Helios Technologies, Inc. HLIO

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66.95 USD -1.48 (-2.16%)

At closeNov 4, 2026, 5:32 PM EST

66.90 -0.05 -0.07%

After hours · Nov 4, 5:32 PM ET

65.05 Day range 69.43
49.86 52-week range 95.05
YTD
+25.16%
1 year
+20.70%
Market cap
2.21B
Revenue (ttm)
891.30M
Profit margin
8.01%
EPS (ttm)
2.14
Shares out
32.95M
P/E ratio
31.29
Forward P/E
18.89
Dividend
0.48 (0.70%)
Ex-dividend date
Oct 12, 2026
YTD return
+25.16%
1-year return
+20.70%
Volume
425.90K
Avg volume
334.00K
Open
68.84
Previous close
68.43
Day's range
65.05 – 69.43
52-week range
49.86 – 95.05
Beta
1.31
Price target
91.83 (+37.2%)
Earnings date
Nov 5, 2026

2Y +18.06 (+36.80%)

406080Jan 25Jun 25Nov 25Apr 26Aug 2667.13

Key statistics

Enterprise value
2.54B
PEG ratio
1.03
Price / sales
2.48
Price / book
2.33
Dividend yield
0.70%
Payout ratio
14.02%
Revenue growth
9.10%
Free cash flow
118.46M
Total cash
68.00M
Total debt
350.60M
Return on equity
7.68%
Short % of float
3.37%
50-day average
69.29
200-day average
73.47

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 %
Nov 5, 2026Oct 4, 20260.755———
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%
Aug 4, 2025Jun 28, 20250.490.59+0.10+20.41%

Upgrades / downgrades

HLIO analyst upgrades and downgrades
DateFirmActionFromTo
Aug 12, 2026StifelmainBuyBuy
Aug 12, 2026JP MorganmainOverweightOverweight
Jul 20, 2026StifelmainBuyBuy
Jul 13, 2026KeybancmainOverweightOverweight
May 26, 2026JP MorganmainOverweightOverweight
May 14, 2026StifelmainBuyBuy

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%2,592,872173.64MJun 29, 2026
Vanguard Portfolio Management LLC4.98%1,641,106109.90MJun 29, 2026
Dimensional Fund Advisors LP4.70%1,549,341103.76MJun 29, 2026
Vanguard Capital Management LLC4.44%1,462,10697.92MJun 29, 2026
Sara-Bay Financial3.47%1,144,98476.68MSep 29, 2026
Invesco Ltd.3.29%1,083,03872.53MJun 29, 2026

Fund ownership

HLIO fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.18%1,049,30470.27MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.62%864,69057.91MSep 29, 2026
AIM Counselor Series TRT -Invesco Discovery Fd.2.36%778,31352.12MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.30%757,11950.70MJun 29, 2026
Conestoga Funds-Conestoga Small Cap Fund2.07%681,56045.64MJun 29, 2026
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund1.94%639,22942.81MJul 30, 2026