Helios Technologies, Inc. (HLIO) Stock

Helios Technologies, Inc. (HLIO) is a Materials stock trading at $76.23 (as of 2026-08-20), with a market capitalization of $2.51B and a trailing P/E of 39.7. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Helios Technologies, Inc., together with its subsidiaries, develops, manufactures, and sells solutions for the hydraulics and electronics markets in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company operates in two segments, Hydraulics and Electronics. The Hydraulics segment offers cartridge valve technology products to control rates and direction of fluid flow, and to regulate and control pressures for industrial and mobile applications; quick release coupling solutions for the agriculture, construction equipment, and industrial markets; and hydraulic system design that provides engineered solutions for machine users, manufacturers, or designers. This segment sells its products under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment offers displays, controls, and instrumentation products for off-highway, recreational and commercial marine, power sports and specialty vehicles, agriculture and water pumping, power generation, health and wellness, and engine-driven industrial equipment markets. This segment sells its products under the Enovation Controls, Murphy, and Balboa Water Group brands. It sells its hydraulic products primarily through value-add distributors, as well as directly to original equipment manufacturers; and electronic products to original equipment manufacturer customers. The company was formerly known as Sun Hydraulics Corporation and changed its name to Helios Technologies, Inc. in June 2019. Helios Technologies, Inc. was founded in 1970 and is headquartered in Sarasota, Florida.

Understand Helios Technologies, Inc.: how it makes money

Helios Technologies develops, manufactures, and sells engineered hydraulics and electronics solutions, making money by generating net sales from its Hydraulics and Electronics product lines across the Americas, Europe, the Middle East, Africa, and Asia Pacific.

Helios's profit depends on its two-segment engineered product mix (Hydraulics and Electronics), because segment cost structures and sales mix flow through to its overall operating margin (13.1%).

Business quality (Mixed): The company has a clear two-segment operating model and reports both Hydraulics and Electronics net sales, which helps investors track where earnings are likely coming from. The main limitation is the absence of provided operating KPIs, so the focus is mainly on reported sales and margins, which may be driven by product mix and demand conditions.

Valuation: At 50× earnings, HLIO trades 107% above the Construction Materials average (24×). Note: one-time items can distort reported P/E.

Bull case

  • Two-segment model: Helios operates in Hydraulics and Electronics, with reported segment net sales (Hydraulics 0.14B, Electronics 0.09B).
  • Industry-specific engineered offerings: Hydraulics products include cartridge valve technology and quick release coupling solutions for industrial and mobile applications, agriculture, and construction equipment, which can support differentiated applications.
  • Global end markets: The company sells across the Americas, Europe, the Middle East, Africa, and Asia Pacific.

Bear case

  • Cyclical end-market exposure risk: Hydraulics is tied to industrial and mobile applications and equipment categories like agriculture and construction, which can be sensitive to economic and capital spending cycles.
  • Integration or mix volatility risk: Acquired Portion of Net Sales (0.06B) suggests some contribution from acquisitions, which can introduce sales mix and execution uncertainty.
  • Margin sensitivity: Overall gross margin is 32.8% and operating margin is 13.1%, so changes in product mix across Hydraulics and Electronics or cost pressures could affect profitability.
Valuation — source: SEC EDGAR (first-party)
Price$76.23
Market Cap$2.51B
P/E Ratio39.7
EV / EBITDA18.1
Price / Book2.65
Price / Sales2.81
FCF Yield3.9%
DCF Value (model)$4.33
DCF Upside vs Price-94.3%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$839.00M
Net Margin5.8%
Revenue Growth (YoY)9.1%
EPS Growth (YoY)94.1%
FCF Growth (YoY)-3.2%
Financial Health — source: SEC EDGAR
Altman Z-Score4.01 (safe)
Valuation vs Sector & Industry
Stock P/E39.7
Sector P/E (Materials)25.1
Industry P/E (Construction Materials)22.6
vs Sector58.3%
vs Industry75.9%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($169.15M)
Institutional Holders Tracked10
Congressional Trades (recent)3
Company
SectorMaterials
IndustryConstruction Materials
CEOSean Bagan
Employees2,500
CountryUS
IPO Date1997-01-09

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HLIO earnings history · HLIO institutional & insider holders · HLIO KPIs & operating metrics · HLIO financials · HLIO investor presentations & press releases · HLIO SEC filings · HLIO peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.