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Upturn AI SWOT - About
HLIO 
Helios Technologies Inc (HLIO)
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Upturn Advisory Summary
06/30/2025: HLIO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
5 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $43.8
1 Year Target Price $43.8
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -12.43% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.12B USD | Price to earnings Ratio 30.23 | 1Y Target Price 43.8 |
Price to earnings Ratio 30.23 | 1Y Target Price 43.8 | ||
Volume (30-day avg) 5 | Beta 1.25 | 52 Weeks Range 24.76 - 56.99 | Updated Date 06/30/2025 |
52 Weeks Range 24.76 - 56.99 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 1.07% | Basic EPS (TTM) 1.11 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-06-06 | When Before Market | Estimate 0.44 | Actual 0.44 |
Profitability
Profit Margin 4.7% | Operating Margin (TTM) 8.7% |
Management Effectiveness
Return on Assets (TTM) 3.36% | Return on Equity (TTM) 4.27% |
Valuation
Trailing PE 30.23 | Forward PE 11.79 | Enterprise Value 1515182359 | Price to Sales(TTM) 1.42 |
Enterprise Value 1515182359 | Price to Sales(TTM) 1.42 | ||
Enterprise Value to Revenue 1.92 | Enterprise Value to EBITDA 10.44 | Shares Outstanding 33331800 | Shares Floating 33056827 |
Shares Outstanding 33331800 | Shares Floating 33056827 | ||
Percent Insiders 1.73 | Percent Institutions 92.44 |
Analyst Ratings
Rating 3 | Target Price 43.8 | Buy 1 | Strong Buy 3 |
Buy 1 | Strong Buy 3 | ||
Hold 1 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Helios Technologies Inc
Company Overview
History and Background
Helios Technologies, Inc. (HLIO) was founded in 1970. Initially focused on agricultural equipment, it has evolved into a global leader in fluid power and electronics, driven by strategic acquisitions and organic growth. It has grown through acquisition, integrating hydraulic and electronic control systems.
Core Business Areas
- Hydraulics: Designs and manufactures standard and custom hydraulic cartridge valves, manifolds, and integrated package solutions. Serves mobile and industrial equipment markets.
- Electronics: Develops and manufactures electronic controls, displays, and instrumentation for a variety of applications, including agriculture, construction, and marine.
Leadership and Structure
Josef Matosevic serves as the Chief Executive Officer. The company operates with a functional organizational structure across its hydraulics and electronics segments. The board of directors oversees the company's strategic direction.
Top Products and Market Share
Key Offerings
- Screw-in Hydraulic Cartridge Valves: Used in hydraulic systems to control fluid flow and pressure. HLIO claims to be the second largest market share in this area, with ~25% market share. Competitors include HydraForce and Sun Hydraulics.
- Electronic Vehicle Controllers: Customizable controllers used in mobile equipment. HLIO is a smaller player in the vehicle controller market. Competitors are Danfoss, Sauer-Danfoss and Bosch Rexroth.
Market Dynamics
Industry Overview
The fluid power industry is growing, driven by increased automation and demand for efficient control systems across multiple sectors, including construction, agriculture, and industrial manufacturing. It is subject to cyclical demand.
Positioning
Helios Technologies occupies a strong position as a mid-sized player. Competitive advantages stem from its integrated solutions, diverse product portfolio, and global presence. It is well-positioned for growth through market expansion and product development.
Total Addressable Market (TAM)
The estimated TAM is $25 billion. HLIO is positioning itself to increase its share of this TAM through organic growth and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Diverse Product Portfolio
- Strong Brand Recognition
- Global Presence
- Integrated Solutions
Weaknesses
- Dependence on Cyclical Industries
- Smaller Scale Compared to Major Competitors
- Integration Risk from Acquisitions
- Limited Pricing Power
Opportunities
- Expanding into New Geographies
- Developing Innovative Products
- Strategic Acquisitions to Broaden Portfolio
- Growing Demand for Automation
Threats
- Economic Downturns
- Intense Competition
- Supply Chain Disruptions
- Rising Raw Material Costs
Competitors and Market Share
Key Competitors
- Danfoss (Private)
- Eaton Corporation (ETN)
- Parker-Hannifin (PH)
- Bosch Rexroth (Private)
Competitive Landscape
Helios faces strong competition from larger, established players in the fluid power industry. While Helios has a diverse product portfolio, its scale is smaller. Key advantages include a focus on integrated solutions and strong brand recognition in certain niche markets.
Major Acquisitions
Balboa Water Group
- Year: 2019
- Acquisition Price (USD millions): 218
- Strategic Rationale: Expanded Helios' electronics capabilities into adjacent markets.
Growth Trajectory and Initiatives
Historical Growth: Helios has grown through acquisitions and organic expansion, focusing on diversifying its product line and geographic reach. Historical revenue and earnings growth can be found on financial websites.
Future Projections: Analyst estimates project continued revenue growth for Helios Technologies, driven by increased demand for fluid power and electronic control systems. See financial websites for more details.
Recent Initiatives: Recent initiatives include strategic acquisitions to expand product offerings, investments in research and development to innovate new technologies, and expansion into emerging markets.
Summary
Helios Technologies is a mid-sized player in the fluid power and electronics industry demonstrating growth through strategic acquisitions and market penetration. Its diverse product portfolio is a strength, but its susceptibility to cyclical industries is a point of vulnerability. The company should focus on strategic alliances and investments to fortify its competitive positioning and capitalize on emerging market trends. It must also monitor and mitigate risks associated with economic downturns and supply chain disruptions.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Helios Technologies Investor Relations
- Financial Websites (e.g., Yahoo Finance, Bloomberg)
- Industry Reports (e.g., IBISWorld, MarketWatch)
- Company SEC Filings (10K, 10Q)
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market share data is estimated and may vary based on different sources. Investment decisions should be based on thorough research and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Helios Technologies Inc
Exchange NYSE | Headquaters Sarasota, FL, United States | ||
IPO Launch date 1997-01-09 | President, CEO, CFO & Director Mr. Sean Bagan | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 2500 | |
Full time employees 2500 | |||
Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic controls technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; hydraulic quick release coupling solutions for the agriculture, construction equipment, and industrial markets; motion control technology and fluid conveyance technology; cartridge valve technology; engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, Custom Fluidpower, Seungwon, NEM, Taimi, Daman, and Schultes brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational marine, powersports and specialty vehicles, agriculture, water pumping, power generation, engine-driven industrial equipment, and health and wellness markets. This segment sells its products under the Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, and Joyonway brands. The company markets and sells hydraulic products and engineered solutions through value-added distributors, as well as directly to original equipment manufacturers (OEMs); and electronic products to OEMs, distributors, and system integrators. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was incorporated in 1970 and is headquartered in Sarasota, Florida.
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