Helios Technologies（HLIO）株式概要ヘリオス・テクノロジーズ社は、その子会社とともに、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、エンジニアリングによるモーション・コントロールと電子制御技術ソリューションを提供している。 詳細HLIO ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績3/6財務の健全性6/6配当金0/6報酬当社が推定した公正価値より2.4%で取引されている 収益は年間16.85%増加すると予測されています 過去1年間で収益は64.5%増加しました リスク分析財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見るHLIO Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN4.5% overvaluedAnalystConsensusTarget•1mo agoElectrification And Digital Solutions Will Drive Future Industrial Progress10203AN2.2% undervaluedAnalystHighTarget•1mo agoIndustrial Automation And Robotics Will Empower Long-Term Transformation1801AN10.8% overvaluedAnalystLowTarget•24d agoTraditional Components Will Struggle Under Digital And Regulatory Pressures600Top Analyst NarrativesAN4.5% overvaluedAnalystConsensusTarget•1mo agoElectrification And Digital Solutions Will Drive Future Industrial Progress10203AN2.2% undervaluedAnalystHighTarget•1mo agoIndustrial Automation And Robotics Will Empower Long-Term Transformation1801AN10.8% overvaluedAnalystLowTarget•24d agoTraditional Components Will Struggle Under Digital And Regulatory Pressures600View all narrativesHelios Technologies, Inc. 競合他社KennametalSymbol: NYSE:KMTMarket cap: US$2.5bFujitecSymbol: OTCPK:FJTC.YMarket cap: US$2.6bWorthington EnterprisesSymbol: NYSE:WORMarket cap: US$2.8bStandex InternationalSymbol: NYSE:SXIMarket cap: US$3.4b価格と性能株価の高値、安値、推移の概要Helios Technologies過去の株価現在の株価US$83.0952週高値US$83.5952週安値US$28.79ベータ1.231ヶ月の変化24.31%3ヶ月変化16.96%1年変化188.11%3年間の変化49.63%5年間の変化12.60%IPOからの変化2,602.93%最新ニュースPrice Target Changed • May 26Price target increased by 7.7% to US$86.33Up from US$80.17, the current price target is an average from 6 analysts. New target price is 5.1% above last closing price of US$82.18. Stock is up 164% over the past year. The company is forecast to post earnings per share of US$2.12 for next year compared to US$1.46 last year.ライブニュース • May 21Helios Technologies Delivers Record Q1 With Higher Guidance and Dividend After Sales SurgeHelios Technologies reported Q1 FY 2026 revenue growth of 16.8% year over year and adjusted EPS of $0.80, which came in more than 18% above analyst estimates. Both core segments contributed, with Hydraulics sales up 10% and Electronics sales up 29%, helping the company reach record quarterly sales and cash generation. Management raised full-year revenue and adjusted EPS guidance, increased the quarterly dividend by 33%, and highlighted plans for disciplined M&A and investments under its CORE 2030 plan, while President Matteo Arduini sold 3,000 shares near the stock’s 52-week high. The combination of a guidance increase, margin improvement from operational efficiencies, and a higher dividend indicates management confidence in the current business trajectory and cash generation profile. At the same time, the insider sale and analyst caution after prior estimate cuts present reasons to weigh execution risks and sector headwinds against the company’s stated ambition under its CORE 2030 plan.分析記事 • May 14Earnings Beat: Helios Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Helios Technologies, Inc. ( NYSE:HLIO ) just kicked off its latest quarterly results with some very...お知らせ • May 13+ 1 more updateHelios Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2026Helios Technologies, Inc. provided earnings guidance for the second quarter of 2026. For the period, the company expects Sales $227 million to $232 million.Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.59 (up from US$0.22 in 1Q 2025). Revenue: US$228.4m (up 17% from 1Q 2025). Net income: US$19.7m (up 170% from 1Q 2025). Profit margin: 8.6% (up from 3.7% in 1Q 2025). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.ナラティブの更新 • May 07HLIO: Short Cycle Momentum And Cautious 2026 Outlook Should Cap Near Term UpsideAnalysts 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.最新情報をもっと見るRecent updatesPrice Target Changed • May 26Price target increased by 7.7% to US$86.33Up from US$80.17, the current price target is an average from 6 analysts. New target price is 5.1% above last closing price of US$82.18. Stock is up 164% over the past year. The company is forecast to post earnings per share of US$2.12 for next year compared to US$1.46 last year.ライブニュース • May 21Helios Technologies Delivers Record Q1 With Higher Guidance and Dividend After Sales SurgeHelios Technologies reported Q1 FY 2026 revenue growth of 16.8% year over year and adjusted EPS of $0.80, which came in more than 18% above analyst estimates. Both core segments contributed, with Hydraulics sales up 10% and Electronics sales up 29%, helping the company reach record quarterly sales and cash generation. Management raised full-year revenue and adjusted EPS guidance, increased the quarterly dividend by 33%, and highlighted plans for disciplined M&A and investments under its CORE 2030 plan, while President Matteo Arduini sold 3,000 shares near the stock’s 52-week high. The combination of a guidance increase, margin improvement from operational efficiencies, and a higher dividend indicates management confidence in the current business trajectory and cash generation profile. At the same time, the insider sale and analyst caution after prior estimate cuts present reasons to weigh execution risks and sector headwinds against the company’s stated ambition under its CORE 2030 plan.分析記事 • May 14Earnings Beat: Helios Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Helios Technologies, Inc. ( NYSE:HLIO ) just kicked off its latest quarterly results with some very...お知らせ • May 13+ 1 more updateHelios Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2026Helios Technologies, Inc. provided earnings guidance for the second quarter of 2026. For the period, the company expects Sales $227 million to $232 million.Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.59 (up from US$0.22 in 1Q 2025). Revenue: US$228.4m (up 17% from 1Q 2025). Net income: US$19.7m (up 170% from 1Q 2025). Profit margin: 8.6% (up from 3.7% in 1Q 2025). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.ナラティブの更新 • May 07HLIO: Short Cycle Momentum And Cautious 2026 Outlook Should Cap Near Term UpsideAnalysts 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.お知らせ • May 05Helios Technologies, Inc., Annual General Meeting, Jun 15, 2026Helios Technologies, Inc., Annual General Meeting, Jun 15, 2026. Location: at the mayo hotel, 115 west 5th street, tulsa, oklahoma 74103, tulsa. United Statesお知らせ • Apr 27Helios Technologies, Inc. to Report Q1, 2026 Results on May 11, 2026Helios Technologies, Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026ナラティブの更新 • Apr 21HLIO: Hydraulics And Electronics Momentum Will Support Conservative 2026 Execution ConfidenceAnalysts 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 15Helios 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ナラティブの更新 • Apr 07HLIO: Short Cycle Momentum And 2026 Guidance Will Support Upside PotentialHelios 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.Upcoming Dividend • Apr 06Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.2%).Buy Or Sell Opportunity • Mar 27Now 21% undervaluedOver the last 90 days, the stock has risen 16% to US$64.44. The fair value is estimated to be US$81.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.ナラティブの更新 • Mar 23HLIO: Hydraulics And Electronics Momentum Will Support Short Cycle Upside PotentialAnalysts 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.Declared Dividend • Mar 23Fourth quarter dividend increased to US$0.12Dividend of US$0.12 is 33% higher than last year. Ex-date: 13th April 2026 Payment date: 27th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 12%.お知らせ • Mar 21Helios Technologies, Inc. announces Quarterly dividend, payable on April 27, 2026Helios Technologies, Inc. announced Quarterly dividend of USD 0.1200 per share payable on April 27, 2026, ex-date on April 13, 2026 and record date on April 13, 2026.ナラティブの更新 • Mar 09HLIO: Hydraulics And Electronics Momentum Will Support Future P/E Re RatingOur 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.Buy Or Sell Opportunity • Mar 06Now 20% undervaluedOver the last 90 days, the stock has risen 20% to US$65.00. The fair value is estimated to be US$81.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Price Target Changed • Mar 04Price target increased by 8.5% to US$76.83Up from US$70.83, the current price target is an average from 6 analysts. New target price is 9.8% above last closing price of US$70.00. Stock is up 87% over the past year. The company is forecast to post earnings per share of US$1.97 for next year compared to US$1.46 last year.Reported Earnings • Mar 03Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$1.46 (up from US$1.18 in FY 2024). Revenue: US$839.0m (up 4.1% from FY 2024). Net income: US$48.4m (up 24% from FY 2024). Profit margin: 5.8% (up from 4.8% in FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Mar 03Helios Technologies, Inc. Provides Revenue Guidance for First Quarter and Fiscal Year 2026Helios Technologies, Inc. provided revenue guidance for first quarter and Fiscal Year 2026. For the quarter, the company expects sales of $218 million to $223 million. For the Fiscal Year 2026, the company expects sales of $820 million to $860 million.ナラティブの更新 • Feb 23HLIO: Product Platform Expansion And P/E Support Will Shape Future ReturnsOur 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.お知らせ • Feb 17Helios Technologies, Inc. to Report Q4, 2025 Results on Mar 02, 2026Helios Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 02, 2026ナラティブの更新 • Feb 08HLIO: Tight Execution Risks Will Restrain Upside Despite Recent OptimismNarrative 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.分析記事 • Feb 07Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 27% Share Price SurgeDespite an already strong run, Helios Technologies, Inc. ( NYSE:HLIO ) shares have been powering on, with a gain of 27...お知らせ • Feb 03Helios Technologies Expands OpenView Platform with CODESYS Support for Its Customers and Distribution Channel PartnersHelios Technologies, Inc. announced the expansion of its OpenView display platform with the addition of CODESYS functionality for its customers. Developed by Enovation Controls, part of Helios' Electronics segment, this enhancement strengthens the Company's open software strategy and provides greater flexibility for customers and distribution channel partners. By enabling CODESYS on its OpenView platform, customers can now use the same industrial development environment to program both uControl controllers and OpenView displays. This approach significantly reduces engineering effort and accelerates time to market for original equipment manufacturers (OEMs) and system integrators developing human-machine interface (HMI) solutions. CODESYS is widely used across factory automation, process control, mobile machinery, building automation and energy systems, making it a natural fit for customers seeking interoperability and future-ready control solutions. In addition, the CODESYS-enabled OpenView platform unlocks access to CODESYS WebVisu, a remote visualization and diagnostics capability provided by CODESYS. WebVisu allows users to remotely access and monitor their HMI applications, delivering added value for both developers and end users. Evolution Motion Solutions, a long-standing Enovation Controls customer and partner, is among the first to utilize the CODESYS enabled OpenView platform. The collaboration builds on an established relationship rooted in trust and confidence in Enovation Controls' proven products, providing Evolution Motion Solutions with a familiar, reliable foundation to continue supporting customers across a range of markets.Price Target Changed • Jan 26Price target increased by 8.6% to US$70.83Up from US$65.20, the current price target is an average from 6 analysts. New target price is 7.3% above last closing price of US$66.00. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$1.38 for next year compared to US$1.17 last year.ナラティブの更新 • Jan 25HLIO: Balanced Outlook After Q3 Guidance Update And Leadership ChangesNarrative 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.ナラティブの更新 • Jan 11HLIO: Strong Q3 And Raised Guidance Will Support Balanced Future Risk RewardAnalysts 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.Recent Insider Transactions Derivative • Jan 09President exercised options to buy US$370k worth of stock.On the 3rd of January, Sean Bagan exercised 8.31k options to receive shares at no cost, then sold around 2.20k of them at US$54.71 each and kept the remainder. Since June 2025, Sean's direct individual holding has increased from 8.68k shares to 15.93k. Company insiders have collectively bought US$1.7m more than they sold, via options and on-market transactions, in the last 12 months.Buy Or Sell Opportunity • Jan 07Now 20% undervaluedOver the last 90 days, the stock has risen 17% to US$57.13. The fair value is estimated to be US$71.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 45%. Revenue is forecast to grow by 3.0% in a year. Earnings are forecast to grow by 68% in the next year.ナラティブの更新 • Dec 26HLIO: Strong Q3 Execution And Raised Guidance Will Drive Future UpsideAnalysts 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.Declared Dividend • Dec 21Third quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 7th January 2026 Payment date: 21st January 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 35%. Cash payout ratio: 13%.お知らせ • Dec 18Helios Technologies, Inc. Declares 116 Consecutive Quarterly Cash Dividend on Common Share, Payable on January 21, 2026Helios Technologies, Inc. Board of Directors declared a quarterly cash dividend of $0.09 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 28 years, beginning with the first quarter 1997. The dividend will be payable on January 21, 2026, to stockholders of record as of January 7, 2026. Helios Technologies has approximately 33.1 million shares of common stock outstanding.Buy Or Sell Opportunity • Dec 12Now 21% undervaluedOver the last 90 days, the stock has risen 4.6% to US$56.80. The fair value is estimated to be US$71.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.ナラティブの更新 • Dec 12HLIO: Raised Guidance And Margin Execution Will Drive Future OutperformanceAnalysts 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.お知らせ • Dec 09Helios Technologies, Inc. Appoints Billy Aldridge as President of Electronics Segment, Effective January 4, 2026Helios Technologies, Inc. announced that Billy Aldridge has been appointed to the corporate officer position of President of Helios’ Electronics Segment effective January 4, 2026. Mr. Aldridge has been serving as the Senior Vice President, Managing Director, Electronics Segment since March 31, 2025. Prior to that he served as the Senior Vice President, Managing Director of Enovation Controls since May 3, 2021. He joined FW Murphy, a division of Enovation Controls, in 2008 as the OEM Sales Manager where he grew the marine market prior to stepping into a Director position in 2015 and then in 2018 moving to the Vice President of Business Development. Mr. Aldridge joined MerCruiser/Mercury, part of the Brunswick Corporation in 2000, where he earned his Lean Six Sigma and worked in many different functional areas including Supply Chain, Program Management & OEM Sales. He has a bachelor’s degree in Sociology from Oklahoma State University.ナラティブの更新 • Nov 28HLIO: Self-Help Levers Will Drive Outperformance As End Markets RecoverAnalysts 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.お知らせ • Nov 18+ 1 more updateHelios Technologies, Inc. Announces Executive ChangesHelios Technologies, Inc. announced that on November 16, 2025, Michael Connaway, the Executive Vice President was separated from the Company. The company announced that Jeremy Evans has been named the Company’s Executive Vice President effective immediately (November 17, 2025). Mr. Evans, age 50, joined the Company on January 24, 2024, and since that time has driven process improvement, streamlined financial reporting, and navigated complex accounting topics, all while maintaining timely and accurate financial records and a robust internal control environment. He was promoted to Chief Accounting Officer September 1, 2025. Prior to joining Helios, Mr. Evans accumulated 25 years of progressive operational and financial management leadership experience with Tech Data, now TD SYNNEX Corporation serving as Vice President, Accounting Transformation immediately prior to joining Helios. He earned his Bachelor of Arts degree with a double major in Math and Spanish from Eckerd College, received a Master of Business Administration from the University of Sarasota, and received a Certified Public Accountant (CPA) license from the state of Florida.ナラティブの更新 • Nov 14HLIO: Self-Help Initiatives Will Drive Outperformance Amid End Market RecoveryAnalysts 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.New Risk • Nov 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.31 (down from US$0.34 in 3Q 2024). Revenue: US$220.3m (up 13% from 3Q 2024). Net income: US$10.3m (down 9.6% from 3Q 2024). Profit margin: 4.7% (down from 5.9% in 3Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Nov 04+ 2 more updatesHelios Technologies, Inc. Reports Goodwill Impairment for the Third Quarter Ended September 27, 2025Helios Technologies, Inc. reported goodwill impairment for the third quarter ended September 27, 2025. For the quarter, the company reported goodwill impairment of $25.9 million.Buy Or Sell Opportunity • Oct 22Now 23% undervaluedOver the last 90 days, the stock has risen 42% to US$53.16. The fair value is estimated to be US$69.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 48%. Revenue is forecast to grow by 6.3% in a year. Earnings are forecast to grow by 54% in the next year.お知らせ • Oct 21Helios Technologies, Inc. to Report Q3, 2025 Results on Nov 03, 2025Helios Technologies, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025Declared Dividend • Sep 24Second quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 7th October 2025 Payment date: 21st October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 12%.お知らせ • Sep 23Helios Technologies, Inc. Declares Quarterly Dividend, Payable on October 21, 2025Helios Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.09 per common share. The dividend will be payable on October 21, 2025, to stockholders of record as of October 7, 2025. Helios Technologies has approximately 33.2 million shares of common stock outstanding.ナラティブの更新 • Sep 06Electrification And Digital Solutions Will Drive Future Industrial ProgressHelios 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.お知らせ • Aug 28+ 1 more updateHelios Technologies, Inc. Promotes Jeremy Evans to Chief Accounting Officer, Effective September 1, 2025Helios Technologies, Inc. announced on August 28, 2025 that Jeremy Evans, Helios’ Corporate Controller, will be promoted to the expanded role of Chief Accounting Officer. Mr. Evans’ expanded responsibilities will be effective September 1, 2025. Mr. Evans joined the Company on January 24, 2024, and since that time has driven process improvement, streamlined financial reporting, and navigated complex accounting topics, all while maintaining timely and accurate financial records and a robust internal control environment. Prior to joining Helios, Mr. Evans accumulated 25 years of progressive operational and financial management leadership experience with Tech Data, now TD SYNNEX Corporation serving as Vice President, Accounting Transformation immediately prior to joining Helios. He earned his Bachelor of Arts degree with a double major in Math and Spanish from Eckerd College, received a Master of Business Administration from the University of Sarasota, and received a Certified Public Accountant (CPA) license from the state of Florida.Major Estimate Revision • Aug 12Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$784.6m to US$820.5m. EPS estimate increased from US$1.11 to US$1.48 per share. Net income forecast to grow 54% next year vs 14% growth forecast for Machinery industry in the US. Consensus price target up from US$45.20 to US$57.40. Share price rose 5.0% to US$50.53 over the past week.分析記事 • Aug 07Helios Technologies, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting NextHelios Technologies, Inc. ( NYSE:HLIO ) just released its latest second-quarter results and things are looking bullish...Price Target Changed • Aug 06Price target increased by 23% to US$55.40Up from US$45.20, the current price target is an average from 5 analysts. New target price is 15% above last closing price of US$48.02. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$1.33 for next year compared to US$1.17 last year.分析記事 • Aug 06Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 34% Share Price SurgeNYSE:HLIO 1 Year Share Price vs Fair Value Explore Helios Technologies's Fair Values from the Community and select...ナラティブの更新 • Aug 06Electrification And Digital Solutions Will Drive Future Industrial ProgressThe 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.New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change).Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.34 (down from US$0.41 in 2Q 2024). Revenue: US$212.5m (down 3.4% from 2Q 2024). Net income: US$11.4m (down 16% from 2Q 2024). Profit margin: 5.4% (down from 6.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Aug 05+ 2 more updatesHelios Technologies, Inc. Provides Earnings Guidance for the Third Quarter of Year 2025Helios Technologies, Inc. provided earnings guidance for the third quarter of year 2025. For the quarter, the company expects total net sales of $208 million to $215 million.分析記事 • Aug 04Is 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...お知らせ • Jul 29Helios Technologies, Inc. Announces the Launch of the Atlas Connect Gateway, an Advanced Connectivity Solution Developed by Enovation ControlsHelios Technologies, Inc. announced the launch of the Atlas Connect Gateway, an advanced connectivity solution developed by Enovation Controls, part of Helios' Electronics segment. Engineered to meet the rigorous demands of modern applications across a wide range of industries, this new offering delivers the next generation of secure connectivity, remote diagnostics, and real-time system intelligence. With seamless integration into Helios' broader ecosystem, Atlas Connect Gateway is purpose-built to support original equipment manufacturers (OEM) that require both performance and serviceability, allowing them to connect different devices and systems which ordinarily may not be compatible. The Atlas Connect Gateway gives equipment manufacturers and operators greater insight and control by allowing them to monitor critical data, send remote commands, and update software on equipment in the field without needing to be on site. Its powerful processing capabilities enable fast, reliable performance even in the field, making it easier to keep machines running smoothly and efficiently. Atlas Connect Gateway can be wired into any CAN enabled system in a matter of minutes. Using Cygnus Reach can monitor the CAN bus, take CAN recordings, and effortlessly share data, all using cellular mobile device. Built to thrive in demanding field conditions, the Atlas Connect Gateway is IP67-rated and engineered for durability in extreme environments. It operates reliably in temperatures ranging from -4degF to 158degF (-20degC to 70degC) and can be safely stored between -13degF and 167degF (-25degC to 75degC). Its wide operating voltage of 6-36 VVDC makes it suitable for use across many types of equipment. This innovative solution will be available in August 2025, with feature demonstrations scheduled in the Enovation Controls' booth at both The Utility Expo and IBEX later this year. These premier industry events will give attendees an opportunity to experience its capabilities up close and explore how it enables smarter equipment in even the toughest environments.お知らせ • Jul 21Helios Technologies, Inc. to Report Q2, 2025 Results on Aug 04, 2025Helios Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025分析記事 • Jul 21At 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...分析記事 • Jul 01Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 21st of...お知らせ • Jul 01Helios Technologies Expands Electronics Portfolio with Rugged High Current Power Distribution ModuleHelios Technologies, Inc. announced the launch of the High Current Power Distribution Module, a rugged and intelligent solution developed by Enovation Controls, a Helios operating company within its Electronics segment. The HCPDM excels in managing high current loads in extreme environments and applications which is ideal for construction equipment, recreational marine applications, specialty vehicles, military platforms, and more. Engineered to extend the functionality of control systems, the HCPDM is a powerful evolution of the popularIX3212 power distribution module and delivers advanced switching capabilities with high diagnostic fidelity. Designed and manufactured by Enovation Controls, the HCPDM is built to simplify the interconnection of input devices and control of high current loads, up to 200 amps total output, in the harshest working conditions. The HCPDM features six configurable inputs, eight high-current outputs (40 amps each), and two low-current (100mA) outputs ideal for relay control or high-impedance loads. Its rugged sealed aluminum enclosure (rated to IP69K) is built to withstand vibration, shock, moisture, and extreme temperature swings. With CAN 2.0B support and SAE J1939 protocol compatibility, the HCPDM integrates seamlessly with modern machine networks. The module also features advanced startup behavior, a regulated 5V sensor supply, and per-channel current feedback with adjustable overcurrent protection, ensuring performance, visibility, and safety in every application.Upcoming Dividend • Jun 30Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 07 July 2025. Payment date: 21 July 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.6%).お知らせ • Jun 30+ 5 more updatesHelios Technologies, Inc.(NYSE:HLIO) dropped from Russell Small Cap Comp Growth IndexHelios Technologies, Inc.(NYSE:HLIO) dropped from Russell Small Cap Comp Growth Index分析記事 • Jun 12Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 21st of...お知らせ • Jun 12Helios Technologies, Inc. Appoints Ian Walsh to the Board of Directors and Member of Audit Committee and Governance Committee, Effective June 5, 2025Helios Technologies, Inc. announced that its Board of Directors has appointed Ian Walsh to serve as director, effective June 5, 2025. He will serve as a member of the class of directors whose term will expire at the 2026 Annual Meeting of Shareholders. The Board also appointed Mr. Walsh to serve on the Board’s Audit Committee and Governance Committee. Mr. Ian Walsh brings 35 years of extensive leadership experience in the commercial aerospace and defense industry. Ian’s current role as Chief Executive Officer of FDH Aero and track record of strong leadership experience across both private and public enterprises illustrate the highly relevant operational and strategic expertise he brings. Prior to his role at FDH Aero, he served as President, CEO, and Chairman of the Board at Kaman Aerospace Corporation, a global manufacturer of highly engineered subassemblies, components and parts. Before Kaman, he was the Chief Operating Officer for the REV Group, overseeing 30+ brands and 22 manufacturing facilities producing fire engines, ambulances, recreational vehicles, and commercial buses. Mr. Walsh spent 20 years at Textron Inc. where he led TRU Simulation + Training as the President and Chief Executive Officer, providing flight simulation and aircraft training products to the global commercial, civil and military aviation training markets. He also served on Textron’s Executive Leadership Team. Earlier roles at Textron included senior vice president and general manager of Textron Systems’ Weapon & Sensor Systems and several leadership roles at Textron Systems including senior vice president of operations, and senior vice president and general manager of Lycoming Engines. He began his Textron career in marketing at Bell Helicopter. Prior to joining Textron, Mr. Walsh served as an officer and naval aviator in the U.S. Marine Corps from 1989 to 1996, piloting Cobra attack helicopters with combat tours in Somalia, Haiti and Bosnia. He is an active pilot with more than 2,000 hours of flight time and is commercially rated in helicopters and fixed-wing aircraft. Walsh earned a bachelor’s degree from Hamilton College, a Master of Public Administration from Harvard University’s John F. Kennedy School of Government and a Master of Business Administration from the Harvard Business School. He completed Textron’s Global Leadership Program at the University of Pennsylvania’s Wharton School and the Senior Executive Leadership Training at Duke’s Fuqua School of Business. Mr. Walsh is a life member on the Council of Foreign Relations and is a certified Six Sigma Black Belt in operations.Declared Dividend • Jun 09First quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 7th July 2025 Payment date: 21st July 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 17% over the next year, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 05Helios Technologies, Inc. Declares Cash Dividend, Payable on July 21, 2025Helios Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.09 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 28 years beginning with the first quarter 1997. The dividend will be payable on July 21, 2025, to stockholders of record as of July 7, 2025. Helios Technologies has approximately 33.3 million shares of common stock outstanding.お知らせ • Jun 03Helios Technologies Launches Purezone, Bringing Smart Water to the Spa ExperienceHelios Technologies, Inc. announced the launch of Purezone™?, an advanced water quality management solution now available through its operating company Balboa Water Group. Designed in collaboration with WaterGuru, Purezone™? delivers a smarter, simpler, and more connected way to manage spa water quality for users across the wellness industry. Purezone™? is a compact, intelligent in-spa water monitoring device that takes the guesswork out of spa maintenance. It measures key water parameters: pH, free chlorine, total alkalinity, and temperature providing real-time insights and personalized recommendations delivered on the Purezone™? mobile app to help users maintain optimal water quality with ease and confidence. To accommodate a variety of spa configurations, Purezone™? is available in two models: Purezone™? Dock which mounts securely to the spa wall for a sleek, low-profile installation and usually fits easily in the filter well. Purezone™? Hover that floats freely in the water for easy placement and flexibility. Both models offer the same intelligent monitoring capabilities, allowing users to choose the setup that best fits their spa environment. This technology enables spa owners to consistently attain healthy spa water by fully automating the monitoring of spa water chemistry, with real-time data on the mobile app. For commercial applications, property and hotel managers overseeing multiple spas, viewing their water health data in a real-time single dashboard is a gameanger for detecting and eliminating water quality issues.分析記事 • May 22Be Wary Of Helios Technologies (NYSE:HLIO) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...お知らせ • May 20Helios Technologies, Inc. Introduces No Roads App, A Smarter, More Connected Off-Roading ExperienceHelios Technologies, Inc. announced the launch of No Roads™?, an innovative off-roading app developed by its subsidiaries, Enovation Controls and i3 Product Development (i3PD), leveraging its Cygnus software platform offering. This cutting-edge application addresses the growing demand for advanced tools among overlanding and off-road communities. Designed to work alone, or be a part of a larger system, No Roads™? offers intuitive trail mapping, with the ability to integrate into vehicle diagnostics and rugged displays from Enovation Controls. A couple of current performance features of No Roads™? include live friend tracking as well as crowd-sourced reporting capabilities. The friend tracking is a real-time location-sharing capability that helps riders stay connected with their group, making trail riding safer, more social, and more seamless than ever before.rowd-sourced reporting enables users to report hazards, upload pictures, tags and other data. While No Roads™? is currently tailored for off-road and overland adventure, the platform was developed with scalability in mind. Its adaptable architecture, along with the Cygnus platform Reach Remote Support, opens the door for future applications across adjacent markets such as marine and anywhere robust, remote-ready mapping and navigation are needed. No Roads™? was recently unveiled at Overland Expo West in Flagstaff, Arizona, where attendees saw the app in action and met the team behind it. The app and its capabilities will also be featured at additional shows and events throughout the year. No Roads™? is an off-road navigation app built for trail riders, overlanders, and outdoor explorers who demand performance beyond the pavement. Designed by Enovation Controls and i3PD, No Roads™? delivers intuitive mapping tools and the flexibility to connect with vehicle systems and support platforms for a fully integrated experience. Whether user ride with only the mobile app, or the mapping platform integrated into a smart vehicle ecosystem, No Roads™? is built to go where others don't.Major Estimate Revision • May 14Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.38 to US$1.06 per share. Revenue forecast steady at US$777.9m. Net income forecast to shrink 2.1% next year vs 15% growth forecast for Machinery industry in the US . Consensus price target down from US$53.25 to US$44.75. Share price rose 14% to US$33.28 over the past week.Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.22 (down from US$0.28 in 1Q 2024). Revenue: US$195.5m (down 7.8% from 1Q 2024). Net income: US$7.30m (down 21% from 1Q 2024). Profit margin: 3.7% (down from 4.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.お知らせ • May 07Helios Technologies, Inc. Provides Earnings Guidance for the Second Quarter 2025Helios Technologies, Inc. provided earnings guidance for the second quarter 2025. For the quarter, the company expects total net sales to be $198 million to $206 million.お知らせ • May 06Helios Technologies Launches First Ever MultiSlide: A New Era of Hydraulic Coupling for Compact ExcavatorsHelios Technologies, Inc. announced the launch of MultiSlide, a compact, user-friendly quick coupling system designed specifically for compact excavator applications from 30 to 70 hundredweights (3,000 to 7,000 lbs.). Engineered and built by Faster S.r.l. ("Faster"), part of Helios' Hydraulics segment, the MultiSlide represents a significant advancement in safety, efficiency and comfort for operators working in construction and earthmoving applications. MultiSlide; Engineered and built by FasterS.r.l. "We're proud to introduce MultiSlide, the latest addition to hydraulics product portfolio. This product innovation builds on the strengths of Faster's award-winning quick- release coupling engineering designs and its launch marks a step forward in how the company serves customers and grow business," said Sean Bagan, President, Chief Executive Officer and Chief Financial Officer of Helios. Designed in direct response to customer feedback, the MultiSlide delivers practical innovation for compact excavator applications while opening a new, high-value revenue stream for the Company. It's a great example of how listening to customers drives smarter solutions and long-term growth. This launch is also part of a broader, purposeful shift in product strategy--filling critical gaps and addressing underserved segments with targeted, high-impact innovations." Key Product Benefits: Quick retrofit installation with a dedicated metal plate included in the box; Exceptionally soft connection feel, minimizing operator fatigue; Compact design to reduce interference with hoses and external components; Hands-free operation due to a sliding bracket mechanism; Protected storage in a durable docking station when not in use. MultiSlide is equipped with Connection Under Pressure couplings rated at 350 Bar, fully meeting the operational needs of Construction Equipment applications. It is available in two layout configurations--either two 1/2" lines or three lines (two 1/2" and one 3/8 ")--providing flexibility for various machine types. Additional highlights include a CR III surface treatment for corrosion resistance and a temperature operating range of -25degC to +120degC, ensuring reliability in all working conditions. MultiSlide was also designed to be retrofitted onto existing machines as original equipment manufacturers can uncover added value. Installation is quick and straightforward, giving machine owners an easy way to upgrade without lengthy downtimes or modifications. The docking station, which keeps the mobile plate protected when not in use, is a simple and effective solution that can be parked by a hook on all types of attachments. The MultiSlide will be commercially available starting on May 19, 2025.お知らせ • Apr 28Helios Technologies Launches First Ever CAN Keypad Product in New Select Series LineHelios Technologies, Inc. unveiled the SK51, the debut model in the all-new Select Keypad Series of rugged, programmable CAN Keypads. Engineered and built by Enovation Controls, part of Helios' Electronics segment, the SK51 is built to deliver smart switching, seamless integration, and rugged control for virtually any CAN-based application or even a pre-existing display. Compact and durable, the SK51 features a five-button layout with tactile silicone buttons and crisp LED backlighting, with optional button customization available for those looking to tailor the keypad to specific preferences. Each button is fully programmable with 24-bit RGB color options, giving operators complete control over appearance, brightness, and flash behavior. With its IP67-rated sealed front and high-impact ABS housing, the SK51 performs reliably in the harshest environments. Later this year, additional models are planned for launch with more buttons to provide even more control and optionality. As the first in the Select Series, the SK51 represents the start of a powerful new platform from Enovation Controls. It enhances operator experience, while adapting to their required functions and form providing durability and control without compromise. The easy add on capability enables it to instantly enhance customer's electronics solutions creating immediate value for the end user.分析記事 • Apr 28Helios Technologies (NYSE:HLIO) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Apr 24Helios Technologies, Inc., Annual General Meeting, Jun 04, 2025Helios Technologies, Inc., Annual General Meeting, Jun 04, 2025. Location: the deer path inn, 255 e. illinois rd., illinois 60045, lake forest United Statesお知らせ • Apr 22Helios Technologies, Inc. to Report Q1, 2025 Results on May 06, 2025Helios Technologies, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Apr 17Helios Technologies, Inc. Expands Electro-Proportional Hydraulics Cartridge Valve Family of Solutions Leveraging Strengths from its Electronics SegmentHelios Technologies, Inc. is expanding its electro-proportional cartridge valve offerings with new solutions from its operating company Sun Hydraulics. Expansion of the Sun Hydraulics family of relief valve solutions. Designed to meet customer requirements and enhance operational performance for a wide range of applications, Sun Hydraulics has designed proportional relief valves that fit into the compact T-10A cavity, ensuring compatibility and seamless integration with existing systems. The new additions to the electro-proportional cartridge valves product lineup are model codes RPEP and RPEN. These valves are rated to a maximum pressure of up to 5000 psi (350 bar), have a flow capacity of up to 25 psi (95 L/min) and are fully compatible with the XMD Mobile Driver, which was co-developed with a sister operating company, Enovation Controls. The RPEP is well suited for industrial machines like a hydraulic press, which requires precise pressure regulation. This 2-port, pilot-operated, electro-proportional pressure regulating valve serves as an effective system relief valve. It electronically controls system pressure by adjusting the analog input signal to the soil, enabling seamless proportional control within the chosen pressure range. The RPEP ensures accurate, smooth pressure adjustments as demands fluctuate, maintaining system safety and efficiency. To maintain efficient operation of mobile equipment, system designers can incorporate the RPEN in fan drive applications to dynamically control fan speed and ensure proper temperature regulation. The RPEN provides two main functions: it acts as the relief valve to protect the system from overpressure if the fan motor stalls, and it modulates the pressure proportional to a given command to control the fan speed based on the system's cooling needs. In the event of electrical signal loss, this inverse proportional valve defaults to its customer specified setting to ensure the fan continues to operate, protecting components in the system from overheating. The RPEP and RPEN valves are available now and reflect Sun Hydraulics' ongoing efforts to expand their product range to address customers' needs. Since early 2025, Sun Hydraulics has also released the following innovative products: DNDU - 4-way, solenoid-operated directional blocking valve; Ideal for use in agricultural planter systems, where the DNDU valves are energized independently to control the function of individual cylinders; DFUA & DFUB - solenoid-operated directional poppet valves; Excellent options for selector circuits in mobile applications, such as hydro excavation systems. Each valve can be energized or de-energized to activate different functions within the hydraulic circuit; RBUA - bi-directional direct-acting relief valve; Well-suited for use on forklift clamp attachments. The direct-acting, bi-directional relief valve limits the force of the forklift clamp attachments. The directly-acting, bi-directionAL relief valve limits the force of The force of the fork, close, or shift sideways, ensuring that product is protected during material handling. These cartridge valves exemplify Sun Hydraulics' commitment to delivering versatile, high-performance solutions tailored to customer needs, with a strong focus on dependable motion control technology.Price Target Changed • Apr 14Price target decreased by 9.7% to US$53.25Down from US$59.00, the current price target is an average from 4 analysts. New target price is 96% above last closing price of US$27.10. Stock is down 41% over the past year. The company is forecast to post earnings per share of US$1.34 for next year compared to US$1.17 last year.分析記事 • Apr 05Helios 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...Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$27.71, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Machinery industry in the US. Total loss to shareholders of 63% over the past three years.分析記事 • Apr 02Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 22nd of...お知らせ • Apr 01Helios Technologies, Inc. Announces Executive ChangesHelios Technologies, Inc. announced that it has streamlined the structure of its Electronics Segment with the naming of Billy Aldridge as Senior Vice President, Managing Director, Electronics Segment. Mr. Aldridge replaces Lee Wichlacz who has been separated from the Company. Company thank Mr. Wichlacz for his two years of service and wish him the best in his future endeavors. Mr. Aldridge has served as the Senior Vice President, Managing Director of Enovation Controls since May 3, 2021, and will now have responsibility for the complete group of operations that comprise the Electronics segment. He joined FW Murphy, a division of Enovation Controls, in 2008 as the OEM Sales Manager where he grew the marine market prior to stepping into a Director position in 2015 and then in 2018 moving to the Vice President of Business Development. Mr. Aldridge joined MerCruiser/Mercury, part of the Brunswick Corporation in 2000, where he earned his Lean Six Sigma and worked in many different functional areas including Supply Chain, Program Management & OEM Sales. He has a bachelor’s degree in Sociology from Oklahoma State University.Upcoming Dividend • Mar 31Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 22 April 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.7%).お知らせ • Mar 18Helios Technologies, Inc. Announces Board ChangesHelios Technologies, Inc. announced that the Board of Directors has elected Laura Dempsey Brown as the new Board Chair. Ms. Dempsey Brown, a dedicated member of the Board since 2020, will assume the role immediately, succeeding Philippe Lemaitre, who has announced his retirement from the Board in which he has served since 2007 and his role as Chair, which he has served since 2013. This change is an outcome of effective Board of Directors succession planning processes. Laura Dempsey Brown has been appointed successor to Board Chair as Philippe Lemaitre retires following nearly 18 years of service on the Board. Ms. Dempsey Brown joined the Helios Board of Directors in April 2020. During her tenure, she has served as both the Chair of the Audit Committee and, most recently, ESG Committee and has been a member of the most recent CEO search committee. Ms. Brown retired in 2018 from W.W. Grainger, Inc. (NYSE: GWW), a leading broad line supplier of maintenance, repair and operating products after 19 years. She was the Senior Vice President, Communications and Investor Relations since 2010. Previously Ms. Brown served as Vice President of Marketing, and she also led the strategy development and operational execution of Grainger’s multi-year market expansion initiative focused on the top 25 U.S. metro markets. In addition, Ms. Brown served as the Vice President of Finance for Grainger’s field sales, operations, marketing and e-business functions. Prior to joining Grainger, Ms. Brown was a Vice President at Alliant Foodservice and at Dietary Products at Baxter. She began her career at Baxter in 1985, focusing primarily on financial roles in the distribution and manufacturing businesses. She graduated from Indiana University with a bachelor’s degree in accounting and obtained designation as a CPA. Ms. Brown is a member of The Chicago Network, The International Women’s Forum, and served on the board of Make-A-Wish Illinois for six years, including two years as board chair. She is also a member of the Dean’s Council of the Kelley School of Business at Indiana University.株主還元HLIOUS MachineryUS 市場7D5.0%-0.09%1.6%1Y188.1%40.5%28.2%株主還元を見る業界別リターン: HLIO過去 1 年間で40.5 % の収益を上げたUS Machinery業界を上回りました。リターン対市場: HLIO過去 1 年間で28.2 % の収益を上げたUS市場を上回りました。価格変動Is HLIO's price volatile compared to industry and market?HLIO volatilityHLIO Average Weekly Movement6.8%Machinery Industry Average Movement6.6%Market Average Movement7.2%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.0%安定した株価: HLIO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: HLIOの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19702,300Sean Baganwww.heliostechnologies.comヘリオス・テクノロジーズ社は、その子会社とともに、アメリカ大陸、ヨーロッパ、中東、アフリカ、アジア太平洋地域で、エンジニアリングによるモーション・コントロールと電子制御技術ソリューションを提供している。油圧部門と電子部門の2つの部門で事業を展開している。油圧部門は、カートリッジバルブ、マニホールド、クイックリリースカップリングなどの油圧モーションコントロールおよび流体搬送技術製品の設計・製造、および油圧システムソリューション一式の設計・製造を行っている。当部門はSun Hydraulics、Faster、NEM、Taimi、Daman、Schultesのブランドで製品を販売している。エレクトロニクス部門は、カスタマイズされた電子制御システム、ディスプレイ、ワイヤーハーネス、ソフトウェアソリューションを設計・製造している。同部門は、Enovation Controls、Murphy、Zero Off、HCT、Balboa Water Group、i3PD、Cygnus Reach、Joyonwayブランドで製品を販売している。油圧製品およびエンジニアリング・ソリューションは、付加価値の高いディストリビューターを通じて、また相手先商標製品メーカー（OEM）に直接、電子製品はOEM、ディストリビューター、システム・インテグレーターに販売する。建設、マテリアルハンドリング、農業、産業、モバイル、エネルギー、レクリエーショナルビークル、海洋、航空宇宙、健康・福祉分野にサービスを提供している。同社は以前Sun Hydraulics Corporationとして知られていたが、2019年6月にHelios Technologies, Inc.に社名を変更した。ヘリオス・テクノロジーズ・インクは1970年に法人化され、フロリダ州サラソタに本社を置いている。もっと見るHelios Technologies, Inc. 基礎のまとめHelios Technologies の収益と売上を時価総額と比較するとどうか。HLIO 基礎統計学時価総額US$2.75b収益（TTM）US$60.80m売上高(TTM)US$871.90m45.2xPER（株価収益率3.1xP/SレシオHLIO は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計HLIO 損益計算書（TTM）収益US$871.90m売上原価US$585.30m売上総利益US$286.60mその他の費用US$225.80m収益US$60.80m直近の収益報告Apr 04, 2026次回決算日該当なし一株当たり利益（EPS）1.84グロス・マージン32.87%純利益率6.97%有利子負債／自己資本比率37.2%HLIO の長期的なパフォーマンスは？過去の実績と比較を見る配当金0.6%現在の配当利回り21%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/01 09:49終値2026/05/29 00:00収益2026/04/04年間収益2026/01/03データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Helios Technologies, Inc. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。10 アナリスト機関Mircea DobreBairdJonathan TanwantengCJS Securities, Inc.Tomohiko SanoJ.P. Morgan7 その他のアナリストを表示
Price Target Changed • May 26Price target increased by 7.7% to US$86.33Up from US$80.17, the current price target is an average from 6 analysts. New target price is 5.1% above last closing price of US$82.18. Stock is up 164% over the past year. The company is forecast to post earnings per share of US$2.12 for next year compared to US$1.46 last year.
ライブニュース • May 21Helios Technologies Delivers Record Q1 With Higher Guidance and Dividend After Sales SurgeHelios Technologies reported Q1 FY 2026 revenue growth of 16.8% year over year and adjusted EPS of $0.80, which came in more than 18% above analyst estimates. Both core segments contributed, with Hydraulics sales up 10% and Electronics sales up 29%, helping the company reach record quarterly sales and cash generation. Management raised full-year revenue and adjusted EPS guidance, increased the quarterly dividend by 33%, and highlighted plans for disciplined M&A and investments under its CORE 2030 plan, while President Matteo Arduini sold 3,000 shares near the stock’s 52-week high. The combination of a guidance increase, margin improvement from operational efficiencies, and a higher dividend indicates management confidence in the current business trajectory and cash generation profile. At the same time, the insider sale and analyst caution after prior estimate cuts present reasons to weigh execution risks and sector headwinds against the company’s stated ambition under its CORE 2030 plan.
分析記事 • May 14Earnings Beat: Helios Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Helios Technologies, Inc. ( NYSE:HLIO ) just kicked off its latest quarterly results with some very...
お知らせ • May 13+ 1 more updateHelios Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2026Helios Technologies, Inc. provided earnings guidance for the second quarter of 2026. For the period, the company expects Sales $227 million to $232 million.
Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.59 (up from US$0.22 in 1Q 2025). Revenue: US$228.4m (up 17% from 1Q 2025). Net income: US$19.7m (up 170% from 1Q 2025). Profit margin: 8.6% (up from 3.7% in 1Q 2025). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
ナラティブの更新 • May 07HLIO: Short Cycle Momentum And Cautious 2026 Outlook Should Cap Near Term UpsideAnalysts 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.
Price Target Changed • May 26Price target increased by 7.7% to US$86.33Up from US$80.17, the current price target is an average from 6 analysts. New target price is 5.1% above last closing price of US$82.18. Stock is up 164% over the past year. The company is forecast to post earnings per share of US$2.12 for next year compared to US$1.46 last year.
ライブニュース • May 21Helios Technologies Delivers Record Q1 With Higher Guidance and Dividend After Sales SurgeHelios Technologies reported Q1 FY 2026 revenue growth of 16.8% year over year and adjusted EPS of $0.80, which came in more than 18% above analyst estimates. Both core segments contributed, with Hydraulics sales up 10% and Electronics sales up 29%, helping the company reach record quarterly sales and cash generation. Management raised full-year revenue and adjusted EPS guidance, increased the quarterly dividend by 33%, and highlighted plans for disciplined M&A and investments under its CORE 2030 plan, while President Matteo Arduini sold 3,000 shares near the stock’s 52-week high. The combination of a guidance increase, margin improvement from operational efficiencies, and a higher dividend indicates management confidence in the current business trajectory and cash generation profile. At the same time, the insider sale and analyst caution after prior estimate cuts present reasons to weigh execution risks and sector headwinds against the company’s stated ambition under its CORE 2030 plan.
分析記事 • May 14Earnings Beat: Helios Technologies, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsAs you might know, Helios Technologies, Inc. ( NYSE:HLIO ) just kicked off its latest quarterly results with some very...
お知らせ • May 13+ 1 more updateHelios Technologies, Inc. Provides Earnings Guidance for the Second Quarter of 2026Helios Technologies, Inc. provided earnings guidance for the second quarter of 2026. For the period, the company expects Sales $227 million to $232 million.
Reported Earnings • May 12First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$0.59 (up from US$0.22 in 1Q 2025). Revenue: US$228.4m (up 17% from 1Q 2025). Net income: US$19.7m (up 170% from 1Q 2025). Profit margin: 8.6% (up from 3.7% in 1Q 2025). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 21%. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
ナラティブの更新 • May 07HLIO: Short Cycle Momentum And Cautious 2026 Outlook Should Cap Near Term UpsideAnalysts 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.
お知らせ • May 05Helios Technologies, Inc., Annual General Meeting, Jun 15, 2026Helios Technologies, Inc., Annual General Meeting, Jun 15, 2026. Location: at the mayo hotel, 115 west 5th street, tulsa, oklahoma 74103, tulsa. United States
お知らせ • Apr 27Helios Technologies, Inc. to Report Q1, 2026 Results on May 11, 2026Helios Technologies, Inc. announced that they will report Q1, 2026 results After-Market on May 11, 2026
ナラティブの更新 • Apr 21HLIO: Hydraulics And Electronics Momentum Will Support Conservative 2026 Execution ConfidenceAnalysts 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 15Helios 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
ナラティブの更新 • Apr 07HLIO: Short Cycle Momentum And 2026 Guidance Will Support Upside PotentialHelios 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.
Upcoming Dividend • Apr 06Upcoming dividend of US$0.12 per shareEligible shareholders must have bought the stock before 13 April 2026. Payment date: 27 April 2026. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (1.2%).
Buy Or Sell Opportunity • Mar 27Now 21% undervaluedOver the last 90 days, the stock has risen 16% to US$64.44. The fair value is estimated to be US$81.37, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
ナラティブの更新 • Mar 23HLIO: Hydraulics And Electronics Momentum Will Support Short Cycle Upside PotentialAnalysts 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.
Declared Dividend • Mar 23Fourth quarter dividend increased to US$0.12Dividend of US$0.12 is 33% higher than last year. Ex-date: 13th April 2026 Payment date: 27th April 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 25%. Cash payout ratio: 12%.
お知らせ • Mar 21Helios Technologies, Inc. announces Quarterly dividend, payable on April 27, 2026Helios Technologies, Inc. announced Quarterly dividend of USD 0.1200 per share payable on April 27, 2026, ex-date on April 13, 2026 and record date on April 13, 2026.
ナラティブの更新 • Mar 09HLIO: Hydraulics And Electronics Momentum Will Support Future P/E Re RatingOur 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.
Buy Or Sell Opportunity • Mar 06Now 20% undervaluedOver the last 90 days, the stock has risen 20% to US$65.00. The fair value is estimated to be US$81.42, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.6% over the last 3 years. Earnings per share has declined by 33%. For the next 3 years, revenue is forecast to grow by 4.0% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Price Target Changed • Mar 04Price target increased by 8.5% to US$76.83Up from US$70.83, the current price target is an average from 6 analysts. New target price is 9.8% above last closing price of US$70.00. Stock is up 87% over the past year. The company is forecast to post earnings per share of US$1.97 for next year compared to US$1.46 last year.
Reported Earnings • Mar 03Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$1.46 (up from US$1.18 in FY 2024). Revenue: US$839.0m (up 4.1% from FY 2024). Net income: US$48.4m (up 24% from FY 2024). Profit margin: 5.8% (up from 4.8% in FY 2024). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 5.3%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 6.1% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Mar 03Helios Technologies, Inc. Provides Revenue Guidance for First Quarter and Fiscal Year 2026Helios Technologies, Inc. provided revenue guidance for first quarter and Fiscal Year 2026. For the quarter, the company expects sales of $218 million to $223 million. For the Fiscal Year 2026, the company expects sales of $820 million to $860 million.
ナラティブの更新 • Feb 23HLIO: Product Platform Expansion And P/E Support Will Shape Future ReturnsOur 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.
お知らせ • Feb 17Helios Technologies, Inc. to Report Q4, 2025 Results on Mar 02, 2026Helios Technologies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 02, 2026
ナラティブの更新 • Feb 08HLIO: Tight Execution Risks Will Restrain Upside Despite Recent OptimismNarrative 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.
分析記事 • Feb 07Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 27% Share Price SurgeDespite an already strong run, Helios Technologies, Inc. ( NYSE:HLIO ) shares have been powering on, with a gain of 27...
お知らせ • Feb 03Helios Technologies Expands OpenView Platform with CODESYS Support for Its Customers and Distribution Channel PartnersHelios Technologies, Inc. announced the expansion of its OpenView display platform with the addition of CODESYS functionality for its customers. Developed by Enovation Controls, part of Helios' Electronics segment, this enhancement strengthens the Company's open software strategy and provides greater flexibility for customers and distribution channel partners. By enabling CODESYS on its OpenView platform, customers can now use the same industrial development environment to program both uControl controllers and OpenView displays. This approach significantly reduces engineering effort and accelerates time to market for original equipment manufacturers (OEMs) and system integrators developing human-machine interface (HMI) solutions. CODESYS is widely used across factory automation, process control, mobile machinery, building automation and energy systems, making it a natural fit for customers seeking interoperability and future-ready control solutions. In addition, the CODESYS-enabled OpenView platform unlocks access to CODESYS WebVisu, a remote visualization and diagnostics capability provided by CODESYS. WebVisu allows users to remotely access and monitor their HMI applications, delivering added value for both developers and end users. Evolution Motion Solutions, a long-standing Enovation Controls customer and partner, is among the first to utilize the CODESYS enabled OpenView platform. The collaboration builds on an established relationship rooted in trust and confidence in Enovation Controls' proven products, providing Evolution Motion Solutions with a familiar, reliable foundation to continue supporting customers across a range of markets.
Price Target Changed • Jan 26Price target increased by 8.6% to US$70.83Up from US$65.20, the current price target is an average from 6 analysts. New target price is 7.3% above last closing price of US$66.00. Stock is up 52% over the past year. The company is forecast to post earnings per share of US$1.38 for next year compared to US$1.17 last year.
ナラティブの更新 • Jan 25HLIO: Balanced Outlook After Q3 Guidance Update And Leadership ChangesNarrative 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.
ナラティブの更新 • Jan 11HLIO: Strong Q3 And Raised Guidance Will Support Balanced Future Risk RewardAnalysts 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.
Recent Insider Transactions Derivative • Jan 09President exercised options to buy US$370k worth of stock.On the 3rd of January, Sean Bagan exercised 8.31k options to receive shares at no cost, then sold around 2.20k of them at US$54.71 each and kept the remainder. Since June 2025, Sean's direct individual holding has increased from 8.68k shares to 15.93k. Company insiders have collectively bought US$1.7m more than they sold, via options and on-market transactions, in the last 12 months.
Buy Or Sell Opportunity • Jan 07Now 20% undervaluedOver the last 90 days, the stock has risen 17% to US$57.13. The fair value is estimated to be US$71.79, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 45%. Revenue is forecast to grow by 3.0% in a year. Earnings are forecast to grow by 68% in the next year.
ナラティブの更新 • Dec 26HLIO: Strong Q3 Execution And Raised Guidance Will Drive Future UpsideAnalysts 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.
Declared Dividend • Dec 21Third quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 7th January 2026 Payment date: 21st January 2026 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 35%. Cash payout ratio: 13%.
お知らせ • Dec 18Helios Technologies, Inc. Declares 116 Consecutive Quarterly Cash Dividend on Common Share, Payable on January 21, 2026Helios Technologies, Inc. Board of Directors declared a quarterly cash dividend of $0.09 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 28 years, beginning with the first quarter 1997. The dividend will be payable on January 21, 2026, to stockholders of record as of January 7, 2026. Helios Technologies has approximately 33.1 million shares of common stock outstanding.
Buy Or Sell Opportunity • Dec 12Now 21% undervaluedOver the last 90 days, the stock has risen 4.6% to US$56.80. The fair value is estimated to be US$71.82, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.1% over the last 3 years. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
ナラティブの更新 • Dec 12HLIO: Raised Guidance And Margin Execution Will Drive Future OutperformanceAnalysts 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.
お知らせ • Dec 09Helios Technologies, Inc. Appoints Billy Aldridge as President of Electronics Segment, Effective January 4, 2026Helios Technologies, Inc. announced that Billy Aldridge has been appointed to the corporate officer position of President of Helios’ Electronics Segment effective January 4, 2026. Mr. Aldridge has been serving as the Senior Vice President, Managing Director, Electronics Segment since March 31, 2025. Prior to that he served as the Senior Vice President, Managing Director of Enovation Controls since May 3, 2021. He joined FW Murphy, a division of Enovation Controls, in 2008 as the OEM Sales Manager where he grew the marine market prior to stepping into a Director position in 2015 and then in 2018 moving to the Vice President of Business Development. Mr. Aldridge joined MerCruiser/Mercury, part of the Brunswick Corporation in 2000, where he earned his Lean Six Sigma and worked in many different functional areas including Supply Chain, Program Management & OEM Sales. He has a bachelor’s degree in Sociology from Oklahoma State University.
ナラティブの更新 • Nov 28HLIO: Self-Help Levers Will Drive Outperformance As End Markets RecoverAnalysts 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.
お知らせ • Nov 18+ 1 more updateHelios Technologies, Inc. Announces Executive ChangesHelios Technologies, Inc. announced that on November 16, 2025, Michael Connaway, the Executive Vice President was separated from the Company. The company announced that Jeremy Evans has been named the Company’s Executive Vice President effective immediately (November 17, 2025). Mr. Evans, age 50, joined the Company on January 24, 2024, and since that time has driven process improvement, streamlined financial reporting, and navigated complex accounting topics, all while maintaining timely and accurate financial records and a robust internal control environment. He was promoted to Chief Accounting Officer September 1, 2025. Prior to joining Helios, Mr. Evans accumulated 25 years of progressive operational and financial management leadership experience with Tech Data, now TD SYNNEX Corporation serving as Vice President, Accounting Transformation immediately prior to joining Helios. He earned his Bachelor of Arts degree with a double major in Math and Spanish from Eckerd College, received a Master of Business Administration from the University of Sarasota, and received a Certified Public Accountant (CPA) license from the state of Florida.
ナラティブの更新 • Nov 14HLIO: Self-Help Initiatives Will Drive Outperformance Amid End Market RecoveryAnalysts 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.
New Risk • Nov 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 41% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 04Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2025 results: EPS: US$0.31 (down from US$0.34 in 3Q 2024). Revenue: US$220.3m (up 13% from 3Q 2024). Net income: US$10.3m (down 9.6% from 3Q 2024). Profit margin: 4.7% (down from 5.9% in 3Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) missed analyst estimates by 30%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Nov 04+ 2 more updatesHelios Technologies, Inc. Reports Goodwill Impairment for the Third Quarter Ended September 27, 2025Helios Technologies, Inc. reported goodwill impairment for the third quarter ended September 27, 2025. For the quarter, the company reported goodwill impairment of $25.9 million.
Buy Or Sell Opportunity • Oct 22Now 23% undervaluedOver the last 90 days, the stock has risen 42% to US$53.16. The fair value is estimated to be US$69.18, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.0% over the last 3 years. Earnings per share has declined by 48%. Revenue is forecast to grow by 6.3% in a year. Earnings are forecast to grow by 54% in the next year.
お知らせ • Oct 21Helios Technologies, Inc. to Report Q3, 2025 Results on Nov 03, 2025Helios Technologies, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Nov 03, 2025
Declared Dividend • Sep 24Second quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 7th October 2025 Payment date: 21st October 2025 Dividend yield will be 0.7%, which is lower than the industry average of 1.7%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 12%.
お知らせ • Sep 23Helios Technologies, Inc. Declares Quarterly Dividend, Payable on October 21, 2025Helios Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.09 per common share. The dividend will be payable on October 21, 2025, to stockholders of record as of October 7, 2025. Helios Technologies has approximately 33.2 million shares of common stock outstanding.
ナラティブの更新 • Sep 06Electrification And Digital Solutions Will Drive Future Industrial ProgressHelios 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.
お知らせ • Aug 28+ 1 more updateHelios Technologies, Inc. Promotes Jeremy Evans to Chief Accounting Officer, Effective September 1, 2025Helios Technologies, Inc. announced on August 28, 2025 that Jeremy Evans, Helios’ Corporate Controller, will be promoted to the expanded role of Chief Accounting Officer. Mr. Evans’ expanded responsibilities will be effective September 1, 2025. Mr. Evans joined the Company on January 24, 2024, and since that time has driven process improvement, streamlined financial reporting, and navigated complex accounting topics, all while maintaining timely and accurate financial records and a robust internal control environment. Prior to joining Helios, Mr. Evans accumulated 25 years of progressive operational and financial management leadership experience with Tech Data, now TD SYNNEX Corporation serving as Vice President, Accounting Transformation immediately prior to joining Helios. He earned his Bachelor of Arts degree with a double major in Math and Spanish from Eckerd College, received a Master of Business Administration from the University of Sarasota, and received a Certified Public Accountant (CPA) license from the state of Florida.
Major Estimate Revision • Aug 12Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$784.6m to US$820.5m. EPS estimate increased from US$1.11 to US$1.48 per share. Net income forecast to grow 54% next year vs 14% growth forecast for Machinery industry in the US. Consensus price target up from US$45.20 to US$57.40. Share price rose 5.0% to US$50.53 over the past week.
分析記事 • Aug 07Helios Technologies, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting NextHelios Technologies, Inc. ( NYSE:HLIO ) just released its latest second-quarter results and things are looking bullish...
Price Target Changed • Aug 06Price target increased by 23% to US$55.40Up from US$45.20, the current price target is an average from 5 analysts. New target price is 15% above last closing price of US$48.02. Stock is up 12% over the past year. The company is forecast to post earnings per share of US$1.33 for next year compared to US$1.17 last year.
分析記事 • Aug 06Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 34% Share Price SurgeNYSE:HLIO 1 Year Share Price vs Fair Value Explore Helios Technologies's Fair Values from the Community and select...
ナラティブの更新 • Aug 06Electrification And Digital Solutions Will Drive Future Industrial ProgressThe 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.
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 6.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.6x net interest cover). Minor Risk Share price has been volatile over the past 3 months (6.8% average weekly change).
Reported Earnings • Aug 05Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: US$0.34 (down from US$0.41 in 2Q 2024). Revenue: US$212.5m (down 3.4% from 2Q 2024). Net income: US$11.4m (down 16% from 2Q 2024). Profit margin: 5.4% (down from 6.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 5.3%. Earnings per share (EPS) also surpassed analyst estimates by 13%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 05+ 2 more updatesHelios Technologies, Inc. Provides Earnings Guidance for the Third Quarter of Year 2025Helios Technologies, Inc. provided earnings guidance for the third quarter of year 2025. For the quarter, the company expects total net sales of $208 million to $215 million.
分析記事 • Aug 04Is 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...
お知らせ • Jul 29Helios Technologies, Inc. Announces the Launch of the Atlas Connect Gateway, an Advanced Connectivity Solution Developed by Enovation ControlsHelios Technologies, Inc. announced the launch of the Atlas Connect Gateway, an advanced connectivity solution developed by Enovation Controls, part of Helios' Electronics segment. Engineered to meet the rigorous demands of modern applications across a wide range of industries, this new offering delivers the next generation of secure connectivity, remote diagnostics, and real-time system intelligence. With seamless integration into Helios' broader ecosystem, Atlas Connect Gateway is purpose-built to support original equipment manufacturers (OEM) that require both performance and serviceability, allowing them to connect different devices and systems which ordinarily may not be compatible. The Atlas Connect Gateway gives equipment manufacturers and operators greater insight and control by allowing them to monitor critical data, send remote commands, and update software on equipment in the field without needing to be on site. Its powerful processing capabilities enable fast, reliable performance even in the field, making it easier to keep machines running smoothly and efficiently. Atlas Connect Gateway can be wired into any CAN enabled system in a matter of minutes. Using Cygnus Reach can monitor the CAN bus, take CAN recordings, and effortlessly share data, all using cellular mobile device. Built to thrive in demanding field conditions, the Atlas Connect Gateway is IP67-rated and engineered for durability in extreme environments. It operates reliably in temperatures ranging from -4degF to 158degF (-20degC to 70degC) and can be safely stored between -13degF and 167degF (-25degC to 75degC). Its wide operating voltage of 6-36 VVDC makes it suitable for use across many types of equipment. This innovative solution will be available in August 2025, with feature demonstrations scheduled in the Enovation Controls' booth at both The Utility Expo and IBEX later this year. These premier industry events will give attendees an opportunity to experience its capabilities up close and explore how it enables smarter equipment in even the toughest environments.
お知らせ • Jul 21Helios Technologies, Inc. to Report Q2, 2025 Results on Aug 04, 2025Helios Technologies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
分析記事 • Jul 21At 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...
分析記事 • Jul 01Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 21st of...
お知らせ • Jul 01Helios Technologies Expands Electronics Portfolio with Rugged High Current Power Distribution ModuleHelios Technologies, Inc. announced the launch of the High Current Power Distribution Module, a rugged and intelligent solution developed by Enovation Controls, a Helios operating company within its Electronics segment. The HCPDM excels in managing high current loads in extreme environments and applications which is ideal for construction equipment, recreational marine applications, specialty vehicles, military platforms, and more. Engineered to extend the functionality of control systems, the HCPDM is a powerful evolution of the popularIX3212 power distribution module and delivers advanced switching capabilities with high diagnostic fidelity. Designed and manufactured by Enovation Controls, the HCPDM is built to simplify the interconnection of input devices and control of high current loads, up to 200 amps total output, in the harshest working conditions. The HCPDM features six configurable inputs, eight high-current outputs (40 amps each), and two low-current (100mA) outputs ideal for relay control or high-impedance loads. Its rugged sealed aluminum enclosure (rated to IP69K) is built to withstand vibration, shock, moisture, and extreme temperature swings. With CAN 2.0B support and SAE J1939 protocol compatibility, the HCPDM integrates seamlessly with modern machine networks. The module also features advanced startup behavior, a regulated 5V sensor supply, and per-channel current feedback with adjustable overcurrent protection, ensuring performance, visibility, and safety in every application.
Upcoming Dividend • Jun 30Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 07 July 2025. Payment date: 21 July 2025. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (1.6%).
お知らせ • Jun 30+ 5 more updatesHelios Technologies, Inc.(NYSE:HLIO) dropped from Russell Small Cap Comp Growth IndexHelios Technologies, Inc.(NYSE:HLIO) dropped from Russell Small Cap Comp Growth Index
分析記事 • Jun 12Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 21st of...
お知らせ • Jun 12Helios Technologies, Inc. Appoints Ian Walsh to the Board of Directors and Member of Audit Committee and Governance Committee, Effective June 5, 2025Helios Technologies, Inc. announced that its Board of Directors has appointed Ian Walsh to serve as director, effective June 5, 2025. He will serve as a member of the class of directors whose term will expire at the 2026 Annual Meeting of Shareholders. The Board also appointed Mr. Walsh to serve on the Board’s Audit Committee and Governance Committee. Mr. Ian Walsh brings 35 years of extensive leadership experience in the commercial aerospace and defense industry. Ian’s current role as Chief Executive Officer of FDH Aero and track record of strong leadership experience across both private and public enterprises illustrate the highly relevant operational and strategic expertise he brings. Prior to his role at FDH Aero, he served as President, CEO, and Chairman of the Board at Kaman Aerospace Corporation, a global manufacturer of highly engineered subassemblies, components and parts. Before Kaman, he was the Chief Operating Officer for the REV Group, overseeing 30+ brands and 22 manufacturing facilities producing fire engines, ambulances, recreational vehicles, and commercial buses. Mr. Walsh spent 20 years at Textron Inc. where he led TRU Simulation + Training as the President and Chief Executive Officer, providing flight simulation and aircraft training products to the global commercial, civil and military aviation training markets. He also served on Textron’s Executive Leadership Team. Earlier roles at Textron included senior vice president and general manager of Textron Systems’ Weapon & Sensor Systems and several leadership roles at Textron Systems including senior vice president of operations, and senior vice president and general manager of Lycoming Engines. He began his Textron career in marketing at Bell Helicopter. Prior to joining Textron, Mr. Walsh served as an officer and naval aviator in the U.S. Marine Corps from 1989 to 1996, piloting Cobra attack helicopters with combat tours in Somalia, Haiti and Bosnia. He is an active pilot with more than 2,000 hours of flight time and is commercially rated in helicopters and fixed-wing aircraft. Walsh earned a bachelor’s degree from Hamilton College, a Master of Public Administration from Harvard University’s John F. Kennedy School of Government and a Master of Business Administration from the Harvard Business School. He completed Textron’s Global Leadership Program at the University of Pennsylvania’s Wharton School and the Senior Executive Leadership Training at Duke’s Fuqua School of Business. Mr. Walsh is a life member on the Council of Foreign Relations and is a certified Six Sigma Black Belt in operations.
Declared Dividend • Jun 09First quarter dividend of US$0.09 announcedDividend of US$0.09 is the same as last year. Ex-date: 7th July 2025 Payment date: 21st July 2025 Dividend yield will be 1.1%, which is lower than the industry average of 1.7%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 17% over the next year, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 05Helios Technologies, Inc. Declares Cash Dividend, Payable on July 21, 2025Helios Technologies, Inc. announced that its Board of Directors declared a quarterly cash dividend of $0.09 per common share. Helios has declared consecutive quarterly dividends to its stockholders for over 28 years beginning with the first quarter 1997. The dividend will be payable on July 21, 2025, to stockholders of record as of July 7, 2025. Helios Technologies has approximately 33.3 million shares of common stock outstanding.
お知らせ • Jun 03Helios Technologies Launches Purezone, Bringing Smart Water to the Spa ExperienceHelios Technologies, Inc. announced the launch of Purezone™?, an advanced water quality management solution now available through its operating company Balboa Water Group. Designed in collaboration with WaterGuru, Purezone™? delivers a smarter, simpler, and more connected way to manage spa water quality for users across the wellness industry. Purezone™? is a compact, intelligent in-spa water monitoring device that takes the guesswork out of spa maintenance. It measures key water parameters: pH, free chlorine, total alkalinity, and temperature providing real-time insights and personalized recommendations delivered on the Purezone™? mobile app to help users maintain optimal water quality with ease and confidence. To accommodate a variety of spa configurations, Purezone™? is available in two models: Purezone™? Dock which mounts securely to the spa wall for a sleek, low-profile installation and usually fits easily in the filter well. Purezone™? Hover that floats freely in the water for easy placement and flexibility. Both models offer the same intelligent monitoring capabilities, allowing users to choose the setup that best fits their spa environment. This technology enables spa owners to consistently attain healthy spa water by fully automating the monitoring of spa water chemistry, with real-time data on the mobile app. For commercial applications, property and hotel managers overseeing multiple spas, viewing their water health data in a real-time single dashboard is a gameanger for detecting and eliminating water quality issues.
分析記事 • May 22Be Wary Of Helios Technologies (NYSE:HLIO) And Its Returns On CapitalThere are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
お知らせ • May 20Helios Technologies, Inc. Introduces No Roads App, A Smarter, More Connected Off-Roading ExperienceHelios Technologies, Inc. announced the launch of No Roads™?, an innovative off-roading app developed by its subsidiaries, Enovation Controls and i3 Product Development (i3PD), leveraging its Cygnus software platform offering. This cutting-edge application addresses the growing demand for advanced tools among overlanding and off-road communities. Designed to work alone, or be a part of a larger system, No Roads™? offers intuitive trail mapping, with the ability to integrate into vehicle diagnostics and rugged displays from Enovation Controls. A couple of current performance features of No Roads™? include live friend tracking as well as crowd-sourced reporting capabilities. The friend tracking is a real-time location-sharing capability that helps riders stay connected with their group, making trail riding safer, more social, and more seamless than ever before.rowd-sourced reporting enables users to report hazards, upload pictures, tags and other data. While No Roads™? is currently tailored for off-road and overland adventure, the platform was developed with scalability in mind. Its adaptable architecture, along with the Cygnus platform Reach Remote Support, opens the door for future applications across adjacent markets such as marine and anywhere robust, remote-ready mapping and navigation are needed. No Roads™? was recently unveiled at Overland Expo West in Flagstaff, Arizona, where attendees saw the app in action and met the team behind it. The app and its capabilities will also be featured at additional shows and events throughout the year. No Roads™? is an off-road navigation app built for trail riders, overlanders, and outdoor explorers who demand performance beyond the pavement. Designed by Enovation Controls and i3PD, No Roads™? delivers intuitive mapping tools and the flexibility to connect with vehicle systems and support platforms for a fully integrated experience. Whether user ride with only the mobile app, or the mapping platform integrated into a smart vehicle ecosystem, No Roads™? is built to go where others don't.
Major Estimate Revision • May 14Consensus EPS estimates fall by 23%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$1.38 to US$1.06 per share. Revenue forecast steady at US$777.9m. Net income forecast to shrink 2.1% next year vs 15% growth forecast for Machinery industry in the US . Consensus price target down from US$53.25 to US$44.75. Share price rose 14% to US$33.28 over the past week.
Reported Earnings • May 07First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.22 (down from US$0.28 in 1Q 2024). Revenue: US$195.5m (down 7.8% from 1Q 2024). Net income: US$7.30m (down 21% from 1Q 2024). Profit margin: 3.7% (down from 4.3% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Machinery industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 24% per year, which means it has not declined as severely as earnings.
お知らせ • May 07Helios Technologies, Inc. Provides Earnings Guidance for the Second Quarter 2025Helios Technologies, Inc. provided earnings guidance for the second quarter 2025. For the quarter, the company expects total net sales to be $198 million to $206 million.
お知らせ • May 06Helios Technologies Launches First Ever MultiSlide: A New Era of Hydraulic Coupling for Compact ExcavatorsHelios Technologies, Inc. announced the launch of MultiSlide, a compact, user-friendly quick coupling system designed specifically for compact excavator applications from 30 to 70 hundredweights (3,000 to 7,000 lbs.). Engineered and built by Faster S.r.l. ("Faster"), part of Helios' Hydraulics segment, the MultiSlide represents a significant advancement in safety, efficiency and comfort for operators working in construction and earthmoving applications. MultiSlide; Engineered and built by FasterS.r.l. "We're proud to introduce MultiSlide, the latest addition to hydraulics product portfolio. This product innovation builds on the strengths of Faster's award-winning quick- release coupling engineering designs and its launch marks a step forward in how the company serves customers and grow business," said Sean Bagan, President, Chief Executive Officer and Chief Financial Officer of Helios. Designed in direct response to customer feedback, the MultiSlide delivers practical innovation for compact excavator applications while opening a new, high-value revenue stream for the Company. It's a great example of how listening to customers drives smarter solutions and long-term growth. This launch is also part of a broader, purposeful shift in product strategy--filling critical gaps and addressing underserved segments with targeted, high-impact innovations." Key Product Benefits: Quick retrofit installation with a dedicated metal plate included in the box; Exceptionally soft connection feel, minimizing operator fatigue; Compact design to reduce interference with hoses and external components; Hands-free operation due to a sliding bracket mechanism; Protected storage in a durable docking station when not in use. MultiSlide is equipped with Connection Under Pressure couplings rated at 350 Bar, fully meeting the operational needs of Construction Equipment applications. It is available in two layout configurations--either two 1/2" lines or three lines (two 1/2" and one 3/8 ")--providing flexibility for various machine types. Additional highlights include a CR III surface treatment for corrosion resistance and a temperature operating range of -25degC to +120degC, ensuring reliability in all working conditions. MultiSlide was also designed to be retrofitted onto existing machines as original equipment manufacturers can uncover added value. Installation is quick and straightforward, giving machine owners an easy way to upgrade without lengthy downtimes or modifications. The docking station, which keeps the mobile plate protected when not in use, is a simple and effective solution that can be parked by a hook on all types of attachments. The MultiSlide will be commercially available starting on May 19, 2025.
お知らせ • Apr 28Helios Technologies Launches First Ever CAN Keypad Product in New Select Series LineHelios Technologies, Inc. unveiled the SK51, the debut model in the all-new Select Keypad Series of rugged, programmable CAN Keypads. Engineered and built by Enovation Controls, part of Helios' Electronics segment, the SK51 is built to deliver smart switching, seamless integration, and rugged control for virtually any CAN-based application or even a pre-existing display. Compact and durable, the SK51 features a five-button layout with tactile silicone buttons and crisp LED backlighting, with optional button customization available for those looking to tailor the keypad to specific preferences. Each button is fully programmable with 24-bit RGB color options, giving operators complete control over appearance, brightness, and flash behavior. With its IP67-rated sealed front and high-impact ABS housing, the SK51 performs reliably in the harshest environments. Later this year, additional models are planned for launch with more buttons to provide even more control and optionality. As the first in the Select Series, the SK51 represents the start of a powerful new platform from Enovation Controls. It enhances operator experience, while adapting to their required functions and form providing durability and control without compromise. The easy add on capability enables it to instantly enhance customer's electronics solutions creating immediate value for the end user.
分析記事 • Apr 28Helios Technologies (NYSE:HLIO) Has A Pretty Healthy Balance SheetDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Apr 24Helios Technologies, Inc., Annual General Meeting, Jun 04, 2025Helios Technologies, Inc., Annual General Meeting, Jun 04, 2025. Location: the deer path inn, 255 e. illinois rd., illinois 60045, lake forest United States
お知らせ • Apr 22Helios Technologies, Inc. to Report Q1, 2025 Results on May 06, 2025Helios Technologies, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Apr 17Helios Technologies, Inc. Expands Electro-Proportional Hydraulics Cartridge Valve Family of Solutions Leveraging Strengths from its Electronics SegmentHelios Technologies, Inc. is expanding its electro-proportional cartridge valve offerings with new solutions from its operating company Sun Hydraulics. Expansion of the Sun Hydraulics family of relief valve solutions. Designed to meet customer requirements and enhance operational performance for a wide range of applications, Sun Hydraulics has designed proportional relief valves that fit into the compact T-10A cavity, ensuring compatibility and seamless integration with existing systems. The new additions to the electro-proportional cartridge valves product lineup are model codes RPEP and RPEN. These valves are rated to a maximum pressure of up to 5000 psi (350 bar), have a flow capacity of up to 25 psi (95 L/min) and are fully compatible with the XMD Mobile Driver, which was co-developed with a sister operating company, Enovation Controls. The RPEP is well suited for industrial machines like a hydraulic press, which requires precise pressure regulation. This 2-port, pilot-operated, electro-proportional pressure regulating valve serves as an effective system relief valve. It electronically controls system pressure by adjusting the analog input signal to the soil, enabling seamless proportional control within the chosen pressure range. The RPEP ensures accurate, smooth pressure adjustments as demands fluctuate, maintaining system safety and efficiency. To maintain efficient operation of mobile equipment, system designers can incorporate the RPEN in fan drive applications to dynamically control fan speed and ensure proper temperature regulation. The RPEN provides two main functions: it acts as the relief valve to protect the system from overpressure if the fan motor stalls, and it modulates the pressure proportional to a given command to control the fan speed based on the system's cooling needs. In the event of electrical signal loss, this inverse proportional valve defaults to its customer specified setting to ensure the fan continues to operate, protecting components in the system from overheating. The RPEP and RPEN valves are available now and reflect Sun Hydraulics' ongoing efforts to expand their product range to address customers' needs. Since early 2025, Sun Hydraulics has also released the following innovative products: DNDU - 4-way, solenoid-operated directional blocking valve; Ideal for use in agricultural planter systems, where the DNDU valves are energized independently to control the function of individual cylinders; DFUA & DFUB - solenoid-operated directional poppet valves; Excellent options for selector circuits in mobile applications, such as hydro excavation systems. Each valve can be energized or de-energized to activate different functions within the hydraulic circuit; RBUA - bi-directional direct-acting relief valve; Well-suited for use on forklift clamp attachments. The direct-acting, bi-directional relief valve limits the force of the forklift clamp attachments. The directly-acting, bi-directionAL relief valve limits the force of The force of the fork, close, or shift sideways, ensuring that product is protected during material handling. These cartridge valves exemplify Sun Hydraulics' commitment to delivering versatile, high-performance solutions tailored to customer needs, with a strong focus on dependable motion control technology.
Price Target Changed • Apr 14Price target decreased by 9.7% to US$53.25Down from US$59.00, the current price target is an average from 4 analysts. New target price is 96% above last closing price of US$27.10. Stock is down 41% over the past year. The company is forecast to post earnings per share of US$1.34 for next year compared to US$1.17 last year.
分析記事 • Apr 05Helios 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...
Valuation Update With 7 Day Price Move • Apr 03Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to US$27.71, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 17x in the Machinery industry in the US. Total loss to shareholders of 63% over the past three years.
分析記事 • Apr 02Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09Helios Technologies, Inc. ( NYSE:HLIO ) has announced that it will pay a dividend of $0.09 per share on the 22nd of...
お知らせ • Apr 01Helios Technologies, Inc. Announces Executive ChangesHelios Technologies, Inc. announced that it has streamlined the structure of its Electronics Segment with the naming of Billy Aldridge as Senior Vice President, Managing Director, Electronics Segment. Mr. Aldridge replaces Lee Wichlacz who has been separated from the Company. Company thank Mr. Wichlacz for his two years of service and wish him the best in his future endeavors. Mr. Aldridge has served as the Senior Vice President, Managing Director of Enovation Controls since May 3, 2021, and will now have responsibility for the complete group of operations that comprise the Electronics segment. He joined FW Murphy, a division of Enovation Controls, in 2008 as the OEM Sales Manager where he grew the marine market prior to stepping into a Director position in 2015 and then in 2018 moving to the Vice President of Business Development. Mr. Aldridge joined MerCruiser/Mercury, part of the Brunswick Corporation in 2000, where he earned his Lean Six Sigma and worked in many different functional areas including Supply Chain, Program Management & OEM Sales. He has a bachelor’s degree in Sociology from Oklahoma State University.
Upcoming Dividend • Mar 31Upcoming dividend of US$0.09 per shareEligible shareholders must have bought the stock before 04 April 2025. Payment date: 22 April 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.7%). Lower than average of industry peers (1.7%).
お知らせ • Mar 18Helios Technologies, Inc. Announces Board ChangesHelios Technologies, Inc. announced that the Board of Directors has elected Laura Dempsey Brown as the new Board Chair. Ms. Dempsey Brown, a dedicated member of the Board since 2020, will assume the role immediately, succeeding Philippe Lemaitre, who has announced his retirement from the Board in which he has served since 2007 and his role as Chair, which he has served since 2013. This change is an outcome of effective Board of Directors succession planning processes. Laura Dempsey Brown has been appointed successor to Board Chair as Philippe Lemaitre retires following nearly 18 years of service on the Board. Ms. Dempsey Brown joined the Helios Board of Directors in April 2020. During her tenure, she has served as both the Chair of the Audit Committee and, most recently, ESG Committee and has been a member of the most recent CEO search committee. Ms. Brown retired in 2018 from W.W. Grainger, Inc. (NYSE: GWW), a leading broad line supplier of maintenance, repair and operating products after 19 years. She was the Senior Vice President, Communications and Investor Relations since 2010. Previously Ms. Brown served as Vice President of Marketing, and she also led the strategy development and operational execution of Grainger’s multi-year market expansion initiative focused on the top 25 U.S. metro markets. In addition, Ms. Brown served as the Vice President of Finance for Grainger’s field sales, operations, marketing and e-business functions. Prior to joining Grainger, Ms. Brown was a Vice President at Alliant Foodservice and at Dietary Products at Baxter. She began her career at Baxter in 1985, focusing primarily on financial roles in the distribution and manufacturing businesses. She graduated from Indiana University with a bachelor’s degree in accounting and obtained designation as a CPA. Ms. Brown is a member of The Chicago Network, The International Women’s Forum, and served on the board of Make-A-Wish Illinois for six years, including two years as board chair. She is also a member of the Dean’s Council of the Kelley School of Business at Indiana University.
