CHARGED ALPHA
Stock Analysis
HEI Unclassified Latest YouTube: Q2 FY2026

HEI

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

HEI Stock: BUY Call - Aerospace Beat +10% AH Q2 FY2026

Library coverage

Episodes tracked
1
Episodes linked
1
Latest video
Q2 FY2026
Podcast available
Yes
Current price
$355.48
-2.12 (-0.59%)
Trailing / Forward P/E
63.37x
Forward: 51.32x
Market cap / Volume
Volume:
Revenue / Earnings Growth
25.3%
Earnings: 48.2%
Margins
25.5% op
Gross: 40.1% · Net: 16.1%
Balance sheet
2.92x current
Debt / Equity: 48.0
52-week range / Beta
$256.11 - $369.48
Beta: 1.03
Analyst target
$386.53
Upside: 8.7%
Cash / shareholder return
1.43% FCF yield
Dividend yield: 0.07%

Company context

Industry: Aerospace & Defense
Country: United States
Employees:
Price to book: 10.39x
Return on equity: 17.2%
HEICO Corporation provides aerospace, defense, and electronic related products and services in the United States and internationally. Its Flight Support Group segment offers jet engine and aircraft component replacement parts; thermal insulation blankets and parts; renewable/reusable insulation systems; and specialty components and assemblies. This segment also distributes hydraulic, pneumatic, structural, interconnect, mechanical, and electro-mechanical components for the commercial, regional, and general aviation markets; and offers repair and overhaul services for jet engine and aircraft component parts, avionics, instruments, composites, and commercial aircraft surfaces, as well as for avionics and navigation systems, subcomponents, and other military aircraft instruments. The company's Electronic Technologies Group segment provides electro-optical infrared simulation and test equipment; electro-optical laser products; electro-optical, microwave, and other power equipment; electromagnetic and radio frequency (RF) interference shielding and suppression filters; power electronics; power conversion and interface products; interconnection devices; and underwater locator and emergency locator transmission beacons. This segment also offers traveling wave tube amplifiers and microwave power modules; memory products and specialty semiconductors; environment connectivity products and molded cable assemblies; RF and microwave products; communications and electronic intercept receivers and tuners; self-sealing auxiliary fuel systems; active antenna systems and airborne antennas; nuclear radiation detectors; power amplifiers; ceramic-to-metal feedthroughs and connectors; technical surveillance countermeasures equipment; RF receivers and sources; radiation assurance, embedded computing, and silicone solutions; test sockets and adapters; and electronic components and rotary joint assemblies. The company was incorporated in 1957 and is headquartered in Hollywood, Florida.

Price chart

Market context for HEI

Competitive view

HEI vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

HEI latest YouTube video thumbnail YouTube
HEI
HEI
Latest video
Q2 FY2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Danaher Corporation latest YouTube video thumbnail YouTube
Danaher Corporation
DHR
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
ADBE latest YouTube video thumbnail YouTube
ADBE
ADBE
Latest video
Q2 FY2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
HEI
$49.67B
HEI
DHR
$141.00B
Danaher Corporation
ADBE
$99.01B
ADBE
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
HEI
63.4x
HEI
DHR
35.8x
Danaher Corporation
ADBE
14.3x
ADBE
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
HEI
51.3x
HEI
DHR
21.7x
Danaher Corporation
ADBE
9.1x
ADBE
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
HEI
25.3%
HEI
DHR
5.5%
Danaher Corporation
ADBE
12.7%
ADBE
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
HEI
48.2%
HEI
DHR
59.7%
Danaher Corporation
ADBE
7.9%
ADBE
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
HEI
25.5%
HEI
DHR
19.8%
Danaher Corporation
ADBE
35.3%
ADBE
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
HEI
40.1%
HEI
DHR
58.8%
Danaher Corporation
ADBE
89.4%
ADBE
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
HEI
16.1%
HEI
DHR
15.9%
Danaher Corporation
ADBE
28.7%
ADBE
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
HEI
17.2%
HEI
DHR
7.6%
Danaher Corporation
ADBE
63.0%
ADBE
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
HEI
1.4%
HEI
DHR
3.1%
Danaher Corporation
ADBE
9.3%
ADBE
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
HEI
47.99x
HEI
DHR
52.97x
Danaher Corporation
ADBE
61.44x
ADBE
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
HEI
2.92x
HEI
DHR
1.65x
Danaher Corporation
ADBE
0.75x
ADBE
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
HEI
1.03
HEI
DHR
0.82
Danaher Corporation
ADBE
1.43
ADBE
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
HEI
0.1%
HEI
DHR
0.7%
Danaher Corporation
ADBE
ADBE
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
HEI
8.7%
HEI
DHR
13.5%
Danaher Corporation
ADBE
8.2%
ADBE

Episode timeline

Episode archive for HEI

Each row is one earnings episode with every verified platform link available.

Q2 FY2026
Episode live
Published youtube podcast complete
HEI Stock: BUY Call - Aerospace Beat +10% AH Q2 FY2026
Quarterly earnings-analysis entry for HEI. Use the links on the right to open the video or podcast episode.