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Victor Mendelson

Co-Chairman & Co-Chief Executive Officer, HEICO Corporation

Search every verified Victor Mendelson interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Victor Mendelson, Co-Chairman and Co-Chief Executive Officer of HEICO Corporation, discussed the company's performance and outlook during its Q3 2026 earnings call on August 28, 2026. He stated that HEICO expects increased net sales in both its Flight Support Group and Electronic Technologies Group for the remainder of fiscal 2026, supported by underlying product demand and contributions from recent acquisitions. Mendelson also noted that acquisition activity remains "extremely robust," with the company prioritizing investments in organic growth and acquisitions while maintaining liquidity and financial flexibility, and pursuing only deals that meet its strategic and financial criteria. On the call, Mendelson elaborated on HEICO's involvement in defense-related markets, including drones, missiles, and missile defense, serving both traditional and newer defense technology customers. He mentioned that the company has been supplying electronic, electro-optical, and structural components for drones since before 2007, and that this business has expanded. Regarding financial guidance, Mendelson said HEICO still expects 22–24% GAAP operating margins in one segment, equating to roughly 26–28% cash margins, despite a lighter first quarter. He also described a "gating factor" in the company's acquisition analysis, stating that most deals closed must have margins of 20% or greater.

Recent appearances

  • HEICO Corporation Q3 2026 Earnings Call | Flight Support & Electronic Defense Orders Rise

    August 28, 2026 · 📺 i101

    HEICO Corporation Q3 2026 Earnings Conference Call. Twitter - https://x.com/i101yt If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company'…

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  • HEICO Corporation Q2 2026 Earnings Call | Commercial Aerospace Flight Component Demand Peaks

    May 29, 2026 · 📺 i101

    HEICO Corporation Q2 2026 Earnings Conference Call. If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news | Annual Meeting of Shareholders | Annual Meeting of Unitholders | Special and Annual Meeting of Shareholders | AGM | Annual General Meeting If you want us to remove your company's earnings call or any other c…

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  • HEICO Corporation Q1 2026 Earnings Call

    February 26, 2026 · 📺 i101

    HEICO Corporation Q1 2026 Earnings Conference Call. If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news If you want us to remove your company's earnings call or any other conference call, please reach out to [email protected].

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  • HEICO Corporation HEI Q4 2025 Earnings Call

    December 20, 2025 · 📺 Fyfull

    --------- HEICO Corporation HEI Q4 2025 Earnings Call --------- In this video, we’ll cover the latest quarterly earnings results, key financial metrics, and business highlights from the most recent reporting period. 🔔 Don’t forget to subscribe and follow us on X for more updates: https://x.com/Fyfull2 Disclaimer: This video includes segments from official corporate earnings calls and presentations, used for educational and informational purposes under fair use (Section 107, U.S. Copyright Act). No affiliation or endorsement by the companies mentioned is implied. All content rights remain w…

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  • HEICO Corporation Q4 2025 Earnings Call

    December 19, 2025 · 📺 i101

    HEICO Corporation Q4 2025 Earnings Conference Call. #earningscall #StockMarketNews #conferenceCall Q4 2025 Earnings Call | Q4 2025 Earnings Conference Call | Q4 2025 Earnings concall | Q4 2025 concall | Q4 2025 quarterly results | Stock News | Q4 2025 results | Q4 FY 2025 results | Q4 Fiscal Year 2025 results | Q4 FY2025 results | investment news | stock latest news If you want us to remove your company's earnings call or any other conference call, please reach out to [email protected].

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  • HEICO Corporation (HEI) - Victor Mendelson, CEO - Gabelli 31st Aerospace & Defense Symposium

    September 19, 2025 · 📺 GabelliTV

    HEICO Corporation (HEI) - Victor Mendelson, CEO, presents at the Gabelli 31st Annual Aerospace & Defense Symposium; introduced by LtCol Tony Bancroft, USMCR. To learn more about Gabelli Funds' fundamental, research-driven approach to investing, visit https://m.gabelli.com/gtv_cu or email [email protected]. Connect with Gabelli Funds: • X - https://x.com/InvestGabelli • Instagram -   / investgabelli   • Facebook -   / investgabelli   • LinkedIn -   / investgabelli   http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554)

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  • HEICO HEI Q3 2025 Earnings Call

    August 26, 2025 · 📺 Fyfull

    --------- HEICO HEI Q3 2025 Earnings Call --------- In this video, we’ll cover the latest quarterly earnings results, key financial metrics, and business highlights from the most recent reporting period. 🔔 Don’t forget to subscribe and follow us on X for more updates: https://x.com/Fyfull2 Disclaimer: This video includes segments from official corporate earnings calls and presentations, used for educational and informational purposes under fair use (Section 107, U.S. Copyright Act). No affiliation or endorsement by the companies mentioned is implied. All content rights remain with their re…

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  • HEICO Q3 2025 Earnings Call | Q3 2025 Earnings Conference Call | Q3 2025 Results

    August 26, 2025 · 📺 i101

    HEICO Q3 2025 Earnings Conference Call. #earningscall #StockMarketNews Q3 2025 Earnings Call | Q3 2025 Earnings Conference Call | Q3 2025 Earnings concall | Q3 2025 concall | Q3 2025 quarterly results | Stock News | Q3 2025 results | investment news | stock latest news If you want us to remove your company's earnings call or any other conference call, please reach out to [email protected].

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  • HEICO Corporation (HEI) Q2 2025 Earnings – Full Coverage

    May 29, 2025 · 📺 Fyfull

    *HEICO Corporation (HEI) Q2 2025 Earnings – Full Coverage* *Key Highlights:* *Financials* – Q2 net income $156,800K USD, up 27% YoY; net sales up 15%; EBITDA $297,700K USD, up 18%; $50B aerospace/defense market; tariff impact ~1-2%. *Operations* – Flight Support Group (FSG) sales up 19%, 14% organic; Electronic Technologies Group (ETG) sales up 7%; Wencor synergies; tariffs passed to customers. *Strategy* – Co-CEOs Victor & Eric Mendelson target acquisitions; CFO Carlos Macau focuses cash flow; defense PMA growth; tariff mitigation via pricing. *Outlook* – Net sales growth in FSG/ETG;…

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  • Why China Will Not Threaten American Aviation Dominance According To HEICO Corporation Head

    April 09, 2024 · 📺 University of Miami Business School

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  • Victor Mendelson HEICO – Troubled Asset to a “Hotshot Stock”

    January 30, 2023 · 📺 Ayna Insights

    HEICO Corporation’s turnaround story has created headlines for the past 20 years. The company designs, manufactures, and sells aerospace, defense, and electronics-related products and services in the United States and internationally. It can boast of a decade of industry-leading operational performance and shareholder value creation, propelled by its acquisition and transformation of 88 businesses since 1996. Victor Mendelson, longtime co-president of HEICO, shares his thoughts on what has contributed to the company’s continued success, citing its flexible mindset and management during the tu…

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  • HEICO Corporation HEI CEO Laurans Mendelson on Q3 2020 Results

    August 27, 2020 · 📺 Daily Earnings Calls

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The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →