HEICO (HEI) Earnings: Q3 Fiscal 2026 Results and Next Report Date

The quarter ended July 31, 2026 and HEICO published the results on August 25, 2026. Revenue and diluted EPS are shown against Q3 fiscal 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• HEICO's fiscal year ends October 31, so Q3 fiscal 2026 is the quarter ended July 31, 2026. HEICO reports net sales, and does not publish an adjusted EPS figure.
• HEICO has two share classes, Class A (HEI.A) and Common Stock (HEI), which differ only in voting rights. EPS covers both.

Source: HEICO Q3 fiscal 2026 results, August 25, 2026. Also in the Form 10-Q for the quarter ended July 31, 2026. Figures as reported; checked against the release on November 10, 2026.

How HEICO splits revenue in its own release, under its own labels, for Q3 fiscal 2026 against Q3 fiscal 2025. Indented lines are parts of the line above them.

• HEICO's Flight Support Group revenue was $948 million in Q3 fiscal 2026, up 18% from $803 million in Q3 fiscal 2025, 67% of total revenue.
• HEICO's Electronic Technologies Group revenue was $483 million in Q3 fiscal 2026, up 36% from $356 million in Q3 fiscal 2025, 34% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

HEICO's release gives a qualitative outlook only; it does not publish numeric revenue or EPS guidance.

In its Q3 fiscal 2026 release, HEICO said:

“For the remainder of fiscal 2026, we expect increased net sales at both the Flight Support Group and Electronic Technologies Group to continue to be supported by underlying demand for our products and contributions from recent acquisitions.”

“We continue to forecast strong cash flow from operations for fiscal 2026.”

Source: HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026.

This is the company's own guidance as of Aug 25, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the HEI forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release. Q1 fiscal 2026 EPS includes a $0.15 per diluted share discrete tax benefit from stock option exercises.

HEICO's next report is expected around December 17, 2026, a date estimated from its reporting history that the company has not yet confirmed. This page will show Q3 fiscal 2026 until those results are out and have been checked against the release.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 fiscal 2026 (this page), reported Aug 25, 2026

HEICO reports net sales in two groups. In Q3 fiscal 2026 the Flight Support Group brought in $947.8 million, up 18%, and the Electronic Technologies Group $483.5 million, up 36%, for a record total of $1,413.1 million after intersegment eliminations. Consolidated organic net sales growth was 14%. (HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026)

HEICO's Flight Support Group designs and makes jet engine and aircraft component replacement parts that it sells at lower prices than the original equipment makers charge. Its organic growth was 12% in the quarter, with demand up across all its product lines. By product line the 10-Q puts aftermarket replacement parts at $556.3 million, repair and overhaul parts and services at $248.6 million and specialty products at $142.9 million. (HEICO Form 10-K, fiscal 2025, Dec 22, 2025; HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026; HEICO Form 10-Q, Q3 fiscal 2026, Aug 27, 2026)

HEICO's Electronic Technologies Group grew 18% organically, which HEICO attributed mainly to demand for its other electronics, defense and aerospace products, with the rest of the growth from acquisitions. Electronic component parts primarily for defense, space and aerospace equipment were $392.4 million of the group's $483.5 million. The 10-K says the group derived approximately 51% of fiscal 2025 net sales from military agencies, prime defense contractors and satellite and spacecraft makers. (HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026; HEICO Form 10-Q, Q3 fiscal 2026, Aug 27, 2026; HEICO Form 10-K, fiscal 2025, Dec 22, 2025)

HEICO made several acquisitions in fiscal 2026. It bought Axillon Aerospace's fuel containment business (renamed Rockmart), 80% of Sherwood Avionics and Accessories, 90% of Southwest Antennas and 90% of CalRamic Technologies, among others, for total consideration of $1,051.6 million. The 10-K says HEICO's five largest customers were approximately 20% of fiscal 2025 net sales and approximately 38% came from foreign customers. (HEICO Form 10-Q, Q3 fiscal 2026, Aug 27, 2026; HEICO Form 10-K, fiscal 2025, Dec 22, 2025)

HEICO's diluted EPS rose to $1.67 from $1.26 as net income attributable to HEICO rose 33% to $235.4 million. HEICO reports only GAAP EPS; its non-GAAP figures in the release are EBITDA, which rose 31% to $415.2 million, and net debt to EBITDA. (HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026)

Operating margin widened to 25.1% from 23.1%. Flight Support Group's margin rose to 25.9% from 24.7% on a more favorable product mix in specialty products and aftermarket replacement parts, and Electronic Technologies Group's rose to 26.0% from 22.8%, helped by SG&A efficiencies and higher sales of aerospace products. (HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026)

HEICO's diluted share count barely moved, at 141,269 thousand against 140,950 thousand. Interest expense rose to $35.9 million from $31.7 million. In the quarter HEICO issued $550 million of 4.950% Senior Notes due 2031 and $650 million of 5.400% Senior Notes due 2036 to repay borrowings under its revolving credit facility. (HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

HEICO does not publish numeric revenue or EPS guidance in its release. For the remainder of fiscal 2026 it said it expects increased net sales at both the Flight Support Group and the Electronic Technologies Group, supported by underlying demand and recent acquisitions, and it continues to forecast strong cash flow from operations. (HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026)

HEICO reported its total debt to net income attributable to HEICO ratio at 3.00x as of July 31, 2026 and net debt to EBITDA at 1.57x, down from 1.60x at October 31, 2025. (HEICO Q3 fiscal 2026 earnings release, Aug 25, 2026)

A consensus figure is the average of the models published by the analysts who cover HEICO, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones HEICO's own release and filings put weight on for Q3 fiscal 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning HEI is on is HEI a buy or a sell?, what analysts expect next is on the HEI forecast, and what the company does is on the HEICO (HEI) stock page.

Every number on this page can be traced to a document HEICO published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.