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HLIO

Helios Technologies Inc

Apr 14 • 04:00PM ET

71.12

-0.13 -0.18 %

Industrials • Specialty Industrial Machinery • USA • NYSE

Apr 08, 2:03 PMStockStory feature on HLIO's solid fundamentals sparks rebound and 6.63% gain on April 8.

Peers: DOV TT ROK IR CW ITW PNR SPXC XYL AOS

| Held by: VTI IWM VB VBR VXF IWN DFAT VTWO SCHA DFSV

Scroll to Statements

Index	RUT	P/E	48.79	EPS (ttm)	1.46	Insider Own	0.92%	Shs Outstand	33.10M	Perf Week	8.22%
Market Cap	2.35B	Forward P/E	22.36	EPS next Y	3.18	Insider Trans	-0.85%	Shs Float	32.80M	Perf Month	10.83%
Enterprise Value	2.67B	PEG	2.03	EPS next Q	0.69	Inst Own	99.23%	Short Float	3.04%	Perf Quarter	15.77%
Income	48.50M	P/S	2.81	EPS this Y	8.77%	Inst Trans	-0.09%	Short Ratio	2.61	Perf Half Y	50.97%
Sales	839.00M	P/B	2.53	EPS next Y	14.22%	ROA	3.21%	Short Interest	1.00M	Perf YTD	32.96%
Book/sh	28.14	P/C	32.25	EPS next 5Y	10.99%	ROE	5.40%	52W High	76.47 -7.00%	Perf Year	166.47%
Cash/sh	2.20	P/FCF	22.73	EPS past 3/5Y	-21.62% 26.82%	ROIC	3.71%	52W Low	25.12 183.12%	Perf 3Y	17.69%
Dividend Est.	0.36 (0.51%)	EV/EBITDA	17.21	Sales past 3/5Y	-1.78% 9.91%	Gross Margin	28.52%	Volatility	2.95% 3.88%	Perf 5Y	2.13%
Dividend TTM	0.39 (0.55%)	EV/Sales	3.18	EPS Y/Y TTM	24.36%	Oper. Margin	10.95%	ATR (14)	2.87	Perf 10Y	109.11%
Dividend Ex-Date	Apr 13, 2026	Quick Ratio	1.58	Sales Y/Y TTM	4.11%	Profit Margin	5.78%	RSI (14)	58.61	Recom	1.17
Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	2.90	EPS Q/Q	308.77%	SMA20	6.47%	Beta	1.29	Target Price	80.17
Payout	24.77%	Debt/Eq	0.41	Sales Q/Q	17.38%	SMA50	2.80%	Rel Volume	0.59	Prev Close	71.25
Employees	2300	LT Debt/Eq	0.40	Earnings	Mar 02 AMC	SMA200	26.83%	Avg Volume	382.83K	Price	71.12
IPO	Jan 09, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	12.66% 6.98%	Trades		Volume	226,652	Change	-0.18%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-20-26	Initiated	JP Morgan	Overweight	$80
Jun-26-25	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$40
Jul-09-24	Downgrade	KeyBanc Capital Markets	Overweight → Sector Weight
Mar-31-23	Initiated	CJS Securities	Market Outperform	$78
Mar-31-22	Initiated	Barrington Research	Outperform	$107
Mar-22-22	Upgrade	Stifel	Hold → Buy	$85 → $95
Mar-14-22	Upgrade	KeyBanc Capital Markets	Sector Weight → Overweight	$90
Oct-12-20	Upgrade	Robert W. Baird	Neutral → Outperform	$55
May-29-20	Upgrade	Morgan Stanley	Underweight → Equal-Weight	$38
Mar-23-20	Downgrade	Morgan Stanley	Equal-Weight → Underweight
Dec-17-19	Initiated	SunTrust	Hold	$48

Show Previous Ratings

Mar-20-26 08:30AM	Helios Technologies Unveils The CORE 2030 Strategy at 2026 Investor Day and Announces 33% Increase in Quarterly Dividend (Business Wire)
Mar-19-26 09:00AM	Helios Technologies Continues Long-Standing Partnership with Jacuzzi Group, Powering All-New J5 Collection (Business Wire)
Mar-18-26 09:00AM	Helios Technologies and Mote Marine Laboratory Partner on Marine Science & Technology Digital Hub at New Science Education Aquarium (Business Wire)
Mar-12-26 09:00AM	Helios Technologies to Host Investor Day on March 20, 2026 (Business Wire)
Mar-09-26 08:38AM	Amcor Partners With DCM on Recycle-Ready Fertilizer Packaging in EU (Zacks)
09:40AM	Loading…
Mar-06-26 09:40AM	Are Industrial Products Stocks Lagging Helios Technologies (HLIO) This Year? (Zacks)
Mar-05-26 09:34AM	Best Momentum Stock to Buy for March 5th (Zacks)
07:07AM	DOV Boosts CO2 Refrigeration Leadership With Next Generation Flex Mini (Zacks)
04:49AM	New Strong Buy Stocks for March 5th (Zacks)
Mar-03-26 04:02PM	Helios Technologies Q4 Earnings Call Highlights (MarketBeat)
04:00PM	Helios Technologies Inc (HLIO) Q4 2025 Earnings Call Highlights: Strong Sales Growth and ... (GuruFocus.com)
09:15AM	Ingersoll Rand Gains From Business Strength Amid Persisting Headwinds (Zacks)
08:30AM	Helios Technologies, Inc. Q4 2025 Earnings Call Summary (Moby)
08:00AM	Faster, a Helios Technologies Operating Company, Launches MultiQTC: High-Performance Multiconnection System for Large-Scale and Demolition Excavators (Business Wire)
Mar-02-26 06:20PM	Helios Technologies (HLIO) Q4 Earnings and Revenues Beat Estimates (Zacks)
05:23PM	Loading…
05:23PM	Helios Technologies: Q4 Earnings Snapshot (Associated Press Finance)
04:42PM	Helios (NYSE:HLIO) Reports Strong Q4 CY2025 (StockStory)
04:15PM	Helios Technologies Reports Fourth Quarter 2025 Sales Growth of 17% with Expanded Profitability While Generating Record Cash Flow (Business Wire)
Feb-28-26 10:06PM	What To Expect From Helios's (HLIO) Q4 Earnings (StockStory)
Feb-26-26 12:15PM	Middleby (MIDD) Beats Q4 Earnings Estimates (Zacks)
Feb-24-26 09:55PM	Luxfer (LXFR) Beats Q4 Earnings Estimates (Zacks)
Feb-20-26 08:42AM	4 Stocks to Grab as Higher Industrial Production Boosts Manufacturing (Zacks)
08:25AM	Workday Set to Report Q4 Results: Will Revenue Growth Boost Earnings? (Zacks)
Feb-19-26 09:08AM	KEYS Set to Report Q1 Results: Will Revenue Growth Boost Earnings? (Zacks)
Feb-17-26 10:36AM	Industrial, Automotive and Consumer Growth to Drive ADI's Q1 Earnings (Zacks)
09:00AM	Helios Technologies Schedules Fourth Quarter and Full Year 2025 Financial Results Release and Conference Call (Business Wire)
Feb-12-26 11:01PM	3 Reasons to Avoid HLIO and 1 Stock to Buy Instead (StockStory)
Feb-06-26 03:45AM	Organic Growth and Disciplined Capital Allocation Sparks Confidence in Helios Technologies (HLIO) (Insider Monkey)
Feb-02-26 09:00AM	Helios Technologies Expands OpenView Platform with CODESYS Support for its Customers and Distribution Channel Partners (Business Wire)
Jan-27-26 07:50AM	Helios Technologies: The Gap Between Operating Progress and Shareholder Value (GuruFocus.com)
11:35PM	Loading…
Jan-26-26 11:35PM	3 Profitable Stocks That Concern Us (StockStory)
12:51PM	AMD Gets a Price-Target Raise on Its Strong 2026 Prospects (Barrons.com)
Jan-13-26 11:49AM	Intel Stocks Surges. It's Shaping Up to Be a Good Year for Chip Makers. (Barrons.com)
Jan-12-26 09:00AM	Helios Technologies to Webcast Presentation at the CJS Securities 26th Annual New Ideas for the New Year Conference (Business Wire)
Jan-07-26 11:38PM	2 Unpopular Stocks That Deserve Some Love and 1 We Question (StockStory)
Dec-30-25 10:37PM	Spotting Winners: Helios (NYSE:HLIO) And Gas and Liquid Handling Stocks In Q3 (StockStory)
10:37AM	RBC Bearings Gains From Business Strength Amid Persisting Headwinds (Zacks)
10:11AM	Watts Water Up 40% in a Year: How to Approach the Stock Now? (Zacks)
09:40AM	Are Industrial Products Stocks Lagging Applied Industrial Technologies (AIT) This Year? (Zacks)
Dec-29-25 08:55AM	What Makes Helios Technologies (HLIO) a Good Fit for 'Trend Investing' (Zacks)
Dec-26-25 12:06PM	Here's Why You Should Consider Investing in Middleby Stock Now (Zacks)
Dec-23-25 12:18PM	Reasons Why You Should Avoid Betting on Carlisle Stock Right Now (Zacks)
Dec-22-25 10:26AM	Here's Why It is Worth Investing in Nordson Stock Right Now (Zacks)
Dec-18-25 09:00AM	Helios Technologies Extends History of Quarterly Dividends With 116th Consecutive Cash Dividend (Business Wire)
Dec-17-25 12:43PM	Applied Industrial Exhibits Strong Prospects Amid Persisting Headwinds (Zacks)
Dec-15-25 10:47AM	Here's Why You Should Consider Investing in EnerSys Stock Now (Zacks)
10:44AM	Here's Why You Should Retain Ingersoll Rand in Your Portfolio (Zacks)
Dec-12-25 06:33AM	Graco Stock Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
Dec-11-25 10:00AM	Nordson's Earnings Surpass Estimates in Q4, Revenues Miss (Zacks)
09:57AM	Reasons Why You Should Avoid Betting on Griffon Stock Right Now (Zacks)
09:40AM	Is ADT (ADT) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
08:55AM	Here's Why 'Trend' Investors Would Love Betting on Helios Technologies (HLIO) (Zacks)
04:45AM	Zacks Industry Outlook Highlights Parker-Hannifin, Flowserve, Watts Water and Helios (Zacks)
Dec-10-25 11:27AM	Emerson Gains From Business Strength Amid Persisting Headwinds (Zacks) +5.67%
09:33AM	4 Industrial Manufacturing Stocks to Buy Despite Industry Headwinds (Zacks)
Dec-08-25 04:15PM	Helios Technologies Promotes Billy Aldridge to President of Electronics (Business Wire)
Dec-05-25 01:29PM	Emerson & Prevalon Partner to Develop Data-Center Storage Solutions (Zacks)
Dec-04-25 10:12AM	Stanley Black Exhibits Strong Prospects Despite Persisting Headwinds (Zacks)
Dec-03-25 09:27AM	Here's Why You Should Consider Investing in Parker-Hannifin Now (Zacks)
08:55AM	NYSE Content Advisory: Pre-Market Update + SEC Chair Atkins Encourages IPOs in NYSE Speech (PR Newswire)
Nov-25-25 09:40AM	Is Helios Technologies (HLIO) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
Nov-17-25 11:36PM	1 Volatile Stock on Our Buy List and 2 We Question (StockStory)
04:15PM	Helios Technologies Promotes Jeremy Evans to Chief Financial Officer (Business Wire)
Nov-13-25 09:00AM	Sun Hydraulics, a Helios Technologies Operating Company, Receives 2025 LEAP Award in the Motion Control Category for ENERGEN (Business Wire)
Nov-12-25 09:55AM	Wall Street Analysts Think Helios Technologies (HLIO) Could Surge 26.75%: Read This Before Placing a Bet (Zacks)
Nov-11-25 10:41AM	CNH Q3 Earnings Miss Expectations, Revenues Decline Y/Y (Zacks)
Nov-10-25 09:00AM	Faster, a Helios Technologies Operating Company, Launches Next-Generation Casting Solution; It's Ingenious, Indeed GenYus (Business Wire)
12:33AM	5 Revealing Analyst Questions From Helios's Q3 Earnings Call (StockStory)
Nov-07-25 08:55AM	Helios Technologies (HLIO) is on the Move, Here's Why the Trend Could be Sustainable (Zacks)
Nov-06-25 09:40AM	Is Flowserve (FLS) Stock Outpacing Its Industrial Products Peers This Year? (Zacks)
Nov-05-25 12:39PM	Johnson Controls Q4 Earnings & Revenues Top Estimates, Increase Y/Y (Zacks)
Nov-04-25 04:10PM	Helios Technologies Inc (HLIO) Q3 2025 Earnings Call Highlights: Record Electronics Growth and ... (GuruFocus.com)
Nov-03-25 06:35PM	Helios Technologies (HLIO) Tops Q3 Earnings and Revenue Estimates (Zacks)
05:34PM	Helios Technologies: Q3 Earnings Snapshot (Associated Press Finance)
04:51PM	Helios (NYSE:HLIO) Reports Upbeat Q3 (StockStory)
04:15PM	Helios Technologies Reports Third Quarter 2025 Financial Results; Return to Year-over-Year Sales Growth of 13% as Demand Continues to Improve (Business Wire)
07:36AM	Helios Technologies Inc (HLIO) Q3 2025: Everything You Need To Know Ahead Of Earnings (GuruFocus.com)
Nov-01-25 11:05PM	Earnings To Watch: Helios (HLIO) Reports Q3 Results Tomorrow (StockStory)
Oct-31-25 09:22AM	Helios Technologies Inc (HLIO) Q3 2025: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Oct-30-25 01:05PM	ITT's Q3 Earnings & Revenues Top Estimates, Increase Y/Y (Zacks)
Oct-29-25 10:22AM	Flowserve's Q3 Earnings Top Estimates, Revenues Increase Y/Y (Zacks)
10:00AM	ATS (ATS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:15AM	Idex (IEX) Beats Q3 Earnings and Revenue Estimates (Zacks)
Oct-28-25 12:55PM	Zebra Technologies Q3 Earnings & Revenues Top Estimates, 25' View Up (Zacks)
09:15AM	Helios Technologies, Inc (HLIO) Soars to 52-Week High, Time to Cash Out? (Zacks)
Oct-27-25 10:00AM	Helios Technologies (HLIO) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:00AM	Sun Hydraulics, a Helios Technologies Operating Company, Named a 2025 Florida Manufacturing Employer of Choice (Business Wire)
Oct-23-25 11:12AM	Graco's Q3 Earnings & Sales Miss Estimates, Increase Y/Y (Zacks) +6.11%
Oct-22-25 12:00PM	What Makes Helios Technologies (HLIO) a Strong Momentum Stock: Buy Now? (Zacks)
Oct-21-25 09:40AM	Is 3D Systems (DDD) Outperforming Other Industrial Products Stocks This Year? (Zacks)
Oct-20-25 09:21AM	Here's What Lifted Helios Technologies (HLIO) in Q3 (Insider Monkey)
09:00AM	Helios Technologies Schedules Third Quarter 2025 Financial Results Release and Conference Call (Business Wire)
Oct-16-25 06:31AM	Helios Technologies (HLIO) Surges 8.1%: Is This an Indication of Further Gains? (Zacks)
Oct-07-25 09:00AM	Faster, a Helios Technologies Operating Company, Launches the New MultiFaster; Built to Complement, Engineered for More Pressure (Business Wire)
Oct-06-25 11:33PM	Q2 Earnings Review: Gas and Liquid Handling Stocks Led by Helios (NYSE:HLIO) (StockStory)
Oct-02-25 10:08AM	Illinois Tool Gains From Business Strength Amid Persisting Headwinds (Zacks)
09:40AM	Is Gates Industrial (GTES) Outperforming Other Industrial Products Stocks This Year? (Zacks)
Sep-29-25 09:00AM	Helios Technologies Closes Sale of Custom Fluidpower Business and Enters Into Long-term Exclusive Distribution Agreement (Business Wire)
08:06AM	Beat the Market the Zacks Way: Helios Technologies, InterDigital, UnitedHealth in Focus (Zacks)
Sep-22-25 09:00AM	Helios Technologies Extends History of Quarterly Dividends With 115th Consecutive Cash Dividend (Business Wire)

Helios Technologies, Inc. engages in the development and manufacture of motion control and electronic controls technology. It operates through the Hydraulics and Electronics segments. The Hydraulics segment provides screw-in hydraulic cartridge valves, manifolds, and integrated fluid power packages and subsystems used in hydraulic systems. The Electronics segment offers electronic control, display, and instrumentation solutions for recreational and off-highway vehicles and stationery and power generation equipment. The firm serves various markets, including construction, agriculture, energy, marine, recreational vehicles, and health and wellness.[Helios Technologies was founded by Robert E. Koski and John Allen in 1970 and is headquartered in Sarasota, FL.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Evans Jeremy Scott	Chief Financial Officer	Apr 01 '26	Option Exercise	68.33	278	18,996	987	Apr 02 04:07 PM
Sacchi Diana	Director	Mar 13 '26	Option Exercise	64.17	1,249	80,148	9,006	Mar 16 04:06 PM
Brown Laura D	Director	Mar 13 '26	Option Exercise	64.17	1,177	75,528	17,226	Mar 16 04:05 PM
Britt Douglas	Director	Mar 13 '26	Option Exercise	64.17	1,249	80,148	28,335	Mar 16 04:05 PM
Chenanda Cary	Director	Mar 13 '26	Option Exercise	64.17	1,106	70,972	15,745	Mar 16 04:05 PM
Schuetz Alexander	Director	Mar 13 '26	Option Exercise	64.17	1,177	75,528	17,454	Mar 16 04:04 PM
Aldridge Billy Vern	President, Electronics	Jan 06 '26	Option Exercise	59.46	388	23,070	1,176	Jan 08 04:21 PM
Greenberg Marc A	General Counsel and Secretary	Jan 06 '26	Option Exercise	59.46	969	57,617	10,455	Jan 08 04:20 PM
Martich Frederick Joseph	Pres. of Hydraulics, MCT	Jan 06 '26	Option Exercise	59.46	515	30,622	13,959	Jan 08 04:20 PM
Arduini Matteo	President of Hydraulics, FCT	Jan 06 '26	Option Exercise	59.46	1,028	61,125	18,317	Jan 08 04:19 PM
Aldridge Billy Vern	President, Electronics	Jan 03 '26	Option Exercise	54.71	1,147	62,752	995	Jan 06 09:22 PM
Arduini Matteo	President of Hydraulics, FCT	Jan 03 '26	Option Exercise	54.71	3,303	180,707	17,289	Jan 06 09:19 PM
Martich Frederick Joseph	Pres. of Hydraulics, MCT	Jan 03 '26	Option Exercise	54.71	2,319	126,872	14,062	Jan 06 09:18 PM
Bagan Sean	President and CEO	Jan 03 '26	Option Exercise	54.71	8,310	454,640	17,548	Jan 06 09:16 PM
Evans Jeremy Scott	Chief Financial Officer	Jan 03 '26	Option Exercise	54.71	330	18,054	807	Jan 06 09:02 PM
Greenberg Marc A	General Counsel and Secretary	Jan 03 '26	Option Exercise	54.71	3,561	194,822	10,309	Jan 06 09:01 PM
Sacchi Diana	Director	Dec 05 '25	Option Exercise	54.19	834	45,194	7,757	Dec 09 05:06 PM
Britt Douglas	Director	Dec 05 '25	Option Exercise	54.19	834	45,194	27,086	Dec 09 05:05 PM
Brown Laura D	Director	Dec 05 '25	Option Exercise	54.19	882	47,796	16,049	Dec 09 05:03 PM
Chenanda Cary	Director	Dec 05 '25	Option Exercise	54.19	738	39,992	14,639	Dec 09 05:03 PM
Schuetz Alexander	Director	Dec 05 '25	Option Exercise	54.19	786	42,593	16,513	Dec 09 05:01 PM
Arduini Matteo	President of Hydraulics, FCT	Dec 05 '25	Sale	54.61	2,000	109,220	13,986	Dec 08 04:20 PM
Sacchi Diana	Director	Nov 05 '25	Sale	58.35	620	36,180	6,923	Nov 12 04:04 PM
DIANA SACCHI	Director	Nov 05 '25	Proposed Sale	58.35	620	36,180		Nov 05 04:13 PM
Sacchi Diana	Director	Oct 04 '25	Option Exercise	52.77	914	48,232	7,543	Oct 07 05:18 PM
Brown Laura D	Director	Oct 04 '25	Option Exercise	52.77	862	45,488	15,167	Oct 07 05:18 PM
Chenanda Cary	Director	Oct 04 '25	Option Exercise	52.77	810	42,744	13,901	Oct 07 05:18 PM
Britt Douglas	Director	Oct 04 '25	Option Exercise	52.77	914	48,232	26,252	Oct 07 05:17 PM
Schuetz Alexander	Director	Oct 04 '25	Option Exercise	52.77	862	45,488	15,986	Oct 07 05:17 PM
Bagan Sean	President, CEO , and CFO	Oct 01 '25	Option Exercise	52.39	771	40,393	10,012	Oct 03 04:06 PM
Evans Jeremy Scott	Chief Accounting Officer	Sep 11 '25	Option Exercise	55.89	374	20,903	569	Sep 23 05:47 PM
Arduini Matteo	President of Hydraulics, FCT	Sep 11 '25	Option Exercise	55.89	748	41,806	15,986	Sep 15 04:24 PM
Martich Frederick Joseph	Pres. of Hydraulics, MCT	Sep 11 '25	Option Exercise	55.89	748	41,806	12,457	Sep 15 04:24 PM
Greenberg Marc A	General Counsel and Secretary	Sep 11 '25	Option Exercise	55.89	748	41,806	7,799	Sep 15 04:24 PM
Bagan Sean	President, CEO , and CFO	Sep 11 '25	Option Exercise	55.89	748	41,806	9,424	Sep 15 04:22 PM
Schuetz Alexander	Director	Jun 07 '25	Option Exercise	32.34	874	28,265	15,387	Jun 10 05:09 PM
Sacchi Diana	Director	Jun 07 '25	Option Exercise	32.34	927	29,979	6,629	Jun 10 05:09 PM
Chenanda Cary	Director	Jun 07 '25	Option Exercise	32.34	821	26,551	13,091	Jun 10 05:08 PM
Britt Douglas	Director	Jun 07 '25	Option Exercise	32.34	927	29,979	25,338	Jun 10 05:08 PM
Brown Laura D	Director	Jun 07 '25	Option Exercise	32.34	874	28,265	14,305	Jun 10 05:07 PM

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HLIO

Helios Technologies Inc

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