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HEICOHEI

Military platforms · NYSE · USA

$295.91
0.0% todayClose

Down 6.3% this year and −18.3% since July 2, against +14.0% for the defense sector since June 26. HEICO supplies 5 mapped companies.

Market cap
$34.9B
This year
−6.3%
1 year
−5.8%
P/E
41.1
P/S
6.7
P/B
7.0

Price vs the defense sector

since Jun 26HEIDefense sector, equal weight
HEICO (HEI) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. HEI: −18.3% from Jul 2, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.−20%−10%0%+10%+20%Jun 26AugSepOct 8HEI −18.3%Sector +14.0% HEICO (HEI) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. HEI: −18.3% from Jul 2, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.−20%0%+20%Jun 26AugSepOct 8HEI−18.3%Sector+14.0%

Supply chain

5 customers
SUPPLIERS →→ CUSTOMERSNone mappedBoeing (BA)BABoeing−0.3%RTX (RTX)RTXRTX+2.3%Northrop Grumman (NOC)NOCNorthrop Grumman+2.3%General Dynamics (GD)GDGeneral Dynamics+1.0%Lockheed Martin (LMT)LMTLockheed Martin+1.7%HEIHEICO

Customers 5

Open the full chain →

About HEICO

Hundreds of small acquisitions, still run by the founding family. HEICO makes FAA-approved replacement parts for aircraft and niche electronics for missile and space programs.

Theme exposure

Spare partsDefense electronicsSerial acquirerAircraft aftermarketSpace components

Products

  • FAA-approved parts
  • Missile & space electronics
  • Sensors

Competitors

  • TransDigm
  • OEM spare parts

Risks

  • Acquisition-dependent growth
  • High valuation

Same segment: Military platforms

Aircraft, ships and vehicles, the physical platforms defense systems are built on. Segment 3 of 14 in the Defense, security & space value chain.

BoeingBA−0.3%Howmet AerospaceHWM−0.1%TextronTXT+0.3%Huntington Ingalls IndustriesHII+1.7%

Compare HEI

Side by side with the largest companies in the same segment.

HEI vs BAHEI vs HWMHEI vs TXTHEI vs HII

See where HEICO sits in the full Defense, security & space map: every segment from upstream suppliers to end markets, with daily metrics.

Open the Defense value chain →