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Helios Technologies, Inc.
HLIO
NYSE·Industrials·Industrial - Machinery·Mkt cap $2.8B
$82.39
▼ -2.35%
View full research view
Our plain-language verdict, the thesis, risk factors, and what is changing about the business.
View research view52-Week Range
$33.85 - $95.05
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 134.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Established brand portfolio with Sun Hydraulics, Faster, Enovation Controls, and Murphy commanding market recognition
- Integrated hydraulics and electronics capabilities enabling comprehensive fluid power and control solutions
- Global manufacturing and distribution network across six continents reducing supply chain risk
- Deep engineering expertise in cartridge valve technology and system design providing high barriers to entry
Bear Case
2 risks
- Average volatility.
- Premium valuation to Industrial Machinery peers
Growth
Stable outlook
Increasing automation and electrification in agriculture, construction, and industrial equipment markets
Value
Premium valuation to Industrial Machinery peers
Momentum
Hot
+25.4% over 3m
Quality
Stable
Excellent business quality
Dividend
Token
0.46% yield
Smart-money signal
Who's buying HLIO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: May 4, 2026
MAY 11, 2026
Reported EPS of $0.80 vs $0.68 consensus (+17.6% surprise). Revenue of $228.4M vs $220.1M expected (+3.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Q2 26
+17.6%
Next: May 4, 2026
Revenue trend · last 8Q
—
—
-7%
-8%
-3%
+13%
+17%
+17%
Q2 24
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 26
Q1 26
$219.9M
$194.5M
$179.5M
$195.5M
$212.5M
$220.3M
$210.7M
$228.4M
Margins · last 8Q
Gross
—
Operating
—
Profit
8.6%
Wall Street consensus
4 analysts · 100% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
100%
Hold
0%
Sell
0%
Median Price Target
$85.00
▲ +3.2% vs $82.39
Latest: JP Morgan · May 26, 2026
2 analysts covering