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Overview
Profile
Helios Technologies Stock

Helios Technologies Stock HLIO

HLIO
US42328H1095
A2PMGD

Price

0
Today +/-
-0
Today %
-0 %

Helios Technologies stock price

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Weekly
Details

Price

ⓘ

Overview

The Quote Chart provides detailed and dynamic insights into the Helios Technologies stock's performance, showcasing daily, weekly, or monthly aggregated quotes. Users can switch between different time frames to analyze the stock's progression meticulously and make informed investment decisions.

Intraday Feature

The intraday feature provides real-time data, allowing investors to view the Helios Technologies stock’s price fluctuations within the trading day, facilitating timely and strategic investment decisions.

Total Return and Relative Price Change

View the total return of the Helios Technologies stock to gauge its profitability over time. The relative price change, based on the first quote available in the selected timeframe, offers insights into the stock’s performance, assisting in evaluating its investment potential.

Interpretation and Investment

Utilize the comprehensive data presented in the Quote Chart to analyze Helios Technologies's market trends, price movements, and potential returns. Make informed investment choices by comparing different time frames and evaluating intraday data for optimized portfolio management.

Helios Technologies Stock Price History

DateHelios Technologies Price
7/25/20250 undefined
7/25/202539.24 undefined
7/24/202537.34 undefined
7/23/202537.31 undefined
7/22/202536.64 undefined
7/21/202535.92 undefined
7/18/202536.33 undefined
7/17/202537.02 undefined
7/16/202535.38 undefined
7/15/202534.65 undefined
7/14/202534.40 undefined
7/11/202536.28 undefined
7/10/202536.65 undefined
7/9/202535.63 undefined
7/8/202535.80 undefined
7/7/202535.77 undefined
7/3/202536.03 undefined
7/2/202536.05 undefined
7/1/202535.40 undefined
6/30/202533.39 undefined

Helios Technologies Revenue, EBIT, Net Income

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Revenue
EBIT
Net Income
Details

Revenue, EBIT and Profit

ⓘ

Understanding Revenue, EBIT, and Income

Gain insights into Helios Technologies, a comprehensive overview of its financial performance can be obtained by analyzing the Revenue, EBIT, and Income chart. Revenue represents the total income generated by Helios Technologies from its primary operations, showcasing the company’s ability to attract and retain clients. EBIT, or Earnings Before Interest and Taxes, indicates the company’s operational profitability, free from the influence of tax and interest expenses. The Income section reflects Helios Technologies’s net earnings, an ultimate measure of its financial health and profitability.

Yearly Analysis and Comparisons

Observe the yearly bars to understand the annual performance and growth of Helios Technologies. Compare the Revenue, EBIT, and Income to evaluate the company’s efficiency and profitability. A higher EBIT compared to the previous year suggests an improvement in operational efficiency. Likewise, an increase in Income indicates enhanced overall profitability. Analyzing the year-to-year comparison assists investors in understanding the company’s growth trajectory and operational efficiency.

Utilizing Expectations for Investment

The expected values for the forthcoming years offer investors a glimpse into Helios Technologies’s anticipated financial performance. Analyzing these projections alongside historical data aids in making informed investment decisions. Investors can gauge the potential risks and returns, aligning their investment strategies accordingly to optimize profitability and mitigate risks.

Investment Insights

Leveraging the comparison between Revenue and EBIT helps in assessing Helios Technologies’s operational efficiency, while the Revenue and Income comparison reveals the net profitability after accounting for all expenses. Investors can derive valuable insights by meticulously analyzing these financial parameters, laying the foundation for strategic investment decisions aimed at capitalizing on Helios Technologies’s growth potential.

Helios Technologies Revenue, EBIT and net profit per share

DateHelios Technologies RevenueHelios Technologies EBITHelios Technologies Net Income
2028e925.34 M undefined0 undefined101.22 M undefined
2027e872.92 M undefined124.34 M undefined85.59 M undefined
2026e826.07 M undefined92.41 M undefined77.02 M undefined
2025e790.62 M undefined80.89 M undefined63.86 M undefined
2024805.9 M undefined81.8 M undefined39 M undefined
2023835.6 M undefined79.9 M undefined37.5 M undefined
2022885.4 M undefined137.3 M undefined98.4 M undefined
2021869.2 M undefined155.9 M undefined104.6 M undefined
2020523 M undefined73.9 M undefined14.2 M undefined
2019554.7 M undefined94.5 M undefined60.3 M undefined
2018508 M undefined75.6 M undefined46.7 M undefined
2017342.8 M undefined62.5 M undefined31.6 M undefined
2016196.9 M undefined34.5 M undefined23.3 M undefined
2015200.7 M undefined46.9 M undefined33.1 M undefined
2014227.7 M undefined64.1 M undefined43.8 M undefined
2013205.3 M undefined56.2 M undefined38 M undefined
2012204.4 M undefined54.4 M undefined37.4 M undefined
2011204.2 M undefined55.3 M undefined37.7 M undefined
2010150.7 M undefined31 M undefined21.4 M undefined
200997.4 M undefined2.1 M undefined1.9 M undefined
2008178.3 M undefined36.4 M undefined25.7 M undefined
2007167.4 M undefined33.6 M undefined22.1 M undefined
2006142.3 M undefined25.1 M undefined16.2 M undefined
2005116.8 M undefined19.2 M undefined12.8 M undefined

Helios Technologies Income Statement, Balance Sheet, Cash Flow Statement

  • Simple

  • Expanded

  • Income Statement

  • Balance Sheet

  • Cashflow

 
REVENUE (M)
REVENUE GROWTH (%)
GROSS MARGIN (%)
GROSS INCOME (M)
NET INCOME (M)
NET INCOME GROWTH (%)
DIV. ()
DIV. GROWTH (%)
SHARES (M)
DOCUMENTS
19911992199319941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202320242025e2026e2027e2028e
262832425554647270806564709411614216717897150204204205227200196342508554523869885835805790826872925
-7.6914.2931.2530.95-1.8218.5212.50-2.7814.29-18.75-1.549.3834.2923.4022.4117.616.59-45.5154.6436.00-0.4910.73-11.89-2.0074.4948.549.06-5.6066.161.84-5.65-3.59-1.864.565.576.08
34.6235.7131.2535.7136.3631.4829.6926.3922.8626.2521.5425.0025.7129.7931.0330.2832.3433.1522.6834.6738.7339.2240.4940.9738.5036.2239.7737.8038.2737.4835.9033.6731.2631.3031.9030.5128.9027.24
9101015201719191621141618283643545922527980839377711361922121963122982612520000
011381451311271216222512137373843332331466014104983739637785101
---200.00166.67-87.50300.0025.00-80.00200.00-66.67-100.00250.0071.4333.3337.5013.64-96.002,000.0076.19-2.7013.16-23.26-30.3034.7848.3930.43-76.67642.86-5.77-62.245.4161.5422.2210.3918.82
--------------------------------------
--------------------------------------
17.617.617.617.621.72221.92222.222.222.122.222.323.324.624.624.72525.325.525.72626.226.526.726.92731.33232.132.532.63333.30000
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Details

Keystats

ⓘ

Revenue and Growth

The Helios Technologies Revenue and Revenue Growth are pivotal to understanding the company's financial health and operational efficiency. A consistent increase in revenue indicates a company’s ability to effectively market and sell its products or services, while the revenue growth percentage offers insights into the pace at which the company is expanding over the years.

Gross Margin

The Gross Margin is a crucial metric that showcases the percentage of revenue exceeding the cost of goods sold (COGS). A higher gross margin is indicative of a company’s efficiency in controlling its production costs, thereby promising potential profitability and financial stability.

EBIT and EBIT Margin

EBIT (Earnings Before Interest and Taxes) and EBIT Margin offer deep insights into a company’s profitability, excluding the impacts of interest and taxes. Investors often assess these metrics to gauge the operational efficiency and inherent profitability of a business, separate from its financial structure and tax environment.

Income and Growth

Net Income and its subsequent growth are quintessential for investors looking to understand a company’s profitability. Consistent income growth underscores a company’s ability to enhance its profitability over time, reflecting operational efficiency, strategic competitiveness, and financial health.

Shares Outstanding

Shares outstanding refer to the total number of shares a company has issued. It's instrumental in calculating key metrics like Earnings Per Share (EPS) which is pivotal for investors to evaluate a company’s profitability on a per-share basis, offering a more granular view of financial health and valuation.

Interpreting Year to Year Comparison

Comparing yearly data allows investors to identify trends, assess the company’s growth, and anticipate potential future performance. Analyzing how metrics like revenue, income, and margins change year over year can provide valuable insights into the company’s operational efficiency, competitiveness, and overall financial health.

Expectations and Predictions

Investors often juxtapose the current and past financial data with the market’s expectations. This comparison aids in assessing whether the Helios Technologies is performing as anticipated, underperforming or outperforming the market predictions, providing pivotal data for investment decisions.

 
ASSETS
CASH BALANCE (M)
RECEIVABLES (M)
OTHER REC. (M)
INVENTORIES (M)
OTHER CURRENT LIAB. (M)
CURRENT ASSETS (M)
TANGIBLE ASSETS (M)
LONG-T. INVEST. (M)
LONG-T. REC. (k)
INTANGIBLE ASSETS (M)
GOODWILL (M)
OTHER NON-CURRENT ASSETS (M)
NON-CURRENT ASSETS (B)
TOTAL ASSETS (B)
LIABILITIES
COMMON STOCK (M)
ADDITIONAL PAID-IN CAPITAL (M)
RETAINED EARNINGS (M)
OTHER EQUITY (M)
UNREAL. GAINS/LOSSES (M)
EQUITY (M)
LIABILITIES (M)
PROVISIONS (M)
OTHER SHORT-TERM LIAB. (M)
SHORT-TERM DEBTS (M)
LONG-TERM DEBT PORTION (M)
SHORT-TERM REC. (M)
LONG-T. LIAB. (M)
DEFERRED TAXES (M)
OTHER LIAB. (M)
LONG-T. LIABILITIES (M)
DEBT (M)
TOTAL CAPITAL (B)
19941995199619971998199920002001200220032004200520062007200820092010201120122013201420152016201720182019202020212022202220232024
                                                               
2.42.411.21.61.12.73.644.89.35.49.419.235.238.244.873.172.293.6100.2126.18163.923.522.125.228.528.5443.732.444.1
3.13.63.54.65.36.36.14.85.76.28.61113.91712.59.916.416.213.81717.513.525.737.572.869.5100.4136.8136.76128.9114.8104.6
0.100000.400.60000.2001.41.51.20.10.70.900.20.504.63.21.12.72.7610.211.315.1
3.84.54.56.88.18.197.26.86.67.17.910.411.4107.810.812.812.613.914.1133041.58685.2110.4165.6165.63191.6215.1190.1
0.40.21.10.90.90.60.510.81.21.62.11.31.71.72.53.11.73.23.63.84.243.81012.616.917.917.9414.123.130.3
9.810.710.113.515.916.518.317.217.318.826.626.63549.360.859.976.3103.9102.5129135.6157141.2146.7196.9192.6254351.5351.63388.5396.7384.2
18.123.137.239.84446.54543.64442.843.745.250.45757.756.653.15764.775.777.774.180.591.9126.9145.9163.2174.2174.21175.7227.9216.4
000000.10.20.20.20.30.30.60.63.32.92.41.60.100000000000000
00000000020000000001,000030010000000000000
0000000000.20.20.40.40.30.300.12.72.52.93.74.8112.6104.1320.5294.7419.4412.8412.76405.6426.4384
000000.80.80.70.70.70.70.70.70.70.70.70.72.74.55.25.15103.6108.9383.1377.6443.5459.9459.94468.5514498.9
0010.11.100.1000.20.20.10.10.20.20.20.20.210.20.50.66.88.114.811.116.916.816.8125.425.421.9
0.020.020.040.040.050.050.050.040.040.040.050.050.050.060.060.060.060.060.070.080.090.080.30.310.850.831.041.061.061.081.191.12
0.030.030.050.050.060.060.060.060.060.060.070.070.090.110.120.120.130.170.180.210.220.240.440.461.041.021.31.421.421.461.591.51
                                                               
2.22.22.2000002.300000000000000000000.0300.330.03
0.812.724.224.424.524.524.722.726.528.632.53134.43842.24448.957.465.473.582.389.795.4357.9365.3371.8394.6394.64404.3434.4437.4
1318.717.510.715.416.219.11919.87.513.923.435.351.870.164.471.198.497.2123.4128.8149.9162.5183.8219.1267.7270.3363.3363.28450475.6502.6
-0.4-0.300.10.30.50.300.51.130.94.55.6-1.61-0.1-2.10.62.6-4.1-10-15.8-6.5-46.3-55.4-34.3-49-48.99-59.4-55.73-75.63
00000000000000000000000000000000
15.621.622.43540.141.243.943.745.335.145.556.870.891.8106.5107.6115145.2155.2191.4198.2222.2236.4272.7530.7577.6607.8708.9708.96794.9854.6864.4
1.833.32.82.92.71.81.31.72.42.54.84.85.73.32.43.34.44.64.64.94.410.215.540.929.759.585.385.373.770.356.7
0.91.222.22.11.51.61.51.12.24.63.94.14.95.52.55.36.67.66.26.63.84.96.123.129.943.752.452.4149.844.347.7
0.91.110.60.50.30.60.30.30.31.71.11.72.21.51.51.53.203.14.23.41624.323.89.28.613.713.689.87.118.2
00000000000000000000000000000000
1.11.131.84.93.41.81.41.40.91.10.40.40.40.10000000005.27.616.218.118.131923.216
4.76.49.37.410.47.95.84.54.55.89.910.21113.210.46.410.114.212.213.915.711.631.145.99376.4128169.5169.52152.3144.9138.6
75.114.27.8710.910.29.38.217.311.220.60.30.10000000140116347.5292.8445.8426.2426.21425.5498.1430.5
0.20.12.63.23.74.14.13.84.14.754.74.55.14.95.25.76.97.27.78.57.49.52.157.849.378.971.871.846157.141.1
0.40.800000.50.40.40.30.30.30.30.40.40.71.21.10.40.30.30.327.823.213.225.636.538.838.823035.730.8
7.6616.81110.71514.813.512.722.316.575.45.85.45.96.987.688.87.7177.3141.3418.5367.7561.2536.8536.86516.5590.9502.4
12.312.426.118.421.122.920.61817.228.126.417.216.41915.812.31722.219.821.924.519.3208.4187.2511.5444.1689.2706.3706.38668.8735.8641
0.030.030.050.050.060.060.060.060.060.060.070.070.090.110.120.120.130.170.180.210.220.240.440.461.041.021.31.421.421.461.591.51
Details

Balance Sheet

ⓘ

Understanding the Balance Sheet

The balance sheet of Helios Technologies provides a detailed financial snapshot, revealing the company's assets, liabilities, and equity at a specific point in time. Analyzing these components is crucial for investors looking to understand Helios Technologies's financial health and stability.

Assets

Helios Technologies's assets represent everything the company owns or controls that has monetary value. These are categorized into current and non-current assets, offering insights into the company's liquidity and long-term investments.

Liabilities

Liabilities are obligations that Helios Technologies must settle in the future. Analyzing the ratio of liabilities to assets provides insights into the company's financial leverage and risk exposure.

Equity

Equity refers to the residual interest in the assets of Helios Technologies after deducting liabilities. It represents the owners’ claim on the company’s assets and earnings.

Year-to-Year Analysis

Comparing balance sheet figures year-to-year allows investors to identify trends, growth patterns, and potential financial risks, facilitating informed investment decisions.

Interpreting the Data

Detailed analysis of assets, liabilities, and equity can provide investors with comprehensive insights into Helios Technologies's financial standing, aiding in investment evaluations and risk assessments.

 
NET INCOME (M)
DEPRECIATION (M)
DEFERRED TAXES (M)
CHANGES IN WORKING CAPITAL (M)
NON-CASH ITEM (M)
PAID INTEREST (M)
PAID TAXES (M)
NET CASH FLOW FROM OPERATING ACTIVITIES (M)
CAPITAL EXPENDITURES (M)
CASH FLOW FROM INVESTING ACTIVITIES (M)
CASH FLOW FROM OTHER INVESTING ACTIVITIES (M)
INTEREST INCOME AND EXPENSES (M)
NET DEBT CHANGE (M)
NET CHANGE IN EQUITY (M)
CASH FLOW FROM FINANCING ACTIVITIES (M)
CASH FLOW FROM OTHER FINANCING ACTIVITIES ()
TOTAL DIVIDENDS PAID (M)
NET CHANGE IN CASH FLOW (M)
FREE CASH FLOW (M)
SHARE-BASED COMPENSATION (M)
1993199419951996199719981999null20002001200220032004200520062007200820092010nullnull20112012201320142015null201620172018201920202021202220222023
25814511311271216222512112137373843333323314660141041049837
222234555555555677666677899111939353954545163
0002000000000000000001001000-6-10-3-1-1-4-7
001-1-2-2-2-2000100-2-143-53-535-1543-2-12-21-111-49-49-40-19
0002000000000001122112457841121182521451321
0000111110000000000000000000312141115151529
00002211110028711140909171819191717121720111123233126
37127685597791417192838132513254952476249493849779010811311310983
-3-5-7-17-6-8-7-7-4-4-5-3-5-8-9-12-10-5-3-5-3-10-13-17-10-6-6-7-22-28-25-15-31-31-35-40
-2-5-7-16-6-9-7-7-4-4-5-3-4-9-9-14-10-12-7-12-7-29-22-20-18-9-9-169-16-565-22-235-90-90-90-153
00000-1000000000-20-7-3-7-3-19-8-2-7-3-3-1626-5372-220-58-58-55-113
000000000000000000000000000000000000
00-111-7122-2-1-18-6-9-1000000000000140-24236-52151-9-9875
000019000000111-200000000001111241111122
0-2-580011-3-2-2-4-5-11-7-4-7-7-14-7-13-8-40-8-37-10-10128-50447-71137-22-22-657
--1.00-3.00-2.00-11.00-----------------------2.00-17.00-19.00-9.00-3.00-3.00-2.00-5.00-8.00
00000-1-1-1-1-1-1-14-1-2-4-5-7-7-14-7-14-9-40-9-38-12-11-10-10-11-11-11-11-11-11-11
000-1000010014-34915-42-429-82012525-7-10-40-133315-11
0.52.25-1000.5-2.305.13.31.86.29.78.310.415.627.68.621.20039.438.829.252.143.8031.127.249.165.593.281.5074.943.5
000000000000000000000000000000000000

Helios Technologies stock margins

The Helios Technologies margin analysis displays the gross margin, EBIT margin, as well as the profit margin of Helios Technologies. The EBIT margin (EBIT/sales) indicates the percentage of sales that remains as operating profit. The profit margin shows the percentage of sales that remains for Helios Technologies.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Gross margin
EBIT margin
Profit margin
Details

Margin

ⓘ

Understanding Gross Margin

The gross margin, expressed as a percentage, delineates the gross profit made from the Helios Technologies's sales revenue. A higher gross margin percentage indicates that the Helios Technologies retains more revenue after accounting for the costs of goods sold. Investors use this metric to gauge financial health and operational efficiency, as well as to compare it with competitors and industry averages.

EBIT Margin Analysis

EBIT margin represents the Helios Technologies's earnings before interest and taxes. Analyzing the EBIT margin over different years provides insights into the operational profitability and efficiency, excluding the effects of financial leverage and tax structure. A growing EBIT margin over the years signifies improving operational performance.

Revenue Margin Insights

The revenue margin demonstrates the Helios Technologies's total revenue generated. When comparing the revenue margin year over year, investors can gauge the Helios Technologies's growth and market expansion. It is essential to compare the revenue margin with the gross and EBIT margins to understand the cost and profit structures better.

Interpreting Expectations

The expected values for gross, EBIT, and revenue margins provide future financial outlook of the Helios Technologies. Investors should compare these expectations with historical data to understand potential growth and risk factors. It is crucial to consider the underlying assumptions and methodologies used in projecting these expected values to make informed investment decisions.

Comparative Analysis

Comparing the gross, EBIT, and revenue margins, both yearly and over multiple years, enables investors to perform a comprehensive analysis of the Helios Technologies's financial health and growth prospects. Evaluating the trends and patterns in these margins helps in identifying strengths, weaknesses, and potential investment opportunities.

Helios Technologies Margin History

Helios Technologies Gross marginHelios Technologies Profit marginHelios Technologies EBIT marginHelios Technologies Profit margin
2028e31.31 %0 %10.94 %
2027e31.31 %14.24 %9.81 %
2026e31.31 %11.19 %9.32 %
2025e31.31 %10.23 %8.08 %
202431.31 %10.15 %4.84 %
202331.32 %9.56 %4.49 %
202233.71 %15.51 %11.11 %
202135.99 %17.94 %12.03 %
202037.51 %14.13 %2.72 %
201938.27 %17.04 %10.87 %
201837.93 %14.88 %9.19 %
201739.82 %18.23 %9.22 %
201636.21 %17.52 %11.83 %
201538.42 %23.37 %16.49 %
201441.24 %28.15 %19.24 %
201340.43 %27.37 %18.51 %
201239.43 %26.61 %18.3 %
201138.79 %27.08 %18.46 %
201034.7 %20.57 %14.2 %
200922.59 %2.16 %1.95 %
200833.15 %20.42 %14.41 %
200732.8 %20.07 %13.2 %
200630.85 %17.64 %11.38 %
200531.59 %16.44 %10.96 %

Helios Technologies Stock Sales Revenue, EBIT, Earnings per Share

The Helios Technologies earnings per share therefore indicates how much revenue Helios Technologies has generated per share in a given period. The earnings before interest and taxes per share shows how much of the operating profit corresponds to each share. The earnings per share indicates how much of the profit belongs to each share.

  • 3 years

  • 5 years

  • 10 years

  • 25 Years

  • Max

Sales per Share
EBIT per share
Earnings per Share
Details

Revenue, EBIT and Earnings per share

ⓘ

Revenue Per Share

Revenue per share represents the total revenue Helios Technologies earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Helios Technologies's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Helios Technologies’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Helios Technologies's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Helios Technologies Revenue, EBIT and net profit per share

DateHelios Technologies Sales per ShareHelios Technologies EBIT per shareHelios Technologies Earnings per Share
2028e27.79 undefined0 undefined3.04 undefined
2027e26.21 undefined0 undefined2.57 undefined
2026e24.81 undefined0 undefined2.31 undefined
2025e23.74 undefined0 undefined1.92 undefined
202424.2 undefined2.46 undefined1.17 undefined
202325.32 undefined2.42 undefined1.14 undefined
202227.16 undefined4.21 undefined3.02 undefined
202126.74 undefined4.8 undefined3.22 undefined
202016.29 undefined2.3 undefined0.44 undefined
201917.33 undefined2.95 undefined1.88 undefined
201816.23 undefined2.42 undefined1.49 undefined
201712.7 undefined2.31 undefined1.17 undefined
20167.32 undefined1.28 undefined0.87 undefined
20157.52 undefined1.76 undefined1.24 undefined
20148.59 undefined2.42 undefined1.65 undefined
20137.84 undefined2.15 undefined1.45 undefined
20127.86 undefined2.09 undefined1.44 undefined
20117.95 undefined2.15 undefined1.47 undefined
20105.91 undefined1.22 undefined0.84 undefined
20093.85 undefined0.08 undefined0.08 undefined
20087.13 undefined1.46 undefined1.03 undefined
20076.78 undefined1.36 undefined0.89 undefined
20065.78 undefined1.02 undefined0.66 undefined
20054.75 undefined0.78 undefined0.52 undefined

Helios Technologies business model

Helios Technologies Inc is a publicly traded company specializing in the development and manufacturing of fluid power systems and components for industrial and mobile applications. The company was founded in 1970 and is headquartered in Sarasota, Florida. It currently employs over 2,200 employees and operates globally. Business Model: Helios Technologies' business model focuses on providing innovative and reliable fluid power systems and components to customers in various industries such as aerospace, agriculture, construction, industrial machinery, as well as biomedicine and food industry. The company relies on its high technical expertise and its ability to develop customized solutions for the individual needs of customers. Divisions: The company is divided into two business segments that focus on specific markets. 1. The fluid power division includes the manufacturing of pumps, valves, motors, drives, power transmission, and control components for industrial applications and mobile devices. These components are used in a variety of applications, such as irrigation in agriculture, lifting and moving heavy loads in the construction machinery industry, or precise dosage of medications in biomedicine. 2. The electromechanical division produces high-precision optical components for use in telecommunications networks and various industries. This includes special lenses, precision shafts, and automated assembly of assemblies for the aerospace industry. Products: Helios Technologies offers a wide range of products and solutions for the fluid power and electromechanical markets. For example, the product range of the fluid power division includes: - Hydraulic pumps and motors with different capacities and sizes - Valves and controls for precise dosage and control of liquids and gases - Electromechanical drives for transmitting motion and power - Transmission elements such as universal joints, torque limiters, or couplings for targeted conversion of forces and torques - Special components for biomedicine, food industry, and semiconductor industry to ensure demanding fluid and gas control with utmost reliability. In the field of electromechanics, Helios Technologies offers the following products and solutions: - Optical lenses and assemblies for telecommunications infrastructures - Precision shafts and rollers for the aerospace industry - Automated assembly of assemblies for complex applications - High-precision positioning systems for the semiconductor industry Summary: Helios Technologies is a globally operating company offering a wide range of fluid power and electromechanical solutions for industrial and mobile applications. Based on its innovation power, technical expertise, and ability to offer more customized product range tailored to individual customer needs, the company has established itself as an important player in these industries. With its two business segments, the fluid power division and the electromechanical division, Helios Technologies provides its customers with customized solutions and a wide range of products and technologies to meet demanding requirements in various industries. Helios Technologies is one of the most popular companies on Eulerpool.com.

Helios Technologies SWOT Analysis

Strengths

Helios Technologies Inc has several key strengths that contribute to its success in the market. These include:

  • Strong brand reputation and recognition in the industry
  • Wide range of innovative and high-quality products
  • Extensive customer base and well-established relationships
  • Robust research and development capabilities
  • Effective supply chain management and operational efficiency

Weaknesses

Despite its strengths, Helios Technologies Inc also faces certain weaknesses that require attention and improvement. These include:

  • Relatively high production costs impacting profit margins
  • Dependency on a limited number of key suppliers
  • Lower market share compared to some competitors
  • Limited global presence and market reach
  • Challenges in adapting to rapid technological advancements

Opportunities

Helios Technologies Inc can leverage the following opportunities to further enhance its growth and market position:

  • Emerging markets with growing industrial and manufacturing sectors
  • Increasing demand for automation and robotics solutions
  • Expansion into new geographic regions and untapped markets
  • Strategic partnerships or acquisitions to broaden product portfolio
  • Investment in sustainable and environmentally-friendly technologies

Threats

Helios Technologies Inc should be aware of the following threats that could hinder its progress in the market:

  • Intense competition from established and emerging players
  • Economic downturns and fluctuations impacting customer spending
  • Potential disruptions in the supply chain due to geopolitical factors
  • Rapid technological changes requiring continuous adaptation
  • Increasing regulations and compliance requirements

Helios Technologies Revenue by Segment

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Revenue by Segment

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Overview of Revenue by Segment

The chart visualizes revenues by segments and provides a clear overview of the revenue distribution. Each segment is clearly marked to facilitate comparisons of revenues.

Interpretation and Use

The chart enables quick identification of the highest-revenue segments, which is helpful in strategic decision-making. It supports the analysis of growth potentials and targeted resource allocation.

Investment Strategy

An investment strategy determines how capital is deliberately invested into various asset classes to maximize returns. It is based on risk tolerance, investment objectives, and a long-term plan.

Helios Technologies Revenue by Segment

Segmente20172016
Hydraulics230.66 M USD189.52 M USD
Electronics112.18 M USD7.41 M USD

Helios Technologies Revenue by Region

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Revenue by Segment

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Overview of Revenue by Region

The chart shows revenues by region and provides a clear comparison of regional revenue distribution. Each region is clearly marked to illustrate the differences.

Interpretation and Usage

The diagram helps to identify the regions with the highest revenue and to make targeted decisions for regional expansion or investments. It supports the analysis of market potentials and strategic priorities.

Investment Strategy

An investment strategy focused on regions concentrates on the deliberate capital allocation in different markets to optimally use regional growth opportunities. It takes into account market conditions and regional risk factors.

Helios Technologies Revenue by Segment

DateAmericasAPACAsia PacificAsia/PacificEMEAEurope/Africa/MEEurope/Middle East/AfricaNorth And South AmericasOther AmericasUnited States
2022425.51 M USD221.66 M USD--222.02 M USD-----
2022470.4 M USD-191.4 M USD-223.6 M USD-----
2021224.47 M USD156.51 M USD--142.06 M USD-----
2019258.54 M USD146.03 M USD--150.09 M USD-----
2018257.68 M USD--110.59 M USD--139.78 M USD---
2017198.92 M USD--66.93 M USD--76.99 M USD---
201697.74 M USD--41.68 M USD61.31 M USD-----
2016---43.4 M USD58.72 M USD---13.2 M USD81.61 M USD
2014112.52 M USD--45.92 M USD69.24 M USD-----
2012---39.56 M USD-59.82 M USD-104.99 M USD--
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Helios Technologies Eulerpool Fair Value

Details

Fair Value

ⓘ

Understanding Fair Value

The fair value of a stock provides insights into whether the stock is currently undervalued or overvalued. It is calculated based on profit, revenue, or dividends and offers a comprehensive perspective of the stock’s intrinsic value.

Income-Based Fair Value

This is calculated by multiplying the earnings per share by the average P/E ratio of the selected past years for smoothing. If the fair value is higher than the current market price, it suggests that the stock is undervalued.

Example 2022

Fair Value Profit 2022 = Earnings per Share 2022 / Average P/E Ratio 2019 - 2021 (3 Years Smoothing)

Revenue-Based Fair Value

It is derived by multiplying the revenue per share by the average price-to-sales ratio of the selected past years for smoothing. An undervalued stock is identified if the fair value exceeds the ongoing market price.

Example 2022

Fair Value Revenue 2022 = Revenue per Share 2022 / Average PSR 2019 - 2021 (3 Years Smoothing)

Dividend-Based Fair Value

This value is determined by dividing the dividend per share by the average dividend yield of the selected past years for smoothing. A higher fair value than the market price indicates an undervalued stock.

Example 2022

Fair Value Dividend 2022 = Dividend per Share 2022 * Average Dividend Yield 2019 - 2021 (3 Years Smoothing)

Expectations and Forecasts

Future expectations provide potential trajectories for stock prices and aid investors in decision-making. The expected values are forecasted figures of fair value, taking into account the growth or decline trends of profit, revenue, or dividend.

Comparative Analysis

Comparing the fair value based on profit, revenue, and dividend provides a holistic overview of the stock’s financial health. Observing the annual and per-annual variations contributes to understanding the consistency and reliability of stock performance.

Helios Technologies historical P/E ratio, EBIT multiple, and P/S ratio

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Helios Technologies shares outstanding

The number of shares was Helios Technologies in 2024 — This indicates how many shares 33.3 M is divided into. Since shareholders are the owners of a company, each share represents a small portion of the company's ownership.

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Revenue, EBIT and Earnings per share

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Revenue Per Share

Revenue per share represents the total revenue Helios Technologies earns, divided by the number of outstanding shares. It is a crucial metric as it reflects the company's ability to generate sales and signifies growth and expansion potential. Comparing yearly revenue per share allows investors to analyze the consistency in a company’s earnings and predict future trends.

EBIT Per Share

EBIT per share indicates Helios Technologies's earning before interest and taxes, offering insights into operational profitability excluding the effects of capital structure and tax rates. It can be juxtaposed against revenue per share to gauge the efficiency in converting sales into profits. A consistent increase in EBIT per share over the years underscores operational efficiency and profitability.

Income Per Share

Income per share, or earnings per share (EPS), reveals the portion of Helios Technologies’s profit allocated to each share of common stock. It’s instrumental in evaluating the profitability and financial health. By comparing it with revenue and EBIT per share, investors discern how effectively a firm translates sales and operational profits into net income.

Expected Values

Expected values are projections of revenue, EBIT, and income per share for forthcoming years. These anticipations, rooted in historical data and market analysis, aid investors in strategizing their investments, evaluating Helios Technologies's prospective performance, and estimating future stock prices. However, it’s pivotal to consider market volatilities and uncertainties that can influence these projections.

Helios Technologies stock splits

In Helios Technologies's history, there have been no stock splits.

Helios Technologies dividend history and estimates

In 2024, Helios Technologies paid a dividend amounting to 0.36 USD. Dividend means that Helios Technologies distributes a portion of its profits to its owners.

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Dividend
Dividend (Estimate)
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Dividend

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Dividend Overview

The dividend per year chart for Helios Technologies provides a comprehensive view of the annual dividends distributed to shareholders. Analyze the trend to understand the consistency and growth in dividend payouts over the years.

Interpretation and Use

A consistent or increasing trend in dividends can indicate the company's profitability and financial health. Investors can use this data to identify Helios Technologies’s potential for long-term investment and income generation through dividends.

Investment Strategy

Incorporate the dividend data in evaluating Helios Technologies's overall performance. A thorough analysis, considering other financial aspects, will help in making informed investment decisions for optimal capital growth and income generation.

Helios Technologies Dividend History

DateHelios Technologies Dividend
2028e0.4 undefined
2027e0.4 undefined
2026e0.4 undefined
2025e0.4 undefined
20240.36 undefined
20230.36 undefined
20220.36 undefined
20210.36 undefined
20200.36 undefined
20190.36 undefined
20180.36 undefined
20170.29 undefined
20160.49 undefined
20150.45 undefined
20141.45 undefined
20130.45 undefined
20120.48 undefined
20110.4 undefined
20100.57 undefined
20090.3 undefined
20080.3 undefined
20070.22 undefined
20060.18 undefined
20050.13 undefined

Helios Technologies dividend payout ratio

In 2024, Helios Technologies had a payout ratio of 19.36%. The payout ratio indicates the percentage of the company's profits that Helios Technologies distributes as dividends.

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Payout ratio
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Payout ratio

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What is Yearly Payout Ratio?

The yearly payout ratio for Helios Technologies represents the proportion of earnings paid out as dividends to shareholders. It is an indicator of the company's financial health and stability, illustrating how much profit is being returned to investors versus being reinvested back into the company.

How to Interpret the Data

A lower payout ratio for Helios Technologies could mean that the company is reinvesting more into its growth, whereas a higher ratio indicates more earnings are being distributed as dividends. Investors seeking regular income might prefer companies with a higher payout ratio, while those looking for growth may opt for companies with a lower ratio.

Using the Data for Investments

Evaluate Helios Technologies's payout ratio in conjunction with other financial metrics and performance indicators. A sustainable payout ratio, coupled with strong financial health, can indicate a reliable dividend payout. However, a very high ratio might suggest the company is not sufficiently reinvesting in its future growth.

Helios Technologies Payout Ratio History

DateHelios Technologies Payout ratio
2028e23.29 %
2027e22.3 %
2026e25.47 %
2025e22.08 %
202419.36 %
202334.97 %
202211.92 %
202111.18 %
202081.82 %
201919.15 %
201823.84 %
201724.58 %
201656.32 %
201536.29 %
201487.88 %
201331.03 %
201233.33 %
201127.44 %
201068.25 %
2009428.57 %
200829.13 %
200725.22 %
200626.94 %
200525.64 %
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Unfortunately, there are currently no price targets and forecasts available for Helios Technologies.

Helios Technologies latest earnings and earnings surprises

DateEPS EstimateEPS ActualQuarterly report
3/31/20250.37 0.44  (18.5 %)2025 Q1
12/31/20240.35 0.33  (-5.55 %)2024 Q4
9/30/20240.55 0.59  (6.33 %)2024 Q3
6/30/20240.63 0.64  (2.02 %)2024 Q2
3/31/20240.45 0.53  (17.02 %)2024 Q1
12/31/20230.27 0.38  (39.25 %)2023 Q4
9/30/20230.72 0.44  (-38.73 %)2023 Q3
6/30/20230.86 0.81  (-5.46 %)2023 Q2
3/31/20230.78 0.72  (-8.09 %)2023 Q1
12/31/20220.77 0.78  (1.96 %)2022 Q4
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Eulerpool ESG Scorecard© for the Helios Technologies stock

Eulerpool World ESG Rating (EESG©)

57/ 100

🌱 Environment

30

👫 Social

84

🏛️ Governance

56

Environment

Scope 1 - Direct Emissions
1,226
Scope 2 - Indirect emissions from purchased energy
18,170
Scope 3 - Indirect emissions within the value chain
Total CO₂ emissions
19,396
CO₂ reduction strategy
Coal energy
Nuclear power
Animal experiments
Fur & Leather
Pesticides
Palm Oil
Tobacco
Genetically modified organisms
Climate concept
Sustainable forestry
Recycling regulations
Environmentally friendly packaging
Hazardous substances
Fuel consumption and efficiency
Water consumption and efficiency

Social

Percentage of female employees
Percentage of women in management
Percentage of Asian employees
Share of Asian management
Percentage of Hispanic/Latino employees
Hispano/Latino Management share
Percentage of Black employees
Black Management Share
Percentage of white employees
White Management Share
Adult content
Alcohol
Weapons
Firearms
Gambling
Military contracts
Human rights concept
Privacy concept
Occupational health and safety
Catholic

Governance (Corporate Governance)

Environmental reporting
Stakeholder Engagement
Call Back Policies
Antitrust law

The Eulerpool ESG Scorecard© is the strictly copyrighted intellectual property of Eulerpool Research Systems. Any unauthorized use, imitation, or infringement will be actively pursued and may lead to significant legal consequences. For licenses, collaborations, or usage rights, please contact us directly via our contact form. Contact Form to us.

Helios Technologies shareholders

%
Name
Stocks
Change
Date
10.23234 % Wasatch Global Investors Inc3,407,368-138,2363/31/2025
9.87679 % The Vanguard Group, Inc.3,288,970-31,8693/31/2025
6.58608 % BlackRock Institutional Trust Company, N.A.2,193,166-12,3453/31/2025
5.92031 % Conestoga Capital Advisors, LLC1,971,463-15,0653/31/2025
5.53100 % Thrivent Asset Management, LLC1,841,82321,68312/31/2024
4.52536 % Dimensional Fund Advisors, L.P.1,506,94668,1603/31/2025
3.64919 % Sara-Bay Financial Corp.1,215,181-2,2863/31/2025
3.52975 % Brown Capital Management, LLC1,175,408-355,3403/31/2025
3.32409 % Wellington Management Company, LLP1,106,921-356,3443/31/2025
2.90216 % Barrow Hanley Global Investors966,4198,4363/31/2025
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5
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Helios Technologies Executives and Management Board

Mr. Matteo Arduini

(51)
Helios Technologies President - Hydraulics, EMEA
Compensation 963,121

Mr. Marc Greenberg

(47)
Helios Technologies General Counsel, Company Secretary
Compensation 893,684

Mr. Sean Bagan

(49)
Helios Technologies President, Chief Executive Officer, Chief Financial Officer
Compensation 834,571

Mr. Lee Wichlacz

(59)
Helios Technologies President - Electronics
Compensation 465,118

Mr. Philippe Lemaitre

(74)
Helios Technologies Non-Executive Chairman of the Board (since 2007)
Compensation 348,151
1
2
3

Helios Technologies Supply Chain

NameRelationshipTwo-week correlationOne-month correlationThree-Month CorrelationSix-Month CorrelationOne Year CorrelationTwo-Year Correlation
Deere & Co Stock
Deere & Co
SupplierCustomer0,720,830,34-0,60-0,330,83
Wajax Stock
Wajax
SupplierCustomer0,47-0,130,230,720,590,92
Schouw & Co Stock
Schouw & Co
SupplierCustomer0,470,880,480,03-0,200,22
MRC Global Stock
MRC Global
SupplierCustomer0,37-0,02-0,39-0,71-0,640,53
Archrock Stock
Archrock
SupplierCustomer0,040,690,07-0,75-0,610,44
CSI Compressco Stock
CSI Compressco
SupplierCustomer-0,300,360,15-0,61-0,400,55
Exterran Stock
Exterran
SupplierCustomer-0,450,51-0,12-0,87-0,71-0,25
1

Most common questions regarding Helios Technologies

What values and corporate philosophy does Helios Technologies represent?

Helios Technologies Inc represents a strong commitment to providing innovative solutions in the industrial and mobile hydraulics industry. The company values quality, reliability, and customer satisfaction as core principles in its operations. Helios Technologies Inc is dedicated to delivering advanced motion control technologies and fluid power systems that empower its customers to enhance productivity and achieve optimal performance. With a focus on continuous improvement, the company strives to exceed industry standards and consistently deliver cutting-edge solutions. By embracing a customer-centric approach and fostering a culture of collaboration and integrity, Helios Technologies Inc sets itself apart as a trusted partner in the global market.

In which countries and regions is Helios Technologies primarily present?

Helios Technologies Inc is primarily present in various countries and regions around the world. The company has a global presence with a focus on key markets. Some of the countries and regions where Helios Technologies Inc operates include the United States, Europe, Asia-Pacific, and Latin America. With its strong international presence, the company is able to serve a diverse range of customers and expand its business opportunities.

What significant milestones has the company Helios Technologies achieved?

Helios Technologies Inc, a leading global provider of highly engineered motion control and electronic solutions, has achieved significant milestones throughout its history. Some notable achievements include the expansion of its product portfolio by acquiring complementary businesses, the successful integration of these acquisitions to enhance its offerings, and the establishment of a strong global presence. Additionally, Helios Technologies Inc has demonstrated its commitment to innovation by continuously developing cutting-edge technologies and introducing new products to meet the evolving needs of its customers. These milestones have contributed to the company's growth, recognition, and reputation as a trusted provider of advanced motion control solutions.

What is the history and background of the company Helios Technologies?

Helios Technologies Inc, formerly known as Sun Hydraulics Corporation, is a leading provider of highly engineered, mission-critical solutions for the hydraulics and electronics markets. With a rich history dating back to 1970, the company has grown to become a global technology leader, serving diverse industries including construction, agriculture, aerospace, and energy. Helios Technologies Inc is renowned for its innovative products and solutions that enhance efficiency, productivity, and safety in hydraulic and electronic systems. As a trusted partner, the company is committed to delivering exceptional customer service and driving sustainable growth through continuous innovation and strategic acquisitions.

Who are the main competitors of Helios Technologies in the market?

The main competitors of Helios Technologies Inc in the market include companies like Parker-Hannifin Corporation, Eaton Corporation plc, and Sun Hydraulics Corporation.

In which industries is Helios Technologies primarily active?

Helios Technologies Inc is primarily active in the industries of motion control and fluid power.

What is the business model of Helios Technologies?

The business model of Helios Technologies Inc is centered around manufacturing and providing innovative fluid power solutions. As a global leader in the industry, Helios Technologies offers a comprehensive range of products and systems that are used in various applications across multiple industries. With a focus on hydraulic and electronic control solutions, the company aims to enhance efficiency, productivity, and safety for its customers. By consistently delivering high-quality products and exceptional customer service, Helios Technologies has established itself as a trusted provider in the fluid power industry.

What is the P/E ratio of Helios Technologies 2025?

The P/E ratio cannot be calculated for Helios Technologies at the moment.

What is the P/S ratio of Helios Technologies 2025?

The P/S cannot be calculated for Helios Technologies currently.

What is the Quality Investing of Helios Technologies?

The Quality Investing for Helios Technologies is 3/10.

What is the revenue of Helios Technologies 2025?

The expected Helios Technologies revenue is 790.62 M USD.

How high is the profit of Helios Technologies 2025?

The expected Helios Technologies profit is 63.86 M USD.

What is the business model of Helios Technologies

Helios Technologies Inc. is a leading provider of customized hydraulic, electrical, and control systems for various applications in different industries. The company was founded in 1970 and is headquartered in Sarasota, Florida.

What is the Helios Technologies dividend?

Helios Technologies pays a dividend of 0.36 USD distributed over payouts per year.

How often does Helios Technologies pay dividends?

The dividend cannot currently be calculated for Helios Technologies or the company does not pay out a dividend.

What is the Helios Technologies ISIN?

The ISIN of Helios Technologies is US42328H1095.

What is the Helios Technologies WKN?

The WKN of Helios Technologies is A2PMGD.

What is the Helios Technologies ticker?

The ticker of Helios Technologies is HLIO.

How much dividend does Helios Technologies pay?

Over the past 12 months, Helios Technologies paid a dividend of 0.36 USD . This corresponds to a dividend yield of about . For the coming 12 months, Helios Technologies is expected to pay a dividend of 0.4 USD.

What is the dividend yield of Helios Technologies?

The current dividend yield of Helios Technologies is .

When does Helios Technologies pay dividends?

Helios Technologies pays a quarterly dividend. This is distributed in the months of November, February, May, August.

How secure is the dividend of Helios Technologies?

Helios Technologies paid dividends every year for the past 24 years.

What is the dividend of Helios Technologies?

For the upcoming 12 months, dividends amounting to 0.4 USD are expected. This corresponds to a dividend yield of 1.01 %.

In which sector is Helios Technologies located?

Helios Technologies is assigned to the 'Industry' sector.

Wann musste ich die Aktien von Helios Technologies kaufen, um die vorherige Dividende zu erhalten?

To receive the latest dividend of Helios Technologies from 7/21/2025 amounting to 0.09 USD, you needed to have the stock in your portfolio before the ex-date on 7/7/2025.

When did Helios Technologies pay the last dividend?

The last dividend was paid out on 7/21/2025.

What was the dividend of Helios Technologies in the year 2024?

In the year 2024, Helios Technologies distributed 0.36 USD as dividends.

In which currency does Helios Technologies pay out the dividend?

The dividends of Helios Technologies are distributed in USD.

All fundamentals about Helios Technologies

Our stock analysis for Helios Technologies Revenue stock includes important financial indicators such as revenue, profit, P/E ratio, P/S ratio, EBIT, as well as information on dividends. We also assess aspects such as stocks, market capitalization, debt, equity, and liabilities of Helios Technologies Revenue. If you are looking for more detailed information on these topics, we offer comprehensive analyses on our subpages.