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The company

Heico Corporation

HEI · NYSE

IndustrialsAerospace & DefenseSetting upDefense-Tech

HEI stood above a rising 150-day average in 29 of the last 52 weekly readings, and has been out of that trend for the last 6 weeks. It is 2.3% below that average now. Aerospace & Defense: 11% of its 57 stocks in an uptrend (−3 points in four weeks); Industrials: 27% (−4 points in four weeks).

Statistics

Rotation
Setting up
Weeks in an uptrend
out for 6
Industry in uptrend
11% -4 in 4 wk
Insider buys, 12 months
$3.5M
Insider sales, 12 months
$942K
Officials’ trades on record
12
Institutions holding
950 (+61)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 29 of 52 weeks.

17 Apr – 16 Oct
12%31%50%Apr 26Jun 26Jul 26Sep 26Oct 26

Aerospace & Defense: Few of its stocks are in an uptrend and the share has been slipping. Industrials: A minority of its stocks are in an uptrend and the share has been slipping.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$17.3M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

12 disclosed lines: House 10, Senate 1, executive 1; 7 people.

WhoDidAmountTraded
Arjun Mody Executive branch: Office of Government EthicsSocial Security Administrationsold$1k–$15k30 Jan 2026filed 10 Apr 2026
Robert P. Bresnahan, Jr. House: U.S. House ClerkPA08soldjoint$1k–$15k13 Jan 2025filed 13 Feb 2025
Robert P. Bresnahan, Jr. House: U.S. House ClerkPA08soldjoint$1k–$15k13 Jan 2025filed 13 Feb 2025
Jonathan L. Jackson House: U.S. House ClerkIL01soldjoint$15k–$50k20 Dec 2023filed 12 Jan 2024
Greg Gianforte House: U.S. House ClerkMT00sold$100k–$250k12 Jun 2019filed 1 Jul 2019
Greg Gianforte House: U.S. House ClerkMT00sold$1k–$15k24 Jan 2019filed 6 Mar 2019
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k8 Oct 2018filed 29 Oct 2018
James B. Renacci House: U.S. House ClerkOH16sold$1k–$15k6 Jun 2018filed 19 Jun 2018
Josh Gottheimer House: U.S. House ClerkNJ05sold$1k–$15k2 Apr 2018filed 2 Oct 2018
Josh Gottheimer House: U.S. House ClerkNJ05sold$1k–$15k14 Dec 2017filed 13 Aug 2018
James B. Renacci House: U.S. House ClerkOH16bought$1k–$15k7 Jul 2015filed 22 Jul 2015
Thom Tillis Senate: U.S. Senate eFDSenatorsoldjoint$1k–$15k13 Feb 2015filed 26 Feb 2015

Insiders

Buy orders, 12 months10
Sale orders, 12 months2
Buyers · sellers8 · 2
WhoDidSharesTraded
Victor H. MendelsonCo-COB and Co-CEObought795at $220.308 Oct 2026filed 13 Oct 2026
Adolfo HenriquesDirectorbought795at $220.308 Oct 2026filed 13 Oct 2026
Alan SchriesheimDirectorbought795at $220.308 Oct 2026filed 13 Oct 2026
Thomas M. CulliganDirectorbought795at $220.308 Oct 2026filed 13 Oct 2026
Mark H. HildebrandtDirectorbought795at $220.308 Oct 2026filed 13 Oct 2026
Julie NeitzelDirectorbought592at $294.938 Oct 2026filed 13 Oct 2026
Nandakumar CheruvatathDirectorbought795at $220.308 Oct 2026filed 13 Oct 2026
Carol F. FineDirectorbought795at $220.308 Oct 2026filed 13 Oct 2026
Bradley K. RowenChief Accounting Officersold1,326at $241.6310 Jun 2026filed 11 Jun 2026
Julie NeitzelDirectorsold676at $223.0015 Apr 2026filed 16 Apr 2026
Nandakumar CheruvatathDirectorbought4,082at $244.954 Mar 2026filed 5 Mar 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders950+61 on the quarter
New · exited158 · 96
Reported value$31.9B

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
BlackRock, Inc.reduced · filed 7 Aug 20269,969,614$3.0B-313,860−3.1%
PRINCIPAL FINANCIAL GROUP INCreduced · filed 4 Aug 20267,707,811$2.0B-1,161,349−13.1%
FMR LLCreduced · filed 13 Aug 20266,242,826$1.8B-619,941−9.0%
VANGUARD PORTFOLIO MANAGEMENT LLCadded · filed 13 Aug 20266,199,908$1.8B+32,803+0.5%
VANGUARD CAPITAL MANAGEMENT LLCadded · filed 13 Aug 20265,492,398$1.6B+66,975+1.2%
STATE STREET CORPreduced · filed 7 Aug 20263,534,745$1.1B-7,880−0.2%
Capital International Investorsadded · filed 12 Aug 20263,397,358$1.2B+227,685+7.2%
GEODE CAPITAL MANAGEMENT, LLCreduced · filed 12 Aug 20262,204,636$643.2M-22,949−1.0%
STATE OF WISCONSIN INVESTMENT BOARDadded · filed 14 Aug 20262,139,911$554.0M+682,281+46.8%
MORGAN STANLEYadded · filed 13 Aug 20261,926,041$613.3M+222,676+13.1%
31 Mar 2023 – 30 Jun 2026
530732934Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Adolfo Henriques Company insiderDirector · last 8 Oct 202617 · 0
Alan Schriesheim Company insiderDirector · last 8 Oct 202621 · 49
Carol F. Fine Company insiderDirector · last 8 Oct 20265 · 0
Julie Neitzel Company insiderDirector · last 8 Oct 202615 · 7
Mark H. Hildebrandt Company insiderDirector · last 8 Oct 202624 · 0
Nandakumar Cheruvatath Company insiderDirector · last 8 Oct 20262 · 0
Thomas M. Culligan Company insiderDirector · last 8 Oct 202613 · 0
Victor H. Mendelson Company insiderCo-COB and Co-CEO · last 8 Oct 202619 · 24
Bradley K. Rowen Company insiderChief Accounting Officer · last 10 Jun 20260 · 1
Carlos L. Macau Company insiderEVP-CFO & Treasurer · last 27 May 20263 · 3
Eric A. Mendelson Company insiderCo-COB and Co-CEO · last 27 May 202621 · 26
Arjun Mody Executive branchSocial Security Administration · last 30 Jan 20260 · 1

Same industry

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DCO DucommunLeading+6%
LMT Lockheed MartinAbove a falling average+1%
RTX RtxAbove a falling average+0%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Profit per saleFY 2025 · to 31 Oct 202539.8%
Operating profit marginFY 2025 · to 31 Oct 202522.7%
Free cash flow marginFY 2025 · to 31 Oct 202519.2%
Return on capital employedFY 2025 · to 31 Oct 202513.3%
Cash conversionFY 2025 · to 31 Oct 2025135%
Debt to equityFY 2025 · to 31 Oct 20250.00×
Interest coverFY 2025 · to 31 Oct 20257.85×
Research spendFY 2025 · to 31 Oct 20252.7%
Cash and equivalentsFY 2025 · to 31 Oct 2025$217.8M
Free cash flowFY 2025 · to 31 Oct 2025$861.4M

Analyst forecasts

No analyst forecasts yet.