Welcome to our dedicated page for Heico SEC filings (Ticker: HEI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
HEICO Corporation filings document operating results, shareholder voting matters, governance changes, and the company’s dual-class common stock structure. 8-K reports furnish quarterly and fiscal-year results, annual meeting vote outcomes, board appointments, and leadership-related governance updates.
Proxy materials describe director elections, advisory executive-compensation votes, auditor ratification, record-date voting rights for HEICO Common Stock and Class A Common Stock, and board and committee matters. The filings also identify the Florida corporation’s NYSE-listed HEI and HEI.A securities and the different voting rights attached to each class.
HEICO Corporation entered into a fourth amendment to its Revolving Credit Agreement on June 11, 2026. The amendment increases the capacity of the company’s revolving credit facility from $2.0 billion to $2.2 billion and extends the facility’s maturity to June 11, 2031.
The amendment also changes the interest-rate grid so the applicable rate is based on the most recently published ratings of HEICO’s senior unsecured, non-credit enhanced, long-term debt. In addition, subsidiaries that previously guaranteed obligations under the credit facility are released from those guarantees and are automatically released from guarantees of HEICO’s outstanding 5.250% Notes due 2028 and 5.350% Notes due 2031 under its 2023 indenture documents.
HEICO CORP chief accounting officer Bradley K Rowen reported an open-market sale of 1,326 shares of Class A Common Stock on June 10, 2026 at $241.63 per share. After this sale, he no longer holds Class A shares directly.
Indirectly, through the HEICO Corporation 401(k) plan as of June 10, 2026, he has 1,056 shares of Class A Common Stock and 984 shares of Common Stock held for his benefit, reflecting ongoing retirement-plan ownership in the company.
HEICO CORP director Alan Schriesheim reported a bona fide gift of 140 shares of Class A Common Stock. The gift carried a reported price of $0.00 per share, leaving him with 532 Class A shares held directly after the transfer.
In addition to these directly held Class A shares, he indirectly holds 122,197 shares of Common Stock directly, plus Class A and Common Stock positions through the HEICO Corporation Leadership Compensation Plan (409A Plan) and the estate of his deceased spouse. These entries update his ownership records and do not reflect open-market buying or selling.
HEICO Corporation disclosed a proposed sale of 3,280 shares of its Class A Common Stock in connection with a stock option net exercise reported on 05/29/2026. The transaction is described as surrender/withholding of shares pursuant to a net exercise and was presented on a Form 144 filing.
HEICO CORP Chief Accounting Officer Bradley K. Rowen reported a set of routine equity compensation transactions. He exercised derivative awards covering 3,280 shares of Class A Common Stock through multiple option exercises at strike prices of $97.00, $121.39, and $130.71 per share.
To cover related tax obligations, a total of 1,954 Class A shares were disposed of via tax-withholding transactions at $259.81 per share, rather than through open-market sales. Following these transactions, Rowen continues to hold equity exposure, including options over 3,000 Class A shares at an exercise price of $203.05 per share expiring in 2035, along with indirect holdings of Class A Common Stock and Common Stock through the HEICO Corporation 401(k) plan.
HEICO Corporation reported strong growth for the quarter and first half of fiscal 2026. Six-month net sales rose 20% to $2,554.3 million, while net income attributable to HEICO increased 31% to $423.9 million, or $3.01 per diluted share. Operating margin improved to 23.9% as higher volumes and a better product mix lifted profitability.
Second-quarter net sales grew 25% to $1,375.7 million, with net income attributable to HEICO up 49% to $233.8 million, or $1.66 per diluted share. Both the Flight Support Group and Electronic Technologies Group delivered double‑digit organic growth, supported by strong aerospace and defense demand and recent acquisitions. Operating cash flow increased to $470.6 million, funding $859.5 million of acquisition consideration and higher investment in inventories and goodwill.
HEICO CORP Co-COB and Co-CEO Victor H. Mendelson reported updated holdings and a new stock option award on Common Stock. The filing shows a grant of 10,000 options on Common Stock at an exercise price of $256.01 per share, characterized as a compensation-related acquisition.
After this grant, Mendelson holds substantial direct positions, including 1,274,308 shares of Common Stock and 215,911 shares of Class A Common Stock, plus various indirect holdings through trusts, retirement plans, and related entities. He also retains multiple option positions on Common Stock with exercise prices between $44.9638 and $163.61 expiring between 2027 and 2033.
HEICO Corp Co-COB and Co-CEO Eric A. Mendelson reported updated holdings and a new stock option award. On May 27, 2026, he received 10,000 performance-based stock options for Common Stock at an exercise price of $256.0100 per share, expiring on March 14, 2035.
The filing also lists substantial existing indirect holdings through retirement plans, trusts, a partnership, a corporation, and custodial accounts, along with direct ownership of Class A Common Stock and Common Stock. Multiple previously granted options remain outstanding with exercise prices from $44.9638 to $163.6100 and expirations between 2027 and 2033.
HEICO Chief Accounting Officer Bradley K. Rowen reported updated equity holdings, including a new performance-based stock option award. He received options to purchase 3,000 shares of Class A Common Stock at an exercise price of $203.05 per share, expiring on March 14, 2035.
According to the disclosure, these options vest 20% per year over five years, and the first 20% tranche vested after the Compensation Committee certified on May 27, 2026 that the initial performance goals were achieved. Rowen also holds 1,056 Class A Common shares and 984 Common shares through HEICO’s 401(k) plan, plus previously granted options over 3,500, 1,920 and 600 Class A shares at exercise prices of $130.71, $121.39 and $97.00, respectively.
HEICO CORP Executive Vice President, CFO & Treasurer Carlos L. Macau reported updated holdings and a new stock option grant. He received an option to buy 5,000 shares of Common Stock at an exercise price of $256.01 per share, expiring on March 14, 2035, as a compensation-related award.
The filing also lists existing equity positions, including 156,316 shares of Class A Common Stock held directly and additional Class A and Common Stock held indirectly through a HEICO Corporation 401k plan and by his sons. Several previously granted employee stock options remain outstanding, vesting 20% per year over five years, with one performance-based grant’s first 20% tranche vesting after the Compensation Committee certified that initial performance conditions were achieved on May 27, 2026. The Form 4 shows no open-market share purchases or sales.