional — 22.1% return on capital

ROIC between 15% and 25%. Every dollar invested in the business earns 15 to 25 cents back per year.

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Growth

Sales growth

Sales YoY

+20.7%

Fast-growing sales (+20.7% YoY)

Profit growth

EPS YoY

+31.6%

Earnings growing fast (+31.6% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is

EPS Consistency

8/8 quarters

Every recent quarter grew earnings vs last year

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Cash Flow

Profit that turns into cash

Cash Conversion

131%

Turns 131% of profit into real cash

Spare cash per sale

FCF Margin

19.9%

Converts sales into free cash efficiently (19.9%)

FCF margin between 10% and 20%. Every $100 in sales becomes $10 to $20 in real cash.

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Stability

What it owes vs what it owns

Debt / Equity

0.54

Conservative — low debt load (0.54)

Covers its interest

Interest Cover

N/A

Data not available

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Valuation

Price vs profit

P/E Ratio (TTM)

48.9x

Expensive — P/E 48.9

P/E over 35. The market is pricing in heavy, sustained growth.

Cheaper or dearer next year

P/E vs Forward

+7.7

GROWING

Earnings expected to grow meaningfully — cheaper on forward P/E (48.9 → 41.2)

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Dividends

Dividend

Dividend Yield

0.09%

Small dividend — 0.09% yield

Modest yield. The bulk of any return needs to come from price appreciation.

Dividend record

Dividend Growth

+17.1%

Dividend growing fast (17.1% YoY)

Payout Ratio

4%

no trend

Pays out a modest share of profit and keeps the rest to reinvest. Room to keep paying through a weak year.

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HEICO Corporation

§How the score breaks down

Share count rising — dilution

§Winston Score History

Politician Trades

Growth Profile

Every number that matters to educated investors.

Quality

Growth

Cash Flow

Stability

Valuation

Dividends