Helios Technologies, Inc. (NYSE: HLIO) is a Industrials company in the Industrial - Machinery industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.
| Index | - | P/E | 31.77 | EPS (ttm) | 2.14 | Insider Own | 1.10% | Shs Outstand | 33.05M | Perf Week | -0.10% |
| Market Cap | 2.25B | Forward P/E | 18.96 | EPS next Y | 3.59 | Insider Trans | -3.57% | Shs Float | 32.90M | Perf Month | -14.40% |
| Enterprise Value | 2.19B | PEG | 2.53 | EPS next Q | 0.76 | Inst Own | - | Short Float | 2.89% | Perf Quarter | -19.63% |
| Income | 72.00M | P/S | 2.52 | EPS this Y | 48.96% | Inst Trans | - | Short Ratio | 2.78 | Perf Half Y | 6.63% |
| Sales | 891.00M | P/B | 2.37 | EPS next Y | 12.47% | ROA | 4.71% | Short Interest | 951.64K | Perf YTD | 27.11% |
| Book/sh | 28.69 | P/C | 33.04 | EPS next 5Y | 12.58% | ROE | 7.65% | 52W High | 95.05 -28.47% | Perf Year | 25.17% |
| Cash/sh | 2.06 | P/FCF | 21.84 | EPS past 3/5Y | -21.70% 26.94% | ROIC | 5.13% | 52W Low | 47.01 44.63% | Perf 3Y | 20.42% |
| Dividend Est. | 0.48 (0.71%) | EV/EBITDA | 12.90 | Sales past 3/5Y | -1.76% 9.91% | Gross Margin | 32.68% | Volatility | 3.16% 3.13% | Perf 5Y | -20.01% |
| Dividend TTM | 0.42 (0.62%) | EV/Sales | 2.46 | EPS Y/Y TTM | 82.91% | Oper. Margin | 10.02% | ATR (14) | 2.48 | Perf 10Y | 119.96% |
| Dividend Ex-Date | Jul 10, 2026 | Quick Ratio | 1.53 | Sales Y/Y TTM | 10.55% | Profit Margin | 8.01% | RSI (14) | 35.15 | Recom | 2.46 |
| Dividend Gr. 3/5Y | 0.00% 0.00% | Current Ratio | 2.74 | EPS Q/Q | 49.15% | SMA20 | -4.95% | Beta | 1.27 | Target Price | 91.67 |
| Payout | 18.07% | Debt/Eq | 0.12 | Sales Q/Q | 8.92% | SMA50 | -11.42% | Rel Volume | 0.89 | Prev Close | 67.06 |
| Employees | 2,300 | LT Debt/Eq | 0.11 | Earnings | Nov 02 | SMA200 | -4.91% | Avg Volume | 335.09K | Price | 67.99 |
| IPO Date | Jan 09, 1997 | Option/Short | Yes / Yes | EPS/Sales Surpr. | 9.55% 0.54% | Net Debt/EBITDA | -0.31 | Volume | 299,392 | Change | 1.39% |
| Date | Action | Analyst | Rating | Target |
|---|---|---|---|---|
| Aug-12-26 | Reiterated | Stifel Nicolaus | Hold | $93 → $95 |
| Jul-20-26 | Reiterated | Stifel Nicolaus | Hold | $89 → $93 |
| Jul-13-26 | Reiterated | Keybanc | Overweight | $74 → $95 |
| May-14-26 | Reiterated | Stifel Nicolaus | Hold | $80 → $89 |
| May-13-26 | Reiterated | Robert W. Baird | $81 → $85 | |
| Apr-14-26 | Reiterated | Stifel Nicolaus | Hold | $76 → $80 |
| Mar-04-26 | Reiterated | Stifel Nicolaus | Hold | $65 → $76 |
| Jan-26-26 | Reiterated | Keybanc | Overweight | $64 → $74 |
| Nov-05-25 | Reiterated | Stifel Nicolaus | Hold | $58 → $65 |
| Nov-04-25 | Reiterated | Keybanc | Overweight | $61 → $64 |
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.
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| Line Item (USD, M) | TTM — | FY 2025 1/3/2026 | FY 2024 12/28/2024 | FY 2023 12/31/2023 | FY 2022 12/31/2022 | FY 2021 12/31/2021 | FY 2020 12/31/2020 | FY 2019 12/31/2019 | FY 2018 12/31/2018 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | 891 | 839 | 806 | — | — | — | — | — | — | |
| Cost of Goods Sold Incl. D&A | 600 | 568 | 554 | — | — | — | — | — | — | |
| Gross Profit | 291 | 271 | 252 | — | — | — | — | — | — | |
| Selling, General and Administrative Excl. Other | 113 | 148 | 139 | — | — | — | — | — | — | |
| Research and Development | 5 | 0 | 0 | — | — | — | — | — | — | |
| Other Operating Expense | 84 | 57 | 32 | — | — | — | — | — | — | |
| Operating Income | 90 | 66 | 82 | — | — | — | — | — | — | |
| Interest Expense | 18 | 22 | 34 | — | — | — | — | — | — | |
| Unusual Expense | — | — | — | — | — | — | — | — | — | |
| Non-Operating Income (Expense) | 19 | 18 | 3 | — | — | — | — | — | — | |
| Net Income Before Taxes | 92 | 62 | 51 | — | — | — | — | — | — | |
| Income Taxes | 21 | 14 | 12 | — | — | — | — | — | — | |
| Consolidated Net Income | 72 | 48 | 39 | — | — | — | — | — | — | |
| Net Income From Continuing Operations | 72 | 48 | 39 | — | — | — | — | — | — | |
| Net Income | 72 | 48 | 39 | — | — | — | — | — | — | |
| EPS (Recurring) | 2.16 | 1.46 | 1.17 | — | — | — | — | — | — | |
| EPS (Basic, Before Extraordinaries) | 2.16 | 1.46 | 1.17 | — | — | — | — | — | — | |
| EPS (Diluted) | 2.14 | 1.45 | 1.17 | — | — | — | — | — | — | |
| EBITDA | 170 | 147 | 148 | — | — | — | — | — | — | |
| Other After Tax Adjustments | — | — | — | — | — | — | — | — | — | |
| Stock Option Compensation Expense | — | — | — | — | — | — | — | — | — | |
| Price To Earnings Ratio | 31.77 | 37.73 | 38.44 | — | — | — | — | — | — | |
| Price To Sales Ratio | 2.52 | 2.15 | 1.84 | — | — | — | — | — | — | |
| Gross Margin | 32.66 | 32.30 | 31.27 | — | — | — | — | — | — | |
| Operating Margin | 10.10 | 7.87 | 10.17 | — | — | — | — | — | — | |
| Net Margin | 8.08 | 5.72 | 4.84 | — | — | — | — | — | — | |
| Shares Outstanding | 33 | 33 | 33 | — | — | — | — | — | — | |
| Market Capitalization | 2,244 | 1,805 | 1,484 | — | — | — | — | — | — | |
| Operating Lease Expense | — | — | — | — | — | — | — | — | — |
| Insider | Relationship | Date | Transaction | Cost | #Shares | Value ($) | #Shares Total | SEC Form 4 |
|---|---|---|---|---|---|---|---|---|
| Greenberg Marc A | General Counsel and Secretary | Sep 11 '26 | Option Exercise | 70.66 | 747 | 52,783 | 10,821 | Sep 15 |
| Arduini Matteo | President of Hydraulics, FCT | Sep 11 '26 | Option Exercise | 70.66 | 747 | 52,783 | 12,064 | Sep 15 |
| Bagan Sean | President and CEO | Sep 11 '26 | Option Exercise | 70.66 | 747 | 52,783 | 20,754 | Sep 15 |
| Evans Jeremy Scott | Chief Financial Officer | Sep 11 '26 | Option Exercise | 70.66 | 374 | 26,427 | 1,293 | Sep 15 |
| Martich Frederick Joseph | Pres. of Hydraulics, MCT | Sep 11 '26 | Option Exercise | 70.66 | 747 | 52,783 | 14,476 | Sep 15 |
| Arduini Matteo | President of Hydraulics, FCT | Jun 23 '26 | Option Exercise | 49.87 | 6,027 | 300,592 | 17,344 | Jun 24 |
| Arduini Matteo | President of Hydraulics, FCT | Jun 23 '26 | Sale | 90.42 | 6,027 | 544,961 | 11,317 | Jun 24 |
| Arduini Matteo | President of Hydraulics, FCT | Jun 22 '26 | Sale | 89.93 | 4,000 | 359,720 | 11,317 | Jun 24 |
| Chenanda Cary | Director | Jun 05 '26 | Option Exercise | 81.27 | 1,291 | 104,920 | 17,036 | Jun 09 |
| Sacchi Diana | Director | Jun 05 '26 | Option Exercise | 81.27 | 1,369 | 111,259 | 10,375 | Jun 09 |
| Brown Laura D | Director | Jun 05 '26 | Option Exercise | 81.27 | 2,042 | 165,953 | 19,268 | Jun 09 |
| Schuetz Alexander | Director | Jun 05 '26 | Option Exercise | 81.27 | 1,291 | 104,920 | 18,391 | Jun 09 |
| Britt Douglas | Director | Jun 05 '26 | Option Exercise | 81.27 | 1,369 | 111,259 | 29,704 | Jun 09 |
| Arduini Matteo | President of Hydraulics, FCT | May 15 '26 | Sale | 76.48 | 3,000 | 229,440 | 15,317 | May 19 |
| Evans Jeremy Scott | Chief Financial Officer | Apr 01 '26 | Option Exercise | 68.33 | 278 | 18,996 | 987 | Apr 02 |