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Helios Technologies, Inc.

  • Market Cap: Small Cap
  • Industry: Industrial Manufacturing
  • ISIN: US42328H1095
USD
72.52
39.76 (121.37%)

Feb 06

NYS

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  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

70.8773.45

52 Week

24.7673.45
Valuation
Technical
Day's Volume

CASH

111.52 k

Shareholding (Sep 2025)

FII

7.83%

Held by 88 FIIs

DII

37.58%

Held by 58 DIIs

Promoter

0.06%

How big is Helios Technologies, Inc.?

22-Jun-2025

As of Jun 18, Helios Technologies, Inc. has a market capitalization of 1,087.95 million, with net sales of 789.40 million and a net profit of 37.10 million over the latest four quarters.

Market Cap: As of Jun 18, Helios Technologies, Inc. has a market capitalization of 1,087.95 million, classifying it as a Micro Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Helios Technologies reported net sales of 789.40 million and a net profit of 37.10 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company's shareholder's funds amounted to 864.40 million, while total assets were reported at 1,505.40 million.

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What does Helios Technologies, Inc. do?

22-Jun-2025

Helios Technologies, Inc. develops and manufactures solutions for the hydraulics and electronics markets, classified as a micro-cap company with a market cap of approximately $1.09 billion. As of March 2025, it reported net sales of $196 million and a net profit of $7 million.

Overview: <BR>Helios Technologies, Inc. develops and manufactures solutions for the hydraulics and electronics markets, operating within the industrial manufacturing industry and classified as a micro-cap company.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 196 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 7 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 1,087.95 Million (Micro Cap)<BR><BR>Key Metrics: <BR>P/E: 29.00 <BR>Dividend Yield: 1.09% <BR>Debt Equity: 0.46 <BR>Return on Equity: 4.21% <BR>Price to Book: 1.23<BR><BR>Contact Details: <BR>Address: 1500 W University Pkwy, SARASOTA FL: 34243-2217 <BR>Tel: ['1 941 3621200', '1 716 8433874'] <BR>Fax: 1 941 3554497 <BR>Website: https://www.heliostechnologies.com/

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Who are in the management team of Helios Technologies, Inc.?

22-Jun-2025

As of March 2022, the management team of Helios Technologies, Inc. includes Independent Chairman Philippe Lemaitre, CEO Josef Matosevic, and several independent directors: Marc Bertoneche, Douglas Britt, Laura Brown, Cariappa Chenanda, and Kennon Guglielmo. This structure features a blend of leadership and oversight roles.

As of March 2022, the management team of Helios Technologies, Inc. includes the following individuals:<BR><BR>- Mr. Philippe Lemaitre, who serves as the Independent Chairman of the Board.<BR>- Mr. Josef Matosevic, who is the President, Chief Executive Officer, and a Director.<BR>- Dr. Marc Bertoneche, who is an Independent Director.<BR>- Mr. Douglas Britt, who is also an Independent Director.<BR>- Ms. Laura Brown, who serves as an Independent Director.<BR>- Mr. Cariappa Chenanda, who is an Independent Director.<BR>- Dr. Kennon Guglielmo, who is another Independent Director.<BR><BR>In summary, the management team comprises a mix of independent directors and key executives, highlighting a structure that includes both leadership and oversight roles.

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Is Helios Technologies, Inc. technically bullish or bearish?

07-Oct-2025

As of October 3, 2025, Helios Technologies, Inc. shows a bullish trend supported by positive MACD and moving averages, despite mixed signals from Dow Theory and recent underperformance compared to the S&P 500.

As of 3 October 2025, the technical trend for Helios Technologies, Inc. has changed from mildly bullish to bullish. The weekly MACD and Bollinger Bands are both bullish, supporting the positive trend. Daily moving averages also indicate a bullish stance. However, the weekly Dow Theory shows a mildly bearish signal, which slightly tempers the overall bullish outlook. <BR><BR>In terms of performance, Helios has underperformed the S&P 500 over the past week and month, with returns of -0.93% and -6.07% compared to 1.09% and 4.15% for the index, respectively. Year-to-date, the stock has outperformed the S&P 500 with a return of 16.89% versus 14.18%. Overall, the current technical stance is bullish, but the strength is moderated by mixed signals from some indicators.

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Is Helios Technologies, Inc. overvalued or undervalued?

21-Oct-2025

As of October 17, 2025, Helios Technologies, Inc. is considered overvalued with a P/E ratio of 29 and a PEG ratio of 2.34, despite short-term gains, as its long-term performance has underperformed compared to the S&P 500.

As of 17 October 2025, the valuation grade for Helios Technologies, Inc. has moved from very attractive to very expensive, indicating a shift towards overvaluation. The company appears to be overvalued based on its current P/E ratio of 29, which is significantly higher than the industry average, and a PEG ratio of 2.34, suggesting that the stock may not be growing fast enough to justify its price. Additionally, the EV to EBITDA ratio stands at 10.38, further supporting the notion of overvaluation when compared to peers.<BR><BR>In comparison to its peers, Modine Manufacturing Co. has a P/E ratio of 36.40 and an EV to EBITDA of 20.69, while Gates Industrial Corp. Plc is classified as very expensive with a P/E of 27.60 and an EV to EBITDA of 11.52. Helios Technologies' performance has been mixed, with a 1-week return of 12.46% compared to the S&P 500's 1.70%, but it has underperformed over longer periods, such as the 3-year return of -0.09% versus the S&P 500's 81.19%. This suggests that while there may be short-term gains, the long-term outlook remains concerning.

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Compare Helios Technologies, Inc. with Similar Stocks

Mueller Water Products, Inc.Kennametal, Inc.Modine Manufacturing Co.
iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

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Dashboard

1

Poor long term growth as Operating profit has grown by an annual rate -1.66% of over the last 5 years

 
2

The company has declared Positive results for the last 3 consecutive quarters

3

With ROCE of 6.11%, it has a expensive valuation with a 1.15 Enterprise value to Capital Employed

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Industrial Manufacturing

stock-summary
Market cap

USD 2,237 Million (Small Cap)

stock-summary
P/E

29.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

0.53%

stock-summary
Debt Equity

0.40

stock-summary
Return on Equity

5.97%

stock-summary
Price to Book

2.44

Revenue and Profits:
Net Sales:
212 Million
(Quarterly Results - Jun 2025)
Net Profit:
11 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
97.33%
0%
97.33%
6 Months
39.22%
0%
39.22%
1 Year
52.0%
0%
52.0%
2 Years
16.24%
0%
16.24%
3 Years
3.3%
0%
3.3%
4 Years
0.76%
0%
0.76%
5 Years
87.2%
0%
87.2%

Helios Technologies, Inc. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions

News

Icon
No Recent News for the Company

Announcements stock-summary

Icon
No announcement available

Corporate Actions stock-summary

Icon
No corporate action available
stock-summaryKey Factors

Quality key factors stock-summary

Factor
Value
Sales Growth (5y)
8.81%
EBIT Growth (5y)
-1.66%
EBIT to Interest (avg)
5.32
Debt to EBITDA (avg)
2.90
Net Debt to Equity (avg)
0.46
Sales to Capital Employed (avg)
0.60
Tax Ratio
22.71%
Dividend Payout Ratio
30.74%
Pledged Shares
0
Institutional Holding
100.00%
ROCE (avg)
8.45%
ROE (avg)
8.40%

Valuation key factors

Factor
Value
P/E Ratio
29
Industry P/E
Price to Book Value
1.22
EV to EBIT
18.86
EV to EBITDA
10.38
EV to Capital Employed
1.15
EV to Sales
1.88
PEG Ratio
2.34
Dividend Yield
1.10%
ROCE (Latest)
6.11%
ROE (Latest)
4.21%

Technicals key factors

Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
Mildly Bullish
Mildly Bullish
OBV
Bullish
Bullish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Sep 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 56 Schemes (53.38%)

Foreign Institutions

Held by 88 Foreign Institutions (7.83%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
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  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is -3.37% vs -3.38% in Jun 2024",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is -16.18% vs -19.05% in Jun 2024",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
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          "field": "Net Sales",
          "val1": "212.50",
          "val2": "219.90",
          "chgp": "-3.37%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "37.90",
          "val2": "42.10",
          "chgp": "-9.98%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "7.00",
          "val2": "10.30",
          "chgp": "-32.04%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "11.40",
          "val2": "13.60",
          "chgp": "-16.18%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "103.10%",
          "val2": "118.20%",
          "chgp": "-1.51%",
          "chgp_class": "negative"
        }
      ]
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  },
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    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
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        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is -3.55% vs -5.62% in Dec 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 4.00% vs -61.89% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "805.90",
          "val2": "835.60",
          "chgp": "-3.55%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "145.60",
          "val2": "143.70",
          "chgp": "1.32%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "37.40",
          "val2": "38.20",
          "chgp": "-2.09%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "-0.30",
          "chgp": "100.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "39.00",
          "val2": "37.50",
          "chgp": "4.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "101.50%",
          "val2": "95.60%",
          "chgp": "0.59%",
          "chgp_class": "positive"
        }
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]

Quarterly Results Snapshot (Consolidated) - Jun'25 - YoYstock-summary

Jun'25
Jun'24
Change(%)
Net Sales
212.50
219.90
-3.37%
Operating Profit (PBDIT) excl Other Income
37.90
42.10
-9.98%
Interest
7.00
10.30
-32.04%
Exceptional Items
0.00
0.00
Consolidate Net Profit
11.40
13.60
-16.18%
Operating Profit Margin (Excl OI)
103.10%
118.20%
-1.51%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in quarter ended Jun 2025 is -3.37% vs -3.38% in Jun 2024

Direction Arrows
Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is -16.18% vs -19.05% in Jun 2024

All Quarterly Resultsstock-summary

Annual Results Snapshot (Consolidated) - Dec'24stock-summary

Dec'24
Dec'23
Change(%)
Net Sales
805.90
835.60
-3.55%
Operating Profit (PBDIT) excl Other Income
145.60
143.70
1.32%
Interest
37.40
38.20
-2.09%
Exceptional Items
0.00
-0.30
100.00%
Consolidate Net Profit
39.00
37.50
4.00%
Operating Profit Margin (Excl OI)
101.50%
95.60%
0.59%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is -3.55% vs -5.62% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 4.00% vs -61.89% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Helios Technologies, Inc. stock-summary
stock-summary
Helios Technologies, Inc.
Industrial Manufacturing
Helios Technologies Inc., formerly Sun Hydraulics Corporation, doing business as Helios Technologies, develops and manufactures solutions for the hydraulics and electronics markets. It is engaged in power controls and vehicle technologies lines of business. The Company operates through two segments including hydraulics and electronics. Hydraulics market segment is engaged in manufacturing of screw-in hydraulic cartridge valves, electro-hydraulics, manifolds, and integrated package solutions for the worldwide industrial and mobile hydraulics markets operating under the brand Sun Hydraulics. Electronics market segment provides electronic control, display and instrumentation solutions for both recreational and off-highway vehicles, as well as stationary and power generation equipment and that offered under the brands of Enovation Controls, Murphy and Zero Off.
Company Coordinates stock-summary
Company Details
1500 W University Pkwy , SARASOTA FL : 34243-2217
stock-summary
Tel: 1 941 36212001 716 8433874
stock-summary
https://www.heliostechnologies.com/
stock-summary
Registrar Details
Stock List
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InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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