HLIO
IndustrialsHelios Technologies, Inc. · Industrial - Machinery · $3B
What is Helios Technologies, Inc.?
Helios Technologies designs and manufactures hydraulic and electronic control solutions for industrial, agricultural, marine, and off-highway equipment markets worldwide. Headquartered in Sarasota, Florida, the company serves customers across the Americas, Europe, the Middle East, Africa, and Asia Pacific.
Helios operates through two segments: Hydraulics and Electronics. The Hydraulics segment produces cartridge valve technology and quick-release coupling solutions sold under the Sun Hydraulics, Faster, and Custom Fluidpower brands. The Electronics segment delivers displays, controls, and instrumentation products for markets ranging from recreational marine to power generation, sold under the Enovation Controls, Murphy, and Balboa Water Group brands.
Formerly known as Sun Hydraulics Corporation, the company was founded in 1997 and rebranded as Helios Technologies in June 2019.
- Cartridge valve technology for fluid control
- Quick-release coupling solutions for agriculture and construction
- Electronic displays and instrumentation for off-highway vehicles
- Engineered hydraulic system design services
Is HLIO a Good Stock to Buy?
UQS Score rates HLIO as Below Average overall, reflecting meaningful challenges across several key quality dimensions.
The Risk and Valuation pillars stand out as relative bright spots, suggesting the stock does not carry extreme financial risk and is not priced at a significant premium relative to its fundamentals. These factors may appeal to investors seeking downside protection.
The Quality and Moat pillars both register as Weak, indicating the business faces structural challenges in profitability consistency and competitive differentiation that weigh on the overall score.
See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does HLIO pay dividends?
Yes — Helios Technologies, Inc. pays a dividend.
Helios Technologies pays a regular dividend, which is relatively uncommon among mid-cap industrials of its size. This reflects a degree of financial discipline and a commitment to returning capital to shareholders. Income-oriented investors may find the dividend cadence worth monitoring, though the payout should be weighed against the company's broader quality profile.
When does HLIO report earnings?
Helios Technologies reports earnings on a quarterly cadence, consistent with standard practice for US-listed equities.
The company's Growth pillar registers as Neutral, suggesting revenue and earnings trends have been neither notably accelerating nor declining. Results have reflected the mixed demand environment across its industrial and electronics end markets.
For the most recent quarter's results and guidance, visit Helios Technologies' investor relations page directly.
HLIO Price History
+0.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Helios Technologies, Inc.?
Based on Helios Technologies, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
HLIO Long-term Outlook
With a Neutral Growth pillar and Good Risk profile, Helios Technologies appears positioned for modest, stable progression rather than rapid expansion. The dual-segment structure provides some diversification across industrial cycles, though Weak Quality and Moat scores suggest limited pricing power and margin resilience. The Good Valuation label indicates the market is not pricing in aggressive growth expectations.
Growth drivers
- Expansion in electronic controls for agricultural and off-highway equipment
- Geographic diversification across EMEA and Asia Pacific markets
- Cross-selling opportunities between the Hydraulics and Electronics segments
Key risks
- Weak competitive moat leaves the company exposed to pricing pressure from larger industrial peers
- Cyclical end markets in construction and agriculture can compress demand unpredictably
- Quality pillar weakness suggests potential inconsistency in earnings and cash generation
HLIO vs Peers
Helios Technologies competes across niche industrial and technology-enabled equipment markets alongside a range of specialized peers.
Xometry operates a digital marketplace for custom manufacturing, taking a platform-based approach rather than direct product manufacturing like Helios.
Savaria focuses on accessibility solutions and patient handling equipment, serving a different end-market but competing in the broader specialty industrials space.
Crane NXT specializes in technology-driven authentication and payment solutions, representing a more technology-intensive business model within the industrials universe.
Frequently Asked Questions
What does Helios Technologies do?
Helios Technologies develops and manufactures hydraulic control products and electronic instrumentation for industrial, agricultural, marine, and off-highway equipment markets. It operates through two segments — Hydraulics and Electronics — and sells globally under brands including Sun Hydraulics, Murphy, and Balboa Water Group.
Does HLIO pay dividends?
Yes, Helios Technologies pays a regular dividend. This is a notable feature for a mid-cap industrial company. Investors should review the current dividend rate and payout history on the company's investor relations page to assess sustainability in the context of its overall financial profile.
When does HLIO report earnings?
Helios Technologies follows a standard quarterly earnings cadence for US-listed companies. Specific upcoming report dates are not covered by our data source — check the company's investor relations page or a financial calendar for confirmed dates.
Is HLIO a good stock to buy?
UQS Score rates HLIO as Below Average, driven by Weak scores in the Quality and Moat pillars. While the Risk and Valuation pillars offer some reassurance, the overall profile suggests investors should weigh structural challenges carefully. The full pillar breakdown is available to Pro members.
Is HLIO overvalued?
The UQS Valuation pillar for HLIO is rated Good, suggesting the stock is not trading at a significant premium relative to its fundamentals. This does not imply a price target or guarantee of returns, but it does indicate valuation is not a primary concern in the current score.
How does HLIO compare to its competitors?
Helios Technologies occupies a niche in hydraulic and electronic controls, differentiating itself through multi-brand product families and a dual-segment structure. Compared to peers like Crane NXT and Xometry, Helios is more focused on physical industrial components rather than digital platforms or authentication technology.
What is HLIO's market cap bracket?
Helios Technologies is classified as a mid-cap company. This places it in a segment of the market that typically offers more growth potential than large-caps but with greater volatility and less analyst coverage than mega-cap industrials.
Who founded Helios Technologies?
The company was originally founded as Sun Hydraulics Corporation in 1997 and rebranded as Helios Technologies in June 2019 to reflect its expanded focus beyond hydraulics into electronics. Founding details are widely available through public company filings and historical records.
Is HLIO a long-term quality indicator?
From a long-term quality perspective, HLIO's Below Average UQS Score — driven by Weak Quality and Moat pillars — raises questions about durable competitive advantage and consistent earnings power. The Good Risk profile provides some stability, but long-term investors should review the full analysis available to Pro members.
What is the main competitive advantage of Helios Technologies?
Helios Technologies benefits from a multi-brand portfolio spanning both hydraulic and electronic control markets, giving it exposure to diverse industrial end markets. However, the UQS Moat pillar rates as Weak, suggesting this diversification has not yet translated into a strongly defensible competitive position.
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Pro Analysis
HLIO — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 24, 2026 | 45.5 | 41.6 | 20.0 | 46.1 | 76.4 | 62.7 | -0.1 |
| May 16, 2026 | 45.6 | 41.8 | 20.0 | 45.6 | 76.4 | 63.8 | +0.8 |
| May 7, 2026 | 44.8 | 38.6 | 20.0 | 43.0 | 75.4 | 67.9 | -0.1 |
| May 3, 2026 | 44.9 | 38.6 | 20.0 | 43.0 | 75.4 | 68.9 | +0.1 |
| Apr 26, 2026 | 44.8 | 38.6 | 20.0 | 43.0 | 75.4 | 68.5 | 0.0 |
| Apr 23, 2026 | 44.8 | 38.6 | 20.0 | 43.0 | 75.4 | 68.3 | 0.0 |
| Apr 20, 2026 | 44.8 | 38.6 | 20.0 | 43.0 | 75.4 | 68.5 | -0.2 |
| Apr 19, 2026 | 45.0 | 38.6 | 20.0 | 43.6 | 75.4 | 68.5 | +0.2 |
| Apr 18, 2026 | 44.8 | 38.6 | 20.0 | 43.6 | 75.4 | 67.5 | -0.2 |
| Apr 16, 2026 | 45.0 | 38.8 | 20.0 | 43.6 | 75.4 | 68.7 | +0.1 |
HLIO — Pillar Breakdown
Quality
— 41.6/100 (25%)Helios Technologies, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 46.1/100 (20%)Helios Technologies, Inc. shows steady but unspectacular growth, typical for mature companies.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 76.4/100 (15%)Helios Technologies, Inc. carries minimal financial risk with conservative leverage and strong solvency.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 62.7/100 (15%)Helios Technologies, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 20/100 (25%)Helios Technologies, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for HLIO.
Score Composition
Financial Data
More Stock Analysis
How is the HLIO UQS Score Calculated?
The UQS (Unified Quality Score) for Helios Technologies, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Helios Technologies, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Helios Technologies, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.