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HLIOHelios Technologies, Inc.
$68.66$2.3B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
HLIO logo

Helios Technologies, Inc.

HLIO
NYSE · Industrial Machinery
$68.66
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$2.27B
P/E47.4x
52W High$95.05
Volume335.29K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Deleveraging and Margin Expansion Signal Inflection

Helios Technologies is emerging from a cyclical trough with accelerating revenue growth (9.1% YoY in 2026Q2) and expanding gross margins (34.6% vs. 31.8% a year ago), driven by cost discipline and favorable mix. The balance sheet has been transformed, with tot...

GrowthAccelerating
ProfitabilityModerate
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

HLIO price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

10/12 Beats

EPS beat 10 of last 12 quarters

02

Valuation risk

+25% Peers

P/E is 25% above peer median

03

Market leadership

RS 44 · Lag

Laggard (Underperforming 56% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Nov 10

Market performance

Price History →

Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
HLIO+26.10%
S&P 500 (^GSPC)+13.20%
1-Year Return
HLIO+27.06%
S&P 500 (^GSPC)+15.98%
3-Year Return
HLIO+30.66%
S&P 500 (^GSPC)+82.06%
5-Year Return
HLIO-17.98%
S&P 500 (^GSPC)+76.00%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
47.4x
Forward P/EExpansion
21.5x
EV/EBITDA80th %ile
17.9x
FCF YieldCash Flow
4.4%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
47.4x
37.7x
100th· High
EV/EBITDA
17.9x
14.0x
80th· High
Price/FCF
22.7x
22.8x
40th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$25.41-63.0%
Base (Fair)$48.05-30.7%
Bull$50.18-26.9%
$25.41 Bear$48.05 Base$50.18 Bull
Current Market Price: $68.66
Trades at a 42.9% premium to Base DCF ($48.05)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$839M+4.1% YoY
Net income
$48M+24.1% YoY
Free cash flow
$100M+5.2% YoY
Operating margin
7.9%-2.3 pts YoY
ROIC (TTM)4.4%
Avg ROIC 5Y-
ROE (TTM)5.4%
Piotroski Score9 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate10/12 (83%)
Revenue Beat Rate8/12 (67%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 10, 2026
$0.88+9.6%
vs $0.80
$232M+0.5%
vs $231M
Q2 2026
May 11, 2026
$0.80+17.6%
vs $0.68
$228M+3.8%
vs $220M
Q2 2026
Mar 2, 2026
$0.81+14.1%
vs $0.71
$211M+7.0%
vs $197M
Q4 2025
Nov 3, 2025
$0.72+10.8%
vs $0.65
$220M+11.8%
vs $197M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Zacks Investment Research·Sep 16, 2026
Are Industrial Products Stocks Lagging Helios Technologies (HLIO) This Year?

Here is how Helios Technologies (HLIO) and Nordson (NDSN) have performed compared to their sector so far this year.

Zacks Investment Research·Sep 15, 2026
Here's Why Helios Technologies (HLIO) is a Strong Growth Stock

The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage.

Zacks Investment Research·Sep 9, 2026
Why Is Helios Technologies (HLIO) Down 11.9% Since Last Earnings Report?

Helios Technologies (HLIO) reported earnings 30 days ago. What's next for the stock?

Business Wire·Sep 9, 2026
Helios Technologies' Enovation Controls Acquires Assets of Radio Sound, Expanding Electronics Offerings and Securing Multi-Year Contract with Indian Motorcycle

SARASOTA, Fla.--(BUSINESS WIRE)--Helios Technologies' (NYSE: HLIO) Enovation Controls Acquires Assets of Radio Sound.

Filtered for Helios Technologies, Inc.More Headlines
04

Compare before deciding

Benchmark HLIO against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Helios Technologies, Inc. (HLIO)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
HLIO logoHLIOHelios Technologies, Inc.Current
$68.66$2.27B47.354.11%5.77%5.39%0.52%
HYFM logoHYFMHydrofarm Holdings Group, Inc.
$1.01$4.79M-0.02-29.45%-267.2%——
NNBR logoNNBRNN, Inc.
$3.37$177.31M-3.15-9.06%-7.15%-22.07%—
ESAB logoESABESAB Corporation
$68.44$4.17B18.403.71%5.75%7.51%—
PNR logoPNRPentair plc
$55.49$8.97B14.012.28%16.24%17.13%—
IEX logoIEXIDEX Corporation
$225.69$16.64B35.215.77%14.49%12.91%—

Compare HLIO vs Peers

Helios Technologies, Inc. (HLIO) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs HYFM

Most directly comparable listed peer for HLIO.

Scale Benchmark

vs CAT

Larger-name benchmark to compare HLIO against a more recognizable public peer.

Peer Set

Compare Top 5

vs HYFM, NNBR, ESAB, PNR

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

HLIO SEC Filings & Documents

Helios Technologies, Inc. (HLIO) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 10, 2026·SEC

Material company update

Jun 17, 2026·SEC

Material company update

Jun 15, 2026·SEC

10-K Annual Reports

2
FY 2026

Mar 3, 2026·SEC

FY 2025

Feb 25, 2025·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 11, 2026·SEC

FY 2026

May 12, 2026·SEC

FY 2025

Nov 4, 2025·SEC

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HLIO Frequently Asked Questions

Helios Technologies, Inc. (HLIO) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Helios Technologies, Inc.'s revenue?

Helios Technologies, Inc. (HLIO) reported $891.3M in revenue for fiscal year 2025. This represents a 1532% increase from $54.6M in 1996.

How fast is Helios Technologies, Inc. growing?

Helios Technologies, Inc. (HLIO) grew revenue by 4.1% over the past year. Growth has been modest.

Is HLIO profitable?

Yes, Helios Technologies, Inc. (HLIO) is profitable, generating $71.4M in net income for fiscal year 2025 (5.8% net margin).

Dividend & Returns
Does HLIO pay dividends?

Yes, Helios Technologies, Inc. (HLIO) pays a dividend with a yield of 0.52%. This makes it attractive for income-focused investors.

What is HLIO's return on equity?

Helios Technologies, Inc. (HLIO) has a return on equity (ROE) of 5.4%. This is below average, suggesting room for improvement.

What is Helios Technologies, Inc.'s free cash flow?

Helios Technologies, Inc. (HLIO) generated $106.9M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in HLIO back in 1996?

Total return calculator · dividends reinvested · 30+ years of data

See returns →