HEIAerospace & Defense
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Get what investors say about HEI next
Follow HEI free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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HEI is on this site because it belongs to a theme we track. It sits below the floor for our nightly options review (≥ 2,000 contracts and ≥ $5) — last settled options session 2026-11-02, so the options tape below may be thin.
Who said what, and what HEI did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about HEI
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-04-07 | Chris MayerPortfolio Manager, Woodlock House Family Capital | Bullish | Excess Returns and Bogumil Baranowski (Talking Billions Podcast) | HEICO's aviation aftermarket parts business (MRO/PMA) is protected by a strong and durable competitive moat… |
| 2025-01-09 | Eddy ElfenbeinPortfolio Manager, AdvisorShares (CWS ETF) | Bullish | We Study Billionaires | Heico's exceptional management quality and dominant market position justify an elevated PE that traditional… |
| 2024-03-31 | Eric RudenAnalyst, Ironvine Capital | Bullish | Business Breakdowns | HEICO's PMA parts business creates a durable low-cost alternative to OEM aircraft parts protected by FAA… |
| 2022-05-10 | Chris MayerPortfolio Manager, Woodlock House Family Capital | Bullish | Planet MicroCap | Heico's disciplined model of small acquisitions with retained management equity and ~14% Mendelssohn family… |
| 2021-11-08 | Chris MayerPortfolio Manager, Woodlock House Family Capital | Bullish | Bhuvan Gupta, Client First Capital | HEICO's aerospace parts business continues to compound fundamentals well even though the stock has been flat… |
| 2021-08-19 | Chris MayerPortfolio Manager, Woodlock House Family Capital | Bullish | Stansberry Investor Hour | Heico is a Mendelssohn-family-owned holding company with a durable moat in FAA-approved aircraft replacement… |
| 2020-06-30 | Chris MayerPortfolio Manager, Woodlock House Family Capital | Bullish | Good Investing Talks | Heico is a far superior way to gain aviation exposure versus aircraft leasing because it is a skilled serial… |
Next report: 16 Dec 2026 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 25 Aug 2026 | after the close | 1.67 vs 1.53 | -3.8% |
Notable options days
Sessions in the last 120 where HEI’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 14 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-28 | ||||||
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| 2026-06-25 |
HEI on the Wheel
HEI did not pass our 1-month put test (V1, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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