Helios Technologies, Inc. HLIO

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68.43 USD +0.95 (+1.41%)

At closeNov 3, 2026, 4:00 PM EST

68.43 0.00 0.00%

After hours · Nov 3, 4:00 PM ET

68.25 Day range 69.67
49.00 52-week range 95.05
YTD
+27.93%
1 year
+20.94%
Market cap
2.25B
Revenue (ttm)
891.30M
Profit margin
8.01%
EPS (ttm)
2.14
Shares out
32.95M
P/E ratio
31.98
Forward P/E
19.28
Dividend
0.48 (0.71%)
Ex-dividend date
Oct 12, 2026
YTD return
+27.93%
1-year return
+20.94%
Volume
230.88K
Avg volume
335.29K
Open
68.78
Previous close
67.48
Day's range
68.25 – 69.67
52-week range
49.00 – 95.05
Beta
1.31
Price target
91.83 (+34.2%)
Earnings date
Nov 5, 2026

1M -2.25 (-3.17%)

666870Oct 7Oct 13Oct 20Oct 26Oct 3068.68

Key statistics

Enterprise value
2.51B
PEG ratio
1.03
Price / sales
2.53
Price / book
2.38
Dividend yield
0.71%
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
69.40
200-day average
73.45

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%2,592,872177.24MJun 29, 2026
Vanguard Portfolio Management LLC4.98%1,641,106112.18MJun 29, 2026
Dimensional Fund Advisors LP4.70%1,549,341105.91MJun 29, 2026
Vanguard Capital Management LLC4.44%1,462,10699.94MJun 29, 2026
Sara-Bay Financial3.47%1,144,98478.27MSep 29, 2026
Invesco Ltd.3.29%1,083,03874.03MJun 29, 2026

Fund ownership

HLIO fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.18%1,049,30471.73MJun 29, 2026
iShares Trust-iShares Russell 2000 ETF2.62%864,69059.11MSep 29, 2026
AIM Counselor Series TRT -Invesco Discovery Fd.2.36%778,31353.20MAug 30, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.30%757,11951.75MJun 29, 2026
Conestoga Funds-Conestoga Small Cap Fund2.07%681,56046.59MJun 29, 2026
Thrivent Mutual Funds-Thrivent Small Cap Stock Fund1.94%639,22943.69MJul 30, 2026