Industrials
Helios Technologies, Inc.(HLIO)
Live Price
Offline$90.49
+6.96% today
1Y Change
+187.09%
Window
Jun 25, 2025 โ Jun 18, 2026
- Market Cap
- $2.26B
- Revenue Growth
- +4.1%
- EPS Growth
- +24.8%
- Dividend Yield
- 0.6%
Coverage: 247 bars ยท Jun 25, 2025 โ Jun 18, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Helios Technologies, Inc. (HLIO) is a Industrials stock with a market cap of $2.26B and listed on NYSE. The stock last traded around $90.49 and up 187.1% across the available one-year price window (Jun 25, 2025 โ Jun 18, 2026). Baseline metrics include revenue growth of +4.1%, EPS growth of +24.8%, a dividend yield of 0.6%. What stands out right now is revenue +4.1%, EPS +24.8%, free cash flow +8.9% with operating margin 7.8% and ROIC 3.7%. The dividend is present but secondary, with a yield around 0.6%. Valuation already assumes a fairly strong business story at P/E 46.7 and price/sales 2.7. Stock Foundry combines HLIO price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Industrials peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Below sector median
+4.1% vs +6.8% peer median
Operating Margin
Below sector median
+7.8% vs +16.9% peer median
P/E
Above sector median
46.7 vs 36.7 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on May 5, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +4.1% and EPS at +24.8%, with operating margin around 7.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 0.6%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.7% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 May 5, 2026 | โ | +3.0% | +14.4% | +25.5% |
2026 Mar 2, 2026 | +14.1% | -4.5% | -11.8% | -15.6% |
2025 Nov 3, 2025 | +10.8% | -2.0% | -4.7% | -5.8% |
Benchmark Edge
HLIO vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
HLIO
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
HLIO Max Drawdown
-17.07%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for HLIO and SPY.
Company Overview
Helios Technologies, Inc.
New York Stock Exchange
Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.
- Leadership
- Sean Bagan
- IPO Date
- Jan 9, 1997
- Employees
- 2.5k
- Street Address
- 7456 16th Street East
- Mailing
- Sarasota, FL, 34243
- Region
- Sarasota, FL, US
- Reporting Currency
- USD
- Investor Line
- 941 362 1200
- Last Updated
- Apr 29, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 46.7
- EV/EBITDA
- 15.7
- Price/Sales
- 2.7
- Price/Book
- 2.4
Growth
- Revenue
- +4.1%
- EPS
- +24.8%
- Free Cash Flow
- +8.9%
Profitability
- Gross Margin
- 32.3%
- Operating Margin
- 7.8%
- Net Margin
- 5.8%
- ROE
- 5.3%
- ROIC
- 3.7%
Balance Sheet
- Debt/Equity
- 0.12
- Current Ratio
- 2.90
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.