Heico Corp. F2Q26 First Take: Sizable Beat

Heico Corp. reported F2Q26 results that substantially beat consensus on all key metrics, including a 10% revenue beat and significant margin expansion.

Key Takeaways

• 1.Heico's F2Q26 results significantly exceeded consensus expectations across revenue, margins, and EPS.
• 2.Organic growth was robust in both major segments, with Flight Support Group (FSG) at 19% and Electronic Technologies Group (ETG) at 17%.
• 3.Margins were a standout, particularly in ETG which outperformed Goldman Sachs estimates by 440 basis points.

Table of Contents

• Bottom Line
• Details
• Disclosure Appendix
• Reg AC
• GS Factor Profile
• M&A Rank
• Quantum
• Disclosures
• Price target and rating history chart(s)
• Target price history table(s)
• Regulatory disclosures
• Global product; distributing entities
• General disclosures

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