HLIO Share Price | Helios Technologies, Inc. Stock Analysis & Recommendation

Q: How big is Helios Technologies, Inc.?

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.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.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.

Q: What does Helios Technologies, Inc. do?

Overview: 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.Financial Snapshot: Most recent Net Sales: 196 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 7 Million (Quarterly Results - Mar 2025) Market-cap: USD 1,087.95 Million (Micro Cap)Key Metrics: P/E: 29.00 Dividend Yield: 1.09% Debt Equity: 0.46 Return on Equity: 4.21% Price to Book: 1.23Contact Details: Address: 1500 W University Pkwy, SARASOTA FL: 34243-2217 Tel: ['1 941 3621200', '1 716 8433874'] Fax: 1 941 3554497 Website: https://www.heliostechnologies.com/

Q: Is Helios Technologies, Inc. technically bullish or bearish?

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. 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.

Q: Is Helios Technologies, Inc. overvalued or undervalued?

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.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.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

97.38 k

Shareholding (Dec 2025)

FII

8.70%

Held by 96 FIIs

DII

35.04%

Held by 60 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.

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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.

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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.

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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.

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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.

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Compare Helios Technologies, Inc. with Similar Stocks

Mueller Water Products, Inc.Kennametal, Inc.Modine Manufacturing Co.

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

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

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

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

Mojo Parameters

Stock DNA

Industry

Industrial Manufacturing

Market cap

USD 2,163 Million (Small Cap)

P/E

39.00

Industry P/E

Dividend Yield

0.55%

Debt Equity

0.40

Return on Equity

5.97%

Price to Book

2.36

Revenue and Profits:

Net Sales:

211 Million

(Quarterly Results - Dec 2025)

Net Profit:

20 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

21.31%

6 Months

26.97%

1 Year

93.69%

2 Years

55.45%

3 Years

6.31%

4 Years

-15.65%

5 Years

-2.93%

Helios Technologies, Inc. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

10.19%

EBIT Growth (5y)

1.02%

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

Institutional Holding

100.00%

ROCE (avg)

8.45%

ROE (avg)

8.40%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.36

EV to EBIT

31.80

EV to EBITDA

17.64

EV to Capital Employed

1.97

EV to Sales

3.13

PEG Ratio

0.87

Dividend Yield

0.55%

ROCE (Latest)

6.19%

ROE (Latest)

5.97%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Bullish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Bullish

Dow Theory

Mildly Bearish

Mildly Bullish

OBV

Mildly Bearish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 66 Schemes (55.47%)

Foreign Institutions

Held by 96 Foreign Institutions (8.7%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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          "val2": "0.00",
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Quarterly Results Snapshot (Consolidated) - Dec'25 - YoY

Dec'25

Dec'24

Change(%)

Net Sales

210.70

179.50

17.38%

Operating Profit (PBDIT) excl Other Income

40.80

29.30

39.25%

Interest

0.60

8.10

-92.59%

Exceptional Items

0.10

0.00

Consolidate Net Profit

19.50

4.80

306.25%

Operating Profit Margin (Excl OI)

121.50%

74.10%

4.74%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Dec 2025 is 17.38% vs -7.19% in Dec 2024

Consolidated Net Profit

YoY Growth in quarter ended Dec 2025 is 306.25% vs 45.45% in Dec 2024

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

839.00

805.90

4.11%

Operating Profit (PBDIT) excl Other Income

154.90

145.60

6.39%

Interest

16.50

37.40

-55.88%

Exceptional Items

-31.90

0.00

Consolidate Net Profit

48.40

39.00

24.10%

Operating Profit Margin (Excl OI)

109.50%

101.50%

0.80%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 4.11% vs -3.55% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is 24.10% vs 4.00% in Dec 2024

All Annual Results

Company CV

About Helios Technologies, Inc.

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

Company Details

1500 W University Pkwy , SARASOTA FL : 34243-2217

Tel: 1 941 36212001 716 8433874

https://www.heliostechnologies.com/

Registrar Details