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HELIOS TECHNOLOGIES, INC. (HLIO) Overview

HELIOS TECHNOLOGIES, INC. (HLIO) Overview

  • 5 Apr 2026: Period ending 4 Jul 2026; Estimate (m); Actual 0.66; Beat / miss (m).
  • 4 Jan 2026: Period ending 4 Apr 2026; Estimate (m); Actual 0.59; Beat / miss (m).
  • 29 Jun 2025: Period ending 27 Sept 2025; Estimate (m); Actual 0.31; Beat / miss (m).
  • 30 Mar 2025: Period ending 28 Jun 2025; Estimate (m); Actual 0.34; Beat / miss (m).

Stock Price Chart

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Blue: Split-adjusted close · Orange: Cumulative dividend-reinvested close

$44.75$52.35$61.24$71.63$83.79$98.012025-09-292026-09-29$24.42$33.58$46.17$63.49$87.29$120.022021-09-292026-09-29$24.42$33.84$46.88$64.95$89.98$124.672016-09-292026-09-29$6.71$12.52$23.36$43.59$81.35$151.812006-09-292026-09-29$1.69$4.49$11.90$31.56$83.71$222.051997-01-092026-09-29

Logarithmic scale. Both lines share the same starting value for the selected range.

Last close
$68.55
Previous close
$68.91
Change
-$0.36
Change (%)
-0.52%
Close date
2026-09-29
Previous close date
2026-09-28
Open
(m)
Day high
(m)
Day low
(m)
Last session volume
(m)
Last session value
(m)
Currency
USD
Price basis
split-adjusted
Volume basis
(m)

Performance

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Cumulative total returns · 2026-09-29

YTD

HLIO
+28.75%
S&P 500
(m)

1 year

HLIO
+30.99%
S&P 500
(m)

3 years

HLIO
+26.53%
S&P 500
(m)

5 years

HLIO
-17.05%
S&P 500
(m)

Earnings trends

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Earnings per share

USD / share · As filed

4 Jul 2026 ○ Estimate (m) ● Actual 0.66

0.140.320.490.670.8429 Mar 2025: estimate (m); actual 0.2229 Mar 2025(m)28 Jun 2025: estimate (m); actual 0.3428 Jun 2025(m)27 Sept 2025: estimate (m); actual 0.3127 Sept 2025(m)4 Apr 2026: estimate (m); actual 0.594 Apr 2026(m)4 Jul 2026: estimate (m); actual 0.664 Jul 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
5 Apr 20264 Jul 2026(m)0.66(m)(m)
4 Jan 20264 Apr 2026(m)0.59(m)(m)
29 Jun 202527 Sept 2025(m)0.31(m)(m)
30 Mar 202528 Jun 2025(m)0.34(m)(m)
29 Dec 202429 Mar 2025(m)0.22(m)(m)

3 Jan 2026 ○ Estimate (m) ● Actual 1.45

1.061.652.232.823.401 Jan 2022: estimate (m); actual 3.221 Jan 2022(m)31 Dec 2022: estimate (m); actual 3.0231 Dec 2022(m)30 Dec 2023: estimate (m); actual 1.1430 Dec 2023(m)28 Dec 2024: estimate (m); actual 1.1728 Dec 2024(m)3 Jan 2026: estimate (m); actual 1.453 Jan 2026(m)
Comparison details
Period startPeriod endingEstimateActualBeat / missReport date
29 Dec 20243 Jan 2026(m)1.45(m)(m)
31 Dec 202328 Dec 2024(m)1.17(m)(m)
1 Jan 202330 Dec 2023(m)1.14(m)(m)
2 Jan 202231 Dec 2022(m)3.02(m)(m)
3 Jan 20211 Jan 2022(m)3.22(m)(m)

Revenue vs. Earnings

USD

4 Jul 2026 ■ Revenue 231.90M ■ Earnings 21.90M — Profit margin 9.44%

-27.83M3.7%68.02M5.9%163.88M8.2%259.73M10.4%28 Jun 2025: revenue 212.50M; earnings 11.40M; profit margin 5.36%28 Jun 202527 Sept 2025: revenue 220.30M; earnings 10.30M; profit margin 4.68%27 Sept 20254 Apr 2026: revenue 228.40M; earnings 19.70M; profit margin 8.63%4 Apr 20264 Jul 2026: revenue 231.90M; earnings 21.90M; profit margin 9.44%4 Jul 2026

3 Jan 2026 ■ Revenue 839.00M ■ Earnings 48.40M — Profit margin 5.77%

-106.25M3.5%259.72M6.4%625.68M9.2%991.65M12.1%31 Dec 2022: revenue 885.40M; earnings 98.40M; profit margin 11.11%31 Dec 202230 Dec 2023: revenue 835.60M; earnings 37.50M; profit margin 4.49%30 Dec 202328 Dec 2024: revenue 805.90M; earnings 39.00M; profit margin 4.84%28 Dec 20243 Jan 2026: revenue 839.00M; earnings 48.40M; profit margin 5.77%3 Jan 2026

Analyst insights

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RatingsBuyHoldSellOther ratingsLast CloseAverage TargetUpsideHigh TargetLow Target
(m)(m)(m)(m)(m)$68.55(m)(m)(m)(m)
Past 12 Months12 Month ForecastLast Close$68.55High(m)Average(m)Low(m)2025-09-292026-09-29

Recent news

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(m)

YouTube videos mentioning HLIO

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(m)

Statistics

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Retained observations as of 2026-11-11; financial period ending (m).

Forward P/E
(m)
PEG ratio · 5-year expected
(m)
Shares held by insiders
(m)
Insider transactions · change (%)
(m)
Shares held by institutions
(m)
Institutional transactions · change (%)
(m)
Diluted EPS · 12 month
(m)
EPS estimate · next quarter
(m)
EPS estimate · next year
(m)
EPS growth · current annual estimate
(m)
EPS growth · next annual estimate
(m)
EPS growth · next 5 years expected
(m)
EPS growth · past 3 years annualized
(m)
EPS growth · past 5 years annualized
(m)
EPS change · 12 months vs prior year
(m)
EPS change · latest quarter vs previous quarter
(m)
Latest earnings report date
(m)
EPS surprise · latest reported quarter
(m)
Net income · 12 month
(m)
Profit margin
(m)
Return on assets · 12 month
(m)
Stock compensation expense · all employees · 12 months
(m)
Index membership
(m)
IPO date
(m)
Options available
(m)
Shortable
(m)
Analyst recommendation
(m)
Analyst target price
(m)
Price volatility · week
(m)
Price volatility · month
(m)
Average true range · 14 sessions
(m)
Relative strength index · 14 sessions
(m)
Relative volume
(m)
Average daily volume
372.68K
Latest session volume
(m)
Last session value
(m)
30 days ago session value
(m)
1 year ago session value
(m)
Number of trades
(m)
Total return · week
-0.16%*
Total return · month
-6.20%*
Total return · quarter
-23.21%*
Total return · half year
6.72%*
Total return · year to date
28.75%*
Total return · 1 year
30.99%*
Total return · 3 years
26.53%*
Total return · 5 years
-17.05%*
Market cap
(m)
Book value per share · latest quarter
(m)
Price / cash · latest quarter
(m)
Enterprise value
(m)
Enterprise value / revenue
(m)
Enterprise value / EBITDA
(m)
Dividend · 12 months per share
(m)
Dividend ex-date
(m)
Next dividend ex-date
(m)
Next dividend amount per share
(m)
Dividend growth · 3 years annualized
(m)
Dividend growth · 5 years annualized
(m)
Revenue · 12 month
(m)
Revenue growth · past 3 years annualized
(m)
Revenue growth · past 5 years annualized
(m)
Revenue change · 12 months vs prior year
(m)
Revenue change · latest quarter vs previous quarter
(m)
Revenue surprise · latest reported quarter
(m)
Levered free cash flow · 12 month
(m)
Debt / equity · latest quarter
(m)
Long-term debt / equity · latest quarter
(m)
Return on equity · 12 month
(m)
Return on invested capital · 12 months
(m)
Previous close
(m)
Latest closing price
(m)
Latest session change (%)
(m)
52-week high
(m)
52-week low
(m)
Price vs 20-session moving average
(m)
Price vs 50-session moving average
(m)
Price vs 200-session moving average
(m)
Float shares
(m)
Short float (%)
(m)
Short ratio (days to cover)
(m)
Short interest (shares)
(m)

Five-year projected P/E and P/S repeat the preceding five-year EPS and revenue CAGR, holding current price and market cap constant. Hover a calculated row for its formula. Net assets = assets − debt − payables − deferred revenue − obligations due within 1 year − obligations due after 1 year.

Holders breakdown

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BreakdownOwnership
(m)Shares held by all insiders
(m)Shares held by institutions
(m)Float held by institutions
(m)Institutions holding shares

Other holders

(m)

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Insider holders

(m)

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Top institutional holders

(m)

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Top mutual fund holders

(m)

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HELIOS TECHNOLOGIES, INC. Overview

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(m)

(m)

SEC CIK
1024795
Industry (SIC)
3490 Miscellaneous Fabricated Metal Products
Country of operation
United States
Business address
7456 SIXTEENTH STREET EAST, SARASOTA, Florida, 34243, United States
Fiscal year end
1230
Phone
9413621200

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