TGI vs. HEI

Last updated Jun 4, 2026

TGI (Triumph Group, Inc.) and HEI (HEICO Corporation) are both stocks. Both operate in the Aerospace & Defense industry within the Industrials sector. At a 0.37 correlation, their price movements are largely independent.

Performance

TGI vs. HEI - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Triumph Group, Inc. (TGI) and HEICO Corporation (HEI). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

TGI

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

HEI

• 1D: -0.91%
• 1M: 22.11%
• YTD: 1.74%
• 6M: 6.39%
• 1Y: 10.34%
• 3Y*: 26.77%
• 5Y*: 17.65%
• 10Y*: 25.76%

*Multi-year figures are annualized to reflect compound growth (CAGR)

TGI vs. HEI - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TGI Triumph Group, Inc.	0.00%	39.39%	12.55%	57.60%	-43.23%	47.53%	-50.19%	121.29%	-57.40%	3.21%
HEI HEICO Corporation	1.74%	36.22%	33.05%	16.56%	6.67%	9.06%	16.16%	47.54%	28.51%	53.04%

Correlation

The correlation between TGI and HEI is 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.11
Correlation (3Y) Calculated over the trailing 3-year period	0.28
Correlation (5Y) Calculated over the trailing 5-year period	0.43
Correlation (10Y) Calculated over the trailing 10-year period	0.44
Correlation (All Time) Calculated using the full available price history since Oct 28, 1996	0.37

Over the past year, the correlation between TGI and HEI has dropped to 0.11 - well below their long-term average of 0.37, suggesting their price drivers have been diverging.

Fundamentals

Total Revenue (TTM) TGI : $1.26B HEI : $4.91B
Gross Profit (TTM) TGI : $390.76M HEI : $943.00M
EBITDA (TTM) TGI : $173.11M HEI : $1.12B

Return for Risk

TGI vs. HEI — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

HEI

HEI Risk / Return Rank: 49
HEI Sharpe Ratio Rank: 52
HEI Sortino Ratio Rank: 46
HEI Omega Ratio Rank: 46
HEI Calmar Ratio Rank: 49
HEI Martin Ratio Rank: 50

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

TGI vs. HEI - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Triumph Group, Inc. (TGI) and HEICO Corporation (HEI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	TGI	HEI	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.32	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.64	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.84	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.51	—

Drawdowns

Drawdown Indicators

	TGI	HEI	Difference
Max Drawdown Largest peak-to-trough decline	—	-75.50%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-27.11%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.11%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-27.11%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-57.73%	—
Current Drawdown Current decline from peak	—	-8.08%	—
Average Drawdown Average peak-to-trough decline	—	-19.96%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	11.10%	—

Volatility

Volatility by Period

	TGI	HEI	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	14.97%	—
Volatility (6M) Calculated over the trailing 6-month period	—	27.14%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	32.64%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	27.58%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	30.60%	—

Dividends

TGI vs. HEI - Dividend Comparison

TGI has not paid dividends to shareholders, while HEI's dividend yield for the trailing twelve months is around 0.07%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
HEI HEICO Corporation	0.07%	0.07%	0.09%	0.11%	0.12%	0.12%	0.12%	0.12%	0.14%	0.08%	0.22%	0.28%
TGI Triumph Group, Inc.	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.32%	0.63%	1.39%	0.59%	0.60%	0.40%

Financials

Frequently Asked Questions

Can I hold both TGI and HEI in my portfolio?

TGI and HEI have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.