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Jan Inglebreck

Research Associate in the Equity Research division at Baird Financial Group, Inc.

Jan-Frans Engelbrecht is a Research Associate in the Equity Research division at Robert W. Baird & Co., specializing in coverage of the defense, aerospace, and government services sectors. He is known to cover companies such as CACI International Inc. and participates in the evaluation and analysis of firms within these industries, supporting senior analysts in investment research efforts. Engelbrecht began his career at Robert W. Baird & Co. in 2022, and has quickly established himself as a knowledgeable contributor within the firm's institutional research team. He is a registered broker with FINRA and holds active securities licenses as part of his professional credentials.

Jan Inglebreck's questions to HEICO (HEI) leadership

Question · Q1 2025

Jan Inglebreck of Baird asked for an updated view on HEICO's positioning within defense markets amid Pentagon contract reviews and inquired about the medium-term impact of rising OEM build rates on Flight Support Group margins.

Answer

Victor Mendelson, Co-President, sees nice opportunities in defense, particularly in missile defense and space-based programs, where HEICO's cost-saving solutions are beneficial. Eric Mendelson, Co-President, added that while the defense opportunity is significant, it's not a fiscal '25 story. Regarding OEM build rates, he expressed no concern, citing the aging fleet, high maintenance costs of new aircraft, and HEICO's broad offering of both OEM and alternative parts.

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