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Helios Technologies, Inc. (HLIO) stock

HLIONYSEMiscellaneous Fabricated Metal ProductsFiscal year ends December 30
Financials through Q3 FY2026, quarter ended Oct 3, 2026Last filing: 10-Q on Nov 6, 2026Score 19/3016% below fair value
$47.69−0.37 (-0.77%)

Close on Nov 12, 2026Market cap $1.57BP/E 20.1Yield 0.75%

Helios Technologies, Inc. grew revenue 11.5% to $900.80M over the twelve months to Oct 3, 2026. Operating income rose 117.2% to $116.20M, moving the operating margin from 6.6% to 12.9%. Free cash flow was $120.70M, up 32.1% from a year earlier. At the latest close the market valued the company at $1.57B, 20.1 times its earnings.

Revenue
$900.80M
+11.5% vs. a year earlier
Operating income
$116.20M
+117.2% vs. a year earlier
Free cash flow
$120.70M
+32.1% vs. a year earlier
EPS, diluted
$2.37
+134.7% vs. a year earlier

Key statistics

Valuation at the latest close; fundamentals over the trailing twelve months, balances at Oct 3, 2026

Valuation

Market cap
$1.57B
P/E ratio
20.1
Price to sales
1.74
Price to book
1.67
Dividend yield
0.75%
Free cash flow yield
7.68%

Fundamentals

Revenue
$900.80M
Net income
$78.70M
EPS, diluted
$2.37
Free cash flow
$120.70M
Book value per share
$28.51
Diluted shares
33M

Trading

Next earnings
Mar 1, 2027 (estimated, after the close)
Previous close
$48.06
Open
$47.54
Day's range
$47.40 – $48.86
Volume
571,955
Average volume (20 days)
541,562
Index membership
Russell 2000, Russell 3000
Beta (5 years)
1.19
52-week range
$46.95 – $95.05
RSI (14 days)
21.8
Volatility (1 year)
44.7%
Relative volume
1.52×
WACC
9.9%

On 1 of our idea list: Fallen quality

Index membership is inferred from the holdings of funds that track each index (IWM, IWV), as reported to the SEC for Jun 30, 2026. Join dates come from quarterly fund reports since 2019, so they are accurate to the quarter.

Market cap history

Month-end market cap since 2010, using shares outstanding reported at the time

Total return vs. the S&P 500

Price change plus reinvested dividends, to the close on Nov 12, 2026. The S&P 500 is measured by the SPY fund.

PeriodHLIOS&P 500DifferenceHLIO per yearS&P 500 per year
1 month-30.7%-2.7%−28.0 pts
3 months-40.9%-1.7%−39.1 pts
Year to date-10.3%+11.9%−22.2 pts
1 year-9.6%+12.0%−21.6 pts
3 years+18.5%+78.2%−59.7 pts+5.8%+21.2%
5 years-54.0%+73.2%−127.3 pts-14.4%+11.6%
10 years+26.4%+309.6%−283.3 pts+2.4%+15.1%

Fifteen years at a glance

Fiscal years 2011 to 2025 and trailing twelve months, USD

Revenue

$900.80M+11.5% YoY

Gross profit

$302.20M+18.8% YoY

Operating income

$116.20M+117.2% YoY

Net income

$78.70M+132.8% YoY

EPS, diluted

$2.37+134.7% YoY

Free cash flow

$120.70M+32.1% YoY
Reported periodTrailing twelve months

Press releases

Releases Helios Technologies filed with the SEC as exhibits to Form 8-K or 6-K

All press releases and earnings

About Helios Technologies

Miscellaneous Fabricated Metal Products

Helios Technologies, Inc. develops and manufactures engineered motion control and electronic controls technology. The company functions through two core segments: Hydraulics and Electronics. Its Hydraulics division produces fluid power solutions, including cartridge valves, quick release couplings, manifolds, and integrated hydraulic systems. The Electronics segment manufactures tailored electronic control systems, digital displays, wire harnesses, instrumentation panels, and specialized software. Helios sells its products to original equipment manufacturers and authorized distributors across diverse sectors, including construction, agriculture, material handling, marine, recreational vehicles, health and wellness, and industrial machinery.

Company profile, executives and history

Helios Technologies stock: common questions

What is Helios Technologies's stock price?

HLIO closed at $47.69 on Nov 12, 2026, down 0.77% on the day. Over the past 52 weeks it traded between $46.95 and $95.05.

What is Helios Technologies's market cap?

Helios Technologies was worth $1.57B at the close on Nov 12, 2026: the share price times the diluted shares outstanding.

What is HLIO's P/E ratio?

HLIO trades at 20.1 times earnings, based on diluted earnings per share of $2.37 over the twelve months to Oct 3, 2026.

How much revenue does Helios Technologies make?

Helios Technologies reported revenue of $900.80M for the twelve months to Oct 3, 2026, up 11.5% from a year earlier.

Does Helios Technologies pay a dividend?

Yes. Helios Technologies paid $0.36 per share over the last twelve months, a yield of 0.75% at the latest price.

When does Helios Technologies report earnings next?

Helios Technologies is expected to report Q4 FY2026 results on Mar 1, 2027, after the close. The date is estimated from its past reporting pattern until the company confirms it.

How has HLIO stock performed over the past year?

Including dividends, HLIO returned -9.6% over the past year, against +12.0% for the S&P 500.

How many HLIO shares are sold short?

1M shares were sold short at the latest FINRA report, 3.30% of the float, or 4.2 days of average trading volume.

Who are Helios Technologies's competitors?

Companies most similar to Helios Technologies by business, industry and size include MWA, CXT, CR, WTS, TRS.

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