HEICO: Acquisition Strategy Going Strong, But Valuation Looks Stretched (NYSE:HEI)

Industry Overview - The aerospace maintenance, repair, and overhaul (MRO) industry is currently experiencing significant growth driven by rising defense budgets, increased air travel, and various fleet modernization programs [1] Company Insights - Heico Corporation is highlighted as a key player in the MRO industry, benefiting from the strong tailwinds mentioned [1]