Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
HLIO 
Helios Technologies Inc (HLIO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
10/31/2025: HLIO (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration 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 28.87% | Avg. Invested days 54 | 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 10/31/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.85B USD | Price to earnings Ratio 53.23 | 1Y Target Price 60.6 |
Price to earnings Ratio 53.23 | 1Y Target Price 60.6 | ||
Volume (30-day avg) 5 | Beta 1.27 | 52 Weeks Range 24.66 - 58.52 | Updated Date 11/1/2025 |
52 Weeks Range 24.66 - 58.52 | Updated Date 11/1/2025 | ||
Dividends yield (FY) 0.65% | 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 53.23 | Forward PE 11.79 | Enterprise Value 2115903419 | Price to Sales(TTM) 2.36 |
Enterprise Value 2115903419 | Price to Sales(TTM) 2.36 | ||
Enterprise Value to Revenue 2.71 | Enterprise Value to EBITDA 15.02 | Shares Outstanding 33153838 | Shares Floating 32871367 |
Shares Outstanding 33153838 | Shares Floating 32871367 | ||
Percent Insiders 1.73 | Percent Institutions 98.46 |
Upturn AI SWOT
Helios Technologies Inc
Company Overview
History and Background
Helios Technologies Inc. was founded in 1970 (originally as Sun Hydraulics Corporation). It evolved from a designer and manufacturer of screw-in hydraulic cartridge valves and manifolds into a global provider of highly engineered motion control and fluid power solutions.
Core Business Areas
- HydraForce: HydraForce designs and manufactures high-performance electrohydraulic cartridge valves, manifolds, and electronic controls for a wide range of mobile and industrial equipment applications. Focus on precision and integration.
- Sun Hydraulics: Sun Hydraulics specializes in screw-in hydraulic cartridge valves, manifolds, and custom integrated packages. Known for reliability and performance in diverse hydraulic systems.
- Balboa Water Group: Balboa Water Group designs, engineers, and manufactures control systems, pumps, heaters, and other components for the recreational water industry, including hot tubs, spas, and pools. Acquired by Helios in 2020.
- Faster: Faster is a leading brand of quick-release couplings for agricultural, construction, and industrial equipment, known for their robust design and reliable performance.
Leadership and Structure
Josef Matosevic is the Chief Executive Officer. The company operates with a decentralized structure, with each business unit having significant autonomy while adhering to corporate strategy.
Top Products and Market Share
Key Offerings
- Hydraulic Cartridge Valves: HydraForce and Sun Hydraulics manufacture a wide range of hydraulic cartridge valves used in mobile and industrial equipment. The market is highly fragmented. Competitors include Eaton, Parker Hannifin, and Bosch Rexroth. Market share is estimated around 10-15% combined for Sun and HydraForce, but not independently verified and is not publicly reported.
- Electrohydraulic Controls: HydraForce offers electronic controllers for hydraulic systems, enhancing system performance and efficiency. Competitors include Danfoss and Moog. Market share unavailable and not publicly reported.
- Spa and Hot Tub Control Systems: Balboa Water Group provides control systems and components for recreational water applications. The market is moderately concentrated. Competitors include Gecko Alliance. Market share unavailable and not publicly reported.
- Quick Release Couplings: Faster specializes in quick release couplings. They are known for high quality. Main competitors include CEJN, Parker, Stucchi. Market share unavailable and not publicly reported.
Market Dynamics
Industry Overview
The fluid power industry is cyclical and impacted by global economic conditions, particularly in sectors like agriculture, construction, and manufacturing. The recreational water industry is influenced by consumer spending and housing markets.
Positioning
Helios Technologies is positioned as a technology leader in fluid power and motion control, focusing on engineering solutions and niche applications. Their acquisition strategy diversifies their business across different end markets, lowering their exposure to specific industry downturns.
Total Addressable Market (TAM)
The total addressable market for Helios Technologies' products is estimated to be in the billions of dollars, across all segments. They are focused on capturing market share within their selected segments by offering differentiated solutions and leveraging their application engineering expertise.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong engineering capabilities
- Established brands (Sun, HydraForce, Balboa)
- Global presence
- Decentralized operating model
Weaknesses
- Exposure to cyclical industries
- Integration risks from acquisitions
- Reliance on third-party distributors in some markets
- Higher SG&A compared to larger players.
Opportunities
- Growth in emerging markets
- Increasing demand for electrohydraulic solutions
- Further acquisitions to expand product offerings
- Penetration into adjacent markets (e.g., electric vehicles)
Threats
- Economic downturns
- Intense competition
- Raw material price fluctuations
- Disruptive technologies (e.g., electric actuators)
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Eaton (ETN)
- Parker-Hannifin (PH)
- Bosch Rexroth (Private)
Competitive Landscape
Helios competes with much larger players in the fluid power industry, but differentiates itself through its niche market focus, application engineering expertise, and strong brands. Its decentralized operating model allows for agility and responsiveness to customer needs.
Major Acquisitions
Balboa Water Group
- Year: 2020
- Acquisition Price (USD millions): 218
- Strategic Rationale: Expanded Helios Technologies into the recreational water market, providing diversification and access to new customers and channels.
Growth Trajectory and Initiatives
Historical Growth: Historical Growth data unavailable at time of request. Refer to most recent 10K filing.
Future Projections: Future Projections data unavailable at time of request. Refer to most recent 10K filing.
Recent Initiatives: Recent strategic initiatives include acquisitions (e.g., Balboa Water Group), product development in electrohydraulics, and expansion into new geographic markets.
Summary
Helios Technologies is a diversified industrial company with a strong presence in fluid power and motion control. Its decentralized structure and focus on niche markets provide competitive advantages. However, it faces cyclical demand and integration risks from acquisitions, so they should focus on maintaining strong cash flows and careful planning.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company 10K filings
- Analyst reports
- Industry publications
- Company Website
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not investment advice.
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 & 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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.