What is HEI's forecasted revenue?

Heico Corporation is forecasted to generate $6.13B in FY revenue, representing +37.7% year-over-year growth.

How accurate is the HEI revenue forecast model?

The ARDL model achieves 2.9% MAPE (Mean Absolute Percentage Error). In a holdout test, it predicted $1.2B versus the actual $1.2B.

Heico Corporation HEI

Revenue Intelligence Report • 47 quarters of SEC filing data • Updated 2026-03-15

Heico Corporation has a forecasted full-year revenue of $6.1B, a +37.7% year-over-year change, based on 47 quarters of SEC filing data. Key revenue drivers include R&D (elasticity 0.06x) and SG&A (elasticity 1.04x). The ARDL model achieves strong accuracy at 2.9% MAPE.

Investment Thesis

Our ARDL model tracks Heico Corporation's revenue with exceptional precision (2.9% MAPE), indicating highly predictable cash flows. R&D investment shows a 0.06x multiplier — each 1% increase in R&D spend is associated with a 0.06% revenue increase, signaling strong innovation-to-revenue conversion. Sales & marketing spend shows a 1.04x elasticity, suggesting effective go-to-market execution.

Next FY Revenue

$6.13B

+37.7% YoY

R&D Elasticity

0.06x

SG&A Elasticity

1.04x

Model Accuracy

2.9% MAPE

Holdout validation: The model predicted $1.2B vs the actual $1.2B — an error of 5.4%.

Revenue Forecast

Quarterly Detail

Quarter	Model Forecast	Actual	95% Range	YoY Growth	Status
Q4 2025	$1.2B	$1.2B	$1.2B – $1.3B	+25.2%	✓ In range
Q1 2026	$1.4B		$1.2B – $1.5B	+32.3%
Q2 2026	$1.5B		$1.3B – $1.7B	+34.2%
Q3 2026	$1.6B		$1.4B – $1.8B	+38.3%
Q4 2026	$1.7B		$1.5B – $2.0B	+45.1%

How Spending Drives Revenue

Reading this chart: Each line shows the cumulative elasticity — how a 1% increase in spending translates to revenue growth over subsequent quarters. The effect builds over 4-5 quarters as investments compound.

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