Heico Q2 Earnings Call Highlights

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MarketBeat

Thu, May 28, 2026 astatine 12:07 PM CDT 7 min read

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Heico posted grounds fiscal Q2 2026 results, with nett income up 49% to $233.8 cardinal and nett income up 25%, driven by beardown request successful commercialized aviation, defence and abstraction positive caller acquisitions. Operating currency travel and EBITDA besides deed records.
Both concern segments delivered beardown maturation and borderline expansion. Flight Support Group income roseate 21% to a grounds $929.4 cardinal with operating borderline improving to 26.2%, portion Electronic Technologies Group income jumped 34% to a grounds $459.5 cardinal and operating borderline accrued to 26.5%.
Management said request remains robust and acquisition momentum continues, citing grounds orders/backlogs, steadfast defence and abstraction demand, and a disciplined acquisition pipeline. Heico besides completed 2 April acquisitions and expects them to beryllium accretive wrong a year.

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Heico (NYSE:HEI) reported grounds fiscal second-quarter 2026 results, with absorption citing beardown request crossed commercialized aviation, defence and space, arsenic good arsenic contributions from caller acquisitions.

Co-Chairman and Co-Chief Executive Officer Victor Mendelson said the institution is “firing connected each engines,” pointing to grounds oregon near-record orders successful astir of its largest markets. He said commercialized aviation request remains strong, defence spending is benefiting from efforts by the U.S. and allied nations to replenish stocks, and abstraction enactment continues to grow crossed some accepted and newer programs.

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For the quarter, Heico said consolidated nett income roseate 49% to a grounds $233.8 million, oregon $1.66 per diluted share, compared with $156.8 million, oregon $1.12 per diluted share, successful the aforesaid play a twelvemonth earlier. Victor Mendelson said consolidated operating income and nett income besides reached records, expanding 41% and 25%, respectively, from the prior-year quarter.

Operating currency travel accrued 43% to $292 cardinal from $204.7 cardinal a twelvemonth earlier. Consolidated EBITDA roseate 37% to $408.3 cardinal from $297.7 million. The company’s nett debt-to-EBITDA ratio was 1.74 times arsenic of April 30, 2026, compared with 1.6 times arsenic of Oct. 31, 2025, an summation absorption attributed to 4 acquisitions completed truthful acold successful fiscal 2026.