Helios Technologies (HLIO)
Builds hydraulic motion-control components and customized electronic controls for specialized equipment.
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Sells hydraulic valves, manifolds, couplings, engineered systems, and customized electronic controls to equipment makers and distributors. Hydraulics provides most revenue and spans three major regions, while Electronics is concentrated in OEM programs and the Americas.
Designs hydraulic motion-control and fluid-conveyance products through the Hydraulics segment, including Sun cartridge valves, manifolds, Faster quick-release couplings, and engineered systems. The Electronics segment supplies customized controls, rugged displays, wire harnesses, software, and Balboa wellness systems for mobile, industrial, recreational, marine, aerospace, and health-and-wellness equipment.
Combines application engineering, precision manufacturing, and customer-specific hardware and software across facilities in the Americas, Europe, and Asia. Hydraulics sells through distributors and directly to equipment makers, while Electronics is weighted toward OEM programs in the Americas. Demand follows capital-goods cycles; execution also depends on global manufacturing, channel partners, and embedded customer designs with meaningful switching costs.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 12, 2026 | Stifel Nicolaus | Target | Target: $93 | Target: $95 |
| Jul 20, 2026 | Stifel Nicolaus | Target | Target: $89 | Target: $93 |
| Jul 13, 2026 | KeyBanc | Reiterate | Rating: —Target: $74 | Target: $95 |
| May 14, 2026 | Stifel Nicolaus | Target | Target: $80 | Target: $89 |
| May 13, 2026 | Robert W. Baird | Target | Target: $100 | Target: $85 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jul 4, 2026Cash & short-term investments $68.0M · Total debt $15.0M · Total assets $1.52B · Shareholders' equity $948.3M
- Revenue
- $231.9M
- Operating income
- $32.5M
- Net income
- $21.9M
HistoryDividendAnnual yield
| Institutions | ≈ 96.64% | 31.94M shares | |
|---|---|---|---|
| 291 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.69% | 227.1K shares | |
| 14 holders · as of Sep 22, 2026 | |||
| Other | ≈ 2.67% | 882.9K shares | |
| remainder | |||
33.05M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Brown Capital Management, LLCInstitution | 8.92% | 2.95M | filed Jun 10, 2020 |
BlackRock, Inc.Institution | 7.85% | 2.59M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.97% | 1.64M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.69% | 1.55M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.42% | 1.46M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 23, 2026 | Matteo Arduini | officer: President of Hydraulics, FCT | −6,027 | $90.42 |
| Jun 22, 2026 | Matteo Arduini | officer: President of Hydraulics, FCT | −4,000 | $89.93 |
| May 15, 2026 | Matteo Arduini | officer: President of Hydraulics, FCT | −3,000 | $76.48 |
| Dec 5, 2025 | Matteo Arduini | officer: President of Hydraulics, FCT | −2,000 | $54.61 |
| Nov 5, 2025 | Diana Sacchi | director | −620 | $58.36 |
- Parker-Hannifin
Full-line hydraulics and motion-control scale across HLIO's core markets
- Garmin
Displays, avionics, marine electronics, and domain controllers overlap
- Curtiss-Wright
Off-highway controls and sensors overlap with Enovation and Murphy
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Helios Technologies | $70.46 | +2.62% | $2.27B | 32.1 | 21.2 | 2.5 | +9.1% |
| Parker-Hannifin | $977.07 | +1.27% | $121.65B | 33.9 | 27.7 | 5.7 | +9.8% |
| Garmin | $286.10 | +0.50% | $54.90B | 29.3 | 27.8 | 7.2 | +11.4% |
| Curtiss-Wright | $546.25 | −0.73% | $20.33B | 37.8 | 34.0 | 5.6 | +5.4% |
| Median | 33.9 | 27.8 | 5.7 | +9.8% |