Helios Technologies, Inc.

Report azionario NYSE:HLIO

Capitalizzazione di mercato: US$2.8b

Helios Technologies Gestione

Criteri Gestione verificati 3/4

Helios Technologies Il CEO è Sean Bagan, nominato in Jul2024, e ha un mandato di 1.92 anni. la retribuzione annua totale è $ 3.38M, composta da 21.1% di stipendio e 78.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.048% delle azioni della società, per un valore di $ 1.33M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.1 anni e 6.2 anni.

Informazioni chiave

Sean Bagan

Amministratore delegato

US$3.4m

Compenso totale

Percentuale dello stipendio del CEO21.09%
Mandato del CEO1.9yrs
Proprietà del CEO0.05%
Durata media del management5.1yrs
Durata media del Consiglio di amministrazione6.2yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 05

HLIO: Automation Upswing And 2026 Guidance Will Shape Balanced Risk Reward

Analysts have raised the Helios Technologies fair value estimate from $79.50 to approximately $87.83, reflecting higher Street price targets in the $85 to $100 range that are supported by expectations for stronger industrial demand and a cyclical inflection in automation. Analyst Commentary Recent Street research on Helios Technologies clusters around higher price targets in the mid to high US$80s, with one major bank now at US$100.
Articolo di analisi May 14

Earnings Beat: Helios Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

As you might know, Helios Technologies, Inc. ( NYSE:HLIO ) just kicked off its latest quarterly results with some very...
Aggiornamento della narrazione May 07

HLIO: Short Cycle Momentum And Cautious 2026 Outlook Should Cap Near Term Upside

Analysts have lifted the fair value estimate for Helios Technologies from $62.00 to $75.00, citing higher Street price targets in the $76 to $82 range and confidence in strong near term guidance and momentum across both Hydraulics and Electronics. Analyst Commentary Recent research points to a more constructive view on Helios Technologies, with higher fair value estimates and price targets anchored in confidence around current guidance and momentum across Hydraulics and Electronics.
Aggiornamento della narrazione Apr 21

HLIO: Hydraulics And Electronics Momentum Will Support Conservative 2026 Execution Confidence

Analysts have lifted their consolidated price target for Helios Technologies by $4, citing Q1 guidance that sits above consensus and growing momentum in both Hydraulics and Electronics, even as management keeps 2026 expectations conservative in light of an uncertain macro backdrop. Analyst Commentary Bullish analysts are responding positively to Helios Technologies' recent guidance, with several lifting their price targets in quick succession and pointing to constructive readthroughs from both the Q4 print and initial 2026 outlook.
Seeking Alpha Apr 15

Helios Technologies: The Fundamentals Are Starting To Heat Up (Upgrade)

Summary Helios Technologies is upgraded to a soft "Buy" as recent financial results and management’s growth outlook improve the risk-reward profile. HLIO’s Electronics segment drove strong 2025 results, with revenue up to $298.2 million, while Hydraulics showed modest growth aided by an extra sales week. Management projects flat revenue but higher profitability for 2026, targeting $170.1 million EBITDA and $2.60–$2.90 adjusted EPS. HLIO aims for $1.6 billion in revenue and a 25%+ EBITDA margin by 2030, leveraging organic growth, acquisitions, and market expansion. Read the full article on Seeking Alpha
Aggiornamento della narrazione Apr 07

HLIO: Short Cycle Momentum And 2026 Guidance Will Support Upside Potential

Helios Technologies' updated analyst price target has moved to $79.50, as analysts point to stronger near term guidance, higher assumed future P/E multiples and improving visibility in its short cycle industrial businesses as key supports for the new valuation range reflected in recent Stifel and KeyBanc research. Analyst Commentary Recent research paints a generally constructive picture around Helios Technologies, with price targets moving into a higher range and commentary focusing on guidance quality, valuation support and business mix.
Aggiornamento della narrazione Mar 23

HLIO: Hydraulics And Electronics Momentum Will Support Short Cycle Upside Potential

Analysts have lifted their consolidated price target on Helios Technologies by a few dollars to reflect slightly higher assumptions for revenue growth, profit margins and earnings multiples, citing stronger near term guidance, improving momentum in Hydraulics and Electronics, and what they view as conservative longer term outlooks. Analyst Commentary Bullish analysts are responding to Helios Technologies' recent guidance and earnings update by revising valuation frameworks and price targets higher, pointing to what they see as strong near term execution and conservative longer term assumptions.
Aggiornamento della narrazione Mar 09

HLIO: Hydraulics And Electronics Momentum Will Support Future P/E Re Rating

Our fair value estimate for Helios Technologies has moved to $85 from $80 as analysts reflect higher Street price targets, citing stronger near term guidance, conservative but constructive 2026 commentary, and building momentum in both Hydraulics and Electronics. Analyst Commentary Recent Street research reflects a constructive tone around Helios Technologies, with bullish analysts lifting price targets following Q4 results and initial 2026 guidance.
Aggiornamento della narrazione Feb 23

HLIO: Product Platform Expansion And P/E Support Will Shape Future Returns

Our Helios Technologies fair value estimate has moved from $73.00 to $80.00 as analysts incorporate updated assumptions on growth, profitability, and P/E support reflected in recent price target revisions and new coverage. Analyst Commentary Recent Street research on Helios Technologies has leaned constructive, with several bullish analysts updating their price targets and a fresh initiation from JPMorgan.
Aggiornamento della narrazione Feb 08

HLIO: Tight Execution Risks Will Restrain Upside Despite Recent Optimism

Narrative Update on Helios Technologies Analysts have lifted their price targets on Helios Technologies by about $9 to $10, citing modestly higher assumptions for revenue growth and profitability, along with a slightly lower future P/E multiple, as the main drivers of the updated view. Analyst Commentary Across recent research updates, the headline changes to price targets on Helios Technologies have come with a clear message: analysts are reassessing the balance between growth potential, profitability, and what they are willing to pay on a P/E basis.
Articolo di analisi Feb 07

Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 27% Share Price Surge

Despite an already strong run, Helios Technologies, Inc. ( NYSE:HLIO ) shares have been powering on, with a gain of 27...
Aggiornamento della narrazione Jan 25

HLIO: Balanced Outlook After Q3 Guidance Update And Leadership Changes

Narrative Update The updated analyst work on Helios Technologies lifts the fair value estimate from $45.00 to $62.00. This reflects higher modeled revenue growth, a slightly higher discount rate, modestly stronger profit margins, and a higher future P/E multiple, broadly in line with recent Street research citing positive views on the company following its Q3 report and guidance update.
Aggiornamento della narrazione Jan 11

HLIO: Strong Q3 And Raised Guidance Will Support Balanced Future Risk Reward

Analysts have raised their price target on Helios Technologies to $65 from $58, citing what they describe as a strong Q3 and an increase in full-year guidance as the main factors behind this revised outlook. Analyst Commentary Recent research points to a more constructive view on Helios Technologies after what analysts describe as a strong Q3 update and higher full year guidance.
Aggiornamento della narrazione Dec 26

HLIO: Strong Q3 Execution And Raised Guidance Will Drive Future Upside

Analysts have raised their price target on Helios Technologies to $65.00 from $58.00, citing a strong third quarter performance, an improved profit margin outlook, and upgraded full year guidance as key drivers of enhanced earnings power and a lower expected future price to earnings multiple. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as a reflection of stronger earnings visibility following the solid Q3 performance and raised full year guidance.
Aggiornamento della narrazione Dec 12

HLIO: Raised Guidance And Margin Execution Will Drive Future Outperformance

Analysts have raised their price target on Helios Technologies to $65.00 from $58.00, citing a strong third quarter performance and increased full year guidance as support for the higher valuation. Analyst Commentary Following the strong third quarter results and raised full year guidance, analysts are reassessing the company’s risk reward profile and the sustainability of recent momentum in both revenue and margin performance.
Aggiornamento della narrazione Nov 28

HLIO: Self-Help Levers Will Drive Outperformance As End Markets Recover

Analysts have modestly increased their price target for Helios Technologies from $63.80 to $65.20. They cite improved financial guidance, positive management initiatives, and signs of stabilization in the company’s key end markets as contributing factors.
Aggiornamento della narrazione Nov 14

HLIO: Self-Help Initiatives Will Drive Outperformance Amid End Market Recovery

Analysts have raised their price target for Helios Technologies from $60.60 to $63.80, citing improving company self-help initiatives and stronger than expected recent performance. Analyst Commentary Following recent company updates, analysts have offered fresh commentary regarding Helios Technologies’ outlook and valuation.
Aggiornamento della narrazione Sep 06

Electrification And Digital Solutions Will Drive Future Industrial Progress

Helios Technologies' consensus price target has been raised to $60.60 as analysts cite strong self-help initiatives under new leadership, early signs of core market stabilization, and a more disciplined strategic focus, outweighing manageable near-term margin headwinds. Analyst Commentary Bullish analysts point to emerging self-help initiatives under the new CEO, including more rigorous portfolio and operational reviews, as key drivers for potential outperformance.
Articolo di analisi Aug 07

Helios Technologies, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

Helios Technologies, Inc. ( NYSE:HLIO ) just released its latest second-quarter results and things are looking bullish...
Articolo di analisi Aug 06

Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 34% Share Price Surge

NYSE:HLIO 1 Year Share Price vs Fair Value Explore Helios Technologies's Fair Values from the Community and select...
Aggiornamento della narrazione Aug 06

Electrification And Digital Solutions Will Drive Future Industrial Progress

The notable increase in Helios Technologies’ net profit margin and the sharp decline in its future P/E multiple indicate stronger profitability and improved valuation, driving the consensus analyst price target up from $45.20 to $50.40. What's in the News Helios Technologies raised full-year 2025 earnings guidance, now expecting total net sales of $810–$830 million, up from the previous range of $775–$825 million.
Articolo di analisi Aug 04

Is Helios Technologies (NYSE:HLIO) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Articolo di analisi Jul 21

At US$36.28, Is It Time To Put Helios Technologies, Inc. (NYSE:HLIO) On Your Watch List?

Helios Technologies, Inc. ( NYSE:HLIO ), might not be a large cap stock, but it saw a significant share price rise of...
Articolo di analisi Jul 01

Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 21st of...
Articolo di analisi Jun 12

Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09

Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 21st of...
Articolo di analisi May 22

Be Wary Of Helios Technologies (NYSE:HLIO) And Its Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Articolo di analisi Apr 28

Helios Technologies (NYSE:HLIO) Has A Pretty Healthy Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Apr 05

Helios Technologies, Inc.'s (NYSE:HLIO) Popularity With Investors Under Threat As Stock Sinks 29%

Unfortunately for some shareholders, the Helios Technologies, Inc. ( NYSE:HLIO ) share price has dived 29% in the last...
Articolo di analisi Apr 02

Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 22nd of...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Sean Bagan rispetto agli utili di Helios Technologies?
DataCompenso totaleStipendioUtili della società
Apr 04 2026n/an/a

US$61m

Jan 03 2026US$3mUS$713k

US$48m

Sep 27 2025n/an/a

US$34m

Jun 28 2025n/an/a

US$35m

Mar 29 2025n/an/a

US$37m

Dec 28 2024US$2mUS$440k

US$39m

Sep 28 2024n/an/a

US$38m

Jun 29 2024n/an/a

US$30m

Mar 30 2024n/an/a

US$33m

Dec 30 2023US$1mUS$176k

US$38m

Compensazione vs Mercato: La retribuzione totale di Sean ($USD 3.38M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 7.03M ).

Compensazione vs guadagni: La retribuzione di Sean è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Sean Bagan (50 yo)

1.9yrs
Mandato
US$3,383,351
Compensazione

Mr. Sean Bagan served as Chief Financial Officer at Helios Technologies, Inc. since joined its in August 9, 2023 until October 2025 and served as its Interim President & CEO since July 01, 2024 until Janua...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Sean Bagan
President1.9yrsUS$3.38m0.048%
$ 1.3m
Jeremy Evans
CFO & EVP2.4yrsUS$604.35k0.0028%
$ 76.8k
Marc Greenberg
Executive Vice President4.4yrsUS$1.33m0.030%
$ 842.6k
Matteo Arduini
President of Hydraulics - FCT7yrsUS$1.23m0.046%
$ 1.3m
Rick Martich
President of Hydraulics - MCT6.4yrsUS$1.01m0.042%
$ 1.1m
Tania Almond
Vice President of Investor Relationsno dataNessun datoNessun dato
Shaun Polasky
Vice President of Human Resources4.4yrsNessun datoNessun dato
Jonathan Kaufmann
Chief Engineer of Design5.4yrsNessun datoNessun dato
Benjamin Kaufmann
Chief Engineer of R&D5.4yrsNessun datoNessun dato
Jean-Pierre Parent
Senior VP & MD of Balboa Water Group4.8yrsNessun datoNessun dato
Billy Aldridge
President of Electronics Segment5.1yrsNessun dato0.0032%
$ 87.4k
Craig Roser
Global Lead of CVT Sales & Business Development9.8yrsUS$536.08kNessun dato
5.1yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di HLIO è esperto e expertise (durata media dell'incarico 5.1 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Sean Bagan
President1yrUS$3.38m0.048%
$ 1.3m
Laura Brown
Independent Chair6.2yrsUS$323.90k0.058%
$ 1.6m
Douglas M. Britt
Independent Director9.5yrsUS$262.34k0.090%
$ 2.5m
Ian Walsh
Director1yrUS$121.43kNessun dato
Alexander Schuetz
Independent Director12yrsUS$252.44k0.056%
$ 1.5m
Diana Sacchi
Independent Director4yrsUS$262.34k0.031%
$ 868.0k
Cariappa Chenanda
Independent Director6.2yrsUS$249.98k0.052%
$ 1.4m
6.2yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HLIO sono considerati esperti (durata media dell'incarico 6.2 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/09 18:47
Prezzo dell'azione a fine giornata2026/06/09 00:00
Utili2026/04/04
Utili annuali2026/01/03

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Helios Technologies, Inc. è coperta da 10 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Mircea DobreBaird
Jonathan TanwantengCJS Securities, Inc.
Tomohiko SanoJ.P. Morgan