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Upturn AI SWOT - About
HLIO 
Helios Technologies Inc (HLIO)
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Upturn Advisory Summary
09/17/2025: 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
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $60.6
1 Year Target Price $60.6
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 41.14% | Avg. Invested days 62 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.80B USD | Price to earnings Ratio 52.23 | 1Y Target Price 60.6 |
Price to earnings Ratio 52.23 | 1Y Target Price 60.6 | ||
Volume (30-day avg) 5 | Beta 1.31 | 52 Weeks Range 24.70 - 56.85 | Updated Date 09/17/2025 |
52 Weeks Range 24.70 - 56.85 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 0.66% | Basic EPS (TTM) 1.04 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 4.46% | Operating Margin (TTM) 10.31% |
Management Effectiveness
Return on Assets (TTM) 3.15% | Return on Equity (TTM) 3.93% |
Valuation
Trailing PE 52.23 | Forward PE 11.79 | Enterprise Value 2181216480 | Price to Sales(TTM) 2.3 |
Enterprise Value 2181216480 | Price to Sales(TTM) 2.3 | ||
Enterprise Value to Revenue 2.79 | Enterprise Value to EBITDA 15.48 | Shares Outstanding 33153800 | Shares Floating 32878661 |
Shares Outstanding 33153800 | Shares Floating 32878661 | ||
Percent Insiders 1.74 | Percent Institutions 98.29 |
Upturn AI SWOT
Helios Technologies Inc
Company Overview
History and Background
Helios Technologies Inc., formerly Sun Hydraulics Corporation, was founded in 1970. Initially focused on screw-in hydraulic cartridge valves and manifolds, it has grown through acquisitions and organic development to offer a wider range of solutions for hydraulics and electronics markets.
Core Business Areas
- Hydraulics: Designs, manufactures, and markets screw-in hydraulic cartridge valves, manifolds, and integrated packages used to control force, speed, and motion. Products are used in a variety of mobile and industrial equipment applications.
- Electronics: Designs, manufactures, and markets electronic control systems, displays, and software for off-highway vehicles and industrial equipment.
Leadership and Structure
Josef Matosevic serves as the President and Chief Executive Officer. The company is structured with distinct business units for Hydraulics and Electronics, reporting to the CEO.
Top Products and Market Share
Key Offerings
- Screw-in Hydraulic Cartridge Valves: Core product; controls fluid flow in hydraulic systems. Market share is difficult to pinpoint precisely, but Helios is a significant player in this niche market. Competitors include HydraForce, Danfoss, and Eaton. Revenue is a major part of the Hydraulics segment sales.
- Electronic Control Systems: Includes controllers, displays, and software for mobile equipment. Competitors include Dana TM4, and various other control system providers. The Electronics segment accounts for a substantial portion of revenue
- Custom Manifolds: Helios Technologies also design custom manifolds for various hydraulic applications. A manifold is designed to manage the hydraulics system for a specific product. Eaton and Bosch-Rexroth are major competitors in this space.
Market Dynamics
Industry Overview
The hydraulics market is driven by demand for mobile equipment, industrial automation, and increasing efficiency requirements. The electronics market benefits from the adoption of advanced control systems and IoT in industrial applications.
Positioning
Helios Technologies Inc. is positioned as a leading provider of hydraulic cartridge valves and electronic control solutions. Their competitive advantage lies in their expertise in screw-in cartridge valve technology and their ability to provide customized solutions.
Total Addressable Market (TAM)
The TAM for hydraulics and electronic controls in mobile and industrial equipment is estimated to be in the billions of dollars. Helios Technologies Inc. is well-positioned to capture a portion of this TAM with its diverse product portfolio and global presence.
Upturn SWOT Analysis
Strengths
- Strong brand reputation in screw-in cartridge valves
- Diversified product portfolio
- Global presence
- Strong engineering capabilities
- Proven acquisition strategy
Weaknesses
- Reliance on cyclical industries
- Potential supply chain disruptions
- Exposure to currency fluctuations
- Smaller scale compared to larger competitors
- Integration risks from acquisitions
Opportunities
- Expansion into new geographic markets
- Development of new products and technologies
- Acquisition of complementary businesses
- Increased adoption of electronic controls in mobile equipment
- Growth in automation in industrial applications
Threats
- Economic downturns
- Increased competition
- Technological changes
- Rising raw material costs
- Geopolitical instability
Competitors and Market Share
Key Competitors
- Eaton Corporation (ETN)
- Danfoss A/S
- Bosch Rexroth AG
Competitive Landscape
Helios Technologies Inc competes on product quality, innovation, and customer service. It faces challenges from larger, more diversified competitors with greater financial resources.
Major Acquisitions
Balboa Water Group
- Year: 2020
- Acquisition Price (USD millions): 218
- Strategic Rationale: Expansion into the recreational water market, leveraging electronic controls capabilities.
Faster S.r.l.
- Year: 2018
- Acquisition Price (USD millions): 530
- Strategic Rationale: Expanding the hydraulic product and service portfolio through quick release coupling offerings.
Growth Trajectory and Initiatives
Historical Growth: Helios Technologies has grown organically and through acquisitions. The rate of growth has varied over the years depending on market conditions and the success of acquisitions.
Future Projections: Analyst estimates suggest continued growth for Helios Technologies, driven by increasing demand for its products and services.
Recent Initiatives: Recent initiatives include acquisitions of companies in complementary markets, expansion of manufacturing capacity, and investments in research and development.
Summary
Helios Technologies is a strong player in the niche market of hydraulic cartridge valves and related electronic controls, with a focus on innovation and custom solutions. Its acquisition strategy has broadened its market reach and diversified its product offerings. However, Helios faces challenges due to cyclical industries, increased competition, and the need for successful integration of acquisitions. Growth should be solid in the future, but it should look out for competitors
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company website
- SEC filings
- Analyst reports
- Industry publications
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Investment decisions should be based on your own 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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