
Congress trades
HEICO Corporation (HEI)
NYSE · Industrials · 6 congress trades · last filed 2 years ago
About HEICO Corporation
from the company's filings and listing, as of Oct 24, 2026- Exchange
- NYSE
- Sector
- Industrials
- Industry
- Aerospace & Defense
- Chief executive
- Eric A. Mendelson
- Employees
- 11,100
- Listed since
- -
- Market value
- $41.4B
- Price to earnings (12 mo)
- 48.9
- Net income per share, as reported (12 mo)
- $6.07
- Dividend yield
- 0.08%
Earnings
6 reported quarters · next on Dec 17, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Aug 25, 2026 | $1.67 | $1.52 | $1.4B | $1.4B | EPS beat, GAAPRevenue beat |
| Q2 FY2026reported May 27, 2026 | $1.66 | $1.33 | $1.4B | $1.3B | EPS beat, GAAPRevenue beat |
| Q1 FY2026reported Feb 25, 2026 | $1.35 | $1.28 | $1.2B | $1.2B | EPS beat, GAAPRevenue in line |
| Q4 FY2025reported Dec 18, 2025 | $1.33 | $1.22 | $1.2B | $1.2B | EPS beatRevenue beat |
| Q3 FY2025reported Aug 25, 2025 | $1.26 | $1.13 | $1.1B | $1.1B | EPS beat, GAAPRevenue beat |
| Q2 FY2025reported May 27, 2025 | $1.12 | $1.03 | $1.1B | $1.1B | EPS beat, GAAPRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2025 · proxy filed Jan 30, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Victor H. MendelsonCo-Chairman of the Board; Co-Chief Executive Officer, and Director; President and Chief Executive Officer of the HEICO Electronic Technologies Group | $1.3M | $0 | $11.6M | $12.9M |
| Laurans A. MendelsonExecutive Chairman | $1.3M | $0 | $6.3M | $7.6M |
| Carlos L. Macau, Jr.Executive Vice President and Chief Financial Officer | $902K | $0 | $6.6M | $7.5M |
| Bradley K. RowenChief Accounting Officer | $372K | $0 | $1.9M | $2.3M |
| Thomas S. IrwinSenior Executive Vice President | $214K | $0 | $295K | $509K |
| Steven M. WalkerChief Accounting Officer | $228K | $0 | $38K | $266K |
The summary compensation table from the proxy statement for fiscal 2025, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $1.4B | 3,925,879 | -4.6% | 2.81% |
| T. Rowe Price Associates, Inc. | $1.1B | 3,201,685 | +825.3% | 2.29% |
| Capital International Investors | $1.0B | 2,888,020 | +8.5% | 2.07% |
| Vanguard Portfolio Management LLC | $798.1M | 2,240,691 | +0.2% | 1.60% |
| State Street Corp | $597.3M | 1,676,848 | -3.5% | 1.20% |
| Capital World Investors | $594.5M | 1,669,161 | -29.4% | 1.19% |
| FMR LLC | $515.7M | 1,447,918 | -5.0% | 1.04% |
| Vanguard Capital Management LLC | $494.9M | 1,389,304 | +4.2% | 0.99% |
| UBS Group AG | $488.0M | 1,370,003 | +52.4% | 0.98% |
| Morgan Stanley | $422.4M | 1,185,945 | +15.8% | 0.85% |
| Geode Capital Management, LLC | $276.2M | 777,711 | -1.6% | 0.56% |
| Nuveen, LLC | $256.2M | 719,315 | -4.3% | 0.51% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Congress trades in HEI
6 disclosures of 6 on record · median 35d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Robert BresnahanJoint | Stock | Sale | $1,001 - $15,000 | +31.4%After the saleS&P 500 +30.7% · +0.7 pts vs S&P 500 | Jan 13, 2025 | Feb 13, 2025 | 31d |
| Jonathan L. JacksonJoint | Stock | Sale | $15,001 - $50,000 | +70.9%After the saleS&P 500 +62.4% · +8.5 pts vs S&P 500 | Dec 20, 2023 | Jan 12, 2024 | 23d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +102.6%After the saleS&P 500 +79.8% · +22.8 pts vs S&P 500 | Jun 4, 2021 | Jul 13, 2021 | 39d |
| Josh Gottheimer | Stock | Sale | $1,001 - $15,000 | +332.6%After the saleS&P 500 +195.4% · +137.2 pts vs S&P 500 | Apr 2, 2018 | Oct 2, 2018 | 183d |
| Josh Gottheimer | Stock | Sale | $1,001 - $15,000 | +406.1%After the saleS&P 500 +186.2% · +219.9 pts vs S&P 500 | Dec 14, 2017 | Aug 13, 2018 | 242d |
| Thom TillisJoint | Stock | Sale (Full) | $1,001 - $15,000 | +829.3%After the saleS&P 500 +263.1% · +566.1 pts vs S&P 500 | Feb 13, 2015 | Feb 26, 2015 | 13d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in HEI, filterable by party, chamber, type and account.
Members of Congress reporting a position
1 member · estimate, as of Oct 23, 20261 member reports a position (estimated). The largest estimated position is in the $1,001 - $15,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Derek Tran | Democrat · House | $1,001 - $15,000 | 1.5% |
Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Which members of Congress have traded HEI?
Robert Bresnahan, Jonathan L. Jackson, Ro Khanna, Josh Gottheimer and Thom Tillis disclosed HEI transactions in the filings shown here.
Which members of Congress hold HEI?
1 member of Congress reports a position in HEI in the estimate we hold as of Oct 23, 2026. The estimated position belongs to Derek Tran. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
How quickly are HEI trades disclosed?
Congressional disclosures took a median of 35 days, against the 45 the STOCK Act allows.
How to read a STOCK Act filing
WHAT THE FILING ACTUALLY SAYS
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
