Heico has moved to solidify its standing in the aerospace aftermarket through two targeted acquisitions. The company recently finalized the purchase of EthosEnergy Accessories and Components, with operations in both the UK and US, in January 2026. This move is designed to enhance the capabilities of its Flight Support Group, specifically adding maintenance and upgrade services for aeroderivative gas turbine parts to its portfolio.
In a related strategic push, the firm had previously reached an agreement in November 2025 to acquire Axillon Aerospace’s Fuel Containment Business. The closure of that transaction is anticipated during the first quarter of 2026.
Analyst Sentiment and Financial Forecasts
Market experts are largely positive on the company’s direction. As of January 14, 2026, a dozen analysts maintain a “Buy” rating on the stock. However, on January 8, 2026, researchers at Zacks made a slight adjustment to their quarterly forecast, trimming the adjusted earnings per share (EPS) estimate for Heico’s first fiscal quarter of 2026 from $1.27 to $1.25.
Looking further ahead, the consensus projection for the full 2026 fiscal year sits at $4.20 EPS. For the first quarter of fiscal 2027, analysts are expecting $1.39 per share. Revenue for fiscal 2026 is estimated to reach approximately $4.96 billion, which would represent growth of 10.5%.
Should investors sell immediately? Or is it worth buying Heico?
Deep Dive on the Acquisition Strategy
The completed EthosEnergy deal brings Heico specialized expertise in servicing rotating machinery. Company leadership expects the integration will allow them to offer more cost-efficient maintenance solutions and help extend the operational life of customer equipment. Specific financial synergies or the purchase price were not disclosed.
The pending acquisition of Axillon’s fuel containment unit is viewed as a play to strengthen Heico’s footprint in military aviation and select commercial aerospace segments. Together, these transactions highlight a deliberate expansion into specialized niches within the broader aviation and defense markets.
Heico’s management continues to express confidence in its growth trajectory for net sales, underpinned by its acquisition strategy, a robust project pipeline, and disciplined financial controls. Investors are keenly awaiting the next quarterly report, scheduled for around February 25, 2026, for initial indications of how these recent purchases are contributing to top and bottom-line performance.
Key Data Points:
* EthosEnergy Acquisition Closed: January 2026 (financial terms not disclosed)
* Axillon Fuel Containment Deal: Agreement signed November 2025, expected closure Q1 2026
* Next Earnings Report: Expected on or around February 25, 2026
Ad
Heico Stock: Buy or Sell?! New Heico Analysis from January 16 delivers the answer:
The latest Heico figures speak for themselves: Urgent action needed for Heico investors. Is it worth buying or should you sell? Find out what to do now in the current free analysis from January 16.
Heico: Buy or sell? Read more here...
