Episode Details

HEI Stock: BUY Call - Aerospace Beat +10% AH Q2 FY2026 HEICO Q2 FY2026 Charged Alpha Pipeline X deep dive. Record quarter on every line. Revenue $1.376B beat by $128M (+25.3% YoY). Diluted EPS $1.66 beat by $0.33 (+24.8%). Net income +49% to $234M. Operating margin expanded 260bp YoY to 25.5%. Organic growth above 18% in both Flight Support and Electronic Technologies. Stock +10.5% AH. Charts: 1y price, beat decomposition, 8q trend, segments, FCF bridge, margin quality, guidance card, catalyst calendar, peers, valuation triangle, quality card, the call (1/2 + 2/2), segment revenue mix, margin trajectory, balance sheet, dilution discipline. Not financial advice. Informational only. https://chargedalpha.com