HEICO CORP

HEICO Q2 FY26 — Record Results Driven by Strong Organic Growth and Acquisitions

• Strength Consolidated net income increased 49% to a record $233.8 million.
• Watch Net debt-to-EBITDA ratio increased to 1.74x from 1.6x due to successful completion of 4 acquisitions.

HEICO Q1 FY26 — Record Net Income and Strong Organic Growth

• Strength Consolidated net income increased 13% to a record $190.2 million.
• Watch ETG operating income decreased to $73.2 million from $76.5 million, and operating margin declined to 19.8% from 23.1% due to less favorable product mix and decreased space product sales.

HEICO Q4 FY25 — Record Results Driven by Strong Organic Growth and Acquisitions

• Strength Consolidated net income increased 35% to a record $188.3 million.

HEICO Q3 FY25 — Record Results Driven by Double-Digit Organic Growth and Strategic Acquisitions

• Strength Consolidated net income increased 30% to a record $177.3 million, or $1.26 per diluted share.
• Watch ETG operating margin decreased to 22.8% from 23.5% year-over-year, primarily due to increased performance-based compensation expenses.

HEICO Q1 FY25 — Record Sales and Operating Income with Strong Margin Expansion

• Strength Consolidated operating income increased 26% and net sales increased 15% in Q1 FY25, both record results.
• Watch Supply chain issues, particularly labor-related, continue to impact supplier delivery capabilities, potentially constraining sales.