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Helios Technologies, Inc. HLIO

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Price alert · HLIO

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67.48 USD +1.33 +2.01%

At close · Nov 2

67.48 0.00 0.00%

After hours · Nov 2, 4:01 PM ET

Bid
67.49 × 300
Ask
67.89 × 300
67.02 Day range 69.21
49.00 52-week range 95.05
YTD
+26.15%
1 year
+21.89%
Open
67.27
Prev close
66.15
Mkt cap
2.22B
Vol
211.51K
Avg vol
335.79K
EPS
2.14
P/E
31.53
Div yield
0.73%
More statistics
Low
67.02
High
69.21
Forward P/E
19.05
Beta
1.31
Short ratio
2.69
Inst. own
98.48%
Dividend
0.48
Ex-div date
Oct 12, 2026
Earnings
Nov 5, 2026
50-d avg
69.58
200-d avg
73.42
1y target
91.83

1D chart

Chart tools
Interval

Signals (12)
NameTimeAgo
SMA: Bearish11:11 AM6 hours ago
RSI: Overbought11:03 AM6 hours ago
MACD: Sell Signal10:55 AM6 hours ago
MACD: Buy Signal10:46 AM6 hours ago
RSI: Overbought10:44 AM6 hours ago
MACD: Sell Signal10:41 AM6 hours ago
RSI: Overbought10:35 AM6 hours ago
MACD: Buy Signal10:31 AM6 hours ago
RSI: Overbought10:31 AM6 hours ago
SMA: Bullish10:24 AM6 hours ago
SMA: Bearish10:23 AM6 hours ago
RSI: Overbought9:56 AM7 hours ago

Key statistics

Market cap
2.22B
Enterprise value
2.46B
Trailing P/E
31.55
Forward P/E
19.05
PEG ratio
1.03
Price / sales
2.50
Price / book
2.35
EPS (TTM)
2.14
Beta
1.31
Dividend yield
0.73%
Payout ratio
14.02%
Profit margin
8.01%
Revenue (TTM)
891.30M
Revenue growth
9.10%
Free cash flow
118.46M
Total cash
68.00M
Total debt
350.60M
Return on equity
7.68%
Shares outstanding
32.95M
Short % of float
3.37%
50-day average
69.58
200-day average
73.42

Analyst view

Consensus: none

Price target (mean) 91.83 +36.1% upside
Target (low)
78.00
Target (mean)
91.83
Target (high)
110.00
Ratings (0m) 6 6 buy · 0 hold · 0 sell
  • Strong buy2
  • Buy4
  • Hold0
  • Sell0
  • Strong sell0

Next earnings

Nov 5, 2026

Expected Nov 5, 2026. Consensus EPS estimate 0.75532.

Earnings history

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

News

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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%2,592,872175.07MJun 29, 2026
Vanguard Portfolio Management LLC4.98%1,641,106110.81MJun 29, 2026
Dimensional Fund Advisors LP4.70%1,549,341104.61MJun 29, 2026
Vanguard Capital Management LLC4.44%1,462,10698.72MJun 29, 2026
Sara-Bay Financial3.47%1,144,98477.31MSep 29, 2026
Conestoga Capital Advisors, LLC3.29%1,084,34573.21MJun 29, 2026

Fund ownership

HLIO fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.18%1,049,30470.85MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.62%864,69058.38MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.30%757,11951.12MJun 29, 2026
Conestoga Funds-Conestoga Small Cap Fund2.07%681,56046.02MJun 29, 2026
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund1.94%639,22943.16MJul 30, 2026
AIM Counselor Series TRT -Invesco Discovery Fd.1.46%481,16632.49MMay 30, 2026
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