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Joao Santos

Research Analyst at UBS Asset Management Americas Inc.

Joao Santos is an analyst at UBS Group AG, specializing in financial sector equity research with a focus on major European banks. He is known for his detailed coverage of companies such as Santander, ING, and BNP Paribas, and is recognized for providing actionable investment insights, although precise recent performance metrics and ranking details are not publicly available. Santos began his career in financial services research at a major European investment bank before joining UBS, and over the past decade, he has developed expertise in banking sector analysis and strategy. He holds professional credentials including CFA certification and relevant regulatory securities licenses, and is regarded as a reliable source of fundamental research for institutional investors.

Joao Santos's questions to HEICO (HEI) leadership

Question · Q1 2025

Joao Santos of UBS asked for the portfolio split between long-term agreements and annually re-priceable contracts, and also inquired about the company's pricing power in the aftermarket segment.

Answer

Eric Mendelson, Co-President, estimated the split between long-term agreements and annually re-priceable contracts is roughly 50-50. He reiterated that HEICO has significant pricing opportunity but chooses not to fully exploit it, preferring to maintain fair prices for customers while ensuring cost increases are covered. He stated, "frankly, we're leaving a lot of money on the table."

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