Helios Tech.

Helios trades at 22.6x earnings while its 18-month target is $48, or 13% below your $55.41 share price.

If you own HLIO, the business is improving, but your stock price already assumes a bigger comeback.

hlio

industrials · motion control small cap updated jan 2, 2026
$55.41
market cap ~$1B · 52-week range $25–$59
xvary composite: 56 / 100 · below average
our overall rating — combines growth, value, risk, and momentum
Start here if you're new
what it is
Helios sells the hydraulic and electronic parts that help industrial machines move, connect, and show operators what the system is doing.
how it gets paid
Last year Helios Tech made $839M in revenue. Cartridge valve technology was the main engine at $260M, or 31% of sales.
why it's growing
Revenue grew 4.1% last year. Annual revenue reached $839M, up 4.1% vs. prior year, while management pointed to double-digit fourth-quarter revenue growth and ongoing portfolio moves.
what just happened
Helios posted $0.81 EPS versus a $0.72 estimate, a 12.5% beat.
At a glance
B+ balance sheet — decent shape, but not bulletproof
55/100 earnings predictability — expect surprises
22.6x trailing p/e — priced about right
0.6% dividend yield — cash in your pocket every quarter
7.0% return on capital — nothing to write home about
xvary composite: 56/100 — below average
What they do
Helios sells the hydraulic and electronic parts that help industrial machines move, connect, and show operators what the system is doing.
Helios wins by getting designed into equipment before the machine is built. Design-in (picked at the engineering stage → hard to replace later → your customer is sticky) matters because Hydraulics produced 65% of 2024 revenue, according to the company description. If your machine already uses Helios valves, couplings, and controls, swapping them out risks downtime, redesign costs, and testing delays.
technology small-cap industrial-components hydraulics recovery
How they make money
$839M annual revenue · their business grew +4.1% last year
Cartridge valve technology
$260M
Quick-release hydraulic coupling solutions
$170M
Hydraulic system design
$115M
Displays
$180M
Gauges and electronic controls
$114M
The products that matter
hydraulic and electronic controls
Hydraulic & Electronic Systems
$839M revenue · ~14% net margin
it's the whole $839M business today; the health panel shows ~14.0% net margin in this feed—ignore the old 11% round if it came from a different period or adjustment layer.
entire business
Key numbers
$2.75
FY2026 EPS
That profit estimate is $1.00 below Wall Street's $3.75 forward view. Translation: one camp sees a recovery, the other sees a stretch. So what: your valuation depends on who is less wrong.
22.6x
trailing p/e
You are paying 22.6 times trailing earnings for a business with a 7.9% operating margin. Expensive stock, average margins.
7.0%
return on capital
Return on capital means profit generated from the money tied up in the business. Plain English: every $1 invested produces $0.07 in operating return. So what: that is not elite.
$262M
long-term debt
Debt equals 21% of capital. Translation: leverage is manageable, not tiny. So what: it narrows your room for a sloppy recovery.
Financial health
B+
strength
  • balance sheet grade B+ — solid but not elite
  • risk rank 3 — safer than 50% of stocks
  • price stability 40 / 100
  • long-term debt $262M (21% of capital)
  • net profit margin 14.0% — keeps 14 cents of every dollar in revenue
  • return on equity 9% — $0.09 profit for every $1 investors have put in
B+ — functional but not a standout on the balance sheet.
Total return vs. market

You invested $10,000 in HLIO 3 years ago → it's now worth $10,450.

The index would have given you $13,920.

same period. same starting point. HLIO trailed the market by $3,470.

source: institutional data · total return
What just happened
beat estimates
Helios posted $0.81 EPS versus a $0.72 estimate, a 12.5% beat.
Annual revenue reached $839M, up 4.1% vs. prior year, while management pointed to double-digit fourth-quarter revenue growth and ongoing portfolio moves. Gross margin was 31.9%, which says the recovery is real, but still not rich.
$210.7M
revenue (Q)
$0.81
eps (Q)
31.9%
gross margin (Q)
the number that mattered
The 12.5% EPS beat mattered because the stock still sits above the $48 18-month target, so Helios needs clean wins just to justify where it trades now.
source: company earnings report, 2026

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What could go wrong

the #1 risk is demand weakness in recreation, agriculture, and mobile equipment.

∘
med
end market cyclicality
Helios sells into markets that can cool fast when customers pull back on equipment spending. there is no recurring-revenue cushion here.
impact: it exposes the full $839M revenue base and makes the $840M FY2026 revenue estimate harder to reach.
∘
med
order recovery proves temporary
management is signaling stronger orders and double-digit fourth-quarter growth from a year ago. if that slips, the recovery story loses its main support.
impact: the stock is already above the street's $48 midpoint, so a miss leaves less valuation cushion than the headline multiple suggests.
∘
med
portfolio cleanup without margin payoff
selling the custom fluidpower business only helps if the remaining company becomes cleaner and more profitable. otherwise Helios gives up revenue and gets no multiple benefit.
impact: with net margin at 11.0% and return on capital at 6.0%, there is not much excess profitability to absorb an execution miss.
100% of its $839M revenue is tied to industrial demand, and the stock already trades 13% above the street's $48 midpoint.
source: institutional data · regulatory filings · risk analysis
Pay attention to
trend
fourth-quarter growth actually showing up
management called for double-digit revenue growth from a year ago. if that lands, the order recovery story gets real numbers behind it.
calendar
next guidance reset
watch whether FY2026 guidance moves meaningfully above the current $840M revenue estimate. flat guidance means the turn is still tentative.
metric
fy2026 eps estimate at $2.75
that number is the market's current proof point. upgrades would confirm the margin story. cuts would say the cleanup is not paying off yet.
risk
margin consistency after the business sale
the portfolio move only matters if profitability gets steadier. if margins stay choppy, investors gave up revenue for nothing.
Analyst rankings
short-term outlook
average
momentum score 3 — in human-speak, analysts think the next 12 months look ordinary unless the recovery numbers accelerate.
risk profile
average
stability score 3 — this is neither a bunker stock nor a full rollercoaster.
chart momentum
top 20%
technical score 2 — the chart looks better than the fundamentals do right now.
earnings predictability
55 / 100
earnings are only moderately predictable, so guidance and estimate revisions matter more here than they do for steadier industrial names.
source: institutional data
Institutional activity

98 buyers vs. 105 sellers in 3q2025. total institutional holdings: 33.5M shares.

source: institutional data · 1q2025-3q2025
source: institutional data
Price targets
3-5 year target range
$21 $75
$55 current price
$48 target midpoint · 13% from current · 3-5yr high: $80 (+45% · 10% ann'l return)
source: institutional data · analyst targets

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