Last 48 quarters of trend data · Industrials · Pumps & Flow Control
Quarterly valuation ratios — annualised for comparability. YoY Δ shows same-quarter-prior-year change.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| P/E Ratio → | 19.89 | 33.83 | 31.21 | 28.50 | 23.58 | 42.52 | 24.67 | 36.67 | 79.71 | 34.67 | 29.12 | 39.90 | 113.38 | 126.09 | 32.40 | 38.93 | 25.20 | 20.08 | 17.61 | 20.94 | 36.52 |
| — | -20.5% | +26.5% | -22.3% | -70.4% | +22.7% | -15.3% | -8.1% | -29.7% | -72.5% | -10.1% | +2.5% | +349.8% | +528.0% | +83.9% | +85.9% | -31.0% | -16.1% | -13.7% | -19.6% | -53.4% | |
| P/S Ratio | 1.74 | 2.58 | 2.95 | 2.45 | 2.16 | 1.99 | 1.31 | 1.38 | 2.08 | 2.01 | 1.81 | 1.75 | 1.94 | 2.28 | 2.39 | 2.51 | 2.26 | 1.99 | 2.18 | 2.66 | 3.93 |
| — | +29.3% | +124.4% | +77.9% | +3.8% | -1.0% | -27.3% | -21.5% | +7.0% | -11.7% | -24.3% | -30.0% | -14.3% | +14.6% | +9.6% | -5.7% | -42.5% | -33.4% | -22.4% | -7.2% | +39.5% | |
| P/B Ratio | 1.70 | 2.52 | 2.88 | 2.39 | 1.95 | 1.91 | 1.23 | 1.22 | 1.72 | 1.77 | 1.84 | 1.74 | 1.76 | 2.18 | 2.57 | 2.64 | 2.23 | 2.19 | 2.82 | 3.48 | 4.83 |
| — | +31.5% | +135.4% | +95.6% | +13.0% | +8.2% | -33.2% | -29.6% | -1.8% | -18.9% | -28.5% | -34.3% | -21.3% | -0.6% | -9.0% | -24.0% | -53.8% | -43.4% | -26.0% | -7.4% | +71.6% | |
| P/FCF | 12.99 | 18.26 | 22.35 | 32.56 | 11.21 | 23.60 | 8.84 | 20.89 | 13.55 | 13.98 | 16.09 | 30.25 | 15.07 | 77.81 | 34.85 | 167.08 | 17.77 | 19.08 | 24.38 | 78.03 | 41.26 |
| — | -22.6% | +152.8% | +55.9% | -17.3% | +68.9% | -45.1% | -30.9% | -10.1% | -82.0% | -53.8% | -81.9% | -15.2% | +307.8% | +42.9% | +114.1% | -56.9% | -26.4% | +13.4% | +25.2% | +126.3% | |
| EV / EBITDA | 9.07 | 15.07 | 14.06 | 12.66 | 11.36 | 31.08 | 10.03 | 11.36 | 16.37 | 13.22 | 12.32 | 13.86 | 18.01 | 19.61 | 14.82 | 16.54 | 15.71 | 12.11 | 11.30 | 13.46 | 21.42 |
| — | -51.5% | +40.1% | +11.5% | -30.6% | +135.1% | -18.6% | -18.0% | -9.1% | -32.6% | -16.9% | -16.2% | +14.6% | +61.9% | +31.2% | +22.9% | -26.6% | -16.4% | -15.4% | -4.1% | -4.2% | |
| EV / EBIT | 24.33 | 23.24 | 20.44 | 18.56 | 17.97 | 27.14 | 17.31 | 22.19 | 30.54 | 22.70 | 19.83 | 24.70 | 40.67 | 43.22 | 22.84 | 27.34 | 24.83 | 16.94 | 14.69 | 17.33 | 31.03 |
| — | -14.4% | +18.1% | -16.3% | -41.2% | +19.5% | -12.7% | -10.2% | -24.9% | -47.5% | -13.2% | -9.6% | +63.8% | +155.1% | +55.5% | +57.8% | -20.0% | -10.6% | -16.6% | -15.4% | -32.2% |
Quarterly margins and returns. Watch for margin compression across consecutive quarters.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 32.3% | 33.2% | 34.6% | 29.5% | 33.6% | 33.1% | 31.8% | 30.6% | 30.1% | 31.1% | 32.1% | 31.7% | 28.5% | 29.6% | 33.3% | 33.3% | 32.3% | 33.4% | 34.1% | 34.8% | 34.2% |
| — | +0.1% | +8.9% | -3.8% | +11.7% | +6.5% | -1.1% | -3.3% | +5.4% | +4.9% | -3.6% | -4.8% | -11.6% | -11.4% | -2.2% | -4.2% | -5.4% | -7.8% | -7.4% | -5.5% | -1.8% | |
| Operating Margin | 7.9% | 12.2% | 14.0% | 13.1% | 12.2% | 0.6% | 10.3% | 8.7% | 7.4% | 11.4% | 11.8% | 9.6% | 6.2% | 6.9% | 13.0% | 11.6% | 10.6% | 14.8% | 17.8% | 17.8% | 14.6% |
| — | +1973.1% | +36.0% | +50.5% | +64.0% | -94.8% | -12.8% | -9.2% | +20.4% | +66.6% | -8.8% | -17.7% | -41.7% | -53.8% | -27.1% | -34.8% | -27.9% | -18.8% | -5.5% | +5.6% | +113.6% | |
| Net Margin | 5.8% | 7.7% | 9.4% | 8.6% | 9.3% | 4.7% | 5.4% | 3.7% | 2.7% | 5.9% | 6.2% | 4.3% | 1.8% | 1.7% | 7.4% | 6.5% | 8.9% | 9.8% | 12.4% | 12.7% | 10.8% |
| — | +63.9% | +76.0% | +131.0% | +246.1% | -20.2% | -13.3% | -14.0% | +52.1% | +237.3% | -16.2% | -33.4% | -80.3% | -82.3% | -40.5% | -48.6% | -17.4% | -20.8% | -9.7% | +15.0% | +195.5% |
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROE | 5.4% | 1.9% | 2.3% | 2.1% | 2.1% | 1.1% | 1.3% | 0.8% | 0.5% | 1.3% | 1.6% | 1.1% | 0.4% | 0.4% | 2.0% | 1.7% | 2.3% | 2.7% | 4.0% | 4.2% | 3.4% |
| — | +65.5% | +82.7% | +152.2% | +284.4% | -13.5% | -19.4% | -22.2% | +36.9% | +214.1% | -22.2% | -38.0% | -82.3% | -84.8% | -49.9% | -58.9% | -32.8% | -34.0% | -15.4% | +15.3% | +263.0% | |
| ROA | 3.2% | 1.2% | 1.4% | 1.3% | 1.3% | 0.7% | 0.7% | 0.5% | 0.3% | 0.7% | 0.9% | 0.6% | 0.2% | 0.2% | 1.1% | 0.9% | 1.2% | 1.4% | 2.1% | 2.1% | 1.7% |
| — | +76.9% | +97.2% | +170.3% | +307.1% | -9.2% | -14.6% | -16.9% | +45.9% | +230.7% | -19.0% | -37.0% | -82.4% | -84.9% | -49.8% | -57.0% | -27.0% | -28.3% | -8.7% | +23.6% | +243.9% | |
| ROIC | 4.4% | 2.0% | 2.6% | 2.3% | 1.7% | 0.1% | 1.3% | 1.0% | 0.8% | 1.2% | 1.4% | 1.1% | 0.7% | 0.8% | 1.6% | 1.5% | 1.3% | 2.0% | 2.8% | 2.8% | 2.1% |
| — | +2598.7% | +107.3% | +134.6% | +123.6% | -94.0% | -12.6% | -11.7% | +16.4% | +64.4% | -12.4% | -24.2% | -49.6% | -61.9% | -41.3% | -47.2% | -38.3% | -28.4% | -4.4% | +14.8% | +155.4% |
Quarterly solvency trend — watch for debt spikes or covenant pressure.
| Metric | TTM | Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | Q4 '24 | Q3 '24 | Q2 '24 | Q1 '24 | Q4 '23 | Q3 '23 | Q2 '23 | Q1 '23 | Q4 '22 | Q3 '22 | Q2 '22 | Q1 '22 | Q4 '21 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.12 | 0.35 | 0.02 | 0.11 | 0.12 | 0.48 | 0.50 | 0.53 | 0.55 | 0.57 | 0.61 | 0.64 | 0.64 | 0.67 | 0.67 | 0.67 | 0.58 | 0.63 | 0.59 | 0.63 | 0.66 |
| — | -26.9% | -96.8% | -79.1% | -78.2% | -16.7% | -18.1% | -16.6% | -15.1% | -15.1% | -9.4% | -5.5% | +9.8% | +6.5% | +14.2% | +7.5% | -12.0% | -11.8% | -15.9% | -17.5% | -17.1% | |
| Debt / EBITDA | 0.86 | 7.53 | 0.31 | 2.30 | 2.72 | 25.43 | 11.97 | 14.18 | 16.08 | 13.22 | 12.51 | 15.14 | 19.59 | 18.78 | 12.44 | 13.61 | 13.30 | 11.03 | 7.90 | 8.30 | 10.44 |
| — | -70.4% | -97.4% | -83.7% | -83.1% | +92.4% | -4.3% | -6.4% | -17.9% | -29.6% | +0.6% | +11.3% | +47.2% | +70.3% | +57.4% | +63.9% | +27.5% | +20.0% | -5.4% | -12.8% | -48.0% | |
| Current Ratio | 2.90 | 2.62 | 2.74 | 2.86 | 2.90 | 2.93 | 2.45 | 2.78 | 2.77 | 3.03 | 2.92 | 2.83 | 2.74 | 3.01 | 2.83 | 2.67 | 2.55 | 2.60 | 2.40 | 2.24 | 2.07 |
| — | -10.6% | +11.8% | +2.9% | +4.5% | -3.2% | -16.0% | -1.8% | +1.3% | +0.7% | +3.2% | +5.8% | +7.3% | +15.9% | +18.0% | +19.0% | +23.0% | +14.9% | +11.6% | +9.0% | +4.5% | |
| Quick Ratio | 1.58 | 1.42 | 1.53 | 1.58 | 1.58 | 1.72 | 1.41 | 1.45 | 1.40 | 1.54 | 1.49 | 1.35 | 1.25 | 1.48 | 1.42 | 1.35 | 1.29 | 1.35 | 1.30 | 1.20 | 1.10 |
| — | -17.2% | +8.7% | +9.2% | +12.8% | +11.5% | -5.9% | +7.1% | +11.7% | +4.3% | +5.3% | +0.1% | -3.1% | +9.5% | +9.4% | +12.1% | +17.9% | +2.2% | +2.1% | -1.1% | -2.3% | |
| Interest Coverage | 3.85 | 6.00 | 6.98 | 6.02 | 43.00 | 2.86 | 3.13 | 2.28 | 1.94 | 2.48 | 3.07 | 2.46 | 1.44 | 1.57 | 3.79 | 3.90 | 4.44 | 7.52 | 11.21 | 11.34 | 7.98 |
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Includes 30+ ratios · 48 years · Updated daily
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Quick answers to the most common questions about buying HLIO stock.
Helios Technologies, Inc.'s current P/E is 19.9x. The average P/E over the last 4 quarters is 29.3x. Quarterly P/E ratios can vary due to seasonal revenue patterns and one-time charges.
Helios Technologies, Inc.'s current operating margin is 7.9%. Margins have been expanding over recent quarters. Quarterly margins are particularly useful for identifying trend inflections that annual data smooths over.
Quarterly financial ratios reveal short-term trend shifts — margin compression, debt spikes, or valuation re-ratings — that annual figures smooth over. They're essential for active investors tracking Helios Technologies, Inc.'s business trajectory between earnings reports.