Helios Technologies, Inc. logo

Helios Technologies, Inc.

HLIO

NYSEIndustrialsIndustrial - Machinery

Latest quote

$76.17

−$0.13 · -0.17%

Aug 21, 3:55 PM ET

HLIO company overview

Regular session · ET · Market data may be delayed.

GoAI snapshot

AI-powered factor overview

Jul 10, 2026

GoAI score

Hold

Wait — insufficient conviction to act

Valuation

72

Undervalued

Momentum

56

Neutral

Sentiment

70

Bullish

Risk resilience

57

Elevated Risk

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Company profile

Company website

Helios Technologies, Inc. is a global enterprise that designs, produces, and sells solutions for the hydraulics and electronics industries, with operations extending across the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company operates through two primary divisions. Its Hydraulics segment provides cartridge valve technologies for regulating fluid flow and pressure in both industrial and mobile environments, offers quick-release couplings for agricultural, construction, and industrial uses, and delivers hydraulic system design expertise for machine operators, manufacturers, and designers. Key brands within this segment include Sun Hydraulics, Faster, and Custom Fluidpower. These hydraulic offerings are sold predominantly via value-added distributors and directly to original equipment manufacturers. The Electronics segment specializes in manufacturing displays, control systems, and instrumentation. These products cater to diverse applications such as off-highway vehicles, recreational and commercial marine vessels, powersports and specialized vehicles, agriculture and water pumping systems, power generation, health and wellness equipment, and engine-driven industrial machinery. This division markets its products under the Enovation Controls, Murphy, and Balboa Water Group brands, serving original equipment manufacturer clients. Founded in 1970, the company was initially known as Sun Hydraulics Corporation before changing its name to Helios Technologies, Inc. in June 2019. Its corporate headquarters are situated in Sarasota, Florida.

Industry
Industrial - Machinery
Sector
Industrials
Headquarters
US
CEO
Sean Bagan
Listed since
Jan 9, 1997
Employees
2,300

Market position

Volume
158.59K
0.46× average
Average volume
345.7K
Average daily volume
Market cap
2.52B USD
Beta
1.27
Market reference 1

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
1.85B USD
P/E (TTM)
35.27×
P/B (TTM)
2.65×
P/S (TTM)
2.82×
EV / EBITDA
12.59×
Earnings yield
2.66%
Free cash flow yield
5.51%
Dividend yield
0.55%

Profitability & efficiency

Gross margin
32.68%
Operating margin
10.02%
Net margin
8.01%
Return on equity
5.20%
Return on assets
3.20%
Return on invested capital
3.72%

Financial health

Debt / equity
0.02×
Current ratio
2.9×

Earnings

EPS beat rate
91%
10 beats, 1 miss, 0 met estimates
Average EPS surprise
+13.32%
11 comparable reports
Latest EPS result
0.88
Estimate 0.8 · Beat by 9.59%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates0.920.710.50.29Q1 '25MissQ2 '25BeatQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 24, 2025: actual 0.33, estimate 0.46, surprise -28.26%, Miss. Q2 2025, reported May 6, 2025: actual 0.44, estimate 0.36, surprise +22.22%, Beat. Q3 2025, reported Aug 4, 2025: actual 0.59, estimate 0.49, surprise +20.41%, Beat. Q4 2025, reported Nov 3, 2025: actual 0.72, estimate 0.65, surprise +10.77%, Beat. Q1 2026, reported Mar 2, 2026: actual 0.81, estimate 0.71, surprise +14.08%, Beat. Q2 2026, reported May 11, 2026: actual 0.8, estimate 0.68, surprise +17.65%, Beat. Q3 2026, reported Aug 10, 2026: actual 0.88, estimate 0.803, surprise +9.59%, Beat. Q4 2026, reported Nov 2, 2026: actual —, estimate 0.75, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates241.18M217.53M193.87M170.22MQ1 '25MissQ2 '25MissQ3 '25BeatQ4 '25BeatQ1 '26BeatQ2 '26BeatQ3 '26BeatQ4 '26Estimate
Q1 2025, reported Feb 24, 2025: actual 179.5M USD, estimate 198.1M USD, surprise -9.39%, Miss. Q2 2025, reported May 6, 2025: actual 195.5M USD, estimate 204.36M USD, surprise -4.34%, Miss. Q3 2025, reported Aug 4, 2025: actual 212.5M USD, estimate 205.4M USD, surprise +3.46%, Beat. Q4 2025, reported Nov 3, 2025: actual 220.3M USD, estimate 197.01M USD, surprise +11.82%, Beat. Q1 2026, reported Mar 2, 2026: actual 210.7M USD, estimate 196.96M USD, surprise +6.98%, Beat. Q2 2026, reported May 11, 2026: actual 228.4M USD, estimate 220.07M USD, surprise +3.78%, Beat. Q3 2026, reported Aug 10, 2026: actual 231.9M USD, estimate 230.66M USD, surprise +0.54%, Beat. Q4 2026, reported Nov 2, 2026: actual —, estimate 220.32M USD, surprise —, Comparison unavailable.

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

13 ratings
Strong buy00%
Buy754%
Hold646%
Sell00%
Strong sell00%

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.36

2025 complete year0.0% since 2021

2026 partial: $0.33

* Partial calendar year in the available dividend history.

Corporate action history

Dividend

Ex-dividend Jul 10, 2026

$0.12

Quarterly

Record Jul 10, 2026 · Payment Jul 24, 2026

Dividend

Ex-dividend Apr 13, 2026

$0.12

Quarterly

Record Apr 13, 2026 · Payment Apr 27, 2026

Dividend

Ex-dividend Jan 7, 2026

$0.09

Quarterly

Record Jan 7, 2026 · Payment Jan 21, 2026

Dividend

Ex-dividend Oct 7, 2025

$0.09

Quarterly

Record Oct 7, 2025 · Payment Oct 21, 2025

Dividend

Ex-dividend Jul 7, 2025

$0.09

Quarterly

Record Jul 7, 2025 · Payment Jul 21, 2025

Dividend

Ex-dividend Apr 4, 2025

$0.09

Quarterly

Record Apr 4, 2025 · Payment Apr 22, 2025

HLIO peers

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