Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- 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
01/07/2026: 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 $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 23.92% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 01/07/2026 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.97B USD | Price to earnings Ratio 58.87 | 1Y Target Price 65.2 |
Price to earnings Ratio 58.87 | 1Y Target Price 65.2 | ||
Volume (30-day avg) 5 | Beta 1.29 | 52 Weeks Range 24.62 - 59.88 | Updated Date 01/7/2026 |
52 Weeks Range 24.62 - 59.88 | Updated Date 01/7/2026 | ||
Dividends yield (FY) 0.64% | 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 - | When - | Estimate - | Actual - |
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 58.87 | Forward PE 11.79 | Enterprise Value 2334020253 | Price to Sales(TTM) 2.44 |
Enterprise Value 2334020253 | Price to Sales(TTM) 2.44 | ||
Enterprise Value to Revenue 2.89 | Enterprise Value to EBITDA 16.91 | Shares Outstanding 33128494 | Shares Floating 32844914 |
Shares Outstanding 33128494 | Shares Floating 32844914 | ||
Percent Insiders 1.74 | Percent Institutions 103.26 |
Upturn AI SWOT
Helios Technologies Inc
Company Overview
History and Background
Helios Technologies Inc. (NASDAQ: HLIO) was founded in 1955 as Custom Component Sales. It evolved through several name changes and strategic acquisitions, eventually becoming Helios Technologies in 2016. The company has a history of growing through acquisitions and expanding its product portfolio in the hydraulics and electronics sectors.
Core Business Areas
- Enclosure Technologies: Designs, manufactures, and markets a broad range of high-performance enclosure solutions and environmental monitoring systems used in telecommunications, outdoor electronics, and industrial applications. Key brands include Bopla and Serpac.
- Motion Control Technologies: Designs, manufactures, and markets hydraulic and electronic control solutions for original equipment manufacturers (OEMs) in various industries, including construction, agriculture, industrial, and defense. Key brands include ESI, Sun Hydraulics, and Custom Fluidpower.
Leadership and Structure
Helios Technologies is led by a management team with extensive experience in its core markets. The company operates with a decentralized structure, empowering its individual brands to focus on their respective markets and customers.
Top Products and Market Share
Key Offerings
- Customized Hydraulic Manifolds and Valves: These are critical components for fluid power systems, enabling precise control of motion and force. Helios's offerings are known for their reliability and performance in demanding environments. Competitors include Parker Hannifin, Danfoss, and Eaton.
- Electronic Control Systems for Mobile and Industrial Applications: These systems integrate sensors, controllers, and actuators to optimize performance and efficiency in various machinery. Helios focuses on tailored solutions for OEMs. Competitors include Bosch Rexroth, Danfoss, and Parker Hannifin.
- Specialized Electronic Enclosures: These enclosures protect sensitive electronic components from harsh environmental conditions. Helios provides both standard and custom-designed solutions. Competitors include Pentair, Hammond Manufacturing, and Bud Industries.
Market Dynamics
Industry Overview
Helios operates in the highly competitive and fragmented industrial automation, hydraulics, and electronics enclosure markets. These industries are driven by demand for efficiency, precision, reliability, and increasingly, intelligent and connected solutions in sectors like construction, agriculture, and manufacturing.
Positioning
Helios Technologies is positioned as a provider of highly engineered and customized solutions within its chosen segments. Its competitive advantages lie in its strong engineering capabilities, established customer relationships with OEMs, and a broad product portfolio that allows for integrated solutions. The company's acquisition strategy has also been a key factor in its growth and market expansion.
Total Addressable Market (TAM)
The TAM for the industries Helios serves (industrial hydraulics, electronic enclosures, and motion control) is substantial, estimated to be in the tens of billions of dollars globally. Helios Technologies is a significant player within specific niches of these markets, focusing on providing specialized, high-value solutions rather than broad commodity offerings.
Upturn SWOT Analysis
Strengths
- Strong engineering expertise and custom solution capabilities.
- Established relationships with a broad base of OEMs.
- Diversified product portfolio across hydraulics and enclosures.
- Proven track record of successful acquisitions and integration.
- Reputation for high-quality and reliable products.
Weaknesses
- Reliance on OEM capital expenditure cycles, which can be cyclical.
- Potential for integration challenges with future acquisitions.
- Brand recognition may be less prominent than larger, more diversified conglomerates.
- Exposure to raw material price fluctuations.
Opportunities
- Growing demand for automation and smart technologies in industrial sectors.
- Expansion into emerging markets.
- Further consolidation within the hydraulics and enclosures industries.
- Development of new technologies in areas like IoT and advanced control systems.
- Cross-selling opportunities between its hydraulics and enclosure divisions.
Threats
- Intense competition from both large established players and smaller niche competitors.
- Economic downturns impacting OEM demand.
- Disruptive technologies from new entrants.
- Increasing regulatory requirements and environmental standards.
- Supply chain disruptions and geopolitical risks.
Competitors and Market Share
Key Competitors
- Parker Hannifin Corporation (PH)
- Eaton Corporation plc (ETN)
- Danfoss A/S (OTCPK: DANOF)
- Bosch Rexroth AG (subsidiary of Robert Bosch GmbH)
Competitive Landscape
Helios competes in markets with large, established players offering broader product lines. Its advantage lies in its specialization and ability to provide highly engineered, tailored solutions to specific OEM needs. The company's agility and focus on niche applications can be a differentiator against larger, more generalized competitors.
Major Acquisitions
Custom Fluidpower
- Year: 2020
- Acquisition Price (USD millions): 100
- Strategic Rationale: Acquisition of Custom Fluidpower expanded Helios's capabilities in the mobile and industrial hydraulics market, particularly in integrated solutions and system design, enhancing its service offerings and geographic reach.
Sierra Nevada
- Year: 2021
- Acquisition Price (USD millions): 185
- Strategic Rationale: Acquisition of Sierra Nevada broadened Helios's hydraulics portfolio, adding specialized valve and control technologies and strengthening its presence in key industrial and agricultural markets.
Growth Trajectory and Initiatives
Historical Growth: Helios Technologies has demonstrated a consistent growth trajectory, largely fueled by a strategic M&A approach alongside organic growth. The company has successfully integrated numerous acquisitions to expand its technological capabilities and market reach.
Future Projections: Analyst projections for Helios Technologies' future growth would typically be based on their performance in key end markets, the pipeline of potential acquisitions, and the expected impact of new product introductions and market penetration. Growth is often anticipated to be driven by demand for automation, increased infrastructure spending, and the company's ability to leverage its existing platforms.
Recent Initiatives: Recent initiatives likely include continued integration of past acquisitions, expansion of product offerings in high-growth areas like electrification and digital solutions, and efforts to improve operational efficiency and profitability across its brands.
Summary
Helios Technologies Inc. demonstrates a strong growth strategy driven by strategic acquisitions and a focus on specialized hydraulic and electronic enclosure solutions. Its robust engineering capabilities and established OEM relationships are key strengths. However, it must navigate intense competition and cyclical industry demands. Continued successful integration of acquisitions and innovation in automation technologies will be crucial for sustaining its positive trajectory.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Helios Technologies Investor Relations
- SEC Filings (10-K, 10-Q)
- Financial Data Providers (e.g., Refinitiv, Bloomberg)
- Industry Research Reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute investment advice. Financial data and market share figures are estimates and may vary depending on the source and methodology. Historical performance is not indicative of future results. Investors should conduct their own due diligence and consult with a qualified financial advisor 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.
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.