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HLIO

Helios Technologies, Inc.

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Helios Technologies, Inc. operates in the Miscellaneous Fabricated Metal Products industry.

$70.93−1.09%

Oct 5 close · 1D EOD · Databento

IndustrialsMiscellaneous Fabricated Metal ProductsMid-capSEC EDGAR FY 2026-01-03

What happened

Daily closes · dots are Wire stories

What’s next

Expected around early November, going by its own filing history. The company has not announced a date yet. Its matching report came Nov 3, 2025 and Nov 5, 2024, after the close.

Last report

Aug 10, 2026−0.56%

after the close

Last 4, next close

median 3.23% either way

up 1 of 4

Every report since 2022 →Earnings calendar →

DateEventSourceNext close

Aug 10Earnings release, after the close · 8-KSEC EDGARSEC EDGAR ↗−0.56%

Next close = the first close after the event against the close before it. Prior-session closes only; not a call, not advice.

What happened · big days

15 big days in a year, and what we hold on each

A big day is a close more than 4.50% from the one before, three times HLIO’s median day (1.50%). On 3 of the 15, its peer group moved the same way at least half as far. We show what we hold. We never name a cause.

every other trading daya big day, numbered in the list below±4.50%Hover a bar for its day. Click a big day to open it.

Shaded: since our stories began, Jun 10. Tap a bar for its day.

#DayHLIOWhat we hold that dayGroup (median of 4) · each

1 Oct 15, 2025+8.09%
Before our storiesgroup +0.6%, did not move with it
1Oct 15, 2025+8.09%
Before our stories
+0.6% did not move with itWTS +1.2 · MWA +0.6 · CR +0.6 · PH +0.2
2 Oct 23, 2025+6.11%
Before our storiesgroup +2.4%, did not move with it
2Oct 23, 2025+6.11%
Before our stories
+2.4% did not move with itCR +4.1 · PH +3.4 · MWA +1.5 · WTS −1.1
3 Dec 10, 2025+5.67%
Before our storiesgroup +2.6%, did not move with it
3Dec 10, 2025+5.67%
Before our stories
+2.6% did not move with itPH +3.0 · WTS +2.9 · CR +2.3 · MWA +2.3
4 Jan 6, 2026+5.63%
Before our storiesgroup +1.7%, did not move with it
4Jan 6, 2026+5.63%
Before our stories
+1.7% did not move with itMWA +2.9 · PH +2.4 · WTS +1.0 · CR +1.0
5 Jan 21, 2026+4.70%
Before our storiesgroup +2.3%, did not move with it
5Jan 21, 2026+4.70%
Before our stories
+2.3% did not move with itWTS +4.1 · MWA +2.4 · CR +2.2 · PH +1.7
6 Apr 1, 2026+5.59%
Before our storiesgroup +1.6%, did not move with it
6Apr 1, 2026+5.59%
Before our stories
+1.6% did not move with itPH +2.9 · MWA +2.1 · CR +1.1 · WTS +0.9
7 Apr 8, 2026+6.38%
Before our storiesgroup +4.5%, moved with HLIO
7Apr 8, 2026+6.38%
Before our stories
+4.5% moved with HLIOPH +5.8 · CR +4.9 · MWA +4.0 · WTS +3.8
8 Apr 15, 2026−5.17%
Before our storiesgroup −1.9%, did not move with it
8Apr 15, 2026−5.17%
Before our stories
−1.9% did not move with itMWA −3.3 · PH −2.2 · CR −1.7 · WTS −1.6
9 May 12, 2026+14.04%
Resultsgroup −0.3%, did not move with it
9May 12, 2026+14.04%
ResultsFirst close after the May 11 results filing
−0.3% did not move with itPH +0.8 · WTS +0.6 · CR −1.1 · MWA −1.9
10 Jun 5, 2026−5.43%
Before our storiesgroup +0.6%, did not move with it
10Jun 5, 2026−5.43%
Before our stories
+0.6% did not move with itWTS −0.3 · CR +0.3 · MWA +1.0 · PH +1.2
11 Jun 10, 2026−4.57%
Nothing on HLIOgroup −2.3%, moved with HLIO
11Jun 10, 2026−4.57%
Nothing on HLIONo HLIO story, brief or results filing in our record that day
−2.3% moved with HLIOPH −3.3 · CR −2.6 · WTS −2.0 · MWA −1.9
12 Jun 11, 2026+4.55%
Nothing on HLIOgroup +2.7%, moved with HLIO
12Jun 11, 2026+4.55%
Nothing on HLIONo HLIO story, brief or results filing in our record that day
+2.7% moved with HLIOCR +4.3 · PH +3.1 · WTS +2.4 · MWA −0.0
13 Jun 18, 2026+6.96%
Nothing on HLIOgroup +2.1%, did not move with it
13Jun 18, 2026+6.96%
Nothing on HLIONo HLIO story, brief or results filing in our record that day
+2.1% did not move with itCR +2.8 · WTS +2.3 · MWA +1.9 · PH +0.8
14 Jul 1, 2026−5.47%
Nothing on HLIOgroup −2.0%, did not move with it
14Jul 1, 2026−5.47%
Nothing on HLIONo HLIO story, brief or results filing in our record that day
−2.0% did not move with itMWA −2.8 · WTS −2.6 · CR −1.5 · PH −1.5
15 Sep 14, 2026−4.83%
Nothing on HLIOgroup −1.8%, did not move with it
15Sep 14, 2026−4.83%
Nothing on HLIONo HLIO story, brief or results filing in our record that day
−1.8% did not move with itMWA −3.6 · PH −2.3 · CR −1.3 · WTS −1.1

A story on the same day is not a cause, and a group move is not proof either. Group: the median of PH, WTS, CR and MWA that day, the largest companies in HLIO’s SEC industry; “moved with HLIO” means the same direction and at least half the size.

What’s next · results

Before the next report: what the first day after the last four did

Six trading days after each results filing (SEC 8-K, Item 2.02). HLIO reports after the close, so day 1 is the next close. Each time, day 6 ended on the same side as day 1.

Reported Nov 3, 2025

day 1−1.96%day 6−6.12%

Reported Mar 2, 2026

day 1−4.49%day 6−11.29%

Reported May 11, 2026

day 1+14.04%day 6+14.58%

Reported Aug 10, 2026

day 1−0.56%day 6−2.56%

Next report: expected early NovemberEstimated from the dates of its last four results filings. Not announced. Since the Aug 10 report: −12.03%. Four reports is a small sample.

Every report since 2022 →

Each line is HLIO’s close against its close before the filing, on licensed end-of-day closes. What happened after each report, not a forecast; a move on the day is not a cause.

The numbers · FY2026, filed

SEC EDGAR

Market cap$2.4B

Revenue$839.0M+4.10%

Net income$48.4M

EPS, diluted$1.45+23.90%

Gross margin32.3%

Operating margin7.9%

Return on equity5.2%

Debt / equity0.40

All filed figures

Snapshot

SEC EDGAR · FY 2026-01-03

SectorIndustrials

Market Cap$2.4B

Enterprise Value$2.7B

Income$48.4M

Sales$839.0M

Book/sh$28.27

Cash/sh$2.22

Dividend TTM$0.36

Payout25%

Employees—

IPO—

Quick Ratio1.58

Current Ratio2.90

Debt/Eq0.40

EPS (ttm)$1.45

EPS this Y23.9%

EPS past 3/5Y-21.7%

Sales past 3/5Y-1.8%

EPS Y/Y TTM23.9%

Sales Y/Y TTM4.1%

Shs Outstand32.95M

ROA3.2%

ROE5.2%

ROIC4.2%

Gross Margin32.3%

Oper. Margin7.9%

Profit Margin5.8%

Every figure here is filed with the SEC. Valuation and estimate metrics (P/E, PEG, EV/EBITDA, price targets, forward EPS) are omitted until our market-data feed is licensed for display — we’d rather show fewer numbers than blank ones. Deeper lines (cash flow, balance sheet) below.

Revenue by fiscal year

$869.2M

FY22

$885.4M

FY22

$835.6M

FY23

$805.9M

FY24

$839.0M

FY26

Operating leverage — margins

GrossOperatingNet

Financials, annual · income and cash flowSEC EDGAR · open ▸

Financials — annual

SEC EDGAR · last 5 FY · tap a row to explain it

USD	FY2022	FY2022	FY2023	FY2024	FY2026
Revenue	$869.2M	$885.4M	$835.6M	$805.9M	$839.0M
Gross Profit	$312.8M	$298.5M	$261.7M	$252.3M	$271.2M
Operating Income	$149.3M	$137.3M	$79.9M	$81.8M	$66.0M
Net Income	$104.6M	$98.4M	$37.5M	$39.0M	$48.4M
Diluted EPS	$3.22	$3.02	$1.14	$1.17	$1.45
Operating Cash Flow	$113.1M	$109.9M	$83.9M	$122.1M	$127.3M
Free Cash Flow	$86.3M	$78.0M	$49.6M	$95.1M	$103.6M

Same industry

HLIO against four same-industry peers, a year at 100

HLIO is up 35.9% in a year. All four did less: Watts Water Technologies (+28.6%), Parker-Hannifin (+27.4%), Crane (+15.7%) and Mueller Water Products (−16.6%). Weekly closes, Oct 3, 2025 = 100, on a log scale, so the same percentage move is the same height on every line.

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HLIO +35.9%. Watts Water Technologies +28.6%, Parker-Hannifin +27.4%, Crane +15.7%, Mueller Water Products −16.6%. Weekly closes, Oct 3, 2025 = 100, log scale.

Share this chart

End-of-day closes (Databento EOD), the last close of each week. The four peers are the largest US-listed companies by market value in HLIO’s SEC industry (Miscellaneous Fabricated Metal Products) with a year of closes. It shows what the closes did; a move here is not a cause, a forecast or a call.

Same industry

In the screener →

PH$122.6B WTS$12.2B CR$12.0B MWA$3.4B CXT$2.8B AIOS$52M ZKIN$12M

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Fundamentals sourced from SEC EDGAR filings (public domain). For informational purposes only. Not investment advice.