Heico

Q3 FY2026 EarningsQ3 FY26 results significantly exceeded consensus estimates across all key metrics. Revenue reached a record $1.41B (+4.9% vs. consensus), driven by 14% consolidated organic growth. Diluted EPS of $1.67 beat expectations by 11.4%, supported by a robust operating margin expansion to 25.1% (+2.0pct YoY). The Electronic Technologies Group (ETG) was the standout performer with 55% operating income growth, while Operating Cash Flow surged 49% YoY to $345M, far exceeding the ~$207M anticipated by analysts.