The company reported a choppy quarter, but the long-term thesis is intact.Heico (HEI -1.90%) reported mixed results in its fiscal third quarter, beating earnings primarily thanks to a lower-than-expected tax rate. Investors were largely put off by the news, sending Heico shares down as much as 6% at the open and 3% as of 10:30 a.m. ET.Strong aerospace, muted electronicsHeico is a maker of electronics and other components for a variety of industries, with an emphasis on aerospace. The company earned $0.97 pe ...