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Helios Technologies, Inc. Stock AnalysisComprehensive stock analysis for Helios Technologies, Inc. (HLIO) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisHLIO
HLIO
Helios Technologies, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
HLIO
Home🔹Stocks🔹Helios Technologies, Inc.

Helios Technologies, Inc.

🇺🇸HLIO•NYSE

Helios Technologies, Inc.

🇺🇸HLIO•NYSE
Market cap
$2.34B
Sentiment

Your view on HLIO

Mkt Cap
$2.34B
Sentiment
Your view
HLIO
Helios Technologies, Inc.
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
HLIO
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Helios Technologies, Inc.

Industry
Industrial - Machinery
Sector
Industrials
CEO
Sean Bagan
Headquarters
7456 16th Street East, Sarasota, FL, US
Industry
Industrial - Machinery
Sector
Industrials
CEO
Sean Bagan
Headquarters
7456 16th Street East, Sarasota, FL, US
Description

Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics.

The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers.

This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands.

The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets.

This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers.

The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks it is worth vs. the current price.

FRC's fair value estimate for Helios Technologies, Inc., and the rating behind it. HLIO last traded at $70.66, 32.7× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Helios Technologies, Inc.. Starting points for Helios Technologies, Inc.: P/E 32.7, EPS $2.16, beta 1.26 — an Industrial - Machinery name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Helios Technologies, Inc.. Helios Technologies, Inc. paid $0.42 per share over the last year — a 0.6% yield at the current $70.66 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Helios Technologies, Inc.. Trailing twelve-month EPS for Helios Technologies, Inc. stands at $2.16. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Helios Technologies, Inc.. Helios Technologies, Inc. has reported as a listed company since 1997. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Helios Technologies, Inc. valued side by side against its closest peers. Helios Technologies, Inc. is measured against Industrial - Machinery peers within the Industrials sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Premium

Which funds and firms own the stock.

Which institutions hold Helios Technologies, Inc., and how their positions are changing. At a $2.34B market value, institutional positions materially move Helios Technologies, Inc.'s register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.

Insider Trading

Premium

Recent buying and selling by company executives.

Buying and selling by Helios Technologies, Inc. executives and directors. Shares of Helios Technologies, Inc. have traded between $24.76 and $58.80 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.

Senate Trading

Premium

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Helios Technologies, Inc.. Helios Technologies, Inc. is a $2.34B Industrials company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.

House Trading

Premium

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Helios Technologies, Inc.. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Helios Technologies, Inc.. Coverage tracks Helios Technologies, Inc. within Industrial - Machinery (Industrials). Press releases and market coverage, newest first.

Peer companies

  • BW — Babcock & Wilcox Enterprises, Inc.
  • CECO — CECO Environmental Corp.
  • DXPE — DXP Enterprises, Inc.
  • ENOV — Enovis Corporation
  • EPAC — Enerpac Tool Group Corp.
  • HNI — HNI Corporation
  • LZ — LegalZoom.com, Inc.
  • NNE — Nano Nuclear Energy Inc

More Industrial - Machinery companies

  • KAI — Kadant Inc.
  • KIGRY — KION Group AG
  • KMAAF — Komax Holding AG
  • KMRCF — Komori Corporation
  • KMTUF — Komatsu Ltd.
  • KMTUY — Komatsu Ltd.
  • KNCRF — Konecranes Plc
  • KNCRY — Konecranes Plc
  • KNNGF — Kion Group AG
  • KNYJF — KONE Oyj
  • KNYJY — KONE Oyj
  • KODK — Eastman Kodak Company

ETFs holding Helios Technologies, Inc.

  • AFSC — abrdn Focused U.S. Small Cap Active ETF (1.70%)
  • PRN — Invesco Dorsey Wright Industrials Momentum ETF (1.23%)
  • ESSC — Eventide Small Cap ETF (0.47%)
  • TRFM — AAM Transformers ETF (0.17%)
  • FTKI — First Trust Small Cap BuyWrite Income ETF (0.16%)

News

Latest Market News