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Helios Technologies, Inc. HLIO

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47.44 USD -12.65 (-21.05%)

At closeNov 6, 2026, 7:42 PM EST

47.63 +0.19 +0.40%

After hours · Nov 6, 7:42 PM ET

46.95 Day range 54.88
47.44 52-week range 92.88
YTD
-11.31%
1 year
-15.35%
Market cap
1.56B
Revenue (ttm)
900.80M
Profit margin
8.74%
EPS (ttm)
2.14
Shares out
32.95M
P/E ratio
22.17
Forward P/E
13.35
Dividend
0.48 (0.80%)
Ex-dividend date
Oct 12, 2026
YTD return
-11.31%
1-year return
-15.35%
Volume
2.04M
Avg volume
369.25K
Open
51.09
Previous close
60.09
Day's range
46.95 – 54.88
52-week range
47.44 – 92.88
Price target
91.83 (+93.6%)
Earnings date
Mar 1, 2027

5D -19.95 (-29.60%)

506070MonTueWedThuFri47.44

Key statistics

Enterprise value
2.22B
PEG ratio
1.03
Price / sales
1.73
Price / book
1.65
Dividend yield
0.80%
Payout ratio
14.02%
Revenue growth
4.30%
Free cash flow
152.90M
Total cash
72.60M
Total debt
327.50M
Return on equity
8.47%
Short % of float
3.37%
50-day average
68.85
200-day average
73.44

Financials — quick view

All financials
HLIO Revenue — quarterly 231.90M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
HLIO Net income — quarterly 21.90M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
HLIO EPS — quarterly 0.66
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

HLIO recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Mar 1, 2027Jan 3, 20270.74———
Nov 5, 2026Oct 3, 20260.7550.80+0.05+5.96%
Aug 10, 2026Jul 4, 20260.8030.88+0.08+9.59%
May 11, 2026Apr 4, 20260.680.80+0.12+17.65%
Mar 2, 2026Jan 3, 20260.710.81+0.10+14.08%
Nov 3, 2025Sep 27, 20250.650.72+0.07+10.77%

Upgrades / downgrades

HLIO analyst upgrades and downgrades
DateFirmActionFromTo
Nov 6, 2026KeybancmainOverweightOverweight
Nov 6, 2026BairddownOutperformNeutral
Aug 12, 2026StifelmainBuyBuy
Aug 12, 2026JP MorganmainOverweightOverweight
Jul 20, 2026StifelmainBuyBuy
Jul 13, 2026KeybancmainOverweightOverweight

About Helios Technologies, Inc.

Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through two segments; Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds, and quick release couplings, as well as engineers complete hydraulic system solutions. This segment sells its products under the Sun Hydraulics, Faster, NEM, Taimi, Daman, and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses, and software solutions. This segment sells its products under Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, i3PD and Cygnus Reach and Joyonway brands. It markets and sells hydraulic products and engineered solutions through value-added distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. It serves construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness sectors. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.

Sector
Industrials
Industry
Specialty Industrial Machinery
Country
United States

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Insider holders

HLIO insider holders
InsiderRelationLatest transactionDateShares held
ARDUINI MATTEOOfficerConversion of Exercise of derivative securitySep 10, 202612,064
BAGAN SEAN P.Chief Executive OfficerConversion of Exercise of derivative securitySep 30, 202620,953
BRITT DOUGLAS MDirectorConversion of Exercise of derivative securitySep 17, 202630,491
BROWN LAURA D.DirectorConversion of Exercise of derivative securitySep 17, 202620,442
CHENANDA CARYDirectorConversion of Exercise of derivative securitySep 17, 202617,778
GREENBERG MARC AGeneral CounselConversion of Exercise of derivative securitySep 10, 202610,751

Institution ownership

HLIO institution ownership
Holder% heldSharesValueReported
Blackrock Inc.7.87%2,592,872122.67MJun 29, 2026
Vanguard Portfolio Management LLC4.98%1,641,10677.64MJun 29, 2026
Dimensional Fund Advisors LP4.61%1,518,47771.84MSep 29, 2026
Vanguard Capital Management LLC4.44%1,462,10669.17MJun 29, 2026
Sara-Bay Financial3.47%1,144,98454.17MSep 29, 2026
Invesco Ltd.3.29%1,083,03851.24MJun 29, 2026

Fund ownership

HLIO fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.18%1,049,30449.64MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.62%864,69040.91MSep 29, 2026
AIM Counselor Series TRT -Invesco Discovery Fd.2.36%778,31336.82MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.30%757,11935.82MJun 29, 2026
Conestoga Funds-Conestoga Small Cap Fund2.07%681,56032.24MJun 29, 2026
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund1.94%639,22930.24MJul 30, 2026