
Helios Technologies, Inc.
HLIONYSEIndustrialsIndustrial - Machinery
Latest quote
$76.17
−$0.13 · -0.17%
HLIO company overview
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GoAI snapshot
AI-powered factor overview
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 websiteHelios 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 / TTMValuation & 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
Revenue: actual versus estimate
Recent quarterly results
Analyst ratings
Third-party consensus; not a GoAI recommendation.
Rating distribution
13 ratingsCorporate 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
$0.36
2,021
$0.36
2,022
$0.36
2,023
$0.36
2,024
$0.36
2,025
$0.33
2,026*
* Partial calendar year in the available dividend history.
Corporate action history
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Jul 10, 2026 | $0.12Quarterly | Jul 10, 2026 | Jul 24, 2026 |
Dividend | Apr 13, 2026 | $0.12Quarterly | Apr 13, 2026 | Apr 27, 2026 |
Dividend | Jan 7, 2026 | $0.09Quarterly | Jan 7, 2026 | Jan 21, 2026 |
Dividend | Oct 7, 2025 | $0.09Quarterly | Oct 7, 2025 | Oct 21, 2025 |
Dividend | Jul 7, 2025 | $0.09Quarterly | Jul 7, 2025 | Jul 21, 2025 |
Dividend | Apr 4, 2025 | $0.09Quarterly | Apr 4, 2025 | Apr 22, 2025 |
Ex-dividend Jul 10, 2026
$0.12
Quarterly
Record Jul 10, 2026 · Payment Jul 24, 2026
Ex-dividend Apr 13, 2026
$0.12
Quarterly
Record Apr 13, 2026 · Payment Apr 27, 2026
Ex-dividend Jan 7, 2026
$0.09
Quarterly
Record Jan 7, 2026 · Payment Jan 21, 2026
Ex-dividend Oct 7, 2025
$0.09
Quarterly
Record Oct 7, 2025 · Payment Oct 21, 2025
Ex-dividend Jul 7, 2025
$0.09
Quarterly
Record Jul 7, 2025 · Payment Jul 21, 2025
Ex-dividend Apr 4, 2025
$0.09
Quarterly
Record Apr 4, 2025 · Payment Apr 22, 2025
HLIO peers
ETFs holding HLIO
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI82.16M0.00%2.3T USD0.03%$378.24+0.44%
iShares Russell 2000 ETFIWM64.83M0.08%81.62B USD0.19%$299.96+0.77%
Vanguard Morningstar Small-Cap ETFVB59.2M0.03%183.4B USD0.03%$304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR37.59M0.05%68.3B USD0.05%$249.18+0.68%
Vanguard Extended Market ETFVXF29.64M0.03%93.7B USD0.05%$245.53+0.82%
iShares Russell 2000 Value ETFIWN21.28M0.15%14.66B USD0.24%$224.81+0.45%
Vanguard Russell 2000 ETFVTWO14.6M0.08%17.4B USD0.06%$121.25+0.74%
Dimensional - US Targeted Value ETFDFAT14.15M0.10%14.66B USD0.28%$71.67+0.67%
Vanguard Morningstar Total Stock Market ETFVTI- Market value
- 82.16M
- Weight
- 0.00%
- AUM
- 2.3T USD
- Expense ratio
- 0.03%
- Price / 1D
- $378.24+0.44%
iShares Russell 2000 ETFIWM- Market value
- 64.83M
- Weight
- 0.08%
- AUM
- 81.62B USD
- Expense ratio
- 0.19%
- Price / 1D
- $299.96+0.77%
Vanguard Morningstar Small-Cap ETFVB- Market value
- 59.2M
- Weight
- 0.03%
- AUM
- 183.4B USD
- Expense ratio
- 0.03%
- Price / 1D
- $304.76+0.64%
Vanguard Morningstar Small-Cap Value ETFVBR- Market value
- 37.59M
- Weight
- 0.05%
- AUM
- 68.3B USD
- Expense ratio
- 0.05%
- Price / 1D
- $249.18+0.68%
Vanguard Extended Market ETFVXF- Market value
- 29.64M
- Weight
- 0.03%
- AUM
- 93.7B USD
- Expense ratio
- 0.05%
- Price / 1D
- $245.53+0.82%
iShares Russell 2000 Value ETFIWN- Market value
- 21.28M
- Weight
- 0.15%
- AUM
- 14.66B USD
- Expense ratio
- 0.24%
- Price / 1D
- $224.81+0.45%
Vanguard Russell 2000 ETFVTWO- Market value
- 14.6M
- Weight
- 0.08%
- AUM
- 17.4B USD
- Expense ratio
- 0.06%
- Price / 1D
- $121.25+0.74%
Dimensional - US Targeted Value ETFDFAT- Market value
- 14.15M
- Weight
- 0.10%
- AUM
- 14.66B USD
- Expense ratio
- 0.28%
- Price / 1D
- $71.67+0.67%
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