Ensemble Capital - IDEX Corp:  A Mundane Company Ready To Fire On All Cylinders
IDEX Corporation sells niche parts and technology that help larger systems run smoothly in industrial and healthcare end-markets. In the last two years, IDEX has made five acquisitions totaling over $1.2 billion. IDEX is not a well-known company because it sells mundane products. Ensemble believes IDEX can be recognized as one of the next great serial acquirers.
Seeking Alpha · 2h ago
Calculating The Fair Value Of HEICO Corporation (NYSE:HEI)
HEICO Corporation (NYSE:HEI) is projected to have a fair value of US$223 based on a discounted cash flow model. We use the Discounted Cash Flow (DCF) model to calculate the intrinsic value of HEICO Corporation. The model is based on the expected future cash flows and discounted to today's value. HEICO's share price is 5.8% below its fair value estimate for the company. The company is currently valued at US$198.
Simply Wall St · 3d ago
Defense spending and defense stocks: Why they don't always reflect each other
Defense spending and defense stocks: Why they don't always reflect each other. The U.S. Has allocated $825B in defense expenditures for FY 2024. France and Norway are leading the charge to boost military spending to record levels. The West is struggling with diminished military recruitment and debt.
Seeking Alpha · 4d ago
Weekly Report: what happened at HEI last week (0408-0412)?
Weekly Report · 5d ago
Ensemble Capital Management Q1 2024 Letter
Ensemble Capital Management Q1 2024 Letter. The market staged a significant rally in the first quarter of 2024, jumping 10.56%. The market rally has been powered by the economic dynamics we described last quarter. The US economy has avoided a recession and inflation worries have faded.
Seeking Alpha · 04/13 10:10
Heico Price Target Raised to $215.00/Share From $210.00 by Stifel
Dow Jones · 04/09 12:52
Heico Is Maintained at Buy by Stifel
Dow Jones · 04/09 12:52
Stifel Maintains Buy on Heico, Raises Price Target to $215
Benzinga · 04/09 12:42
Reuters · 04/09 10:35
Weekly Report: what happened at HEI last week (0401-0405)?
Weekly Report · 04/08 09:11
Does HEICO (NYSE:HEI) Have A Healthy Balance Sheet?
HEICO Corporation has debt of US$2.47b on its balance sheet. The company's debt is 2.7 times its EBITDA, but is this a concern for shareholders? HEICO's use of debt is reasonable and we think the company can handle its debt. The balance sheet is a good indicator of a company's ability to manage debt. HEICO has a healthy balance sheet but its debt levels are a warning for investors.
Simply Wall St · 04/05 10:05
Weekly Report: what happened at HEI last week (0325-0329)?
Weekly Report · 04/01 09:11
XAR, ACHR, GD, HEI: ETF Outflow Alert
NASDAQ · 03/25 14:58
Weekly Report: what happened at HEI last week (0318-0322)?
Weekly Report · 03/25 09:11
Earnings Tell The Story For HEICO Corporation (NYSE:HEI)
HEICO Corporation (NYSE:HEI) has a 62.9x price-to-earnings ratio. The company's earnings are expected to grow at a faster rate than the rest of the U.S. Market. Its superior earnings outlook is contributing to the company's high P/E ratio.
Simply Wall St · 03/24 12:04
Weekly Report: what happened at HEI last week (0311-0315)?
Weekly Report · 03/18 09:11
VPT Announces Release of the New 1600W, GaN-based SGRBX DC-DC Converter
The SGRBX is the first-ever configurable box solution featuring state-of-the-art GaN technology. The S GRBX delivers up to 1600 watts of output power. It is designed to thrive in the most demanding space environments. VPT, Inc. Is a HEICO company.
PR Newswire · 03/13 18:07
How The Parts Add Up: ITA Headed For $139
NASDAQ · 03/13 10:57
HEICO Corporation: Strong Demand Outlook
Seeking Alpha · 03/12 22:27
Notable Tuesday Option Activity: AAL, PLTR, HEI
NASDAQ · 03/12 19:26
Webull provides a variety of real-time HEI stock news. You can receive the latest news about Heico Corp through multiple platforms. This information may help you make smarter investment decisions.
About HEI
HEICO Corporation is a manufacturer of jet engine and aircraft component replacement parts. The Company’s segments include Flight Support Group (FSG) and Electronic Technologies Group (ETG). FSG segment consists of HEICO Aerospace Holdings Corp. and HEICO Flight Support Corp. and their subsidiaries. FSG uses technology to design and manufacture jet engine and aircraft component replacement parts. FSG repairs, overhauls and distributes jet engine and aircraft components, avionics and instruments for domestic and foreign commercial air carriers and aircraft repair companies, as well as military and business aircraft operators. ETG segment consists of HEICO Electronic Technologies Corp. and its subsidiaries. ETG designs, manufactures and sells various types of electronic, data and microwave, and electro-optical products, including infrared simulation and test equipment, laser rangefinder receivers, electrical power supplies, back-up power supplies and others.