Helios Technologies Inc is an industrial technology company that develops, manufactures, and markets solutions for the hydraulics and electronics markets. It operates under two business segments: Hydraulics and Electronics. The Hydraulics segment designs and manufactures hydraulic components and systems used to transmit power and control force, speed, and motion. There are two categories based on Hydraulic system architecture: MCT and FCT. The Electronics segment provides complete, fully-tailored display and control solutions for engines, engine-driven equipment, specialty vehicles, therapy baths, and traditional and swim spas. The company generates the majority of its revenue from the Hydraulics segment. Geographically, the company generates key revenue from the Americas region.
The chart shows the growth of an initial investment of $10,000 in Helios Technologies, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Helios Technologies, Inc. (HLIO) has returned 24.46% so far this year and 163.49% over the past 12 months. Looking at the last ten years, HLIO has achieved an annualized return of 4.03%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of Helios Technologies, Inc. (HLIO) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 19.85% | 10.95% | -7.90% | 2.45% | ||||||||
| 2025 | -0.16% | -9.79% | -18.53% | -14.38% | 10.01% | 10.24% | 10.35% | 50.33% | -2.08% | 7.68% | -2.14% | 0.13% |
| 2024 | -8.11% | 6.41% | 1.13% | 0.80% | 10.75% | -4.15% | -3.81% | -3.11% | 9.53% | -2.68% | 12.23% | -14.68% |
| 2023 | 20.00% | 2.50% | -4.30% | -8.45% | -17.79% | 33.52% | -3.35% | -8.37% | -4.74% | -5.95% | -26.40% | 18.10% |
| 2022 | -27.01% | 2.11% | 2.36% | -15.95% | 1.95% | -3.62% | 4.65% | -20.06% | -7.04% | 10.74% | -7.60% | 2.18% |
| 2021 | 2.06% | 19.19% | 9.38% | -0.59% | -2.43% | 9.02% | 3.16% | 0.64% | 0.60% | 9.25% | 9.65% | 1.86% |
| 2020 | -8.48% | -7.36% | -5.44% | -1.17% | 3.47% | 4.17% | 1.72% | 7.84% | -11.02% | 14.66% | 15.92% | 6.77% |
| 2019 | 2.38% | -0.13% | -9.29% | -4.11% | -3.11% | 11.75% | 4.36% |
The charts below present risk-adjusted performance metrics for Helios Technologies, Inc. (HLIO) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of HLIO compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current Helios Technologies, Inc. volatility is 2.59%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 1.51B | 1.51B | 1.59B | 1.46B | 1.30B | 1.02B |
| Equity Attributable To Parent (USD) | 931.50M | 864.40M | 854.60M | 794.90M | 607.79M | 577.64M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - |
| Equity (USD) | 931.50M | 864.40M | 854.60M | 794.90M | 607.79M | 577.64M |
| Other Non-current Liabilities (USD) | 71.80M | 51.80M | 65.50M | 70.00M | 98.18M | 66.47M |
| Long-term Debt (USD) | 368.00M | 450.60M | 525.40M | 446.50M | 462.99M | 301.20M |
| Noncurrent Liabilities (USD) | 439.80M | 502.40M | 590.90M | 516.50M | 561.18M | 367.66M |
| Other Current Liabilities (USD) | 44.30M | 57.30M | 55.20M | 57.50M | 45.55M | 29.83M |
| Wages (USD) | 23.30M | 24.60M | 19.40M | 21.10M | 22.99M | 16.90M |
| Accounts Payable (USD) | 75.60M | 56.70M | 70.30M | 73.70M | 59.48M | 29.73M |
| Current Liabilities (USD) | 143.20M | 138.60M | 144.90M | 152.30M | 128.01M | 76.45M |
| Liabilities (USD) | 583.00M | 641.00M | 735.80M | 668.80M | 689.19M | 444.12M |
| Other Non-current Assets (USD) | 910.60M | 927.70M | 991.60M | 918.70M | 896.40M | 695.62M |
| Fixed Assets (USD) | 189.00M | 193.50M | 202.10M | 156.50M | 146.56M | 133.54M |
| Noncurrent Assets (USD) | 1.10B | 1.12B | 1.19B | 1.08B | 1.04B | 829.16M |
| Other Current Assets (USD) | 226.30M | 194.10M | 181.60M | 196.90M | 143.65M | 107.39M |
| Inventory (USD) | 188.60M | 190.10M | 215.10M | 191.60M | 110.37M | 85.20M |
| Current Assets (USD) | 414.90M | 384.20M | 396.70M | 388.50M | 254.02M | 192.59M |
| Assets (USD) | 1.51B | 1.51B | 1.59B | 1.46B | 1.30B | 1.02B |
Helios Technologies reported Q2 2025 earnings with revenue of $212.5 million, beating estimates but showing a 3% year-over-year decline. The company experienced mixed regional performance across its Hydraulics and Electronics segments, with challenges in margins and ongoing global trade uncertainties.
Bragar Eagel & Squire, P.C. is investigating potential securities law violations and other unlawful business practices by Metagenomi, Target Hospitality, Helios, and LegalZoom.
Helios (HLIO) shares fell 14.6% after KeyBanc analyst Jeffrey Hammond downgraded the stock's rating from Overweight to Sector Weight, citing uncertainty around the company's future leadership.
KeyBanc downgraded Helios Technologies' stock from Overweight to Sector Weight due to uncertainty surrounding the company's leadership transition and softening market conditions in the Agriculture and Construction sectors.
Mainz Biomed shares jumped 16% in pre-market trading after the company announced submission for the FDA Breakthrough Device Designation for its next generation CRC screening test. Several other stocks also saw significant pre-market movement.
Helios Technologies has appointed Sean Bagan as Interim President and CEO, and Philippe Lemaitre as Interim Executive Chairman, following allegations against the current CEO. The leadership changes come as the company aims to navigate this transitional phase.
Industrial stocks such as Allegion plc (ALLE), AptarGroup, Inc. (ATR) EnerSys (ENS), Helios Technologies, Inc. (HLIO) and Luxfer Holdings PLC (LXFR) are likely to benefit from the steady growth in manufacturing activity.
Here is how Helios Technologies (HLIO) and Applied Industrial Technologies (AIT) have performed compared to their sector so far this year.
The consensus price target hints at a 36.5% upside potential for Helios Technologies (HLIO). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term.
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