Helios Technologies, Inc.
- Open
- 89.83
- Day high
- 89.83
- Day low
- 85.25
- Prev close
- 89.25
- Volume
- 175K
- Mkt cap
- $2.8B
- P/E (TTM)
- 46.8
- EPS (TTM)
- $1.82
- P/B
- 3.0
- P/S
- 3.3
- Yield
- 0.45%
- Per share
- $0.39
- ▼Insiders net selling -$1.1M over the last 3 months (0 open-market buys, 3 sales)
- 🏛Institutions accumulating (13F)
Helios Technologies, Inc. (HLIO) is a Industrials company listed on NYSE. The stock is up 156% over the past year. Over the trailing 3 months, insiders filed 0 open-market buys and 3 sales (SEC Form 4).
Helios Technologies, Inc. (HLIO) financials & analyst ratings
Fundamentals (TTM)
Analyst consensus · 4 analysts
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
HLIO earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 12, 2026 | $0.68 | $0.80 | +17.6% | $228M | +3.8% |
| Feb 26, 2024 | $0.25 | $0.38 | +52.0% | $193M | -4.3% |
| Nov 2, 2023 | $0.73 | $0.44 | -39.7% | $201M | +10.0% |
| Feb 27, 2023 | $0.74 | $0.78 | +5.4% | $196M | -5.6% |
| Feb 28, 2022 | $0.83 | $1.01 | +21.7% | $218M | +6.3% |
| Mar 1, 2021 | $0.41 | $0.60 | +46.3% | $152M | +8.4% |
| Nov 2, 2020 | $0.42 | $0.53 | +26.2% | $123M | +29.3% |
| May 4, 2020 | $0.41 | $0.56 | +36.6% | $129M | +33.3% |
| Feb 24, 2020 | $0.37 | $0.54 | +45.9% | $126M | +45.9% |
| Feb 25, 2019 | $0.40 | $0.41 | +2.5% | $139M | +2.5% |
| Nov 5, 2018 | $0.46 | $0.44 | -4.3% | $136M | -4.3% |
| Aug 6, 2018 | $0.55 | $0.43 | -21.8% | $136M | -21.8% |
HLIO insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 24, 2026 | Arduini Matteoofficer: President of Hydraulics, FCT | Sell | 4,000 | $89.93 |
| Jun 24, 2026 | Arduini Matteoofficer: President of Hydraulics, FCT | Option | 1,153 | $55.03 |
| Jun 24, 2026 | Arduini Matteoofficer: President of Hydraulics, FCT | Option | 874 | $39.75 |
| Jun 24, 2026 | Arduini Matteoofficer: President of Hydraulics, FCT | Sell | 6,027 | $90.42 |
| Jun 24, 2026 | Arduini Matteoofficer: President of Hydraulics, FCT | Option | 4,000 | $50.60 |
| Jun 18, 2026 | Schuetz Alexanderdirector | Grant | 482 | — |
| Jun 18, 2026 | Brown Laura Ddirector | Grant | 761 | — |
| Jun 18, 2026 | Sacchi Dianadirector | Grant | 511 | — |
| Jun 18, 2026 | Walsh Ian K.director | Grant | 452 | — |
| Jun 18, 2026 | Britt Douglasdirector | Grant | 511 | — |
| Jun 18, 2026 | Chenanda Carydirector | Grant | 482 | — |
| Jun 9, 2026 | Britt Douglasdirector | Option | 1,369 | $81.27 |
| Jun 9, 2026 | Schuetz Alexanderdirector | Tax | 388 | $81.27 |
| Jun 9, 2026 | Chenanda Carydirector | Option | 1,291 | $81.27 |
| Jun 9, 2026 | Sacchi Dianadirector | Option | 1,369 | $81.27 |
Source: HLIO SEC Form 4 filings, latest Jun 24, 2026. For informational purposes only — not investment advice.
See the full HLIO insider & 13F page →Helios Technologies, Inc. company profile
Overview
Helios Technologies, Inc. (NASDAQ:HLIO) is an industrial technology company founded in 1970 and headquartered in Sarasota, Florida. Originally established as Sun Hydraulics Corporation, the company changed its name to Helios Technologies in June 2019 following a strategic transformation from a hydraulics-focused manufacturer into a diversified industrial solutions provider. Through organic growth and strategic acquisitions, Helios has evolved into a global company serving hydraulics and electronics markets across the Americas, Europe, the Middle East, Africa, and Asia Pacific regions.
Business
Helios Technologies operates in two primary business segments that serve industrial and mobile equipment markets worldwide. The Hydraulics segment represents the company's heritage business and generates approximately 70% of total revenue. This division develops and manufactures fluid power control solutions that are essential components in heavy machinery and industrial equipment. The segment's core products include cartridge valve technology, which controls the rate and direction of fluid flow in hydraulic systems, and regulates pressure for various applications. These valves are critical components in construction equipment, agricultural machinery, and industrial systems where precise control of hydraulic power is essential. The segment also produces quick release coupling solutions that enable rapid connection and disconnection of hydraulic lines, primarily serving agriculture, construction, and industrial markets. Additionally, the hydraulics division provides engineered hydraulic system design services, offering complete solutions for machine manufacturers and users. Products are sold under the Sun Hydraulics, Faster, and Custom Fluidpower brand names. The Electronics segment accounts for approximately 30% of revenue and focuses on display, control, and instrumentation products for specialized vehicle and equipment markets. This segment serves off-highway vehicles, recreational and commercial marine vessels, power sports vehicles, agricultural equipment, water pumping systems, power generation equipment, health and wellness applications, and engine-driven industrial equipment. The electronics division has expanded into new markets including commercial food service equipment. Products are marketed under the Enovation Controls, Murphy, and Balboa Water Group brands, with recent innovations including the Cygnus Reach IoT platform for remote monitoring and support services.
Competitive moat
Helios Technologies operates in a moderately competitive industrial components market with several defensive characteristics but limited moat strength. The company's primary competitive advantages stem from its technical expertise in hydraulic cartridge valve technology and established relationships with distributors and OEM customers. The hydraulics business benefits from high switching costs, as customers typically design systems around specific valve configurations and prefer proven, reliable suppliers for mission-critical applications. The company's global manufacturing footprint and "in the region, for the region" strategy provides some operational flexibility and cost advantages. However, the company's moat is relatively narrow and faces several competitive pressures. The hydraulics industry includes large, well-capitalized competitors like Parker Hannifin and Eaton, which have broader product portfolios and greater resources for research and development. The electronics segment operates in more commoditized markets with shorter product cycles and more intense price competition. While Helios has built expertise in niche applications, many of its products face potential substitution from alternative technologies or competitive solutions. The company's relatively small size compared to industrial giants limits its bargaining power with suppliers and customers, and its dependence on cyclical end markets creates vulnerability during economic downturns. Recent strategic initiatives to expand into new markets like commercial food service show promise but remain unproven at scale.
Risks & safety
Helios Technologies presents a moderate margin of safety profile with manageable financial risks but elevated valuation concerns. • **Liquidity and Solvency**: Strong current ratio of 2.78 and quick ratio of 1.45 indicate solid short-term liquidity. Nearly $400 million in total liquidity provides substantial financial flexibility. Debt-to-equity ratio of 0.48 is reasonable, and management has actively reduced debt by $75 million in 2024. • **Cash Generation**: Positive free cash flow of $12.2 million in Q1 2025, with strong historical cash conversion. Operating cash flow remains positive despite challenging market conditions. • **Valuation Metrics**: Current P/E ratio of 36.8 appears elevated relative to cyclical earnings. EV/EBITDA of 11.1 is reasonable but not compelling. Price-to-book ratio of 1.22 suggests modest premium to book value. • **Other Considerations**: Cyclical business model creates earnings volatility risk. Potential $15 million tariff impact in second half of 2025 represents meaningful headwind. Management's cautious 2025 guidance reflects uncertain macro environment.
Recent development
Over the past few years, Helios Technologies has undergone significant strategic transformation focused on evolving from a holding company structure to an integrated operating company. The company has pursued an aggressive acquisition strategy, completing multiple bolt-on acquisitions including Schultes Precision Manufacturing, i3, PME, and Damon Products to fill product gaps and expand market reach. A major operational initiative has been the implementation of a "in the region, for the region" manufacturing strategy, with facility expansions in Mexico, India, and Italy to optimize costs and reduce supply chain risks. Recent leadership changes have brought renewed strategic focus, with interim CEO Sean Bagan conducting a comprehensive listening tour and shifting the sales approach from "fishing" to "hunting" with more targeted, customer-centric initiatives. The company has accelerated new product development across its four flagship brands, launching 11 new hydraulic cartridge valves and introducing innovative electronics products including PowerView displays and the Cygnus Reach IoT platform. A significant strategic milestone was the first commercial food service market entry through a partnership with Alto-Shaam, representing potential expansion into new end markets. Financial strategy has emphasized balance sheet optimization, with $75 million in debt reduction during 2024 and the initiation of a $100 million share repurchase program. The company has also focused on operational efficiency improvements, reducing inventory by $25 million while maintaining investment in research and development. Management has implemented a more disciplined approach to capital allocation while exploring both organic growth opportunities and potential strategic acquisitions to drive long-term value creation.
HLIO company profile · for informational purposes only — not investment advice.
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