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· UNITED STATES · US:HLIO ·

Helios Technologies

$71.62
-0.7% today
+32.0% 1Y
$2.4bn · Specialty Industrial Machinery
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NOT YET RESEARCHED

We haven't published a view on Helios Technologies

The financials and ratios on this page come straight from the filings and are live. The judgement — what it is worth, and what would break it — is what we add.

FLASH · 15–30 MINUTES

A fast read of the filings to help decide whether this is worth a closer look. Thin by design.

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DEEP · HOURS

A full research report on the company and everything around it — the filings, the competitors, the news, the industry, the economy and the regulatory backdrop — with a full valuation model, fair value, and bear, base and bull case scenarios.

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ASK ABOUT HELIOS TECHNOLOGIES

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Financial statements Reported in USD

Financials

Annual financial statements as reported, going back as far as the data allows.

Units: $millions unless noted
Trend · the chart follows the statement you pick
Income statement
$m202020212022202320242025TTM2026E
Source: company annual reports
Balance sheet
$m202020212022202320242025TTM2026E
Source: company annual reports
Cash flow
$m202020212022202320242025TTM2026E
Source: company annual reports
Profitability & returns
202020212022202320242025TTM2026E
Computed from the statements aboveE = PrimerIQ estimate
Insider dealing & ownership

Insiders

Who bought and sold, at what price, and how much of their own holding it was — from SEC Form 4 and UK PDMR notifications, with each insider's last-reported position and disclosed major holders.

Valuation

No valuation model yet for Helios Technologies

A valuation is produced by the company research pipelines — the flash thesis carries one, and a deep dive replaces it with a fuller model. Neither has run for this company yet.

Public comps (how the market prices the nearest comparable businesses)

The 6 investable Specialty Industrial Machinery industry peers closest in size, largest first. Market caps are shown in USD so the set compares like with like; the multiples are currency-neutral. The median is taken across the PEERS only — it is what this company is being compared to — and per column, over the peers that actually report each measure.

CompanyMkt cap (USD)P/EP/BROICOp marginDiv yield
Suzhou Secote Precision Electronic (Class A) 603283$2.4bn31.6×4.6×15.0%20.6%0.9%
Kardex KARN$2.4bn49.1×7.7×25.7%11.7%2.4%
Helios Technologies HLIO$2.4bn33.2×2.5×4.6%7.9%0.8%
Sany Heavy Energy Co. Ltd. A 688349$2.4bn14.6×1.1×6.0%2.0%7.8%
MAKINO MILLG MACH 95B$2.3bn25.2×1.6×7.3%7.9%1.0%
Suzhou TZTEK Technology 688003$2.3bn134.1×8.3×1.6%2.1%1.1%
Yantai Eddie Precision Mach 603638$2.3bn34.6×4.2×9.7%17.4%1.1%
Peer median$2.3bn33.1×4.4×8.5%9.8%1.1%

A comparable set says what the market is paying for similar businesses today, not what any of them is worth. It is a cross-check on the model above, not a substitute for it.

Deep research

No deep research yet for Helios Technologies

A full deep-dive (business, moat, risks, valuation and scenarios) hasn't been generated for this company yet.

Primary sources · raw filings & reports

Filings

Source documents straight from the database — click to read the raw filing or release. Our read on what matters lives in Recent developments.

Filings & source documents
DOC
Proxy
OtherCompany IR · 2026 FY
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DOC
Proxy
OtherCompany IR · 2026 FY
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AR
Annual Report to Security Holders
AnnualCompany IR · 2026 FY
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DOC
Proxy
OtherCompany IR · 2026 FY
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DOC
Helios Technologies’ Electronics Segment Expands No Roads™ Platform with Apple CarPlay® and Android Auto™
OtherCompany IR · 2026-09-01
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DOC
Helios Technologies Reports Second Quarter 2026 Results; Profitable Sales Growth Momentum Continues, Raising Full Year 2026 Outlook
OtherCompany IR · 2026-08-10
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8-K
Current report (8-K)
CurrentFiled 2026-08-10 · period 2026-08-10
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DOC
Enovation Controls, a Helios Technologies Operating Company, Named a UK’s Best Workplaces for Women™ for the Fifth Consecutive Year
OtherCompany IR · 2026-07-28
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DOC
Helios Technologies Schedules Second Quarter 2026 Financial Results Release and Conference Call
OtherCompany IR · 2026-07-27
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DOC
Helios Technologies’ Electronics Segment Expands Support Across Briggs & Stratton Ecosystem
OtherCompany IR · 2026-07-14
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DOC
Helios Technologies Named to TIME’s 2026 America’s Best Companies List
OtherCompany IR · 2026-07-09
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DOC
Helios Technologies Extends History of Quarterly Dividends With 118th Consecutive Cash Dividend
OtherCompany IR · 2026-06-17
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DOC
Helios Technologies Recognized with Top Benefits Award from Mployer for Second Consecutive Year
OtherCompany IR · 2026-05-27
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DOC
Helios Technologies Reports First Quarter 2026 Results that Exceeded Outlook with Sales Growth of 17% & Accelerated Earnings Growth Over the Prior Year
OtherCompany IR · 2026-05-11
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8-K
Current report (8-K)
CurrentFiled 2026-05-11 · period 2026-05-11
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DOC
Faster, a Helios Technologies Operating Company, Enters High Growth Data Center Market with Advanced Thermal Management Solutions
OtherCompany IR · 2026-05-05
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DEF 14A
Proxy statement
ProxyFiled 2026-05-04 · period 2026-06-15
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DOC
Sun Hydraulics, a Helios Technologies Operating Company, Introduces the High-Pressure Performing QMEH Cartridge Valve
OtherCompany IR · 2026-04-28
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DOC
Helios Technologies Schedules First Quarter 2026 Financial Results Release and Conference Call
OtherCompany IR · 2026-04-27
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Q
Quarterly report Q1 2026
QuarterlyCompany IR · 2026 Q1
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DECK
Conference Call Presentation
PresentationCompany IR · 2026 Q1
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Q
10-Q Filing
QuarterlyCompany IR · 2026 Q1
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DECK
Conference Call Presentation
PresentationCompany IR · 2026 Q1
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Q
Helios Technologies Schedules First Quarter 2026 Financial Results Release and Conference Call
QuarterlyCompany IR · 2026 Q1
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DOC
Helios Technologies to Host Investor Day on March 20, 2026
OtherCompany IR · 2026-03-20
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DOC
Helios Technologies Unveils The CORE 2030 Strategy at 2026 Investor Day and Announces 33% Increase in Quarterly Dividend
OtherCompany IR · 2026-03-20
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8-K
Current report (8-K)
CurrentFiled 2026-03-20 · period 2026-03-20
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DOC
Helios Technologies Continues Long-Standing Partnership with Jacuzzi® Group, Powering All-New J5™ Collection
OtherCompany IR · 2026-03-19
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DOC
Helios Technologies and Mote Marine Laboratory Partner on Marine Science & Technology Digital Hub at New Science Education Aquarium
OtherCompany IR · 2026-03-18
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DOC
Faster, a Helios Technologies Operating Company, Launches MultiQTC™
OtherCompany IR · 2026-03-03
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DOC
Helios Technologies Reports Fourth Quarter 2025 Sales Growth of 17% with Expanded Profitability While Generating Record Cash Flow
OtherCompany IR · 2026-03-02
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8-K
Current report (8-K)
CurrentFiled 2026-03-02 · period 2026-03-02
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8-K
Current report (8-K)
CurrentFiled 2026-02-26 · period 2026-02-26
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DOC
Helios Technologies Schedules Fourth Quarter and Full Year 2025 Financial Results Release and Conference Call
OtherCompany IR · 2026-02-17
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DOC
Helios Technologies Expands OpenView™ Platform with CODESYS® Support for its Customers and Distribution Channel Partners
OtherCompany IR · 2026-02-02
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DOC
Helios Technologies to Webcast Presentation at the CJS Securities 26th Annual New Ideas for the New Year Conference
OtherCompany IR · 2026-01-12
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AV
https://www.businesswire.com/news/home/20260727719999/en/
WebcastCompany IR · 2026
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AV
Helios Technologies’ Electronics Segment Expands Support Across Briggs & Stratton Ecosystem
WebcastCompany IR · 2026
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DECK
Presentation
PresentationCompany IR · 2026
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AV
Helios Technologies’ Electronics Segment Expands Support Across Briggs & Stratton Ecosystem
WebcastCompany IR · 2026
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🔒
549 more filings, 1996–2025
Archive30 earlier years on file
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Company announcements & coverage

News

The issuer's own releases and dated events, newest first. The raw source documents live in Filings; our read on what matters lives in Recent developments.

Company announcements
Investor calendar · earnings & events

Calendar

Upcoming and recent investor events — results, AGM, dividend and ex-dividend dates — from the company's own investor calendar.

Listings · this company across markets

Listings

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ListingExchangeTickerCurrencyPriceType
Technical analysis · price action & momentum

Technicals

Interactive price chart with the common technical-analysis overlays and indicators — moving averages, Bollinger Bands, volume, RSI and MACD — plus an at-a-glance momentum summary. Use the chart's own toolbar to add or remove studies, change timeframe, or search a different listing.

A note on method: PrimerIQ's research is built bottom-up from the filings — what a business earns and what it's worth. The charts below read price history, not the business; we include them because many investors want them, not because they drive our valuation. Treat them as one lens among several.

Momentum summaryMomentum92
3-month return+20.0%
6-month return+24.0%
1-year return+119.7%
vs 52-week high-13.5%
vs 50-day MA-3.2%
vs 200-day MA+17.8%
volume vs base-26.8%

Relative strength percentile: 90 vs market, 91 vs industry. Momentum rank is a 0–100 percentile across 36,468 companies — one lens, not a valuation signal.

Charts and technical data by TradingView. Not investment advice.

Not on your plan

Earnings calls

The webcast audio itself, transcribed in full, with the structural signals the transcript text alone loses — how scripted rather than spontaneous the language is, where management hesitated longest, and which answers were most hedged.

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