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Helios Technologies Inc

Helios Technologies Inc

HLIO
$81.15USD↓-0.39%-0.32 today

MARKET CAP

2.7B

P/E (TTM)

27.8x

FWD P/E

26.6x

DAY RANGE

$79 – $83

52W RANGE

$35
$95

AI Summary

Stalk
StalkMedium

HLIO remains in a medium-term upward regime, supported by a multi-month sequence of higher highs and higher lows and a rising 50-day moving average. Recent declines have pulled price below shorter EMAs, offering a potential reentry zone at the 50-day, but short-term momentum remains negative. Given neutral overbought/oversold readings and the lack of a clear reversal signal, defer new positions until the pullback shows signs of stabilization and acceptance above the EMA20/9.

  • ↑Q1 2026 sales $228 M (+17% YoY) with full-year guidance upped to $840–870 M
  • ↑Gross margin expanded to 32.8% and EBITDA margin forecast at 19.5–21%
  • ↓Negative profitability metrics underscore cost-management challenges
Full analysis →

The case for & against

Bull & Bear analysis

Bullish

Helios Technologies, Inc. (NASDAQ: HLIO) operates as a leading supplier of engineered motion control and electronic systems, primarily serving markets in hydraulics and electronics. The company is strategically focused on innovation, customer engagement, and operational excellence, positioning itself to capitalize on favorable market conditions, particularly within the construction and industrial sectors. Helios aims to drive growth while navigating macroeconomic challenges, with a goal of doubling its sales by 2030.

Bull says

  • ↑Q1 2026 sales $228 M (+17% YoY) with full-year guidance upped to $840–870 M
  • ↑Gross margin expanded to 32.8% and EBITDA margin forecast at 19.5–21%
  • ↑Record $24 M cash from operations in Q1; net debt/EBITDA down to 1.6x
  • ↑33% dividend hike and $82 M buyback authorization highlight capital returns
  • ↑Order intake up double-digits for 12 consecutive months in hydraulics and electronics
  • ↑New product launches (e.g., QMEH cartridge valve) drive market expansion

Bear says

  • ↓Negative profitability metrics underscore cost-management challenges
  • ↓$15 M tariff headwind could erode margins amid rising material costs
  • ↓High exposure to agriculture and construction sectors risks demand volatility
  • ↓Analyst revisions are negative and price targets align with current levels
  • ↓Execution risk in aggressive product rollouts may delay revenue growth
  • ↓Low dividend yield and hedge-fund selling indicate institutional skepticism

Investment themes with HLIO

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Earnings Call · Q1 2026 · Mgmt. Guidance

Updated 05-13-2026neutral

Transcript signals

Bull points

  • Helios entered 2026 having done the hard work, sharpening our go-to-market model, strengthening our balance sheet, and building a team and culture aligned around the core 2030 strategy we introduced at our investor day.
  • the highest quarterly sales ever for innovation controls, our largest electronic segment business. A record first quarter of cash generation for the company. And our first ever regular dividend increase of 33%.
  • we reduced our net leverage by more than a full turn in just one year, bringing us to 1.6 times net debt to adjusted EBITDA, the lowest level since the first quarter of 2018.

Bear points

  • Safe Harbor Statement
  • the U.S. continues to be a challenge market
  • continues to be a low single-digit growth market that has effectively recovered from the gyrations from what COVID happened with the uptick during COVID and then the downturn,
Read full transcript analysis ›