HEICO Corporation: Robust Defense Segment Performance & Other Factors Driving our Optimism! 

HEICO Corporation delivered a robust second quarter financial performance for fiscal 2025, demonstrating strong organic growth and successful integration of acquisitions. The company saw record increases in both consolidated operating income and net sales, which rose by 19% and 15% respectively compared to the same period in fiscal 2024. The Flight Support Group (FSG) set all-time quarterly records with a 19% net sales increase and a 24% increase in operating income reflecting a 14% organic growth. The Electronic Technologies Group (ETG) also displayed solid results with a 7% net sales increase, combining organic growth and contributions from recent acquisitions.