HEI Heico (HEI) Insider Trading, Ownership & Congress Trades
Aerospace & Defense · Aircraft engines & engine parts · CIK 0000046619
SEC filings
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
529
13F, latest reported quarter
Conversions, 180 days
3
Codes C/M, not in net · $396.6K priced
What the filings say about HEI
Insiders, 180 days
-$320.4K net sold
1 seller · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-01-13
Heico insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, HEICO CORP insiders sold a net $320.4K of stock across 89 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- No other insider sold within 30 days.
- 529 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Accounting Officer Rowen Bradley K sold about $320.4K of HEI on Jun 10, 2026; 529 funds added in the latest 13F quarter.Context
- 9 earlier Form 4 trades (code P or S) here by this insider (5 buys, 4 sales), the last on Oct 10, 2025.
- No other insider sold within 30 days.
- 529 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Neitzel Julie sold about $150.7K of HEI on Apr 15, 2026; 529 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 98.5% of the 4,146 shares held after it.
- No other insider bought within 30 days.
- 529 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director CHERUVATATH NANDAKUMAR bought about $999.9K of HEI on Mar 4, 2026, the largest insider purchase at the company on our record; 529 funds added in the latest 13F quarter.Context
- 6 earlier Form 4 trades (code P or S) here by this insider (6 buys), the last on Oct 10, 2025.
- The trade is 33.9% of the 1,181 shares held after it.
- 7 other insiders bought within 30 days.
- 529 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Hildebrandt Mark H bought about $99.5K of HEI on Oct 21, 2025; 7 other insiders bought within 30 days and 529 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 buys), the last on Oct 18, 2024.
- The trade is 2.8% of the 24,069 shares held after it.
- 7 other insiders bought within 30 days.
- 529 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director HENRIQUES ADOLFO bought about $164.9K of HEI on Oct 10, 2025; 7 other insiders bought within 30 days and 529 funds added in the latest 13F quarter.89 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$320.4K over 180 days
more than 68% of Aerospace & Defense
Congress
no House purchase disclosed in the last 12 months
Funds
529 funds bought in last quarter
more than 85% of Aerospace & Defense
Revenue
+16.3% year over year
more than 64% of Aerospace & Defense
Margin
15.4% net margin
more than 91% of Aerospace & Defense
Buybacks
no share repurchases reported
Short interest
8.7 days to cover · settled 2026-10-15
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch HEI
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
Who owns HEI: institutional holders (13F)
13F holdings, latest reported quarter
9,969,614 sh
$3.0B
7,707,811 sh
$2.0B
6,199,908 sh
$1.8B
6,242,826 sh
$1.8B
5,492,398 sh
$1.6B
Congress trades in HEI
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-01-13 · disclosed 31 days later
$1,001 - $15,000
Sold 2023-12-20 · disclosed 23 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
HEI planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
HEI mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Weitz Multi Cap Equity Fund
$41.2M position · as of 2026-06-30
8.3%
VALUE LINE MID CAP FOCUSED FUND, INC.
$89.2M position · as of 2026-06-30
7.2%
Rainwater Equity ETF
$1.2M position · as of 2026-07-31
6.8%
FAM DIVIDEND FOCUS FUND
$43.0M position · as of 2026-06-30
6.8%
AVE MARIA GROWTH FUND
$71.9M position · as of 2026-06-30
5.7%
MidCap Fund
$1.2B position · as of 2026-07-31
5.3%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Laurans A. Mendelson
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2023
$15.4M
$14.7M
$9.3M
+51%
+54%
2022
$9.1M
$10.2M
$2.7M
+55%
+41%
2021
$9.0M
$10.9M
$6.3M
+33%
+52%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $320.4K sold by insiders over 180 days, 529 funds added last quarter. Each figure is a federal filing, dated the day it went public.
HEI financials
Revenue growth
+16.3%
XBRL, annual
Net margin
15.4%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$5.2B
four quarters, 2025-08-01 to 2026-07-31
Revenue, TTM HEI
| FY Oct 2025 | $4.5B |
| FY Oct 2024 | $3.9B |
| FY Oct 2023 | $3.0B |
| FY Oct 2022 | $2.2B |
| FY Oct 2021 | $1.9B |
| Jul 2026 | $1.4B |
| Apr 2026 | $1.4B |
| Jan 2026 | $1.2B |
| Oct 2025 | $1.2B |
| Jul 2025 | $1.1B |
| Apr 2025 | $1.1B |
| Jan 2025 | $1.0B |
| Oct 2024 | $1.0B |
At each fiscal year end
Single quarter
Net margin, TTM
+16.4%
net income over revenue, 2025-08-01 to 2026-07-31
Net margin, TTM HEI
| FY Oct 2025 | +15.4% |
| FY Oct 2024 | +13.3% |
| FY Oct 2023 | +13.6% |
| FY Oct 2022 | +15.9% |
| FY Oct 2021 | +16.3% |
| Jul 2026 | +16.7% |
| Apr 2026 | +17.0% |
| Jan 2026 | +16.1% |
| Oct 2025 | +15.6% |
| Jul 2025 | +15.5% |
| Apr 2025 | +14.3% |
| Jan 2025 | +16.3% |
| Oct 2024 | +13.8% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.0B
operating cash flow minus capex, 2025-08-01 to 2026-07-31
Free cash flow, TTM HEI
| FY Oct 2025 | $861.4M |
| FY Oct 2024 | $614.1M |
| FY Oct 2023 | $399.3M |
| FY Oct 2022 | $435.9M |
| FY Oct 2021 | $407.9M |
| Jul 2026 | $322.8M |
| Apr 2026 | $273.9M |
| Jan 2026 | $165.1M |
| Oct 2025 | $268.5M |
| Jul 2025 | $218.5M |
| Apr 2025 | $188.7M |
| Jan 2025 | $185.7M |
| Oct 2024 | $189.5M |
At each fiscal year end
Single quarter
Debt to equity
0.51x
long-term 2026-07-31 plus current 2026-07-31; equity 2026-07-31
Debt to equity HEI
| FY Oct 2025 | 0.50x |
| FY Oct 2024 | 0.61x |
| FY Oct 2023 | 0.79x |
| FY Oct 2022 | 0.11x |
| FY Oct 2021 | 0.10x |
| Jul 2026 | 0.51x |
| Apr 2026 | 0.54x |
| Jan 2026 | 0.56x |
| Oct 2025 | 0.50x |
| Jul 2025 | 0.59x |
| Apr 2025 | 0.57x |
| Jan 2025 | 0.63x |
| Oct 2024 | 0.61x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.44x
TTM operating cash flow over long-term 2026-07-31 plus current 2026-07-31
Cash flow to debt HEI
| FY Oct 2025 | 0.43x |
| FY Oct 2024 | 0.30x |
| FY Oct 2023 | 0.18x |
| FY Oct 2022 | 1.61x |
| FY Oct 2021 | 1.89x |
| Jul 2026 | 0.44x |
| Apr 2026 | 0.39x |
| Jan 2026 | 0.36x |
| Oct 2025 | 0.43x |
| Jul 2025 | 0.35x |
| Apr 2025 | 0.36x |
| Jan 2025 | 0.32x |
| Oct 2024 | 0.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+18.7%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on equity HEI
| FY Oct 2025 | +17.4% |
| FY Oct 2024 | +15.2% |
| FY Oct 2023 | +14.0% |
| FY Oct 2022 | +14.4% |
| FY Oct 2021 | +14.3% |
| Jul 2026 | +18.7% |
| Apr 2026 | +18.1% |
| Jan 2026 | +17.3% |
| Oct 2025 | +17.4% |
| Jul 2025 | +16.7% |
| Apr 2025 | +16.3% |
| Jan 2025 | +16.2% |
| Oct 2024 | +15.2% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+9.2%
TTM net income over average of 2025-07-31 and 2026-07-31
Return on assets HEI
| FY Oct 2025 | +8.6% |
| FY Oct 2024 | +7.0% |
| FY Oct 2023 | +7.1% |
| FY Oct 2022 | +9.3% |
| FY Oct 2021 | +8.6% |
| Jul 2026 | +9.2% |
| Apr 2026 | +8.9% |
| Jan 2026 | +8.4% |
| Oct 2025 | +8.6% |
| Jul 2025 | +8.0% |
| Apr 2025 | +7.8% |
| Jan 2025 | +7.5% |
| Oct 2024 | +7.0% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+14.9%
operating income after a 18.3% effective tax rate, over long-term 2026-07-31 plus current 2026-07-31 plus average of 2025-07-31 and 2026-07-31 minus cash
Return on invested capital HEI
| FY Oct 2025 | +14.3% |
| FY Oct 2024 | +12.5% |
| FY Oct 2023 | +9.6% |
| FY Oct 2022 | +15.2% |
| FY Oct 2021 | +15.9% |
| Jul 2026 | +14.9% |
| Apr 2026 | +14.1% |
| Jan 2026 | +13.6% |
| Oct 2025 | +14.3% |
| Jul 2025 | +13.2% |
| Apr 2025 | +13.3% |
| Jan 2025 | +12.9% |
| Oct 2024 | +12.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+14.9%
operating income (EBIT proxy) over average of 2025-07-31 and 2026-07-31 minus current liabilities
Return on capital employed HEI
| FY Oct 2025 | +14.0% |
| FY Oct 2024 | +12.3% |
| FY Oct 2023 | +12.3% |
| FY Oct 2022 | +14.4% |
| FY Oct 2021 | +12.1% |
| Jul 2026 | +14.9% |
| Apr 2026 | +14.3% |
| Jan 2026 | +13.6% |
| Oct 2025 | +14.0% |
| Jul 2025 | +13.1% |
| Apr 2025 | +12.8% |
| Jan 2025 | +12.4% |
| Oct 2024 | +12.3% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
no close on file at or before the as-of date
P/E, trailing HEI
| FY Oct 2025 | n/a |
| FY Oct 2024 | n/a |
| FY Oct 2023 | n/a |
| FY Oct 2022 | n/a |
| FY Oct 2021 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no close on file at or before the as-of date
Enterprise value HEI
| FY Oct 2025 | n/a |
| FY Oct 2024 | n/a |
| FY Oct 2023 | n/a |
| FY Oct 2022 | n/a |
| FY Oct 2021 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
no close on file at or before the as-of date
FCF yield HEI
| FY Oct 2025 | n/a |
| FY Oct 2024 | n/a |
| FY Oct 2023 | n/a |
| FY Oct 2022 | n/a |
| FY Oct 2021 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
no close on file at or before the as-of date
PEG, trailing HEI
| FY Oct 2025 | n/a |
| FY Oct 2024 | n/a |
| FY Oct 2023 | n/a |
| FY Oct 2022 | n/a |
| FY Oct 2021 | n/a |
| Jul 2026 | n/a |
| Apr 2026 | n/a |
| Jan 2026 | n/a |
| Oct 2025 | n/a |
| Jul 2025 | n/a |
| Apr 2025 | n/a |
| Jan 2025 | n/a |
| Oct 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-10 | 2024-10 | 2023-10 | 2022-10 | |
|---|---|---|---|---|
| Revenue | $4.5B | $3.9B | $3.0B | $2.2B |
| Operating income | $1.0B | $824.5M | $625.3M | $496.8M |
| Net income | $690.4M | $514.1M | $403.6M | $351.7M |
| EPS (diluted) | 4.90 | 3.67 | 2.91 | 2.55 |
| Operating cash flow | $934.3M | $672.4M | $448.7M | $467.9M |
| Cash | $217.8M | $162.1M | $171.0M | $139.5M |
| Long-term debt | $2.2B | $2.2B | $2.5B | $288.6M |
| Dividends paid | $32.0M | $29.1M | $27.4M | $24.5M |
SEC XBRL, fiscal years, as known on 2026-10-28
HEI Stock Sonar score 6/7 axes
Find similar shapesCompareHEI ranks highest on institutional and government (85th percentile) and profitability (81st), and lowest on insider conviction (34th), among Aerospace & Defense peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
HEI filings, in plain words
Are Heico insiders buying or selling HEI?
In the 180 days to 2026-10-28, Heico insiders were net sellers, a net $320.4K across purchases and sales reported on Form 4, by 1 seller.
Have members of Congress traded HEI?
Yes, but not in the year to 2026-10-28; the latest on record is a sale by Rob Bresnahan dated 2025-01-13.
Read the full summary
In the 180 days to 2026-10-28, Heico insiders were net sellers of HEI, a net $320.4K across purchases and sales reported on Form 4 by 1 seller. Members of Congress have disclosed trades in HEI, none in the last year; the latest on record is a sale by Rob Bresnahan dated 2025-01-13. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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