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TickerHEI
SectorAerospace & Defense
Mkt cap$40.7B
EV / EBITDA34.2×
PostureHigh Velocity
Composite62/100
LensBuyer-side
SE-Cluster Research·Issuer Brief·Q2 2026CIK 46619

Heico Corporation

HEIHIGH VELOCITYFILING INTENSITY

Heico Corporation reads as an High Velocity (composite 62/100); Consistent Strategic Buyer deploying $3B across 8 disclosed transactions, up 405% vs the prior cycle · primary market A&D Components, ranked #6 on disclosed spend.

Lens

Disclosed M&A capital (2023–2025)

$3.3B

+405%

vs $648M in 2020–2022

Disclosed transactions

8

−50%

3/3 active fiscal years in window

Buyer archetype

Consistent Strategic Buyer

Meaningful spend appears across repeat years.

Composite score

62

/100

High Velocity dominates · Filing Intensity

Financial snapshot
Revenue$4.6B
EBITDA$1.3B
Enterprise value$43B
EV / Revenue9.3×
EV / EBITDA34.2×
P/EN/A
Cash$261M
Total debt$2.5B
as of 2026-05-10
Coverage ViewBolt OnDraft · pending auditSECluster Atlas (stub) · 2026-05-21T10:01:03.248Z

HEICO (HEI) is a public-company acquirer in aerospace & defense with $4.3B of disclosed M&A spend across 40 acquisitions over 15 active years. Strategy mix is led by Geographic Expansion (44%), Bolt On (22%), Horizontal Consolidation (15%). Current capacity: $261M cash, $2.5B total debt, 1.8x net leverage (conservative). Has $1.5B of incremental debt capacity to a 3.0x IG threshold and $4.0B to the 5.0x HY transition. Disclosed median deal size sits at $108M.

Filing-anchored evidence
  • Acquisitions have been an important element of our growth strategy over the past thirty-five years- 10-K FY2025
  • A key element of our strategy is growth through the acquisition of additional companies.- 10-K FY2010
  • In December 2003, we expanded our capabilities within the ETG by an acquisition within the satellite microwave component industry.- 10-K FY2003
Next-move thesis
  • Continued tuck-in cadence around existing operations
  • Disciplined size constraint suggests no transformational deals
  • Room for a $4.0B debt-funded acquisition before HY 5.0x.
§ I·SE-Cluster Issuer Brief

Behavioral posture, nine reads.

Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.

Active Acquirer

44/100

Companies actively deploying disclosed capital into M&A

  • $5.8B disclosed buyer spend

Buyer Cadence

26/100

Buyer-side companies with recent filing activity

  • 61 acquisition-history signals
  • 174 8-Ks

Target Probability

18/100

Issuers showing target-side patterns from filings

  • 7 activism filings

Spin/Carve

0/100

Issuers showing spin-off, carve-out, or sum-of-parts posture

  • 7 activism filings

Pressure Watch

17/100

Issuers facing activism, governance, or control pressure

  • 7 activism filings
  • Latest activism 6.3y ago; heavily discounted

Distress Watch

18/100

Issuers showing financial-distress filing patterns

  • 7 activism filings

Restatement Risk

0/100

Issuers with accounting-integrity flags from filings

Capital Velocity

Dominant
62/100

Issuers with the highest filing-activity intensity

  • 174 8-Ks
  • 5 form types

Quiet Power

0/100

Large issuers with low signal volume and clean disclosure cadence

  • Enterprise value $43B
  • 10-Q 88d ago
  • 2 active signals
§ II·SE-Cluster Issuer Brief

Capital cadence.

Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.

16
17
18
19
20
21
22
23
24
25

Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $2,422M · Peak count: 7

FYDisclosed buysDisclosed spendAvg ticketAudited tier
20253$630M$210MN/A
20243$219M$73MN/A
20232$2.4B$1.2BN/A
20227$347M$50MN/A
20215$137M$27MN/A
20204$164M$41MN/A
§ III·SE-Cluster Issuer Brief

Strategy posture.

The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.

Archetype mix

  • Bolt On
    20%
  • Geographic Expansion
    20%
  • Tuck In
    20%
  • Horizontal Consolidation
    20%
  • Platform
    20%

Strategy keywords

Terms recurring across recent 10-K acquisition disclosures.

  • geographic_expansion
  • bolt_on
  • horizontal_consolidation
  • tuck_in
  • platform
  • technology_acquisition
§ IV·SE-Cluster Issuer Brief

Filing language.

Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.

We may not be able to successfully execute our acquisition strategy, and the failure to do so could have a material adverse effect on our business, financial condition and results of operations.

10-KFY2010

We typically target acquisition opportunities that allow us to broaden our product offerings, services and technologies while expanding our customer base and geographic presence

10-KFY2025

In December 2003, we expanded our capabilities within the ETG by an acquisition within the satellite microwave component industry.

10-KFY2003

Our acquisition strategy is affected by and poses a number of challenges and risks, including the following:

10-KFY2006

Acquisitions have been an important element of our growth strategy over the past thirty-five years

10-KFY2025
§ V·SE-Cluster Issuer Brief

Market context.

Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.

Primary market

A&D Components

Market spend (2023–2025)
$32.8B
Market spend (2020–2022)
$12.9B
Recent vs prior
+153%
Issuer rank in market
#6 of 67
Share of market capital
2.6%

Valuation positioning

34.2×EV / EBITDA

HEI trades at a +16.5-turn premium to the A&D Components peer median of 17.6×.

EV / Revenue
9.3×
Net debt / EBITDA
1.8×
Peer median EV / EBITDA
17.6×

Trading comparables

FMP market data · 2026-05-10

CompanyEV / EBITDAEV / RevNet debt / EBITDARevenueM&A 2023–2025
Heico CorporationHEI
34.2×9.3×1.8×$4.6B$3.3B
20.1×10.1×5.7×$9.5B$3.5B
20.0×5.4×1.9×$24.8BN/A
17.6×5.0×1.1×$18.3B$9.1B
17.5×3.8×1.3×$8.3B$1.8B
13.8×5.5×3.1×$8.1B$8.1B

Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in A&D Components. Bars scaled to the highest EV/EBITDA in the set.

§ VI·SE-Cluster Issuer Brief

Target landscape.

Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.

No qualifying public-issuer targets surfaced from the current signal mix.

Stated target categories

No target categories enumerated in the audited corpus for this issuer.

§ VII·SE-Cluster Issuer Brief

Filing activity & signal stream.

Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.

Filing cadence

  • 10-K (annual)292025-12-22
  • 10-Q (quarterly)952026-02-27
  • 8-K (event)1742026-03-17
  • Proxy / DEF 14A402026-01-30
  • Activism (13D / DFAN / PREC)72020-01-31

Signals on file

  • elevated

    Activism on file

    2020-01-31

    7 activist filings on file (13D, DFAN14A, PREC14A series).

  • info

    Signal

    Disclosed acquisition spend

  • info

    Signal

    10-K strategy themes

§ VIII·SE-Cluster Issuer Brief

Audited corpus.

No audited record on file for this CIK in the current v6 corpus.

This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.

Heico Corporation: Issuer Brief | SE-Cluster