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HLIO 
Helios Technologies Inc (HLIO)
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Upturn Advisory Summary
12/08/2025: HLIO (2-star) is currently NOT-A-BUY. Pass it for now.
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 $65.2
1 Year Target Price $65.2
| 3 | Strong Buy |
| 1 | Buy |
| 1 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 25.12% | Avg. Invested days 55 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 12/08/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.80B USD | Price to earnings Ratio 53.65 | 1Y Target Price 65.2 |
Price to earnings Ratio 53.65 | 1Y Target Price 65.2 | ||
Volume (30-day avg) 5 | Beta 1.3 | 52 Weeks Range 24.66 - 58.80 | Updated Date 12/7/2025 |
52 Weeks Range 24.66 - 58.80 | Updated Date 12/7/2025 | ||
Dividends yield (FY) 0.66% | Basic EPS (TTM) 1.01 |
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 2025-11-10 | When - | Estimate 0.638 | Actual 0.72 |
Profitability
Profit Margin 4.17% | Operating Margin (TTM) 12.35% |
Management Effectiveness
Return on Assets (TTM) 3.39% | Return on Equity (TTM) 3.74% |
Valuation
Trailing PE 53.65 | Forward PE 11.79 | Enterprise Value 2159433089 | Price to Sales(TTM) 2.22 |
Enterprise Value 2159433089 | Price to Sales(TTM) 2.22 | ||
Enterprise Value to Revenue 2.67 | Enterprise Value to EBITDA 15.65 | Shares Outstanding 33128494 | Shares Floating 32815761 |
Shares Outstanding 33128494 | Shares Floating 32815761 | ||
Percent Insiders 1.73 | Percent Institutions 102.16 |
Upturn AI SWOT
Helios Technologies Inc
Company Overview
History and Background
Helios Technologies Inc. (formerly known as Helios and Matheson Information Technology) was founded in 1994. It has undergone significant transformations, evolving from an IT services company to a diversified manufacturer of hydraulics, electronics, and integrated technology solutions. Key milestones include strategic acquisitions that have reshaped its business model and expanded its market reach.
Core Business Areas
- Enovation Controls: Designs and manufactures advanced electronic controls, particularly for off-highway vehicles and equipment. This segment focuses on precision control, safety, and efficiency in various industrial applications.
- Stellana: A global leader in the design and manufacture of durable, high-performance wheels and castors for industrial and material handling equipment, as well as for garden and outdoor applications.
- Aurora: Specializes in the design and production of custom-engineered hydraulic power units, systems, and components for a wide range of industrial and mobile equipment.
- Manz GmbH: Offers advanced automation and digitization solutions for industries like electronics, battery manufacturing, and medical technology. This segment was acquired to enhance Helios's capabilities in high-growth technological sectors.
Leadership and Structure
Helios Technologies Inc. is led by a senior management team including its CEO, Executive Vice President, and CFO. The company operates through its various segments, each with dedicated leadership, contributing to a decentralized yet integrated operational structure focused on innovation and market responsiveness.
Top Products and Market Share
Key Offerings
- Electronic Controls (Enovation Controls): Includes advanced controllers, displays, and telematics solutions for heavy-duty vehicles. While specific market share data for this niche is not publicly detailed, its products are integral to brands like John Deere and Case IH, indicating a strong position within these OEM supply chains. Competitors include various automation and control system providers.
- High-Performance Wheels and Castors (Stellana): Offers a broad range of wheels for forklifts, industrial carts, and agricultural equipment. Stellana is recognized as a significant player in its market segments, supplying to major material handling and agricultural equipment manufacturers. Competitors include various industrial wheel manufacturers globally.
- Hydraulic Power Units and Systems (Aurora): Provides custom-engineered hydraulic solutions for diverse applications. Aurora serves a broad industrial base, facing competition from other hydraulic component and system manufacturers.
- Automation and Digitization Solutions (Manz GmbH): Focuses on manufacturing equipment for industries like solar, battery, and display production. This segment competes with other global automation and specialized manufacturing equipment providers.
Market Dynamics
Industry Overview
Helios Technologies operates in diversified markets including industrial automation, agriculture, material handling, and advanced manufacturing. These industries are characterized by technological advancements, demand for efficiency, safety regulations, and cyclical economic influences. The trend towards automation and data-driven operations is a significant driver.
Positioning
Helios Technologies positions itself as a provider of highly engineered solutions that enhance the performance, efficiency, and safety of its customers' products and operations. Its competitive advantages lie in its engineering expertise, custom design capabilities, and a diversified portfolio serving essential industries.
Total Addressable Market (TAM)
The TAM for Helios Technologies is a composite of the various industries it serves, including industrial automation, mobile hydraulics, and specialized manufacturing equipment. Estimates for these combined markets run into tens of billions of dollars globally. Helios is a significant player in its specific niches within these larger markets, aiming to capture a growing share through innovation and strategic acquisitions.
Upturn SWOT Analysis
Strengths
- Diversified business segments providing resilience.
- Strong engineering and custom design capabilities.
- Established relationships with key OEMs.
- Strategic acquisitions enhancing capabilities and market reach.
- Focus on high-growth technological sectors like automation.
Weaknesses
- Dependence on cyclical industries (e.g., agriculture, construction).
- Integration challenges from acquisitions.
- Potential for supply chain disruptions.
- Brand recognition may be lower compared to larger conglomerates.
Opportunities
- Increasing demand for automation and smart technologies.
- Growth in electric and autonomous vehicle markets.
- Expansion into emerging markets.
- Further strategic acquisitions to consolidate market position.
- Leveraging data analytics for enhanced product offerings.
Threats
- Economic downturns impacting industrial spending.
- Intensifying competition from global players.
- Rising raw material costs.
- Geopolitical instability affecting supply chains and demand.
- Rapid technological obsolescence requiring continuous innovation.
Competitors and Market Share
Key Competitors
- PACCAR Inc (PCAR)
- Caterpillar Inc. (CAT)
- AGCO Corporation (AGCO)
- Manitowoc Company Inc. (MTW)
- Chart Industries Inc. (GTLS)
- Lincoln Electric Holdings Inc. (LECO)
Competitive Landscape
Helios Technologies competes in various segments with both large, diversified industrial conglomerates and specialized niche players. Its advantage lies in its agility and ability to provide highly customized solutions. However, it faces challenges from companies with greater scale, broader distribution networks, and potentially lower cost structures in certain product categories.
Major Acquisitions
Manz GmbH
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: To expand Helios's presence in the attractive automation and digitization markets, particularly for manufacturing equipment in high-growth sectors like battery and display production.
Enovation Controls
- Year: 2016
- Acquisition Price (USD millions):
- Strategic Rationale: To establish a strong foothold in advanced electronic control systems for off-highway vehicles, diversifying revenue streams and enhancing technological offerings.
Stellana
- Year: 2019
- Acquisition Price (USD millions):
- Strategic Rationale: To acquire a leading manufacturer of wheels and castors, expanding Helios's portfolio in the material handling and industrial sectors.
Growth Trajectory and Initiatives
Historical Growth: Helios Technologies has experienced significant historical growth, largely propelled by its strategic acquisition strategy, which has broadened its product portfolio and market presence. Organic growth within its established segments also contributes to its expansion.
Future Projections: Analyst projections for Helios Technologies typically forecast continued revenue growth, supported by an expanding product range, market penetration, and ongoing investments in innovation. Future profitability is expected to benefit from operational synergies and the integration of acquired businesses. Growth is anticipated to be robust in its automation and high-tech segments.
Recent Initiatives: Recent initiatives have included the strategic acquisition of Manz GmbH to bolster its presence in advanced manufacturing and automation. The company also continues to focus on integrating existing businesses, driving operational efficiencies, and developing new product lines to meet evolving market demands.
Summary
Helios Technologies Inc. is a diversified industrial solutions provider demonstrating strong growth through strategic acquisitions and organic expansion. Its focus on advanced engineering and custom solutions in areas like hydraulics and automation positions it well for future trends. However, it must navigate economic cycles, intense competition, and potential integration complexities from its frequent acquisitions to maintain its upward trajectory.
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Sources and Disclaimers
Data Sources:
- Helios Technologies Inc. Investor Relations Filings (SEC)
- Financial News Websites (e.g., Bloomberg, Reuters)
- Industry Research Reports
Disclaimers:
This JSON output is generated based on publicly available information and financial data. It is intended for informational purposes only and does not constitute investment advice. Market share data is estimated and may not reflect exact current figures. Financial performance and projections are subject to change and market volatility. Investors should conduct their own due diligence before making any investment decisions.
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.
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