HEICO CORP Files Definitive Proxy Statement (DEF 14A)
Ticker: HEI-A · Form: DEF 14A · Filed: Feb 2, 2024 · CIK: 46619
| Field | Detail |
|---|---|
| Company | Heico CORP (HEI-A) |
| Form Type | DEF 14A |
| Filed Date | Feb 2, 2024 |
| Risk Level | low |
| Pages | 15 |
| Reading Time | 18 min |
| Key Dollar Amounts | $0.01, $936.4 m, $609.6 million, $189.4 m, $146.5 million |
| Sentiment | neutral |
Complexity: moderate
Sentiment: neutral
Topics: DEF 14A, Proxy Statement, HEICO CORP, Executive Compensation, Shareholder Voting
TL;DR
<b>HEICO CORP filed its Definitive Proxy Statement (DEF 14A) on February 2, 2024, detailing corporate governance and executive compensation information.</b>
AI Summary
HEICO CORP (HEI-A) filed a Proxy Statement (DEF 14A) with the SEC on February 2, 2024. HEICO CORP filed a Definitive Proxy Statement (DEF 14A) on February 2, 2024. The filing covers the period ending March 15, 2024. The company's fiscal year ends on October 31st. HEICO CORP is incorporated in Florida. The company's business address is 3000 Taft St, Hollywood, FL 33021.
Why It Matters
For investors and stakeholders tracking HEICO CORP, this filing contains several important signals. This DEF 14A filing is crucial for shareholders to understand executive compensation, director nominations, and other voting matters before the annual meeting. The document provides insights into the company's financial performance and strategic direction as presented to shareholders for their consideration.
Risk Assessment
Risk Level: low — HEICO CORP shows low risk based on this filing. The filing is a routine DEF 14A, which is standard for public companies and does not indicate any unusual financial or operational distress.
Analyst Insight
Shareholders should review the executive compensation and director nominee sections to make informed voting decisions.
Key Numbers
- 2024-02-02 — Filed As Of Date (DEF 14A Filing)
- 2024-03-15 — Period of Report (DEF 14A Filing)
- 1031 — Fiscal Year End (HEICO CORP)
- FL — State of Incorporation (HEICO CORP)
Key Players & Entities
- HEICO CORP (company) — Filer
- 2024-02-02 (date) — Filing Date
- 2024-03-15 (date) — Period of Report
- 3000 TAFT ST (address) — Business Address
- HOLLYWOOD (location) — Business Address City
- FL (location) — Business Address State
- 33021 (postal_code) — Business Address Zip
- 954-987-4000 (phone_number) — Business Phone
Forward-Looking Statements
- HEICO's upcoming annual meeting will likely include a 'say-on-pay' vote, influenced by these compensation disclosures. (HEICO CORP) — high confidence, target: 2024-03-15
FAQ
When did HEICO CORP file this DEF 14A?
HEICO CORP filed this Proxy Statement (DEF 14A) with the SEC on February 2, 2024.
What is a DEF 14A filing?
A DEF 14A is a definitive proxy statement sent to shareholders before annual meetings, covering executive compensation, board nominations, and shareholder votes. This particular DEF 14A was filed by HEICO CORP (HEI-A).
Where can I read the original DEF 14A filing from HEICO CORP?
You can access the original filing directly on the SEC's EDGAR system. The filing is publicly available and includes all exhibits and attachments submitted by HEICO CORP.
What are the key takeaways from HEICO CORP's DEF 14A?
HEICO CORP filed this DEF 14A on February 2, 2024. Key takeaways: HEICO CORP filed a Definitive Proxy Statement (DEF 14A) on February 2, 2024.. The filing covers the period ending March 15, 2024.. The company's fiscal year ends on October 31st..
Is HEICO CORP a risky investment based on this filing?
Based on this DEF 14A, HEICO CORP presents a relatively low-risk profile. The filing is a routine DEF 14A, which is standard for public companies and does not indicate any unusual financial or operational distress.
What should investors do after reading HEICO CORP's DEF 14A?
Shareholders should review the executive compensation and director nominee sections to make informed voting decisions. The overall sentiment from this filing is neutral.
How does HEICO CORP compare to its industry peers?
HEICO CORP operates in the aircraft engines and engine parts industry, a sector characterized by stringent regulatory requirements and technological advancements.
Are there regulatory concerns for HEICO CORP?
The company operates within the aerospace and defense industry, which is subject to various regulations from bodies like the FAA and DoD.
Industry Context
HEICO CORP operates in the aircraft engines and engine parts industry, a sector characterized by stringent regulatory requirements and technological advancements.
Regulatory Implications
The company operates within the aerospace and defense industry, which is subject to various regulations from bodies like the FAA and DoD.
What Investors Should Do
- Review the proxy statement for details on executive compensation packages.
- Examine proposals to be voted on by shareholders.
- Understand the company's corporate governance practices.
Key Dates
- 2024-02-02: Filing Date — Filing of DEF 14A
- 2024-03-15: Period of Report End Date — Proxy Statement coverage
- 1031: Fiscal Year End — HEICO CORP's annual reporting cycle
Year-Over-Year Comparison
This is a DEF 14A filing, which is a routine disclosure for public companies and does not represent a change from previous filings in terms of its nature.
Filing Stats: 4,597 words · 18 min read · ~15 pages · Grade level 11 · Accepted 2024-02-02 11:24:07
Key Financial Figures
- $0.01 — olders of record of HEICO Common Stock, $0.01 par value per share ("Common Stock"), a
- $936.4 m — w our net sales rise by 54% to a record $936.4 million, up from $609.6 million in the 4t
- $609.6 million — 54% to a record $936.4 million, up from $609.6 million in the 4th quarter of fiscal 2022. This
- $189.4 m — rating income increased 29% to a record $189.4 million, versus an already strong $146.5
- $146.5 million — 189.4 million, versus an already strong $146.5 million in fiscal 2022's 4th quarter. For all
- $2.968 b — O's net sales increased 34% to a record $2.968 billion, up from $2.208 billion in fiscal
- $2.208 billion — 34% to a record $2.968 billion, up from $2.208 billion in fiscal 2022, while operating income
- $625.3 m — rating income increased 26% to a record $625.3 million, up from $496.8 million in all of
- $496.8 million — 26% to a record $625.3 million, up from $496.8 million in all of fiscal 2022. Net income attri
- $403.6 m — able to HEICO increased 15% to a record $403.6 million, or $2.91 cents per diluted share
- $2.91 — ased 15% to a record $403.6 million, or $2.91 cents per diluted share in fiscal 2023,
- $351.7 m — r diluted share in fiscal 2023, up from $351.7 million, or $2.55 per diluted share, in f
- $2.55 — fiscal 2023, up from $351.7 million, or $2.55 per diluted share, in fiscal 2022. Th
- $758.3 m — l 2023 EBITDA increased 28% to a record $758.3 million, up from $593.7 million in fiscal
- $593.7 million — 28% to a record $758.3 million, up from $593.7 million in fiscal 2022. Notably, our commerci
Filing Documents
- ny20016190x1_def14a.htm (DEF 14A) — 1722KB
- image00001.jpg (GRAPHIC) — 172KB
- image00002.jpg (GRAPHIC) — 161KB
- logo_heico2.jpg (GRAPHIC) — 13KB
- logo_heico-footer.jpg (GRAPHIC) — 5KB
- ny20006477x1_letter1.jpg (GRAPHIC) — 179KB
- ny20016190x1_ahenriques.jpg (GRAPHIC) — 71KB
- ny20016190x1_aschreisheim.jpg (GRAPHIC) — 67KB
- ny20016190x1_bcvx1.jpg (GRAPHIC) — 1618KB
- ny20016190x1_cfine.jpg (GRAPHIC) — 70KB
- ny20016190x1_cov.jpg (GRAPHIC) — 1616KB
- ny20016190x1_emendelson.jpg (GRAPHIC) — 72KB
- ny20016190x1_fschwitter.jpg (GRAPHIC) — 75KB
- ny20016190x1_graphic-blue.jpg (GRAPHIC) — 88KB
- ny20016190x1_icon1.jpg (GRAPHIC) — 8KB
- ny20016190x1_icon2.jpg (GRAPHIC) — 8KB
- ny20016190x1_icon3.jpg (GRAPHIC) — 7KB
- ny20016190x1_icon4.jpg (GRAPHIC) — 7KB
- ny20016190x1_icon5.jpg (GRAPHIC) — 7KB
- ny20016190x1_jneitzel.jpg (GRAPHIC) — 68KB
- ny20016190x1_letter2.jpg (GRAPHIC) — 360KB
- ny20016190x1_lettersigs.jpg (GRAPHIC) — 25KB
- ny20016190x1_linechart1.jpg (GRAPHIC) — 387KB
- ny20016190x1_linechart2x2.jpg (GRAPHIC) — 99KB
- ny20016190x1_linechart3x2.jpg (GRAPHIC) — 114KB
- ny20016190x1_linechart4.jpg (GRAPHIC) — 234KB
- ny20016190x1_lmendelson.jpg (GRAPHIC) — 70KB
- ny20016190x1_mhildebrandt.jpg (GRAPHIC) — 78KB
- ny20016190x1_pvp1x3.jpg (GRAPHIC) — 235KB
- ny20016190x1_tculligan.jpg (GRAPHIC) — 63KB
- ny20016190x1_vmendelson.jpg (GRAPHIC) — 70KB
- ny20016190x1_wedo.jpg (GRAPHIC) — 6KB
- ny20016190x1_wedont.jpg (GRAPHIC) — 5KB
- ny20016190x1_when.jpg (GRAPHIC) — 13KB
- ny20016190x1_where.jpg (GRAPHIC) — 13KB
- 0001140361-24-005225.txt ( ) — 18772KB
- hei-20240315.xsd (EX-101.SCH) — 5KB
- hei-20240315_def.xml (EX-101.DEF) — 4KB
- hei-20240315_lab.xml (EX-101.LAB) — 39KB
- hei-20240315_pre.xml (EX-101.PRE) — 25KB
- ny20016190x1_def14a_htm.xml (XML) — 211KB
EXECUTIVE COMPENSATION
EXECUTIVE COMPENSATION 30 Summary Compensation Table 30 Grants of Plan-Based Awards 32 Outstanding Equity Awards at Fiscal 2023 Year-End 33 Option Exercises During Last Fiscal Year 34 Non-qualified Deferred Compensation 34 Potential Payments Upon Termination or Change in Control 35 CEO Pay Ratio 35 Pay Versus Performance 36 Description of Relationships Between Compensation Actually Paid and Performance 38 ADVISORY VOTE ON
EXECUTIVE COMPENSATION
EXECUTIVE COMPENSATION (Proposal No. 2) 40 Recommendation 40 FINANCE/AUDIT COMMITTEE REPORT 41 RATIFICATION OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM (Proposal No. 3) 42 Recommendation 42 Principal Accounting Firm Fees 42 Pre-approval of Services Provided by the Independent Registered Public Accounting Firm 42 VOTING REQUIREMENTS 43 CERTAIN RELATIONSHIPS AND RELATED TRANSACTIONS 43 SHAREHOLDER PROPOSALS AND NOMINATIONS 44 COMMUNICATION WITH THE BOARD OF DIRECTORS 44 SHAREHOLDERS SHARING THE SAME ADDRESS 45 GENERAL AND OTHER MATTERS 45 ANNEX A - NON-GAAP FINANCIAL MEASURES A-1 TABLE OF CONTENTS PROXY SUMMARY This Proxy Statement is furnished to the shareholders of HEICO Corporation (collectively, "HEICO," "we," "us," "our" or the "Company") in connection with the solicitation of proxies by HEICO's Board of Directors (the "Board") for use at the Annual Meeting of Shareholders of HEICO (the "Annual Meeting"). Annual Meeting of Stockholders When: March 15, 2024 10:00 A.M. Eastern Daylight Time Where: Hotel AKA Brickell 1395 Brickell Ave, Miami, FL 33131 www.stayaka.com Internet Availability of Proxy Materials and Annual Report on Form 10-K This Proxy Statement and our 2023 Annual Report on Form 10-K are also available on our website at www.heico.com under the heading "Investors." Our website does not constitute a part of the Proxy Statement. Voting Matters For more information Board's recommendation Proposal No. 1 To elect a Board of Directors for the ensuing year. Page 14 FOR all nominees Proposal No. 2 To hold an advisory vote on executive compensation. Page 40 FOR Proposal No. 3 To ratify the appointment of Deloitte & Touche LLP as the Company's independent registered public accounting firm for the fiscal year ending October 31, 2024 Page 42 FOR We will also transact any other business that may properly come before the meeting or any adjournments ther