Helios Technologies, Inc. HLIO
At closeNov 6, 2026, 7:42 PM EST
After hours · Nov 6, 7:42 PM ET
- 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
ALL +44.07 (+1307.72%)
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
Analyst view
- Target (low)
- 78.00
- Target (mean)
- 91.83
- Target (high)
- 110.00
- Strong buy2
- Buy4
- Hold0
- Sell0
- Strong sell0
Next earnings
Mar 1, 2027
Expected Mar 1, 2027. Consensus EPS estimate 0.7421.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Mar 1, 2027 | Jan 3, 2027 | 0.74 | — | — | — |
| Nov 5, 2026 | Oct 3, 2026 | 0.755 | 0.80 | +0.05 | +5.96% |
| Aug 10, 2026 | Jul 4, 2026 | 0.803 | 0.88 | +0.08 | +9.59% |
| May 11, 2026 | Apr 4, 2026 | 0.68 | 0.80 | +0.12 | +17.65% |
| Mar 2, 2026 | Jan 3, 2026 | 0.71 | 0.81 | +0.10 | +14.08% |
| Nov 3, 2025 | Sep 27, 2025 | 0.65 | 0.72 | +0.07 | +10.77% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Nov 6, 2026 | Keybanc | main | Overweight | Overweight |
| Nov 6, 2026 | Baird | down | Outperform | Neutral |
| Aug 12, 2026 | Stifel | main | Buy | Buy |
| Aug 12, 2026 | JP Morgan | main | Overweight | Overweight |
| Jul 20, 2026 | Stifel | main | Buy | Buy |
| Jul 13, 2026 | Keybanc | main | Overweight | Overweight |
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
- Website
- heliostechnologies.com
News
Helios Technologies Q3 Earnings Call Highlights
12 Industrials Stocks Moving In Friday's Intraday Session
Helios Technologies Q3 2026 Earnings Call Transcript Keybanc Maintains Overweight on Helios Technologies, Lowers Price Target to $85
This Strategic Education Analyst Is No Longer Bullish; Here Are Top 5 Downgrades For Friday
Texas Roadhouse To Rally Around 11%? Here Are 10 Top Analyst Forecasts For Friday Baird Downgrades Helios Technologies to Neutral, Lowers Price Target to $65
Helios Technologies Narrows FY2026 Adj EPS Guidance from $3.05-$3.25 to $3.08-$3.15 vs $3.18 Est; Raises FY2026 Sales Guidance from $880.000M-$900.000M to $895.000M-$902.000M vs $896.401M Est
Helios Technologies Sees Q4 Adj EPS $0.60-$0.67 vs $0.72 Est; Sees Sales $205.000M-$212.000M vs $214.553M Est
Helios Technologies Q3 Adj. EPS $0.80 Beats $0.76 Estimate, Sales $229.700M Beat $220.359M Estimate
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| ARDUINI MATTEO | Officer | Conversion of Exercise of derivative security | Sep 10, 2026 | 12,064 |
| BAGAN SEAN P. | Chief Executive Officer | Conversion of Exercise of derivative security | Sep 30, 2026 | 20,953 |
| BRITT DOUGLAS M | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 30,491 |
| BROWN LAURA D. | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 20,442 |
| CHENANDA CARY | Director | Conversion of Exercise of derivative security | Sep 17, 2026 | 17,778 |
| GREENBERG MARC A | General Counsel | Conversion of Exercise of derivative security | Sep 10, 2026 | 10,751 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 7.87% | 2,592,872 | 122.67M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.98% | 1,641,106 | 77.64M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.61% | 1,518,477 | 71.84M | Sep 29, 2026 |
| Vanguard Capital Management LLC | 4.44% | 1,462,106 | 69.17M | Jun 29, 2026 |
| Sara-Bay Financial | 3.47% | 1,144,984 | 54.17M | Sep 29, 2026 |
| Invesco Ltd. | 3.29% | 1,083,038 | 51.24M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.18% | 1,049,304 | 49.64M | Jun 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.62% | 864,690 | 40.91M | Sep 29, 2026 |
| AIM Counselor Series TRT -Invesco Discovery Fd. | 2.36% | 778,313 | 36.82M | Aug 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.30% | 757,119 | 35.82M | Jun 29, 2026 |
| Conestoga Funds-Conestoga Small Cap Fund | 2.07% | 681,560 | 32.24M | Jun 29, 2026 |
| Thrivent Mutual Funds-Thrivent Small Cap Stock Fund | 1.94% | 639,229 | 30.24M | Jul 30, 2026 |
