Victor Mendelson
Co-Chairman and Co-Chief Executive Officer
Replay available
Heico Corporation (HEI.A) Q3 2026 Earnings Call
Heico Corporation (NYSE: HEI.A) Q3 2026 earnings conference call, held 2026-08-26. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Eric Mendelson
Co-Chairman and Co-Chief Executive Officer
Carlos Macau
Executive Vice President and CFO
Larry Solo
Analyst, CJS Securities
Peter Armagh
Analyst, Baird
Ken Herbert
Analyst, RBC Capital Markets
John Godin
Analyst, Citi
Jonathan Siegman
Analyst, Stifel
Investor webinar replay
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Replay transcript excerpt
WEBVTT NOTE Transcription provided by Deepgram Request Id: 01a03e86-f1f1-7d13-b21f-4ee587027692 Created: 2026-08-26T14:43:49.171Z Duration: 4560.64 Channels: 1 00:00:00.000 -- 00:00:02.000 Welcome to the HEICO Corporation 00:00:02.080 -- 00:00:05.680 Second Quarter twenty twenty six Financial Results Call. 00:00:05.839 -- 00:00:07.759 My name is Samara, and I will be 00:00:07.759 -- 00:00:09.679 your operator for today's call. 00:00:10.320 -- 00:00:13.120 Certain statements in this conference call will constitute 00:00:13.120 -- 00:00:16.395 forward looking statements, which are subject to risks, 00:00:16.395 -- 00:00:18.395 uncertainties and contingencies. 00:00:18.795 -- 00:00:21.994 HEICO's actual results may differ materially from those 00:00:21.994 -- 00:00:24.635 expressed in or implied by those forward looking 00:00:24.635 -- 00:00:25.435 statements. 00:00:26.314 -- 00:00:28.075 Factors that could cause such differences 00:00:28.660 -- 00:00:31.300 include, among others, the severity, 00:00:31.460 -- 00:00:32.340 magnitude, 00:00:32.340 -- 00:00:35.460 and duration of public health threats our liquidity 00:00:35.460 -- 00:00:38.020 and the amount and timing of cash generation 00:00:38.660 -- 00:00:42.100 lower commercial air travel, airline fleet changes, or 00:00:42.100 -- 00:00:43.700 airline purchasing decisions, 00:00:44.075 -- 00:00:46.155 which could cause lower demand for our goods 00:00:46.155 -- 00:00:47.035 and services 00:00:47.515 -- 00:00:48.954 product specification 00:00:48.954 -- 00:00:50.475 costs and requirements, 00:00:50.475 -- 00:00:52.394 which could cause an increase in our costs 00:00:52.394 -- 00:00:53.835 to complete contracts 00:00:53.995 -- 00:00:54.875 governmental 00:00:54.875 -- 00:00:56.555 and regulatory demands 00:00:56.555 --...