Helios Technologies, Inc.

NYSE:HLIO Voorraadrapport

Marktkapitalisatie: US$2.2b

Helios Technologies Beheer

Beheer criteriumcontroles 3/4

De CEO Helios Technologies is Sean Bagan, benoemd in Jul2024, heeft een ambtstermijn van 1.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 1.58M, bestaande uit 27.8% salaris en 72.2% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.059% van de aandelen van het bedrijf, ter waarde $ 1.31M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 5 jaar en 6.1 jaar.

Belangrijke informatie

Sean Bagan

Algemeen directeur

US$1.6m

Totale compensatie

Percentage CEO-salaris27.80%
Dienstverband CEO1.8yrs
Eigendom CEO0.06%
Management gemiddelde ambtstermijn5yrs
Gemiddelde ambtstermijn bestuur6.1yrs

Recente managementupdates

Recent updates

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

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

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

Apr 15

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

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

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

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

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

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

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

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

HLIO: Tight Execution Risks Will Restrain Upside Despite Recent Optimism

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

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

Feb 07
Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 27% Share Price Surge

HLIO: Balanced Outlook After Q3 Guidance Update And Leadership Changes

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

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

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

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

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

HLIO: Raised Guidance And Margin Execution Will Drive Future Outperformance

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

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

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

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

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

Electrification And Digital Solutions Will Drive Future Industrial Progress

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

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

Aug 07
Helios Technologies, Inc. Just Recorded A 13% EPS Beat: Here's What Analysts Are Forecasting Next

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

Aug 06
Why Investors Shouldn't Be Surprised By Helios Technologies, Inc.'s (NYSE:HLIO) 34% Share Price Surge

Electrification And Digital Solutions Will Drive Future Industrial Progress

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

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

Aug 04
Is Helios Technologies (NYSE:HLIO) Using Too Much Debt?

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

Jul 21
At US$36.28, Is It Time To Put Helios Technologies, Inc. (NYSE:HLIO) On Your Watch List?

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

Jul 01
Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

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

Jun 12
Helios Technologies (NYSE:HLIO) Has Announced A Dividend Of $0.09

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

May 22
Be Wary Of Helios Technologies (NYSE:HLIO) And Its Returns On Capital

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

Apr 28
Helios Technologies (NYSE:HLIO) Has A Pretty Healthy Balance Sheet

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

Apr 05
Helios Technologies, Inc.'s (NYSE:HLIO) Popularity With Investors Under Threat As Stock Sinks 29%

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

Apr 02
Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

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

Mar 17
Helios Technologies (NYSE:HLIO) Is Due To Pay A Dividend Of $0.09

Helios Technologies, Inc. (NYSE:HLIO) Just Released Its Yearly Earnings: Here's What Analysts Think

Feb 27
Helios Technologies, Inc. (NYSE:HLIO) Just Released Its Yearly Earnings: Here's What Analysts Think

Should You Think About Buying Helios Technologies, Inc. (NYSE:HLIO) Now?

Feb 24
Should You Think About Buying Helios Technologies, Inc. (NYSE:HLIO) Now?

Analyse CEO-vergoeding

Hoe is Sean Bagan's beloning veranderd ten opzichte van Helios Technologies's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Jan 03 2026n/an/a

US$48m

Sep 27 2025n/an/a

US$34m

Jun 28 2025n/an/a

US$35m

Mar 29 2025n/an/a

US$37m

Dec 28 2024US$2mUS$440k

US$39m

Sep 28 2024n/an/a

US$38m

Jun 29 2024n/an/a

US$30m

Mar 30 2024n/an/a

US$33m

Dec 30 2023US$1mUS$176k

US$38m

Compensatie versus markt: De totale vergoeding ($USD 1.58M ) Sean } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 5.37M ).

Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Sean te vergelijken met de prestaties van het bedrijf.


CEO

Sean Bagan (49 yo)

1.8yrs
Tenure
US$1,582,738
Compensatie

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


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Sean Bagan
President1.8yrsUS$1.58m0.059%
$ 1.3m
Marc Greenberg
Executive Vice President4.3yrsUS$1.36m0.031%
$ 688.4k
Matteo Arduini
President of Hydraulics - FCT6.9yrsUS$1.23m0.055%
$ 1.2m
Jeremy Evans
CFO & EVP2.3yrsgeen gegevens0.0028%
$ 61.5k
Tania Almond
Vice President of Investor Relationsno datageen gegevensgeen gegevens
Shaun Polasky
Vice President of Human Resources4.3yrsgeen gegevensgeen gegevens
Jonathan Kaufmann
Chief Engineer of Design5.3yrsgeen gegevensgeen gegevens
Benjamin Kaufmann
Chief Engineer of R&D5.3yrsgeen gegevensgeen gegevens
Rick Martich
President of Hydraulics - MCT6.3yrsgeen gegevens0.041%
$ 917.7k
Jean-Pierre Parent
Senior VP & MD of Balboa Water Group4.8yrsgeen gegevensgeen gegevens
Billy Aldridge
President of Electronics Segment5yrsgeen gegevens0.0032%
$ 69.7k
Craig Roser
Global Lead of CVT Sales & Business Development9.8yrsUS$536.08kgeen gegevens
5.0yrs
Gemiddelde duur
52yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van HLIO is doorgewinterd en ervaren (gemiddelde ambtstermijn van 5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Sean Bagan
Presidentless than a yearUS$1.58m0.059%
$ 1.3m
Laura Brown
Independent Chair6.1yrsUS$257.64k0.052%
$ 1.2m
Douglas M. Britt
Independent Director9.4yrsUS$262.55k0.086%
$ 1.9m
Ian Walsh
Directorless than a yeargeen gegevensgeen gegevens
Alexander Schuetz
Independent Director11.9yrsUS$252.63k0.052%
$ 1.1m
Diana Sacchi
Independent Director3.9yrsUS$262.55k0.027%
$ 601.9k
Cariappa Chenanda
Independent Director6.1yrsUS$242.71k0.048%
$ 1.1m
6.1yrs
Gemiddelde duur
58yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van HLIO wordt beschouwd als ervaren (gemiddelde ambtstermijn 6.1 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 15:42
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2026/01/03
Jaarlijkse inkomsten2026/01/03

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Helios Technologies, Inc. wordt gevolgd door 10 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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