HLIO

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Index	RUT	P/E	51.90	EPS (ttm)	1.05	Insider Own	0.83%	Shs Outstand	33.10M	Perf Week	-1.65%
Market Cap	1.80B	Forward P/E	19.58	EPS next Y	2.78	Insider Trans	0.00%	Shs Float	32.88M	Perf Month	2.22%
Enterprise Value	2.20B	PEG	4.47	EPS next Q	0.66	Inst Own	97.43%	Short Float	3.58%	Perf Quarter	66.33%
Income	34.90M	P/S	2.31	EPS this Y	15.05%	Inst Trans	-1.93%	Short Ratio	2.87	Perf Half Y	51.17%
Sales	782.00M	P/B	1.97	EPS next Y	14.96%	ROA	2.21%	Short Interest	1.18M	Perf YTD	21.84%
Book/sh	27.54	P/C	34.02	EPS next 5Y	11.61%	ROE	3.93%	52W High	57.29 -5.06%	Perf Year	35.53%
Cash/sh	1.60	P/FCF	17.75	EPS past 3/5Y	-28.62% -9.05%	ROIC	2.61%	52W Low	24.76 119.67%	Perf 3Y	-2.84%
Dividend Est.	-	EV/EBITDA	15.90	Sales past 3/5Y	-2.49% 7.76%	Gross Margin	26.79%	Volatility	2.26% 2.67%	Perf 5Y	35.91%
Dividend TTM	0.36 (0.66%)	EV/Sales	2.82	EPS Y/Y TTM	17.47%	Oper. Margin	9.51%	ATR (14)	1.53	Perf 10Y	77.41%
Dividend Ex-Date	Jul 07, 2025	Quick Ratio	1.41	Sales Y/Y TTM	-5.41%	Profit Margin	4.46%	RSI (14)	61.00	Recom	1.20
Dividend Gr. 3/5Y	0.00% 0.00%	Current Ratio	2.45	EPS Q/Q	-16.19%	SMA20	0.91%	Beta	1.28	Target Price	60.60
Payout	30.74%	Debt/Eq	0.50	Sales Q/Q	-3.37%	SMA50	18.63%	Rel Volume	0.48	Prev Close	54.30
Employees	2500	LT Debt/Eq	0.46	Earnings	Aug 04 AMC	SMA200	37.10%	Avg Volume	410.37K	Price	54.39
IPO	Jan 09, 1997	Option/Short	Yes / Yes	EPS/Sales Surpr.	16.14% 4.68%	Trades		Volume	195,337	Change	0.17%

Date	Action	Analyst	Rating Change	Price Target Change
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

Today 10:23AM	4 Industrial Manufacturing Stocks to Gain on Robust Industry Trends (Zacks)
09:34AM	The Brown Capital Small Company Fund Sold Helios Technologies (HLIO) Due to Changes in Fundamentals (Insider Monkey)
Sep-12-25 09:00AM	Fortune Media and Great Place To Work Name Helios Technologies Operating Company, Enovation Controls, to 2025 Best Workplaces in Manufacturing & Production List (Business Wire)
Sep-04-25 11:29AM	GNRC Launches PWRmicro Inverter to Boost Solar Output and Integration (Zacks)
Sep-02-25 12:00PM	Here's Why Helios Technologies (HLIO) is a Great Momentum Stock to Buy (Zacks)
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07:14AM	5 Stocks With Recent Price Strength to Tap Wall Street Rally (Zacks)
Sep-01-25 08:50AM	Helios Technologies (HLIO) Is a Great Choice for 'Trend' Investors, Here's Why (Zacks)
Aug-29-25 09:40AM	Are Industrial Products Stocks Lagging Fuel Tech (FTEK) This Year? (Zacks)
Aug-28-25 09:00AM	Helios Technologies Fortifies Finance and Accounting Leadership Team (Business Wire)
Aug-25-25 12:20PM	Earnings Estimates Rising for Helios Technologies (HLIO): Will It Gain? (Zacks)
Aug-22-25 09:55AM	Helios Technologies (HLIO) Just Flashed Golden Cross Signal: Do You Buy? (Zacks)
Aug-14-25 08:50AM	Here's Why Momentum in Helios Technologies (HLIO) Should Keep going (Zacks)
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12:02AM	The Top 5 Analyst Questions From Helios's Q2 Earnings Call (StockStory)
Aug-12-25 11:54PM	HLIO Q2 Deep Dive: Margin Pressures Ease as Portfolio Refocuses, Guidance Tops Expectations (StockStory)
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12:02AM	3 Reasons to Avoid HLIO and 1 Stock to Buy Instead (StockStory)
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Aug-04-25 07:29PM	Helios's (NYSE:HLIO) Q2: Strong Sales, Stock Jumps 13.5% (StockStory)
06:10PM	Helios Technologies (HLIO) Beats Q2 Earnings and Revenue Estimates (Zacks)
05:09PM	Helios Technologies: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Helios Technologies Reports Second Quarter 2025 Financial Results; Positioned to Deliver Profitable Sales Growth as Demand Trends Continue to Improve (Business Wire)
04:10PM	Helios Technologies Announces Definitive Agreement to Sell its Australian-Based Hydraulic Fluid Power Solutions and Service Provider Business (Business Wire)
09:43AM	Helios Technologies Inc (HLIO) Q2 2025 Earnings Report Preview: What To Look For (GuruFocus.com)
Aug-02-25 11:07PM	Helios (HLIO) Reports Earnings Tomorrow: What To Expect (StockStory)
Jul-31-25 10:00AM	Parker-Hannifin (PH) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Jul-28-25 10:00AM	Analysts Estimate Helios Technologies (HLIO) to Report a Decline in Earnings: What to Look Out for (Zacks)
09:00AM	Helios Technologies Launches Atlas Connect Gateway, a Rugged and Smart Connectivity Solution for Intelligent Equipment (Business Wire)
Jul-23-25 12:20PM	Why Helios Technologies (HLIO) Might be Well Poised for a Surge (Zacks)
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09:55AM	Wall Street Analysts See a 27.66% Upside in Helios Technologies (HLIO): Can the Stock Really Move This High? (Zacks)
09:16AM	Mitsubishi Heavy Industries (MHVYF) Soars 6.2%: Is Further Upside Left in the Stock? (Zacks)
Jul-22-25 12:03AM	3 Reasons to Sell HLIO and 1 Stock to Buy Instead (StockStory)
Jul-21-25 09:00AM	Helios Technologies Schedules Second Quarter 2025 Financial Results Release and Conference Call (Business Wire)
Jul-14-25 11:36PM	Helios (NYSE:HLIO) Q1 Earnings: Leading The Gas and Liquid Handling Pack (StockStory) -5.21%
03:21PM	Why Helios (HLIO) Stock Is Trading Lower Today (StockStory)
Jul-11-25 11:27AM	Helios Technologies (HLIO) Upgraded by KeyBanc on New Strategy and Leadership Promise (Insider Monkey)
Jun-30-25 09:00AM	Helios Technologies Expands Electronics Portfolio with Rugged High Current Power Distribution Module (Business Wire)
Jun-27-25 05:31AM	5 Insightful Analyst Questions From Helios's Q1 Earnings Call (StockStory)
Jun-24-25 03:44AM	Zacks Industry Outlook Highlights Ferguson Enterprises, Crane, DXP Enterprises and Helios (Zacks)
Jun-23-25 09:40AM	4 Industrial Manufacturing Stocks to Gain on Promising Industry Trends (Zacks)
Jun-11-25 04:15PM	Helios Technologies Appoints Ian Walsh to Board of Directors (Business Wire)
Jun-05-25 09:00AM	Helios Technologies Extends History of Quarterly Dividends With 114th Consecutive Cash Dividend (Business Wire)
Jun-03-25 08:00AM	Helios Technologies Launches Purezone, Bringing Smart Water to the Spa Experience (Business Wire) +10.12%
May-19-25 09:00AM	Helios Technologies Introduces No Roads App, a Smarter, More Connected Off-Roading Experience (Business Wire)
May-08-25 03:18AM	Helios Technologies Inc (HLIO) Q1 2025 Earnings Call Highlights: Surpassing Revenue ... (GuruFocus.com) +7.51%
01:21AM	Q1 2025 Helios Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
May-06-25 05:55PM	Helios Technologies (HLIO) Tops Q1 Earnings and Revenue Estimates (Zacks) +7.45%
04:15PM	Helios Technologies Reports First Quarter Financial Results; Exceeds its Quarterly Estimates on Stronger Demand Trends; Continued Balance Sheet Improvement (Business Wire)
09:38AM	What Makes Helios Technologies (HLIO) an Investment Bet? (Insider Monkey)
May-05-25 09:57AM	What to Expect from Helios Technologies Inc (HLIO) Q1 2025 Earnings (GuruFocus.com)
09:00AM	Helios Technologies Launches First Ever MultiSlide: A New Era of Hydraulic Coupling for Compact Excavators (Business Wire)
Apr-30-25 10:01AM	Middleby (MIDD) Earnings Expected to Grow: Should You Buy? (Zacks)
Apr-29-25 05:55PM	Kadant (KAI) Q1 Earnings and Revenues Surpass Estimates (Zacks)
10:01AM	Analysts Estimate Helios Technologies (HLIO) to Report a Decline in Earnings: What to Look Out for (Zacks)
05:04AM	3 Reasons to Avoid HLIO and 1 Stock to Buy Instead (StockStory)
Apr-28-25 09:05AM	3 Profitable Stocks with Mounting Challenges (StockStory)
09:00AM	Helios Technologies Launches First Ever CAN Keypad Product in New Select Series Line (Business Wire)
Apr-22-25 09:00AM	Helios Technologies Schedules First Quarter 2025 Financial Results Release and Conference Call (Business Wire)
Apr-17-25 09:00AM	Helios Technologies Expands Electro-Proportional Hydraulics Cartridge Valve Family of Solutions Leveraging Strengths From its Electronics Segment (Business Wire)
Apr-10-25 09:40AM	Helios Technologies (HLIO) Soars 11.4%: Is Further Upside Left in the Stock? (Zacks) -6.30%
Mar-31-25 04:15PM	Helios Technologies Streamlines Leadership in Electronics Segment (Business Wire)
Mar-19-25 05:01AM	A Look Back at Gas and Liquid Handling Stocks' Q4 Earnings: Helios (NYSE:HLIO) Vs The Rest Of The Pack (StockStory)
Mar-17-25 09:00AM	Helios Technologies Announces Laura Dempsey Brown as New Board Chair (Business Wire)
Mar-14-25 09:00AM	Over 28 Years of Consecutive Dividend Payments by Helios Technologies (Business Wire)
Mar-05-25 09:00AM	Helios Technologies Celebrates 15-Year Partnership Between Enovation Controls and IDEX Fire & Safety (Business Wire)
Feb-26-25 02:13AM	Q4 2024 Helios Technologies Inc Earnings Call (Thomson Reuters StreetEvents)
02:08AM	Helios Technologies Inc (HLIO) Q4 2024 Earnings Call Highlights: Strong Margins and Strategic ... (GuruFocus.com)
Feb-25-25 01:59PM	Why Are Helios (HLIO) Shares Soaring Today (StockStory) +7.14%
01:36AM	Helios Technologies Inc (HLIO) Q4 2024 Earnings Report Preview: What To Look For (GuruFocus.com)
Feb-24-25 05:18PM	Helios Technologies: Q4 Earnings Snapshot (Associated Press Finance)
04:43PM	Helios (NYSE:HLIO) Posts Better-Than-Expected Sales In Q4 (StockStory)
04:16PM	Helios Technologies Reports Fourth Quarter and Full Year 2024 Financial Results; Delivered Expanded Margins and Record Cash Generation in Challenging Macro (Business Wire)
04:15PM	Helios Technologies Announces $100 Million Multi-Year Share Repurchase Program (Business Wire)
Feb-23-25 08:03AM	Earnings To Watch: Helios (HLIO) Reports Q4 Results Tomorrow (StockStory)
Feb-22-25 04:17PM	Helios Technologies Inc (HLIO) Q4 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Feb-20-25 12:11PM	Helios Technologies' Operating Company Drives Innovation in Commercial Kitchen Technology Through Partnership with Alto-Shaam (Business Wire)
Feb-10-25 09:00AM	Helios Technologies Schedules Fourth Quarter and Full Year 2024 Financial Results Release and Conference Call (Business Wire)
Jan-31-25 04:04AM	3 Reasons to Avoid HLIO and 1 Stock to Buy Instead (StockStory)
Jan-21-25 09:00AM	Helios Technologies Introduces the S35 Display: Compact, Rugged and Configurable (Business Wire)
Jan-06-25 04:15PM	Helios Technologies Appoints Sean P. Bagan as President and Chief Executive Officer (Business Wire)
Dec-05-24 04:31PM	Helios Technologies Extends History of Quarterly Dividends With 112th Consecutive Cash Dividend (Business Wire)
Nov-25-24 09:00AM	Helios Technologies Launches PowerView U35, the First Round Display in the Ultimate Series (Business Wire)
Nov-12-24 09:00AM	Helios Technologies Announces an Electronics Sub-System Solution with the PowerView U150 and PowerView U120 Displays Available on Select MasterCraft Boats (Business Wire)
Nov-07-24 02:28AM	Helios Technologies Inc (HLIO) Q3 2024 Earnings Call Highlights: Strong Margins Amid Revenue Decline (GuruFocus.com)
Nov-06-24 08:00AM	Helios Technologies to Participate in Upcoming Investor Conferences (Business Wire) +14.69%
Nov-05-24 06:30PM	Helios Technologies (HLIO) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
05:50PM	Helios Technologies (HLIO) Tops Q3 Earnings Estimates (Zacks)
04:47PM	Helios Technologies: Q3 Earnings Snapshot (Associated Press Finance)
04:26PM	Helios (NYSE:HLIO) Misses Q3 Sales Targets (StockStory)
04:15PM	Helios Technologies Reports Third Quarter 2024 Financial Results; Operational Efficiency and Working Capital Management Initiatives Gain Traction (Business Wire)
07:47AM	Helios Technologies Inc (HLIO) Q3 2024 Earnings Report Preview: What To Expect (GuruFocus.com)
Nov-04-24 07:07AM	Earnings To Watch: Helios Technologies Inc (HLIO) Reports Q3 2024 Result (GuruFocus.com)
02:02AM	Earnings To Watch: Helios (HLIO) Reports Q3 Results Tomorrow (StockStory)
Oct-29-24 10:01AM	Helios Technologies (HLIO) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Oct-24-24 09:00AM	Helios Technologies Operating Company Enovation Controls Named a UK Best Workplaces in Manufacturing, Production & Transportation (Business Wire)
Oct-22-24 09:00AM	Helios Technologies Schedules Third Quarter 2024 Financial Results Release and Conference Call (Business Wire)
Oct-15-24 09:00AM	Helios Technologies Provides Update on Recovery Efforts from Hurricane Milton (Business Wire)
Oct-10-24 04:01PM	Helios Technologies Provides Update on Status from Hurricane Milton (Business Wire)
Sep-24-24 09:00AM	Helios Technologies Extends History of Quarterly Dividends With 111th 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
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
Brown Laura D	Director	Mar 07 '25	Option Exercise	37.10	931	34,540	13,431	Mar 11 04:32 PM
Schuetz Alexander	Director	Mar 07 '25	Option Exercise	37.10	931	34,540	14,793	Mar 11 04:32 PM
Britt Douglas	Director	Mar 07 '25	Option Exercise	37.10	987	36,618	24,411	Mar 11 04:32 PM
Sacchi Diana	Director	Mar 07 '25	Option Exercise	37.10	987	36,618	5,702	Mar 11 04:31 PM
Chenanda Cary	Director	Mar 07 '25	Option Exercise	37.10	875	32,462	12,270	Mar 11 04:31 PM
LEMAITRE PHILIPPE	Director	Mar 07 '25	Option Exercise	37.10	1,472	54,611	66,178	Mar 11 04:31 PM
Arduini Matteo	President of Hydraulics, EMEA	Feb 26 '25	Option Exercise	44.98	404	18,172	15,238	Feb 27 11:21 AM
Wichlacz Lee Francis	President, Electronics	Jan 06 '25	Option Exercise	44.67	467	20,861	2,487	Jan 08 04:51 PM
Greenberg Marc A	General Counsel and Secretary	Jan 06 '25	Option Exercise	44.67	969	43,285	7,484	Jan 08 04:50 PM
Martich Frederick Joseph	Pres. of Hydraulics, Americas	Jan 06 '25	Option Exercise	44.67	515	23,005	11,939	Jan 08 04:50 PM
Arduini Matteo	President of Hydraulics, EMEA	Jan 06 '25	Option Exercise	44.67	1,027	45,876	14,834	Jan 08 04:50 PM
Arduini Matteo	President of Hydraulics, EMEA	Jan 03 '25	Option Exercise	44.37	2,046	90,781	13,807	Jan 07 04:27 PM
Martich Frederick Joseph	Pres. of Hydraulics, Americas	Jan 03 '25	Option Exercise	44.37	1,203	53,377	11,962	Jan 07 04:26 PM
Wichlacz Lee Francis	President, Electronics	Jan 03 '25	Option Exercise	44.37	937	41,575	2,392	Jan 07 04:26 PM
Bagan Sean	President, CEO , and CFO	Jan 03 '25	Option Exercise	44.37	2,406	106,754	8,676	Jan 07 04:26 PM
Greenberg Marc A	General Counsel and Secretary	Jan 03 '25	Option Exercise	44.37	2,048	90,870	7,431	Jan 07 04:25 PM
LEMAITRE PHILIPPE	Director	Dec 11 '24	Option Exercise	53.89	1,608	86,655	64,706	Dec 13 04:31 PM
Brown Laura D	Director	Dec 11 '24	Option Exercise	53.89	1,079	58,147	12,500	Dec 13 04:31 PM
Britt Douglas	Director	Dec 11 '24	Option Exercise	53.89	955	51,465	23,424	Dec 13 04:30 PM
Schuetz Alexander	Director	Dec 11 '24	Option Exercise	53.89	1,017	54,806	14,168	Dec 13 04:30 PM
Chenanda Cary	Director	Dec 11 '24	Option Exercise	53.89	1,017	54,806	11,395	Dec 13 04:30 PM
Sacchi Diana	Director	Dec 11 '24	Option Exercise	53.89	1,079	58,147	4,715	Dec 13 04:30 PM
Arduini Matteo	President of Hydraulics, EMEA	Nov 25 '24	Sale	53.98	4,000	215,920	11,761	Nov 27 03:25 PM
Sacchi Diana	Director	Nov 07 '24	Sale	53.91	615	33,155	3,636	Nov 08 04:13 PM
DIANA SACCHI	Director	Nov 07 '24	Proposed Sale	58.91	615	36,230		Nov 07 05:18 PM
Bagan Sean	Chief Financial Officer	Oct 01 '24	Option Exercise	47.35	770	36,460	6,270	Oct 03 07:53 PM
Chenanda Cary	Director	Sep 29 '24	Option Exercise	47.15	744	35,080	10,378	Oct 01 09:37 PM
Sacchi Diana	Director	Sep 29 '24	Option Exercise	47.15	789	37,201	4,251	Oct 01 09:36 PM
Schuetz Alexander	Director	Sep 29 '24	Option Exercise	47.15	744	35,080	13,375	Oct 01 09:36 PM
Britt Douglas	Director	Sep 29 '24	Option Exercise	47.15	699	32,958	22,469	Oct 01 09:36 PM
Brown Laura D	Director	Sep 29 '24	Option Exercise	47.15	789	37,201	11,421	Oct 01 09:35 PM
LEMAITRE PHILIPPE	Director	Sep 29 '24	Option Exercise	47.15	1,177	55,496	63,098	Oct 01 09:35 PM

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Helios Technologies Inc

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