Latest market price
66.15
-2.11-3.09%
OverviewShort InterestFilings
HLIOQT45Helios Technologies, Inc.·NYSE
66.15-3.09%
TA
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Signal & projected range
Gap down — mean-reversionHistorical pattern — not a prediction
Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)
Horizon
0%Past 3 monthsToday
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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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Snapshot
Index—P/E30.91EPS (ttm)2.14Insider Own1.12%Shs Outstand32.95MPerf Week-0.02%
Market Cap2.18BForward P/E18.66EPS next Y3.54Insider Trans-3.54%Shs Float32.79MPerf Month-3.98%
Enterprise Value2.13BPEG2.84EPS next Q0.76Short Float3.37%Perf Quarter-17.53%
Income72.00MP/S2.45EPS this Y25.80%Short Ratio3.23Perf Half Y-1.03%
Sales891.00MP/B2.30EPS next Y11.57%ROA4.71%Short Interest1.10MPerf YTD23.67%
Book/sh28.77P/C32.05EPS next 5Y10.87%ROE7.65%52W High95.05 -30.41%Perf Year16.34%
Cash/sh2.06P/FCF20.18EPS past 3/5Y-21.70% 26.94%ROIC5.13%52W Low49.00 35.00%Perf 3Y30.86%
Dividend Est.0.48 (0.73%)EV/EBITDA12.44Sales past 3/5Y-1.76% 9.91%Gross Margin32.68%Volatility2.26% 2.72%Perf 5Y-26.39%
Dividend TTM0.45 (0.68%)EV/Sales2.39EPS Y/Y TTM105.77%Oper. Margin10.02%ATR (14)2.05Perf 10Y123.03%
Dividend Ex-DateOct 13, 2026Quick Ratio1.53Sales Y/Y TTM13.65%Profit Margin8.01%RSI (14)40.55Recom2.46
Dividend Gr. 3/5Y0.00% 0.00%Current Ratio2.74EPS Q/Q49.15%SMA20-3.13%Beta1.26Target Price77.75
Payout18.07%Debt/Eq0.02Sales Q/Q8.92%SMA50-4.92%Rel Volume0.91Prev Close68.26
Employees2,300LT Debt/Eq0.02EarningsNov 05SMA200-9.91%Avg Volume337.43KPrice66.15
IPO DateJan 09, 1997Option/ShortYes / YesEPS/Sales Surpr.9.55% 0.54%Net Debt/EBITDA-0.31Volume308,592Change-3.09%
Analyst Ratings
DateActionAnalystRatingTarget
Oct-28-26ReiteratedH.C. Wainwright$36
Aug-12-26ReiteratedStifel NicolausHold$93 → $95
Jul-20-26ReiteratedStifel NicolausHold$89 → $93
Jul-13-26ReiteratedKeybancOverweight$74 → $95
May-14-26ReiteratedStifel NicolausHold$80 → $89
May-13-26ReiteratedRobert W. Baird$81 → $85
Apr-14-26ReiteratedStifel NicolausHold$76 → $80
Mar-04-26ReiteratedStifel NicolausHold$65 → $76
Jan-26-26ReiteratedKeybancOverweight$64 → $74
Nov-05-25ReiteratedStifel NicolausHold$58 → $65
Latest News· Times ET
Oct-29-26
Oct-29-2611:06AM
Helios Technologies (HLIO) Reports Next Week: Wall Street Expects Earnings Growthzacks.com
Oct-28-26
Oct-28-2609:12AM
Galaxy Digital: Its Biggest Growth Opportunity Is Still Waiting For A Tenantseekingalpha.com
Oct-27-26
Oct-27-2606:45AM
Applied Industrial Technologies (AIT) Surpasses Q1 Earnings EstimatesYahoo
Oct-22-26
Oct-22-2610:05AM
3 Reasons to sell HLIO and 1 stock to buy insteadYahoo
09:00AM
Helios Technologies Schedules Third Quarter 2026 Financial Results Release and Conference Callbusinesswire.com
Oct-21-26
Oct-21-2609:00AM
Fortune Media and Great Place To Work Name Helios Technologies' Operating Company, Enovation Controls, to 2026 Best Workplaces in Manufacturing & Production List for Sixth Timebusinesswire.com
Oct-19-26
Oct-19-2609:28AM
Quantinuum Stock Climbs as Helios Hits 99.9995% Logical Fidelity, Nearing 2029 Targetbenzinga.com
09:00AM
Helios Technologies' Balboa Water Group Contributes to Luxury Spa Designed by Studio F. A. Porschebusinesswire.com
Oct-16-26
Oct-16-2610:00AM
Sun Hydraulics, a Helios Technologies Operating Company, Named a 2026 Florida Manufacturer Employer of Choice for a Third Yeargurufocus.com
08:03AM
2 Industrials Stocks for Long-Term Investors and 1 Facing HeadwindsYahoo
Oct-14-26
Oct-14-2610:51AM
Here's Why Helios Technologies (HLIO) is a Strong Momentum Stockzacks.com
08:00AM
Kratos Breaks Ground on New AN/SPY-1 Radar and Helios Hypersonics Testing Facilities in Indianaglobenewswire.com
Oct-13-26
Oct-13-2610:45AM
Helios Technologies (HLIO) is a Top-Ranked Growth Stock: Should You Buy?zacks.com
Oct-12-26
Oct-12-2607:43AM
1 of Wall Street’s Favorite Stocks Worth Investigating and 2 We IgnoreYahoo
Oct-06-26
Oct-06-2610:32AM
Here's Why Investors Should Consider Retaining A. O. Smith Stock NowYahoo
Company

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.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
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 Revenue891839806836—————
Cost of Goods Sold Incl. D&A600568554574—————
Gross Profit291271252262—————
Selling, General and Administrative Excl. Other113148139149—————
Research and Development
5000—————
Other Operating Expense84573233—————
Operating Income90668280—————
Interest Expense18223431—————
Unusual Expense
—————————
Non-Operating Income (Expense)191831—————
Net Income Before Taxes92625149—————
Income Taxes21141212—————
Consolidated Net Income72483938—————
Net Income From Continuing Operations72483938—————
Net Income72483938—————
EPS (Recurring)2.161.461.171.14—————
EPS (Basic, Before Extraordinaries)2.161.461.171.14—————
EPS (Diluted)2.141.451.171.14—————
EBITDA171147148144—————
Other After Tax Adjustments
—————————
Stock Option Compensation Expense
—————————
Price To Earnings Ratio30.9137.7338.4439.78—————
Price To Sales Ratio2.452.151.841.79—————
Gross Margin32.6632.3031.2731.34—————
Operating Margin10.107.8710.179.57—————
Net Margin8.085.724.844.55—————
Shares Outstanding33333333—————
Market Capitalization2,1831,8051,4841,497—————
Operating Lease Expense
—————————
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Insider Trading Volume
$99.75$84.87$70.00$55.12$40.24● Close Price0.00K226.17K452.34K678.51K904.68KUSD Trades VolumeNovDec2026FebMarAprMayJunJulAugSepOctNov
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
Bagan SeanPresident and CEOOct 01 '26Option Exercise68.8977153,11421,257Oct 05
Chenanda CaryDirectorSep 18 '26Option Exercise69.2974251,41317,778Sep 22
Britt DouglasDirectorSep 18 '26Option Exercise69.2978754,53130,491Sep 22
Walsh Ian K.DirectorSep 18 '26Option Exercise69.2969748,295697Sep 22
Brown Laura DDirectorSep 18 '26Option Exercise69.291,17481,34620,442Sep 22
Sacchi DianaDirectorSep 18 '26Option Exercise69.2978754,53111,162Sep 22
Schuetz AlexanderDirectorSep 18 '26Option Exercise69.2974251,41318,745Sep 22
Martich Frederick JosephPres. of Hydraulics, MCTSep 11 '26Option Exercise70.6674752,78314,476Sep 15
Evans Jeremy ScottChief Financial OfficerSep 11 '26Option Exercise70.6637426,4271,293Sep 15
Greenberg Marc AGeneral Counsel and SecretarySep 11 '26Option Exercise70.6674752,78310,821Sep 15
Arduini MatteoPresident of Hydraulics, FCTSep 11 '26Option Exercise70.6674752,78312,064Sep 15
Bagan SeanPresident and CEOSep 11 '26Option Exercise70.6674752,78320,754Sep 15
Arduini MatteoPresident of Hydraulics, FCTJun 23 '26Option Exercise49.876,027300,59217,344Jun 24
Arduini MatteoPresident of Hydraulics, FCTJun 23 '26Sale90.426,027544,96111,317Jun 24
Arduini MatteoPresident of Hydraulics, FCTJun 22 '26Sale89.934,000359,72011,317Jun 24
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QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.