Helios Technologies Inc

HLIO

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76.280USD

-1.290-1.66%

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Helios Technologies Inc's Score

Industry at a Glance

Industry Ranking

5 / 182

Overall Ranking

49 / 4490

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 Profit Growth

The company's net income leads the industry, with the latest annual income totaling USD 839.00M.

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%.

Fairly Valued

The company’s latest PE is 42.30, at a medium 3-year percentile range.

Institutional Buying

The latest institutional holdings are 37.45M shares, increasing 4.98% quarter-over-quarter.

Held by Invesco

Star Investor Invesco holds 49.71K shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.09.

Analyst Rating

Based on 6 analysts

Strong Buy

Current Rating

77.600

Target Price

+13.75%

Upside Space

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

The current financial score of Helios Technologies Inc is 8.06, ranking 43 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 228.40M, representing a year-over-year increase of 16.83%, while its net profit experienced a year-over-year increase of 169.86%.

Score

Industry at a Glance

Previous score

8.06

Change

0

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Financials

9.09

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

Relevant data have not been disclosed by the company yet.

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Quality of Earnings

8.54

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.

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Operational Efficiency

7.75

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.

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Growth Potential

6.14

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.

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Shareholder Returns

8.80

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

The current valuation score of Helios Technologies Inc is 6.48, ranking 120 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Its current P/E ratio is 42.30, which is 76.19% below the recent high of 74.53 and 57.52% above the recent low of 17.97.

Score

Industry at a Glance

Previous score

6.48

Change

0

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 5/182

Relevant data have not been disclosed by the company yet.

The current earnings forecast score of Helios Technologies Inc is 9.00, ranking 5 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

0

Support & Resistance

Relevant data have not been disclosed by the company yet.

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.

The current price momentum score of Helios Technologies Inc is 9.45, ranking 27 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. Currently, the stock price is trading between the resistance level at 83.34 and the support level at 68.47, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.25

Change

2.2

Support & Resistance

Relevant data have not been disclosed by the company yet.

Institutional Confidence

Currency: USD Updated: 2026-05-12

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 113.33%, representing a quarter-over-quarter increase of 14.12%. The largest institutional shareholder is Barrow Hanley, holding a total of 993.96K shares, representing 3.01% of shares outstanding, with 3.74% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

2.15M

+0.46%

Wellington Management Company, LLP

2.00M

+114.86%

Dimensional Fund Advisors, L.P.

1.61M

-0.89%

Conestoga Capital Advisors, LLC

1.55M

-6.50%

Sara-Bay Financial Corp.

1.20M

-0.13%

Jennison Associates LLC

796.10K

+105.57%

Barrow Hanley Global Investors

Star Investors

993.96K

-14.86%

William Blair Investment Management, LLC

587.34K

-20.17%

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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 73 out of 182 in the Machinery, Tools, Heavy Vehicles, Trains & Ships industry. The company's beta value is 1.22. 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.

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