Helios Technologies
Builds hydraulic motion-control components and customized electronic controls for specialized equipment.
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Profile
Sells hydraulic valves, manifolds, couplings, engineered systems, and customized electronic controls to equipment makers and distributors. Hydraulics provides most revenue and spans three major regions, while Electronics is concentrated in OEM programs and the Americas.
Designs hydraulic motion-control and fluid-conveyance products through the Hydraulics segment, including Sun cartridge valves, manifolds, Faster quick-release couplings, and engineered systems. The Electronics segment supplies customized controls, rugged displays, wire harnesses, software, and Balboa wellness systems for mobile, industrial, recreational, marine, aerospace, and health-and-wellness equipment.
Combines application engineering, precision manufacturing, and customer-specific hardware and software across facilities in the Americas, Europe, and Asia. Hydraulics sells through distributors and directly to equipment makers, while Electronics is weighted toward OEM programs in the Americas. Demand follows capital-goods cycles; execution also depends on global manufacturing, channel partners, and embedded customer designs with meaningful switching costs.
Company facts
Key statistics
Year to date +33.6% · Average volume (30d) 295.2K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 12, 2026 | Stifel Nicolaus | Target | $93 | $95 | |
| Jul 20, 2026 | Stifel Nicolaus | Target | $89 | $93 | |
| Jul 13, 2026 | KeyBanc | Reiterate | Overweight | $74 | $95 |
| May 14, 2026 | Stifel Nicolaus | Target | $80 | $89 | |
| May 13, 2026 | Robert W. Baird | Target | $100 | $85 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q2 FY26 | $0.80 | $0.88 | +9.6% | $230.7M | $231.9M | +0.5% | −0.56% |
| May 11, 2026Q1 FY26 | $0.68 | $0.80 | +17.6% | $220.1M | $228.4M | +3.8% | +14.04% |
| Mar 2, 2026Q4 FY25 | $0.71 | $0.81 | +14.1% | $197.0M | $210.7M | +7.0% | −4.49% |
| Nov 3, 2025Q3 FY25 | $0.65 | $0.72 | +10.8% | $197.0M | $220.3M | +11.8% | −1.96% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $195.5M | $212.5M | $220.3M | $210.7M | $228.4M | $231.9M | |
| Gross profit | $59.9M | $67.5M | $73.0M | $70.8M | $67.3M | $80.2M | |
| Operating income | $17.0M | $21.9M | $1.3M | $25.6M | $29.9M | $32.5M | |
| Net income | $7.3M | $11.4M | $10.3M | $19.5M | $19.7M | $21.9M | |
| Diluted EPS | $0.22 | $0.34 | $0.31 | $0.58 | $0.59 | $0.66 | |
| Gross margin | 30.6% | 31.8% | 33.1% | 33.6% | 29.5% | 34.6% | |
| Operating margin | 8.7% | 10.3% | 0.6% | 12.1% | 13.1% | 14.0% |
Fiscal years (4-quarter sums)FY21 $869.2M · FY22 $885.4M · FY23 $835.6M · FY24 $805.9M · FY25 $839.0M
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $68.0M · Total debt $15.0M · Total assets $1.52B · Shareholders' equity $948.3M
Dividends
Raised for 28 straight years — most recently to $0.12 from $0.09 in Apr 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 10, 2026 | Jul 10 | Jul 24 | $0.12 | |
| Apr 13, 2026 | Apr 13 | Apr 27 | $0.12 | raised from $0.09 |
| Jan 7, 2026 | Jan 7 | Jan 21 | $0.09 | |
| Oct 7, 2025 | Oct 7 | Oct 21 | $0.09 | |
| Jul 7, 2025 | Jul 7 | Jul 21 | $0.09 | |
| Apr 4, 2025 | Apr 4 | Apr 22 | $0.09 | |
| Jan 3, 2025 | Jan 3 | Jan 20 | $0.09 | |
| Oct 4, 2024 | Oct 4 | Oct 21 | $0.09 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 33.05M · Float 32.90M · 99.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 2.59M | 7.85% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management | 1.66M | 5.01% | 13G | Jul 31, 2026 |
| Dimensional Fund Advisors LP | 1.55M | 4.69% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 1.46M | 4.42% | 13F | Aug 13, 2026 |
| Sara-Bay Financial | 1.15M | 3.47% | 13F | Jul 17, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 23, 2026 | Matteo Arduini | officer: President of Hydraulics, FCT | −6,027 | $90.42 |
| Jun 22, 2026 | Matteo Arduini | officer: President of Hydraulics, FCT | −4,000 | $89.93 |
| May 15, 2026 | Matteo Arduini | officer: President of Hydraulics, FCT | −3,000 | $76.48 |
| Dec 5, 2025 | Matteo Arduini | officer: President of Hydraulics, FCT | −2,000 | $54.61 |
| Nov 5, 2025 | Diana Sacchi | director | −620 | $58.36 |
Peers
- Parker-Hannifin
Full-line hydraulics and motion-control scale across HLIO's core markets
- Garmin
Displays, avionics, marine electronics, and domain controllers overlap
- Curtiss-Wright
Off-highway controls and sensors overlap with Enovation and Murphy
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Helios Technologies | $72.57 | −0.71% | $2.42B | 34.1 | 21.9 | 2.7 | +9.1% |
| Parker-Hannifin | $996.00 | +0.11% | $125.46B | 34.9 | 28.3 | 5.8 | +9.8% |
| Garmin | $288.10 | +1.06% | $55.00B | 29.4 | 27.8 | 7.2 | +11.4% |
| Curtiss-Wright | $596.37 | −0.07% | $22.03B | 41.0 | 36.9 | 6.0 | +5.4% |
| Median | 34.9 | 28.3 | 6.0 | +9.8% |