HEICO Corporation (NYSE: HEI) continues to stand out as one of the most reliable compounders in aerospace. The stock trades near $317/share, supported by strong aftermarket demand, premium margins, and a consistent expansion into mission critical aircraft components. HEICO’s long history of steady growth has helped the stock outperform many peers across different aerospace cycles.
Recently, the company completed several strategic bolt-on acquisitions and maintained strong margin performance, reinforcing the durability of its operating model. HEICO has also continued to benefit from resilient demand in both commercial and defense markets, with management pointing to healthy order activity across its Flight Support Group. These developments signal that the company remains focused on stable execution even as the broader aerospace environment shifts.
This article outlines where analysts believe HEICO could trade by 2027. These figures are based on analysts’ average estimates and TIKR’s valuation model, not TIKR’s own forecasts.
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Analyst Price Targets Suggest Modest Upside
HEICO trades near $317/share today, and analysts expect the stock to reach about $352/share, which implies roughly 11% upside. This qualifies as modest upside and suggests that HEICO could continue outperforming gradually if earnings remain consistent and the acquisition engine continues to deliver.
Street Breakdown
- High estimate: $400/share
- Low estimate: $270/share
- Median target: $359/share
- Ratings: 10 Buys, 2 Outperforms, 6 Holds, 1 Underperform
For investors, this setup reflects steady but measured expectations. Analysts acknowledge HEICO’s quality and reliability, but a major re rating appears unlikely unless growth accelerates more than expected.

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HEICO Growth Outlook and Valuation
HEICO’s fundamentals appear strong and supported by steady demand in its aftermarket parts business, disciplined cost structure, and a long history of successful bolt-on acquisitions.
Key model inputs
- Revenue is projected to grow 10.7%
- Operating margins are expected to reach 23.5%
- Shares trade at 57.4x forward earnings
- Based on analysts’ average estimates, TIKR’s Guided Valuation Model using a 57.4x forward P E suggests about $389/share by 10/31/27
- That implies roughly 23% total return, or about 11% annualized
These numbers suggest HEICO can continue compounding at a steady pace. The valuation remains elevated compared to peers, which means upside depends on continued margin stability, consistent acquisition contributions, and sustained aftermarket demand.
For investors, HEICO stands out as a reliable long term compounder. Returns are likely to follow earnings growth rather than a significant shift in valuation, making execution and operational discipline key drivers of performance.

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What’s Driving the Optimism?
HEICO benefits from a resilient aftermarket parts business that provides recurring revenue and high margins. Proprietary components give the company pricing power, and recurring replacement cycles help reduce volatility typically seen in aerospace.
The company’s acquisition strategy also continues to support long term growth. Management has demonstrated a consistent ability to identify niche aerospace and defense suppliers, add them to the platform, and maintain profitability through disciplined integration.
For investors, these strengths highlight a business with durable moats and a long runway for growth. HEICO’s combination of stable demand, pricing leverage, and thoughtful M and A execution continues to support the bullish case.
Bear Case: Valuation and Execution Risks
Even with its strengths, HEICO’s valuation remains elevated. Trading at a high forward earnings multiple means the company has less room for error, especially if growth slows or margins soften.
There are also execution risks tied to its acquisition strategy. While bolt ons have driven growth for many years, the availability of attractive targets may tighten over time. Shifts in aerospace spending or slower maintenance activity could also affect results.
For investors, the main risk is that the stock’s premium valuation already reflects strong confidence. If future growth falls short of expectations, HEICO could face pressure from valuation compression.
Outlook for 2027: What Could HEICO Be Worth?
Based on analysts’ average estimates, TIKR’s Guided Valuation Model suggests HEICO could trade near $389/share by 10/31/27. This would represent about 23% total return or roughly 11% annualized.
This outlook assumes continued steady growth, stable margins, and ongoing contributions from acquisitions. While it points to a healthy long term return, it already reflects optimistic expectations. To deliver stronger upside, HEICO would likely need faster revenue traction or a larger pipeline of accretive acquisitions.
For investors, HEICO remains a high quality compounder with consistent long term potential. The stock offers reliable upside, but outsized gains depend on the company outperforming what analysts are currently expecting.
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