5/29 HEI

8% earnings beat and in-line revenue. 39% growth. Their growth was actually 12% organic and the best performing sector was 21% growth in aftermarket parts. Their electronic technologies group operating margin expanded 110 basis points. They say the 21% growth in aftermarket parts was two-thirds from volume and one-third from pricing. They continue to be one of the preferred acquirers in the industry saying that four out of five companies looking for acquirers would probably want them. Grade B. confidence 0.6. https://apps.apple.com/us/app/assetamie/id6478940149