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Helios Technologies Inc

HLIO

72.520USD

+2.300+3.28%

Close 02/06, 16:00（ET）Quotes delayed by 15 min

2.40BMarket Cap

71.44P/E TTM



Helios Technologies Inc

72.520

+2.300+3.28%

Overview Financials Analysis Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Financials

Analysis

Company

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Helios Technologies Inc

Currency: USD Updated: 2026-02-06

Key Insights

Helios Technologies Inc's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 16 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Strong Buy, with the highest price target at 69.00.In the medium term, the stock price is expected to trend up.The company has been performing strongly in the stock market over the past month, which is supported by its strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Helios Technologies Inc's Score

Industry at a Glance

Industry Ranking

16 / 182

Overall Ranking

65 / 4521

Industry

Machinery, Tools, Heavy Vehicles, Trains & Ships

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score

Previous score

Media Coverage

Last 24 hours

Coverage Level

Very Low

Very High

Neutral

Helios Technologies Inc Highlights

StrengthsRisks

Helios Technologies, Inc. provides engineered motion control and electronic controls technology for diverse end markets, including construction, material handling, agriculture, energy, recreational vehicles, marine and health and wellness. The Company's segments include Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic motion control and fluid conveyance technology products, including cartridge valves, manifolds, quick release couplings, as well as engineers’ hydraulic solutions and, in some cases, complete systems. Its Hydraulics segment includes products sold under the Sun Hydraulics, Faster, NEM, Taimi, Daman and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses and software solutions for a variety of end markets. The Electronics segment includes products sold under the Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group and Joyonway brands.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 30.77%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 30.77%.

Overvalued

The company’s latest PE is 71.44, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 33.78M shares, decreasing 5.34% quarter-over-quarter.

Held by Invesco

Star Investor Invesco holds 45.44K shares of this stock.

Analyst Rating

Based on 6 analysts

Strong Buy

Current Rating

69.000

Target Price

-2.45%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-02-06

The current financial score of Helios Technologies Inc is 7.77, ranking 76 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 220.30M, representing a year-over-year increase of 13.26%, while its net profit experienced a year-over-year increase of 9.65%.

Score

Industry at a Glance

Previous score

7.77

Change



Financials

7.44

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.



Quality of Earnings

8.28

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

7.03

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

7.57

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.51

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Helios Technologies Inc's Company Valuation

Currency: USD Updated: 2026-02-06

The current valuation score of Helios Technologies Inc is 6.48, ranking 121 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its current P/E ratio is 71.44, which is 0.00% below the recent high of 71.44 and 74.85% above the recent low of 17.97.

Score

Industry at a Glance

Previous score

6.48

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 16/182

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-02-06

The current earnings forecast score of Helios Technologies Inc is 9.00, ranking 4 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The average price target is 64.00, with a high of 73.00 and a low of 62.00.

Score

Industry at a Glance

Previous score

9.00

Change

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 6 analysts

Strong Buy

Current Rating

69.000

Target Price

-2.45%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Helios Technologies Inc

HLIO

Parker-Hannifin Corp

Xylem Inc

XYL

Cognex Corp

CGNX

Pentair PLC

PNR

WW Grainger Inc

GWW

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-02-06

The current price momentum score of Helios Technologies Inc is 9.52, ranking 50 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Currently, the stock price is trading between the resistance level at 77.64 and the support level at 63.22, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

9.47

Change

0.05

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(1)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MACD(12,26,9)

0.833

Buy

RSI(14)

73.924

Buy

STOCH(KDJ)(9,3,3)

85.556

Overbought

ATR(14)

2.439

Low Volatility

CCI(14)

180.814

Buy

Williams %R

9.263

Overbought

TRIX(12,20)

0.767

Sell

StochRSI(14)

100.000

Overbought

Moving Average

Sell(0)

Neutral(0)

Buy(6)

Indicators

Value

Direction

MA5

70.020

Buy

MA10

67.670

Buy

MA20

65.707

Buy

MA50

59.425

Buy

MA100

56.395

Buy

MA200

47.486

Buy

Institutional Confidence

Currency: USD Updated: 2026-02-06

The current institutional shareholding score of Helios Technologies Inc is 10.00, ranking 1 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The latest institutional shareholding proportion is 101.96%, representing a quarter-over-quarter increase of 2.65%. The largest institutional shareholder is The Vanguard, holding a total of 3.15M shares, representing 9.52% of shares outstanding, with 3.49% decrease in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

The Vanguard Group, Inc.

Star Investors

3.19M

-2.40%

BlackRock Institutional Trust Company, N.A.

2.14M

-1.04%

Dimensional Fund Advisors, L.P.

1.63M

+3.51%

Conestoga Capital Advisors, LLC

1.66M

-15.06%

Sara-Bay Financial Corp.

1.21M

-0.63%

Barrow Hanley Global Investors

Star Investors

1.17M

-7.58%

Wellington Management Company, LLP

929.68K

-23.52%

Thrivent Asset Management, LLC

1.53M

+7.91%

Wasatch Global Investors Inc

Star Investors

854.71K

+5.37%

T. Rowe Price Investment Management, Inc.

847.37K

+17.01%

Risk Assessment

Currency: USD Updated: 2026-02-06

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Machinery, Tools, Heavy Vehicles, Trains & Ships domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Helios Technologies Inc is 6.53, ranking 74 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The company's beta value is 1.27. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.