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HLIOHelios Technologies, Inc.
$47.44$1.6B
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
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HLIO logo

Helios Technologies, Inc.

HLIO
NYSE · Pumps & Flow Control
$47.44
At close - Nov 6, 4:00 PM EST - USD
Market Cap$1.57B
P/E19.9x
52W High$95.05
Volume2.04M
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.

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

11/12 Beats

EPS beat 11 of last 12 quarters

02

Valuation risk

-37% Peers

P/E is 37% below peer median

03

Market leadership

RS 20 · Lag

Laggard (Underperforming 80% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Feb 5

Market performance

Price History →

Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
HLIO-12.47%
S&P 500 (^GSPC)+7.63%
1-Year Return
HLIO-14.54%
S&P 500 (^GSPC)+9.69%
3-Year Return
HLIO+10.35%
S&P 500 (^GSPC)+35.94%
5-Year Return
HLIO-52.70%
S&P 500 (^GSPC)+30.03%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y Low
19.9x
Forward P/EExpansion
14.9x
EV/EBITDA0th %ile
9.1x
FCF YieldCash Flow
7.7%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
19.9x
37.7x
20th· Low
EV/EBITDA
9.1x
14.0x
0th· Low
Price/FCF
13.0x
22.8x
0th· Low
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$27.29-42.5%
Base (Fair)$48.25+1.7%
Bull$55.21+16.4%
$27.29 Bear$48.25 Base$55.21 Bull
Current Market Price: $47.44
Trades at a 1.7% discount to Base DCF ($48.25)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue FY25
$839M+4.1% YoY
Net income FY25
$48M+24.1% YoY
Free cash flow FY25
$100M+5.2% YoY
Operating margin FY25
7.9%-2.3 pts YoY
ROIC (FY25)4.4%
Avg ROIC 5Y6.5%
ROE (TTM)8.4%
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 Rate11/12 (92%)
Revenue Beat Rate8/12 (67%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q4 2026Latest
Nov 5, 2026
$0.80+6.0%
vs $0.76
$230M+4.4%
vs $220M
Q3 2026
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
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

4 Stories
MarketBeat·16h ago
Helios Technologies Q3 Earnings Call Highlights

Helios Technologies NYSE: HLIO reported record third-quarter sales and raised its 2026 revenue outlook, as growth in both its hydraulics and electronics businesses helped offset inflation and supply-chain pressures.

Seeking Alpha·1d ago
Helios Technologies, Inc. (HLIO) Q3 2026 Earnings Call Transcript

Helios Technologies, Inc. ( HLIO ) Q3 2026 Earnings Call November 6, 2026 9:00 AM EST Company Participants Tania Almond - Vice President of Investor Relations, Corporate Communications & Risk Management Sean Bagan - President, CEO & Director Jeremy Evans - CFO & EVP Conference Call Participants Christopher Moore - CJS Securities, Inc. Tomohiko Sano - JPMorgan Chase & Co, Research Division Mircea Dobre - Robert W. Baird & Co. Incorporated, Research Division Jeffrey Hammond - KeyBanc Capital Markets Inc., Research Division Adam Farley - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Greetings, and welcome to Helios Technologies Third Quarter Fiscal Year 2026 Financial Results Call.

Zacks Investment Research·2d ago
Helios Technologies (HLIO) Tops Q3 Earnings and Revenue Estimates

Helios Technologies (HLIO) came out with quarterly earnings of $0.8 per share, beating the Zacks Consensus Estimate of $0.75 per share. This compares to earnings of $0.72 per share a year ago.

Zacks Investment Research·2d ago
Here's What Key Metrics Tell Us About Helios Technologies (HLIO) Q3 Earnings

The headline numbers for Helios Technologies (HLIO) give insight into how the company performed in the quarter ended September 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

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
$47.44$1.57B19.894.11%8.74%8.38%0.76%
HYFM logoHYFMHydrofarm Holdings Group, Inc.
$0.82$3.89M-0.01-29.45%-267.2%——
NNBR logoNNBRNN, Inc.
$2.75$144.69M-7.04-9.06%-6.31%-21.29%—
ESAB logoESABESAB Corporation
$82.83$5.04B33.003.71%5.05%6.5%0.43%
PNR logoPNRPentair plc
$68.12$11.01B17.842.28%15.44%16.02%1.46%
IEX logoIEXIDEX Corporation
$226.99$16.73B31.355.77%14.65%13.31%1.24%

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 $900.7M in revenue over the trailing twelve months. Revenue was $839.0M in fiscal year 2025. That is 1437% more than the $54.6M of fiscal year 1996.

How fast is Helios Technologies, Inc. growing?

Helios Technologies, Inc. (HLIO) grew revenue by 11.5% over the trailing twelve months, compared with the twelve months before.

Is HLIO profitable?

Yes. Helios Technologies, Inc. (HLIO) earned $78.7M in net income over the trailing twelve months (a 8.7% net margin).

Dividend & Returns
Does HLIO pay dividends?

Yes. Helios Technologies, Inc. (HLIO) pays a dividend that yields 0.76% at the current price, a small yield.

What is HLIO's return on equity?

Helios Technologies, Inc. (HLIO) had a return on equity (ROE) of 8.4% over the trailing twelve months. That is below the market's typical 10-15%.

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

Helios Technologies, Inc. (HLIO) generated $120.7M in free cash flow over the trailing twelve months.

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

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

See returns →