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Makes hydraulic and electronic controls for mobile and industrial equipment under the Sun Hydraulics and Enovation brands.
Makes hydraulic and electronic controls for mobile and industrial equipment under the Sun Hydraulics and Enovation brands.
Sells components designed into customers' machines, so revenue repeats as long as that machine model is built, and orders follow farm, construction and industrial equipment cycles. Hydraulics is the larger part; the electronics side adds controls and displays, including for spas. Growth over the past decade came partly from buying other component makers.
Moat: narrow (IP / patents, customer qualification, installed base). Engineered components designed into OEM equipment platforms create qualification-based switching costs.
Headquarters: Sarasota, Florida, United States · Founded: 1970 · Employees: 2,300
Size Helios Technologies (HLIO) is a United States Industrials company (Industrial Machinery) with a market value of $1.56B, the 1963rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $47.44 on 6 Nov 2026.
Performance Over six months the shares fell 30.5%, against -15.6% for the median peer and -1.1% for the United States market (cap-weighted) — 8th lowest of 20 in its peer set.
Growth Revenue grew 14.0% over the last twelve months (peer median +11.6%); the operating margin is 12.9% (peer median 7.8%).
Valuation It trades at 14.6× forward earnings against a peer median of 26.0× (5th cheapest of 16).
Price implies For today's price to make sense, revenue must grow about 11% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +1 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 2.8 points below its cost of capital (10.2% WACC).
Short interest Short interest is 3.4% of the free float (15 Oct 2026).
Next results Next results expected around 1 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $891M | $839M | $806M | $836M | $885M |
| Revenue growth | — | +4% | -4% | -6% | — |
| Gross profit | $268M | $240M | $221M | $229M | $270M |
| EBITDA | $177M | $155M | $146M | $144M | $188M |
| Net income | $71.4M | $48.4M | $39.0M | $37.5M | $98.4M |
| Free cash flow | $107M | $104M | $95.1M | $49.6M | $78.0M |
| Capital expenditure | $33.5M | $27.3M | $30.4M | $40.4M | $35.0M |
| Total debt | $351M | $386M | $471M | $548M | $465M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Helios Technologies HLIO | $1.56B | -30% | +14% | 13% | 14.6× | 11.2% |
| Parker Hannifin PH | $116B | +4% | +8% | 22% | 24.4× | 19.0% |
| Eaton ETN | $133B | -15% | +20% | 19% | 21.4× | 19.1% |
| Bucher Industries BUCN.SW | $3.93B | +4% | -4% | 7% | 19.1× | -2.9% |
| Jiangsu Hengli Hydraulic 601100.SS | $17.9B | -15% | +31% | 24% | 38.2× | 24.0% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | HLIO | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -30.2% | -8.8% | 3rd lowest of 21 |
| 6-month return | -30.5% | -15.6% | 8th lowest of 20 |
| Distance from 52-week high | -50.1% | -40.7% | 9th lowest of 21 |
| Revenue growth (TTM) | +14.0% | +11.6% | 10th highest of 21 |
| Operating margin | 12.9% | 7.8% | 6th highest of 21 |
| Forward P/E | 14.6× | 26.0× | 5th cheapest of 16 |
| Growth the price implies (Req g, 7 yrs) | 11.2% | 9.9% | 6th most demanding of 13 |
| Growth delivered (Del g) | +9.9% | +11.9% | 6th lowest of 13 |
| Hurdle (Req g minus delivered) | +1.2 pp | -0.5 pp | 7th least demanding of 13 |
| ROIC minus cost of capital | -2.8 pp | -2.4 pp | 8th lowest of 21 |
| EV / EBITDA | 10.4× | 7.0× | 2nd most expensive of 6 |
| Net debt / EBITDA | 1.6× | -0.6× | 2nd most indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Helios Technologies HLIO | United States | $1.56B | -30% | +14% | 13% | 14.6× | 11.2% | +9.9% |
| Okuma 6103.T | Japan | $1.56B | -16% | +15% | 9% | 10.4× | n/a | n/a |
| Quick Intelligent Equipment 603203.SS | China | $1.57B | -12% | +20% | 21% | 39.3× | 28.7% | +15.2% |
| Shanghai Highly (Group) 600619.SS | China | $1.57B | -33% | +3% | 3% | n/a | 8.6% | +13.1% |
| Ningbo Haitian Precision Machinery 601882.SS | China | $1.56B | -1% | +19% | 11% | 20.0× | 12.8% | +15.6% |
| Tofflon Science and Technology 300171.SZ | China | $1.57B | +4% | -2% | 6% | 34.7× | 8.0% | +14.0% |
| Qingdao Haier Biomedical 688139.SS | China | $1.58B | +6% | +12% | 9% | 36.5× | 20.7% | +10.8% |
| CKD 6407.T | Japan | $1.54B | -40% | +11% | 14% | 10.8× | 12.4% | +8.1% |
| Tongyu Heavy Industry 300185.SZ | China | $1.59B | -17% | +6% | 4% | 43.7× | 6.3% | +3.1% |
| Hunan Yujing Machinery 002943.SZ | China | $1.60B | -42% | -36% | -23% | 37.5× | n/a | n/a |
| Zhejiang Jiecang Linear Motion Technology 603583.SS | China | $1.60B | -4% | +5% | 8% | 26.0× | n/a | n/a |
| Jirfine Intelligent Equipment 301603.SZ | China | $1.53B | -12% | +43% | 15% | n/a | 28.5% | +26.7% |
| Rokae (Shandong) Robotics 3752.HK | Hong Kong | $1.52B | n/a | +105% | -5% | n/a | n/a | n/a |
| Jiangsu Huahong Technology Stock 002645.SZ | China | $1.52B | -38% | +57% | 5% | 20.6× | n/a | n/a |
| Changzheng Engineering Technology 603698.SS | China | $1.51B | -57% | -4% | 7% | 33.0× | n/a | n/a |
| Precision Tsugami (China) 1651.HK | Hong Kong | $1.62B | -35% | +24% | 28% | 7.7× | -13.9% | +9.8% |
| KSB SE & Co. KGaA KSB.DE | Germany | $1.63B | -3% | +2% | 7% | 10.3× | -3.2% | +6.6% |
| TerraVest Industries TVK.TO | Canada | $1.64B | -17% | +46% | 8% | 26.4× | 10.6% | +35.1% |
| Ningbo Donly 002164.SZ | China | $1.49B | +49% | +5% | 5% | n/a | n/a | n/a |
| Chang Wah Technology 6548.TWO | Taiwan | $1.65B | +9% | +25% | 15% | 17.5× | 9.2% | +6.8% |
| Shaanxi Aerospace Power Hi-Tech 600343.SS | China | $1.65B | -50% | -15% | -24% | n/a | n/a | n/a |