On February 26, 2026, Heico Corporation (NYSE: HEI) reported record-breaking fiscal first-quarter results, headlined by a 13% jump in earnings per share (EPS) to $1.35 and a powerful 15% surge in sales within its cornerstone Flight Support Group. The results underscore a persistent "supercycle" in the aerospace industry, where
In a jarring disconnect between top-line growth and market sentiment, HEICO Corporation (NYSE: HEI) reported record-breaking financial results for the first quarter of fiscal 2026, only to see its share price crater by 12% in early trading on February 26, 2026. Despite posting a 14% surge in sales to $1.
Shares of aerospace and defense company HEICO (NSYE:HEI)
fell 12.2% in the afternoon session after it reported fourth-quarter 2025 earnings that, despite beating headline estimates, contained underlying weaknesses that concerned investors.
Aerospace and defense company HEICO (NSYE:HEI) reported Q4 CY2025 results exceeding the market’s revenue expectations, with sales up 14.4% year on year to $1.18 billion. Its GAAP profit of $1.35 per share was 5.1% above analysts’ consensus estimates.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
CINCINNATI — As GE Aerospace (NYSE:GE) prepares to unveil its fourth-quarter and full-year 2025 financial results on January 22, the aviation giant finds itself at a pivotal crossroads. Since its landmark spin-off in early 2024, the company has transformed into a pure-play aviation powerhouse, riding a wave of unprecedented demand
Date: January 2, 2026 Introduction As the global aerospace industry navigates a pivotal recovery and expansion phase, TransDigm Group (NYSE: TDG) remains at the epicenter of investor attention. Shares of the Cleveland-based aerospace giant gained 1.02% in recent trading sessions, reflecting a broader sector-wide optimism as industrial growth forecasts for 2026 begin to solidify. TransDigm [...]
Quantum Capital Management, LLC / NJ disclosed a sale of 61,397 shares of Landstar System as of its November 12, 2025, SEC filing, reducing the position by an estimated $12.83 million.
