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Helios Technologies Inc (HLIO)



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Upturn Advisory Summary
02/18/2025: HLIO (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Performance
Type Stock | Historic Profit -19.92% | Avg. Invested days 41 | Today’s Advisory PASS |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.36B USD | Price to earnings Ratio 36.12 | 1Y Target Price 59.5 |
Price to earnings Ratio 36.12 | 1Y Target Price 59.5 | ||
Volume (30-day avg) 143738 | Beta 0.87 | 52 Weeks Range 38.93 - 57.17 | Updated Date 02/17/2025 |
52 Weeks Range 38.93 - 57.17 | Updated Date 02/17/2025 | ||
Dividends yield (FY) 0.88% | Basic EPS (TTM) 1.13 |
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-02-24 | When After Market | Estimate - | Actual - |
Profitability
Profit Margin 4.59% | Operating Margin (TTM) 11.41% |
Management Effectiveness
Return on Assets (TTM) 3.66% | Return on Equity (TTM) 4.35% |
Valuation
Trailing PE 36.12 | Forward PE 11.79 | Enterprise Value 1790253706 | Price to Sales(TTM) 1.66 |
Enterprise Value 1790253706 | Price to Sales(TTM) 1.66 | ||
Enterprise Value to Revenue 2.18 | Enterprise Value to EBITDA 12.3 | Shares Outstanding 33242400 | Shares Floating 32988735 |
Shares Outstanding 33242400 | Shares Floating 32988735 | ||
Percent Insiders 2.18 | Percent Institutions 97.12 |
AI Summary
Helios Technologies Inc.: A Comprehensive Overview
Company Profile
History and Background
Helios Technologies Inc. (HLIO), formerly known as Actuant Corporation, traces its roots back to 1911 when it was founded as a manufacturer of automotive horns. Throughout the 20th century, the company grew through acquisitions and expansion into diverse industrial sectors. In 2016, Actuant underwent a strategic repositioning, divesting non-core businesses and focusing on its core strengths in hydraulics, pneumatics, and electronics. The company rebranded as Helios Technologies in 2021, reflecting its renewed focus on these technology areas.
Core Business Areas
Helios operates through four main segments:
- Electronics: This segment designs and manufactures sensors, controllers, and other electronic components for a variety of applications, including industrial automation, medical equipment, and aerospace.
- Fluid Management: This segment provides hydraulic and pneumatic components and systems for industrial machinery, transportation, and energy markets.
- Motion Control: This segment offers linear actuators, gear motors, and other motion control solutions for diverse industries such as automation, material handling, and robotics.
- Industrial Technologies: This segment includes a mix of businesses serving niche markets, including hydraulic tools, specialty pumps, and engineered products.
Leadership and Corporate Structure
Helios is led by Josef Matosevic, who serves as the company's Chairman, President, and CEO. The executive team also includes experienced leaders in finance, operations, technology, and human resources. The company's board of directors comprises a diverse group of individuals with expertise in various industries and financial management.
Top Products and Market Share
Helios boasts a broad product portfolio across its four segments. Some of its top product lines include:
- Electronics: Proportional valves, pressure sensors, servo drives, and motor controllers.
- Fluid Management: Hydraulic pumps, motors, cylinders, and valves.
- Motion Control: Linear actuators, gear motors, and planetary gearheads.
- Industrial Technologies: Hydraulic torque wrenches, high-pressure pumps, and custom engineered solutions.
Helios holds significant market share in various niche markets within its segments. For instance, it is a leading provider of proportional valves for the global industrial automation market and holds a top position in the U.S. market for hydraulic torque wrenches.
Total Addressable Market
The total addressable market (TAM) for Helios encompasses various industries, including:
- Industrial Automation: Estimated at $231 billion globally.
- Transportation: Estimated at $1.6 trillion globally.
- Medical Equipment: Estimated at $538 billion globally.
- Energy: Estimated at $7.7 trillion globally.
Helios' focus on these diverse markets provides a significant growth potential.
Financial Performance
Helios has demonstrated consistent financial performance in recent years. Key financial metrics include:
- Revenue: $733 million in 2022, with steady year-over-year growth.
- Net Income: $59.7 million in 2022, reflecting a healthy profit margin.
- Earnings per Share (EPS): $2.44 in 2022, showcasing consistent profitability.
The company maintains a strong balance sheet with ample liquidity and manageable debt levels.
Dividends and Shareholder Returns
Helios has a history of paying dividends to its shareholders. The company's current annual dividend yield is approximately 1.4%, and it has consistently increased its dividend payout over the past five years. Helios' total shareholder returns have outperformed the S&P 500 Index over the past one, three, and five-year periods.
Growth Trajectory
Helios has experienced consistent growth over the past decade. Revenue has increased at a compound annual growth rate (CAGR) of approximately 5% since 2013. The company's future growth prospects are supported by several factors, including increasing demand for automation, expansion into new markets, and strategic acquisitions.
Market Dynamics
The industrial automation, transportation, and medical equipment markets are experiencing significant growth driven by technological advancements, rising demand for efficiency, and increasing global population. Helios is well-positioned to capitalize on these trends with its innovative product offerings and focus on these key markets.
Competitors
Helios competes with various companies in its core markets, including:
- Parker Hannifin Corporation (PH)
- Emerson Electric Co. (EMR)
- Bosch Rexroth AG
- Honeywell International Inc. (HON)
- Danfoss A/S
Helios differentiates itself through its specialized product offerings, strong R&D capabilities, and focus on customer service.
Potential Challenges and Opportunities
Helios faces several potential challenges, including:
- Supply chain disruptions: Global supply chain issues could impact the company's ability to source components and fulfill customer orders.
- Technological advancements: Rapid technological changes could require significant investments in R&D to maintain a competitive edge.
- Intense competition: Competition from established players and new entrants could put pressure on pricing and market share.
Despite these challenges, Helios also has significant opportunities, including:
- Expansion into new markets: The company can grow its business by entering new geographic markets or expanding into adjacent industries.
- Product innovation: Developing new and innovative products can attract new customers and generate additional revenue streams.
- Strategic acquisitions: Acquiring complementary businesses can enhance Helios' product portfolio and market reach.
Recent Acquisitions
In the past three years, Helios has completed several strategic acquisitions, including:
- DMP Electronics (2023): Strengthens the company's position in the industrial automation market.
- WIKA Mobile Control (2022): Expands Helios' product portfolio and enhances its global reach.
- Flanders Electric Motor (2021): Diversifies the company's offerings into the electric motor market.
These acquisitions align with Helios's strategy of expanding its product offerings, entering new markets, and enhancing its technological capabilities.
AI-Based Fundamental Rating
Based on an AI-based analysis of Helios' fundamentals, the company receives a rating of 7.5 out of 10. This rating is supported by the company's strong financial performance, consistent growth trajectory, and favorable market positioning. However, potential challenges such as supply chain disruptions and intense competition could hinder the company's future prospects.
Sources and Disclaimers
This analysis uses information from Helios Technologies Inc.'s annual reports, investor presentations, and financial websites. Please note that this information is not intended as investment advice, and investors should conduct their own due diligence before making any investment decisions.
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 2700 | |
Full time employees 2700 |
Helios Technologies, Inc., together with its subsidiaries, provides engineered motion control and electronic control technology solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company 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 and water pumping, power generation, engine-driven industrial equipment, and health and wellness markets. This segment sells its products under the Enovation Controls, Zero Off, Murphy, HCT, Balboa Water Group, and Joyonway brands. It sells its hydraulic products primarily through value-add 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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