Helios Technologies Inc (HLIO)
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This stock currently matches 15 of our scanner strategies — each hit links to the scanner.
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Trading Day
Key levels of the most recently completed trading day — not a live quote.
52-Week Range
Current price 77.90 $ — 74% of the range above the low.
Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.
Basics
Performance
Technical Indicators
Calculated from the price history · as of 08/03/2026
Valuation
Profitability
Balance Sheet & Safety
Growth
Dividend
Quality & Screener
AI Rating
–Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built
Growth Score
3 of 10 Weak growthTen checks against the annual reports — each one passed counts a point.
- Revenue grows by more than 15% a year over three years -1.8% failed
- More than 10% revenue growth is expected for the coming year 5.3% failed
- Share count grows by less than 3% a year 0.7% passed
- Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 16.0% failed
- Gross margin at 40% or higher and without meaningful erosion 32.3% failed
- Goodwill from acquisitions does not grow faster than revenue 32.9% failed
- Net debt below twice EBITDA 0.3 x EBITDA passed
- Operating cash flow covers the profits of the last three years 208 m passed
- Return on capital at 15% or higher, or up versus two years ago 4.8% failed
- Insiders hold at least 10% or are net buyers 1.4% failed
A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail
Highlighted are things our editorial team noticed: green = stands out as strong, red = deserves a closer look. No single metric is a verdict on its own — always read it in context.
Analysts & Price Target
The price target sits 13.6% above the current price.
- Consensus
- Sell
- Analyst Ratings
- 5
Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.
Estimates by Fiscal Year
| Fiscal Year | EPS Estimate ($) | EPS Range ($) | Revenue Estimate ($M) | Expected Growth | Analysts |
|---|---|---|---|---|---|
| 12/31/2026 | 2.94 | 2.85 – 3.05 | 868 | 14.7% | 6 |
| 12/31/2027 | 3.36 | 3.20 – 3.45 | 914 | 14.3% | 5 |
Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.
Next Reporting Date
- Expected Earnings per Share
- 0.80 $
Expected date of the next quarterly or annual figures. Dates do shift occasionally — only the invitation issued by the company is binding.
Revenue & Profit
Cash Flow
Balance Sheet
Margins
Per Share
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· Total · per year
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The figures could not be loaded right now.
Source: fundamental data
Quarterly Figures
| Quarter | EPS (Earnings Per Share) | EPS YoY (%) | Sales ($M) | Sales YoY (%) | Net Margin (%) | OCF ($M) | FCF ($M) |
|---|---|---|---|---|---|---|---|
| 2024: Q4 | 0.14 | 39.90 | 180 | -7.20 | 2.70 | 36 | 28 |
| 2025: Q1 | 0.22 | -20.90 | 196 | -7.80 | 3.70 | 19 | 13 |
| 2025: Q2 | 0.34 | -16.20 | 213 | -3.40 | 5.40 | 37 | 32 |
| 2025: Q3 | 0.31 | -9.90 | 220 | 13.30 | 4.70 | 25 | 19 |
| 2025: Q4 | 0.59 | 308.70 | 211 | 17.40 | 9.30 | 46 | 41 |
| 2026: Q1 | 0.59 | 170.70 | 228 | 16.80 | 8.60 | 24 | 17 |
- EPS (Earnings Per Share):
- Quarterly profit divided by the total share count — how much of the profit works out to a single share.
- YoY (Year over Year):
- Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
- Sales:
- All revenue for the quarter, before any costs are deducted — the top line of the income statement.
- Net Margin:
- What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
- OCF (Operating Cash Flow):
- The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
- FCF (Free Cash Flow):
- Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.
Annual Figures
| Fiscal Year | Revenue ($M) | EBIT ($M) | Net Income ($M) | EPS ($) | Operating Cash Flow ($M) | Equity ($M) | Total Assets ($M) |
|---|---|---|---|---|---|---|---|
| 2016 | 197 | 34 | 23 | 0.87 | 39 | 236 | 445 |
| 2017 | 343 | 61 | 32 | 1.17 | 49 | 273 | 460 |
| 2018 | 508 | 76 | 47 | 1.49 | 77 | 531 | 1,042 |
| 2019 | 555 | 90 | 60 | 1.88 | 90 | 578 | 1,022 |
| 2020 | 523 | 35 | 14 | 0.44 | 109 | 608 | 1,297 |
| 2021 | 869 | 149 | 105 | 3.22 | 113 | 709 | 1,415 |
| 2022 | 885 | 137 | 98 | 3.02 | 110 | 795 | 1,464 |
| 2023 | 836 | 80 | 38 | 1.14 | 84 | 855 | 1,590 |
| 2024 | 806 | 82 | 39 | 1.17 | 122 | 864 | 1,505 |
| 2025 | 839 | 66 | 48 | 1.45 | 127 | 932 | 1,515 |
Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.
About the Company
Helios Technologies, Inc. bietet gemeinsam mit ihren Tochtergesellschaften technische Bewegungssteuerungs- und elektronische Steuerungstechnologielösungen in Amerika, Europa, dem Nahen Osten, Afrika und im asiatisch-pazifischen Raum an.
| Employees | 2,300 |
|---|---|
| Headquarters | Sarasota, FL |
| Address | 7456 16th St E, 34243 Sarasota, United States |
| Phone | 941 362 1200 |
| Website | heliostechnologies.com |
| IPO Date | 9. Jan 1997 |
| ISIN | US42328H1095 |
| Stock Split | 3:2 on 07/18/2011 |
Management
| Name | Title | Birth Year |
|---|---|---|
| Sean Bagan | President, CEO & Director | 1976 |
| Jeremy Evans | CFO & EVP | – |
| Marc A. Greenberg | Executive Vice President, General Counsel & Secretary | 1977 |
| Matteo Arduini | President of Hydraulics - FCT | 1973 |
| Rick Martich | President of Hydraulics - MCT | 1972 |
| Tania Almond | Vice President of Investor Relations, Corporate Communications & Risk Management | – |
| Shaun Polasky | Vice President of Human Resources | – |
| Jonathan Kaufmann | Chief Engineer of Design | – |
| Benjamin Kaufmann | Chief Engineer of R&D | – |
| Jean-Pierre Parent | Senior VP & MD of Balboa Water Group, LLC | – |
Executives per the latest required filings; titles kept in their original language. Source: fundamental data.
Chart
Interactive price chart (TradingView).
Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)
Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.