Helios Technologies, Inc.
HLIO
NYSE·Industrials·Industrial - Machinery·Mkt cap $2.3B
$70.51
▲ +0.09%
P/E
32.80
Mkt Cap
$2.3B
52-Wk Range
$47.01–$95.05
52-Week Range
$47.01 - $95.05
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 33.4% 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
Weak
-15.6% over 3m
Quality
Stable
Strong fundamentals
Dividend
Modest
0.60% 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: Nov 2, 2026
AUG 10, 2026
Reported EPS of $0.88 vs $0.80 consensus (+9.6% surprise). Revenue of $231.9M vs $230.7M expected (+0.5%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+9.6%
Revenue trend · last 8Q
—
-7%
-8%
-3%
+13%
+17%
+17%
+9%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 26
Q1 26
Q2 26
$194.5M
$179.5M
$195.5M
$212.5M
$220.3M
$210.7M
$228.4M
$231.9M
Margins · last 8Q
Gross
34.6%
Operating
14.0%
Profit
9.4%
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
—
Latest: KeyBanc · Jul 13, 2026
vs Industry
How HLIO stacks vs Industrial - Machinery
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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