HEICO Corp (NYSE:HEI)

herb2020 (< 20) Submitted: 5/7/2011 4:08:13 AM : Start Price: $47.87 HEI Score: +22.69

Fantastic management and products. The best In class.

valunvesthere (21.38) Submitted: 12/2/2010 3:25:20 AM : Start Price: $43.02 HEI Score: +25.80

Profile
HEICO Corp.
3000 Taft Street
Hollywood, FL 33021
United States - Map
Phone: 954-987-4000
Fax: 954-987-8228
Website: www.heico.com

Details
Index Membership: N/A
Sector: Industrial Goods
Industry: Aerospace/Defense Products & Services
Full Time Employees: 2,100

Business Summary

HEICO Corporation, through its subsidiaries, engages in the design, manufacture, and sale of aerospace, defense, and electronics related products, as well as in the provision of related services in the United States and internationally. Its Flight Support Group segment offers jet engine and aircraft component replacement parts. It manufactures thermal insulation blankets primarily for aerospace, defense, and commercial applications; and provides specialty components as a subcontractor for aerospace and industrial original equipment manufacturers, and the United States government. This segment also distributes hydraulic, pneumatic, mechanical, and electro-mechanical components for the commercial, regional, and general aviation markets. In addition, it provides repair and overhaul services for jet engine and aircraft component parts, avionics, instruments, composites, and flight surfaces of commercial aircraft. The company?s Electronic Technologies Group segment offers electronic, microwave, and electro-optical products, including infrared simulation and test equipment, laser rangefinder receivers, electrical and back-up power supplies, electromagnetic interference and radio frequency interference shielding, high power capacitor charging power supplies, amplifiers, photo detectors, amplifier modules, laser diode drivers, arc lamp power supplies, custom power supply designs, cable assemblies, high voltage interconnection devices and wire, high voltage energy generators, high frequency power delivery systems, and high-speed interface products primarily for the aviation, defense, space, medical, and electronics industries. HEICO Corporation primarily serves commercial and cargo airlines, repair and overhaul facilities, other aftermarket suppliers of aircraft engine and airframe materials, military units, and electronic manufacturing service companies. It has strategic alliance with Lufthansa. The company was founded in 1949 and is headquartered in Hollywood, Florida.

***All above information from YAHOO FINANCE***

Rep07 (26.63) Submitted: 8/15/2009 3:41:27 PM : Start Price: $30.86 HEI Score: -54.05

Cyclical action in an uncertain market in an adverse environment.

lenny5150 (< 20) Submitted: 10/5/2008 11:15:43 AM : Start Price: $23.99 HEI Score: +116.95

Current price does reflect the current value. But as oil price falls, and airlines start to recover, their profits will grow.

Also, they benefit alot during bad economic times.

nkpfin (< 20) Submitted: 6/27/2008 2:30:42 PM : Start Price: $26.39 HEI Score: +115.04

is down significantly, gives a good entry point

deuspecuniae (96.05) Submitted: 4/29/2008 4:24:07 PM : Start Price: $41.16 HEI Score: +43.09

This stock along with the rest of the defense sector is heading higher. Say hello to investors and money managers looking to survive a recession this summer by jumping into defense. Learn to follow the crowd (mutual funds and such)--it consistantly weathers better than navigating against the grain.

gtae04 (48.57) Submitted: 1/16/2008 6:58:28 AM : Start Price: $39.14 HEI Score: +48.56

Great company, solid earnings year over year, commited to 20% min. growth year over year, dividends

cfreddyretire (64.50) Submitted: 12/24/2007 5:28:44 PM : Start Price: $33.20 HEI Score: +85.27

HEICO Corp will be the industry leader in aftermarket airplane parts as the worlds fleets get older and airline companies make less money they will be looking for less expensive, high quality replacement parts to keep their fleets operating

garifool (31.19) Submitted: 8/26/2007 12:48:16 AM : Start Price: $35.50 HEI Score: +70.40

HEICO Corp Bullish.

This stock has a 4 stars rating by S&P which does not always mean a lot, I've seen stocks drop abruptly after a very high ranking. But still...

Analysts ratings have moved up in the past month.

As mentioned by someone else, it is one of the top five growth stocks from the Wall street Journal.

Thestreet.com has a A+ rating on that stock,

Why not "ride the wave"?

What attracts me to this stock is that they make approved cheaper replacement parts for jet engines, and they have quite an impressive list of high grade airliner clients:Lufthansa,American,United, Delta, Japan Airlines,British Airways.

The Pentagon will have to replace lots of parts, and (supposing that they do care about taxpayers more then about pleasing other "friendly" lobbyists), it could also become a good client.

I'm not too impressed by the dividend, this would not motivate me per se, but the mere fact that they do pay something is a good sign too.

Technically, the stock is bullish for the short, the middle and the long term, and the relative strength is very high!

Third quarter results will be released on August 29th - to buy before or after? this is always a gamble.

The less good aspect is the selling of the insiders in 2007, although not too massive. There are no buys. So this might not be a long term buy.

Allstar13913 (99.84) Submitted: 7/26/2007 3:47:09 AM : Start Price: $31.62 HEI Score: +92.37

From the Wasll Street Journal Online:

http://online.wsj.com/article/SB118541817586178585.html?mod=yahoo_hs&ru=yahoo

Some of the best points:

1. Heico turns 16 cents of a dollar of sales into operating profit, versus eight cents for airplane builders and six cents for airlines.

2. Last year, Heico's earnings per share increased 38% on a 45% jump in sales. Cash flow from operations increased 31%.

osborta (99.83) Submitted: 7/8/2007 12:59:58 AM : Start Price: $34.03 HEI Score: -80.95

With the recent Smith's Aviation acquisition, GE is getting into this space. Need I say more?

Ok - High P/E concerns me and it is a contrarian pick to my CAPS friends.

5SsmallcapDIV (78.68) Submitted: 3/12/2007 11:08:50 AM : Start Price: $28.78 HEI Score: +103.45

5 Star/Small cap/Pays dividend

bformato (24.77) Submitted: 1/18/2007 10:24:46 AM : Start Price: $28.78 HEI Score: +105.03

Aftermarket aerospace parts will play an increasingly important role as planes are kept longer by the major carriers