HELIOS TECHNOLOGIES, INC.
Helios Technologies, Inc. (NYSE: HELO) is a global leader in highly engineered motion control and electronic controls technology serving diverse end markets including construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness. The company… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What HELIOS TECHNOLOGIES, INC. does
In the company’s own words
Helios Technologies, Inc. (NYSE: HELO) is a global leader in highly engineered motion control and electronic controls technology serving diverse end markets including construction, material handling, agriculture, industrial, mobile, energy, recreational vehicles, marine, aerospace, and health and wellness. The company operates through two primary business segments: Hydraulics and Electronics.
The Hydraulics segment, representing 64 percent of 2025 sales, designs and manufactures hydraulic motion control and fluid conveyance technology products including cartridge valves, manifolds, quick release couplings, and complete hydraulic system solutions. This segment operates under the Sun Hydraulics, Faster, NEM, Taimi, Daman, and Schultes brands. The Electronics segment designs and manufactures customized electronic controls systems, displays, wire harnesses, and software solutions through brands including Enovation Controls, Murphy, Zero Off, HCT, Balboa Water Group, Joyonway, i3PD, and Cygnus Reach.
Helios employs over 2,300 colleagues worldwide, with approximately 56 percent located in the Americas, 28 percent in Europe, the Middle East and Africa, and 16 percent in Asia Pacific. The company maintains manufacturing centers in North America, Europe, and Asia, implementing a "center of excellence" operations strategy and pursuing "in the region, for the region" manufacturing to optimize supply chains and reduce lead times.
The company's Hydraulics segment distributes products through value-added distributors and directly to original equipment manufacturers, with geographic sales fairly evenly distributed across the Americas, EMEA, and APAC regions. The Electronics segment derives 78 percent of sales from OEM customers, with 79 percent of segment sales concentrated in the Americas. Helios owns approximately 300 active patents and trademarks and maintains over 300 engineers supporting product innovation.
Recent acquisitions including Schultes Precision Manufacturing and i3 Product Development have expanded manufacturing capabilities and engineering services. The company divested Custom Fluidpower in September 2025 as part of portfolio optimization. Helios competes on product quality, reliability, technological innovation, and customer service, with defensible market positions in niche segments supported by high switching costs and strong customer relationships. The company's website is www.heliostechnologies.com.
Company details
- Sector
- Industrials
- Industry
- Fabricated Metal
- Headquarters
- SARASOTA, FL
- Fiscal year end
- December
- CIK
- 1024795
- SIC
- 3490
Financial performance, year by year
Fiscal 2012–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns HELIOS TECHNOLOGIES, INC. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · HELIOS TECHNOLOGIES, INC.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
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