S-3ASR ·Filed Jul 13, 2026

HEI

HEICO CORP
NEUTRAL
Impact 2/10
Horizonweeks Processed2mo ago SEC0001213900-26-077381
Actionable Insight • Neutral

Monitor future prospectus supplements for actual offerings. The shelf gives HEICO flexibility to issue equity or debt opportunistically, which could signal acquisition financing or balance sheet management. No immediate trading catalyst from this filing alone.

DirectionNeutral
Confidencehigh
Horizonweeks
Latest settled — T+20d ⚠ clustered
HEI ▲ +5.76% at T+20d
NEUTRAL call ✓ call won +5.76% · α vs SPY +2.58% · entry $344.11 → $363.94
Next anchor: T+60d in 4d
Latest observation: T+54 -13.17% FF3 residual α
Entry anchored
Jul 10, 03:59 PM ET
via exchange tick
T+1d
+0.44%
call +0.44% · α +0.08%
$345.61
settled 3mo ago
T+5d
-0.42%
call -0.42% · α +0.36%
$342.66
settled 2mo ago
T+20d
+5.76%
call +5.76% · α +2.58%
$363.94
settled 8w ago
T+60d
—
call — · α —
—
in 4d

Price Chart

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Executive Summary

HEICO filed a universal shelf registration statement (S-3ASR) to replace its expiring shelf, registering an indeterminate amount of common stock, Class A common stock, preferred stock, debt securities, depositary shares, warrants, and units. The filing is a routine administrative update with no immediate offering, providing the company with financial flexibility for future capital markets activities.

Key Facts

  • Filed July 13, 2026, effective same day, replacing expiring S-3 (No. 333-273297) set to expire July 18, 2026.
  • Registers an indeterminate amount of securities across multiple classes: Common Stock, Class A Common Stock, Preferred Stock, Debt Securities, Depositary Shares, Warrants, and Units.
  • Registration fee deferred under Rules 456(b) and 457(r) on a pay-as-you-go basis.
  • Includes a form of indenture for senior unsecured debt securities with Truist Bank as trustee.
  • Company has a $49B market cap and strong historical financial performance (net sales $4.485B in FY2025, net income $690.4M).
  • No specific offering size, pricing, or use of proceeds disclosed in this filing.

Financial Impact

No immediate financial impact; the shelf provides future issuance capacity without current dilution or debt incurrence.

Risk Factors

  • Potential future dilution if equity or convertible securities are issued under the shelf.
  • Increased leverage if debt securities are issued, though HEICO's current financial position appears strong.

Market Snapshot

Exchange
NYSE
Sector
Aircraft Engines & Engine Parts
Analyst Consensus
64% bullish (28 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 8 SEC documents filed with EDGAR.

DocumentAccession Number
S-3ASR Filing (HEI) — Batch item 10001213900-26-077381
Document: ea0296077-s3asr_heicocorp.htm0001213900-26-077381
Document: ea029607701ex25-1.htm0001213900-26-077381
Document: ea029607701_ex5-1.htm0001213900-26-077381
Document: ea029607701ex-fee.htm0001213900-26-077381
Document: ea029607701_ex23-1.htm0001213900-26-077381
Document: 0001213900-26-077381-index-headers.html0001213900-26-077381
S-3ASR Filing (HEI) — Batch item 80001213900-26-077381
4 reports for HEI
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for HEI — sortable, filterable
TypeNow
Aug 25, 2026
5w ago
8-K
BULLISH ★ 7/10
$346.15 $306.33▼ −11.50%▼ −11.73%$302.45 (−12.62%)
Jul 13, 2026
11w ago
424B5
NEUTRAL ★ 3/10
$344.11 $363.94▲ +5.76%▲ +2.58%$302.45 (−12.11%)
Jul 13, 2026
11w ago
S-3ASR
NEUTRAL ★ 2/10
$344.11 $363.94▲ +5.76%▲ +2.58%$302.45 (−12.11%)
Jun 17, 2026
15w ago
8-K
NEUTRAL ★ 3/10
$337.10 $344.03▲ +2.06%▲ +1.52%$302.45 (−10.28%)
Showing 4 of 4

US Market Status

Market Closed — Opens Mon (64h 9m)

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